Sales Approvals

Daylite Sales Assistant now has a built-in sales approval process to help ensure your quotes and invoices are correct prior to sending to customers.

Low Margin Sales Documents

In the preferences set the margin threshold that sales documents must be approved at. For example sales document with a total margin, less than 15% will require a managers approval before it can be emailed.

High-Value Sales Documents

In the preferences set the maximum value for any sales documents before it must be approved by management.

Pending Approval

The document status will be set to and displayed as Pending Approval. Approvals are allowed from any person that is within the Daylite Team set as the approval team in the Daylite Sales Assistant plugin preferences.

The Workflow

Once the Sales Approval system is turned on then users can work as normal in Daylite Sales Assistant. If any sales document required management approval the following occur

The document will require approval
It will be marked with an approval stamp
The status is set to Pending Approval
The sed to accounting function is disabled
The send email and open in preview are disabled
An Approval Required button shows in the preview pane.

Sales Approval System Daylite Sales Assistant

At this time, the user needs to add a new task and delegate it to the manager requesting approval. This will appear for the manager to approve.

*Hot Tip… Be sure to set the Notify Me of Changes option when delegating to send a push notification as soon as the manager marks the task as completed!