SALES DISCOUNT APPROVAL
Features
This module allows for all involved users to effectively track the progress of their requests
Set discount approval limits for both Sales Person and Sales manager.
This modules sends instant email notification to the Sales Manager and Sales Person for updates.
Track the status easily with sales discount approval module.
It helps Sales managers to keep a track on all the sale activities.
You can define the discount percentage for sales person and Sales manager.
How it Works
Step 1 : Enable default Discount Option. Enable Automatic Approval Notification Email to send and receive Email Notifications. Define the Discount Percentage for Sales Person Max Discount % and Sales Manager Max Discount %.
Step 2 : Map the Team Leader / Approver in sales team.
Step 3 : Create a Quotation. Enter the Discount and Click on ‘Apply Discount’. Once Clicked, The discount % will be applied to the line items. If the given Discount Percentage is below and equal to the limit defined You can directly confirm the Sales Order.
Step 4 : If the given Discount percentage is greater than the limit defined, You have to ask for approval to the team leader. Click on ‘Ask for Discount Approval’.
Step 5 : Once ‘Ask for Discount Approval’ is clicked it sends email notifications to the approver.
Step 6 : Once approved by the approver, Sales Person can confirm the sale. If rejected an email notification will be sent to the Sales Person.
