Approvals
The Approvals tab collects the target price requests your team submits. Owners and managers decide on them there.
Review requests
- Open the QuoteXelerator app settings and choose the Approvals tab.
- Filter by status: Pending, Approved, Rejected, Expired or Cancelled. Refresh loads new requests.
- Each request shows the deal, who requested it, the Current Price (standard discounts), the Requested Target Price, the Additional Discount, the exchange rate and the margin. A warning appears if the request exceeds the recipe's maximum discount or would produce a negative margin.
Owners and managers see every request. Representatives see only their own and cannot approve.
Approve or reject
- To approve, choose Approve? and then Approve to confirm.
- To reject, choose Deny, enter a Rejection Reason and choose Submit. The reason is required. The deal stays as it is.
Approving does not change the deal either. The representative applies the approved price by creating the line items. See Target pricing.
Managers cannot approve their own requests. Owners can. An owner's approval of their own request is marked as such in the compliance log.
What is recorded
Every request, approval, rejection and cancellation is written to the compliance log, with the note or reason that was given.