The Approval Criteria section allows supervisors to select the criteria to be used when evaluating proposals either manually or automatically:
Evaluate criteria for approval - Set all the criteria to be checked in case auto-approval is disabled.
In case one or more criteria are not met when manually checking a proposal (e.g. a running proposal), the supervisor will be prompted for confirmation to approve the proposal despite the pointed-out issue(s).
Evaluate criteria for auto-approval - Set all the approval criteria to be checked in case auto-approval is enabled, either from the Sales Parameters (for all customers) or the Personal Data (for specific customers).
In case one or more criteria are not met when automatically checking a proposal (e.g. a running proposal), the account executive will be prompted to send the proposal to a supervisor (for manual approval) to approve the proposal although the pointed-out issue(s).
NB: For detailed information on the sales workflow, please consult the Getting Started chapter.
For both manual and auto-approval, it will be possible to add the following self-explanatory approval criteria just by ticking them on the list:
Criteria - Check the proposal's total amount
Description: The total amount must coincide with the automatically calculated total (i.e. based on the price list, scheduling type, etc).
Criteria - Check the proposal's associated blocks
Description: Blocks included in the proposal must exist within its scheduling period.
Criteria - Check the proposal's price list
Description: The price list used in the proposal must be the same as specified for the customer on its Personal Data,
Criteria - Check extra discount
Description: The extra discount must be equal to or less than the one specified for the customer under its Personal Data,
Criteria - Check customer credit status
Description: The total amount of proposals approved for a certain customer in the current year must be lower than the current annual credit agreement for that customer; otherwise (if approved proposals exceed the credit agreement), the customer's credit agreement must be increased by the supervisor before continuing with the proposal approval.
Criteria - Check free events limit (%)
Description: Specify the maximum percentage that free-commercials can occupy regarding the proposal contents.
NB: Please note that auto-approval is set under the Parameters tab by enabling the "Enable auto-approve proposal" option.