How to Approve Quotation(s)

Elitesuiteke

1. 1. Log into the system

   

2. 2. Go to Fee Notes & Quotations module

   

3. 3. Click on Fee Notes, Quotations link

   

4. 4. Click on Quotations / Proforma Fee Notes option

   

5. 5. This shows a list of all the quotations and Proforma Fee Notes captured in the system

   To approve a quotation(s), as shown in the example below go to the quotation which is in Pending Approval status, select it by clicking on the check box against it.

   

6. 6. After selecting the quotation

   Scroll down to the Bulk Action option at the bottom of the page, click on the drop down and select the Approve option then click on the Go button to submit.

   

7. 7. Once that is done the Quotation status will change to Approved as shown in the example below