You have to define the minimum amount based on tax amount or without tax amount.

Approval configuration menu.

Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.

Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the sales, in this wizard select the user.

Approve type 2. Group that means only specific groups users will give approval like sales admin, invoice advisor etc…

Salesperson submits quotation for approval by pressing the ‘Confirm’ button. so that the sale order will automatically set the ‘Waiting for Approval’ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.

After confirmed by the salesperson, Auto set next level approvers in the Approval Info tab. If next approval is required.

Email notification sent to approvers for approval quotation.

There are two menus for
1. My Approval: Only access those quotations which are assigned to him.
2. Waiting Approval: Salesperson can access own quotation which is in Waiting for Approval and Approved stage.

There are 2 approvers the first approver approves the quotation.

After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.

Email notification sent to approvers for approval quotation.

Now the second approver approves the quotation.

So sale order created.

Email notification sent to approvers for approval quotation.

There are 2 approvers If the first approver rejects the quotation that means that quotation will be canceled no more second approver is needed.

After click on the ‘Reject’ button, this wizard will pop up, here the approver has to add a reason for rejecting the quotation.

After rejection, it auto set the rejection information in the "Reject Order Info".

Email notification of rejection looks like this.

Salesperson gets a notification when a sale order approves or rejects.