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Quoting Limit Functions

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Some companies would like a supervisor or manager to review sales quotes over specific prices in order to ensure job profitability. The Quote Limit function can be activated to prevent users from generating Quote reports if the value of a job exceeded a specified value. The feature allows you to set a Quote Limit per currency:

 

QuoteLimitConfig1

 

This activates the Quote Limit field in the Job Book, and when a new job is created the default value for an authorization limit is copied from the appropriate Rules field:

 

QuoteLimitConfig2

 

Only users with the assigned feature rights can edit this field and change it from the default:

 

QuoteLimitConfig3