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Discount Approval

The discount level above which a manager must approve.

Overview

Set the percentage above which a quotation or order is routed for approval. If none is set the default threshold is 10 percent.

Discount Approval in the Sales module.

When to use discount approval

  • You want to control margin leakage.

Step by step

In the Sales module open Configuration in the green navigation bar, then choose Discount Approval under Sales Settings.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • Actions on the screen: Save changes.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • sales.settings.manage