Overview
The Secure Quote Approval feature enables employees to raise Quotes but only an authorised employee can approve the Quote. The Quote is approved by the authorised employee enters their internal employee password, then the quote can be printed and/or emailed to the client.
From the OPTO Ribbon, select the RESOURCES tab and then click on ‘New/Edit Employee’ to open the ‘Employee Details’ window. Enter the employee number of the employee to be given the permission in the Emp No field or press <F2> and select required employee from the pop-up list then click OK. The selected employee must have an internal employee password for this feature. This password is different from the password used to log-on to OPTO. Enter a unique password in the red Password for the employee, this password unique to the employee. Employees cannot share an internal employee password and no two passwords can be the same. The selected employee must have an email address entered in the Email Office field.
Open the Security tab and click on the permission box to tick for ‘Can Approve Quote’ and press F9 to save.
Parameter Setting – From the OPTO ribbon Click on the ‘QUOTE’ tab then the drop-down icon to open the Parameters – Quote window.
Click on the ‘Defaults’ tab and click on the [3] No Signature, Signature Emp, Signature Password box twice to enable. The box must be solid. (See below) Press <F9> to save.
The Quote window now has Signed area and a red box for the authorised User to enter their internal employee password to approve the Quote. The Quote order cannot be printed and/or emailed until it has been approved.
A message appears alerting the User that the Quote has to be Approved and asks if they want to send an email to the authorised employee to approve the Quote, click on Yes to continue the approval process.
The employee in the Emp Name (signature) field receives the email and will then reviews the Quote to be approved and then enters their password in the red field and press <TAB>, and then press <F9> to save.
The Quote Order can now be printed and/or emailed.
Opto Software Pty Ltd Created: 02/06/2025
