Approve a Sale

Approve a Sale

Once a Quote is sold it automatically creates a Sale record for management to review and decide to either approve or not approve.  This article will provide an overview on how to approve a new sale record as well as provide an overview on all the automations that occur once the sale is approved.  

Steps to Approve a Sale

1. To approve a Sale, click the Approve Sale Transition on the Sale Record.



2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Job in Progress State. See below for field details and automations.


Approve Sale Field Details

  1. Finance Owner - Finance employee assigned to the Sale.
  2. Customer Service Owner - Customer Service employee assigned to the Sale.
  3. Sign Date - Date the Sale was signed.
  4. Notice To Proceed - Indicates if deposit has been collected, financing has been confirmed, or if Management approved the Sale without financing confirmed.
  5. Job Standing - Current standing of the Job (e.g., Active, Closed, Hold). When this field is updated on the Sale record it automatically updates the Job Standing field in all related records that have this field.
  6. Lead Tracking Name - Name of the Lead Tracking record associated with the Sale. If there is no Lead Tracking record associated with the sale, follow the Add a Lead Tracking Record on the Sales Module to automatically update this field.

Automations After Approving a Sale

New Records Created After Approving a Sale

  1. A new Job Cost record is created with the Initial Gross Sale field, Sales Tax field and Finance Markup field populated from the Sale record.
  2. A new Job record is created with the items in the Sales's Sold Items entry from copied to the Job's Job Worksheet entry form.
  3. A new Invoices-Credits record is created with the items in the Sales's Sold Items entry form copied to the Invoice Item entry form.
  4. A new Pending Install record is created with the Pending Amount field updated from the Sale record.
  5. A new Commission record is created with the Gross Sale Amount field populated from the Sale record.
  6. A new Comm Analysis record is created with the items in the Sales's Sold Items entry form copied to the Commissionable Worksheet and Total Detail - Reference entry forms.

Sale Record Field Updates

  1. Customer Balance Detail entry form updated with the Initial Sale amount.
  2. The Approved By field is populated with the user name who completed the Approve Sale Transition.
  3. The Approved Date & Time field is populated with the current date and time when the Approve Sale Transition was completed.
  4. The Approved Amount field is populated with the amount from the Initial Gross Sale field.

Contact Field Update

  1. The Journey Progress field is updated to Customer.

Lead Tracking Field Updates

  1. The Demo Funnel field is updated to Sold.
  2. The Initial Gross Sale field is updated with the Initial Gross Sale amount from the Sale record.
  3. The Number of Sales field is updated by 1.

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