Quotation Approval Flow
Quotation Approval Flow is a built-in ERP mechanism that defines how logistics quotes are internally reviewed, validated, and authorized before being shared with customers. This structured workflow ensures pricing accuracy, margin protection, and adherence to commercial policies, especially for high-value, non-standard, or strategic quotations. By controlling who can approve, edit, or escalate quotes, the system helps logistics providers maintain consistency and reduce errors across sales operations.
How Quotation Approval Flow Works in Logistics?
When a quote is created in the ERP, it is tagged with thresholds such as customer type, value, margin, or service complexity. If the quote exceeds defined limits or contains custom rates, it is automatically routed to the relevant approver, like a branch manager or finance controller. Approvers receive in-system alerts and can review all quote details, including service breakdown, costs, and projected margins. Once approved, the quote is released for client sharing. Rejected quotes are returned to the originator with remarks, ensuring traceable feedback loops.
Quick Response Logistics Through ERP
Instant Quote Generation
Pre-approved templates and rates allow standard quotes to skip the approval queue, enabling sales teams to respond instantly in low-risk cases.
Real-Time Approval Tracking
The ERP dashboard displays all pending approvals by stage, department, or user, minimizing bottlenecks and ensuring timely quote release.
Dynamic Pricing Updates
If price conditions change during the approval process, the ERP automatically updates the quote for revalidation, ensuring consistency with current rate logic.
Integrated Communication Logs
Comments, conditions, and actions taken during the approval process are saved in the quote file, maintaining full audit trails for compliance and reviews.
Fast Conversion to Jobs
Once a quote is approved, it can be converted directly to a shipment job without repeating data entry, supporting smooth order fulfillment.
Conclusion
Quotation Approval Flow enforces control and accountability in logistics pricing through tiered validation within ERP. It helps organizations balance agility with oversight, speeding up client responses while protecting profitability and operational accuracy.