Approvers work from the Approvals → Approval Requests area and decide from a single screen, with the quote and its margin impact side by side. There is no second app to learn.
Decide a request
- Open a pending approval request. The decision screen shows the quote together with its margin impact: the requested discount, the margin, and how far it is over the allowed discount.
- Choose Approve or Reject. A decision note explaining the call is required to reject and recommended when you approve.
- On approve, the quote unlocks and its approval state advances. On reject, it returns to the seller to revise and resubmit.
Who can decide
Requests are assigned to an approver team, not a named person, so any member of the team for that tier can act and cover does not depend on one individual. Which team a request goes to is set by the approval policies an administrator maintains. See Approval policies and escalation.
What is recorded
Every decision is written to the approval request as immutable history: who submitted, who decided, when, and why, plus a snapshot of the quote total, margin, and margin percent at submission. The record captures the true actor even though the state change runs under the app's own identity. Each request carries a reference of the form AR-00001.
Escalation
If a request sits past its policy's escalation window, the scheduled escalation job moves it to the next tier as a new request linked back to the original, and marks the original Escalated. See Turn on automatic approval escalations.