Process for Submitting and Approving New Customers / Agents / Vendors

Step 1: Submit Customer / Agent / Vendor

After creating a new Customer, Agent, or Vendor, the creator clicks Submit to send the record to the Manager for review.
The Manager will evaluate whether the Customer/Agent/Vendor meets the required criteria and can be approved for use.

Step 2: Approve Customer / Agent / Vendor

Case 1: Approve

The Manager filters the list to view all pending Customers/Agents/Vendors requiring approval.

After reviewing and confirming that all information is complete and acceptable, the Manager clicks Approve.

The system will ask whether the record should be escalated to the next approval level:

• Submit to Next Level Person → escalate approval

• Approve Now → approve immediately at the current level

• Close → exit without approving

Case 2: Reject

If the Manager does not want the creator to proceed with this Customer/Agent/Vendor, the Manager selects Reject.

Step 3: Approval by Higher Level

If the record is escalated, the higher-level Manager reviews and:

• Selects Confirm to approve

• Or Reject if the record is not acceptable