Approval

1. Tabs Overview:

Approval Tab: This tab is where KAM initiates tasks and submit them for approval. It contains sub-tabs for Users and Vendors.

Quotes Tab: This tab likely contains quotes or information relevant to the tasks.

2. Initiating a Task:

KAM creates tasks within the Approval tab, under the relevant sub-tab (Users or Vendors).

Tasks may involve various actions such as generating quotes, gathering information, or requesting revisions.

3. User Review and Revision Request:

Upon task creation, it appears in the User's panel.

Users review the task details and request revisions if necessary.

Revision requests are initiated within the system, specifying the required changes.

4. Revision Processing by Vendor:

All revisions requested by users are shown in the Users tab.

Users select a revision and initiate a process to send it to a specific vendor.

A modal opens, allowing users to select vendors from a dropdown menu.

Once a vendor is selected, the revision is sent to them for review and updates.

5. Vendor Review and Update:

Vendors receive the revisions and check/update them as necessary.

Once revisions are completed, vendors send them back to the KAM.

6. KAM Review and Approval:

KAM receives revised tasks from vendors and reviews them within the system.

If revisions meet the requirements, KAM approves them, triggering further actions like finalisation or sending for implementation.