Who is answerable for a quote — chasing it, revising it, and knowing why it was lost. Each document type has its own rules, so quotations can route by region while invoices stay with whoever raises them.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep a customer’s paperwork with their account manager. |
| Total | Large documents to somebody senior. |
| Branch | If you run more than one place of business. |
| Place of supply | Interstate vs within the state. |
| Validity | Short-dated quotes to whoever can chase them today. |
A worked example
A furniture manufacturer routes quotations by place of supply: Maharashtra to the Pune desk, everything else to Mumbai. The quote, its revisions and the follow-up all sit with one person.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Yes, if quoting is the bottleneck. Fifteen a day per estimator is a real number. |
| An overflow owner | Yes. |
Where to go next
- Writing the rule
- When it runs — on create, on edit, or both
- Capping how much each person gets
- Where the overflow goes
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