Advanced User Settings: Thresholds in QuoteAnywhere

Learn how to access and modify the configuration settings for your Thresholds. This guide provides the necessary steps to locate the thresholds menu so you can effectively manage your system parameters.

1. Click "Admin"

2. Click "System Configuration"

3. Click "Groups"

4. Click "Thresholds"

5. On the Thresholds Groups page you can Add New Group, Edit, Duplicate or Delete. In this case we will Edit.

6. Thresholds enforcement can trigger an Approval process or enforce GP thresholds.

7. Overall Proposal categories can be customized by Upper & Lower Proposal Value as well as Upper & Lower GP%.

8. Labor Threshold Type can be configured by Global GPM or Based on Labor Rights.

9. Available categories for customization vary depending on the selected labor thresholds types.

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