Pricebook Change Approval Process

As part of our new more nimble support strategy, we are rolling out a new way for user to submit --and for directors to approve—changes to the Pricebook. The process is outlined below. There are action items at the end for you to get setup as well.

1. Users will submit their request via the Goettl Shared Services Help Center
   
2. Users will pick the category of their submission to start.
   
3. When the user submits the form, it will be automatically directed to the appropriate approver.
1. HVAC: Stephen Gamst
   
2. Plumbing: Henry Rodriguez
   
3. Discount & Fees: Ricky Warner (interim)
   
4. Memberships: Ricky Warner (interim)
   
4. The approver will receive an email notifying them that a submission is waiting for approval with a link.
   
5. Once the approver follows the link, reviews the submission, and approves the submission, the request will be sent to the Pricebook Coordinator to be entered into the Pricebook.
   
6. Should the approver deny the request, it will be sent back to the submitter with a notification that their submission was denied. If a note was entered on the denial, it will be included in the response to the submitter
   
7. After the Pricebook Coordinator has updated the Pricebook, they will do a final approval of the submission which will send a notification to the submitter that their request was approved and implemented.
   

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