SUMMARY


Presentation of Z-Moderation


Z-Moderation is the iziflo mobile application that allows moderators to approve or reject various transactions directly from their mobile device.

These operations include:

  • Discounts

  • Proformas

  • Sales Orders

  • Financial Plans


Any modification made on the web is instantly reflected in the application.
Likewise, any approval performed in the app is automatically updated in iziflo web



Installation


The application is available for both Android and iOS, via the Play Store and the Apple Store.

To find it, simply enter iziflo Z in the search bar.



Login


When the app is opened, the login page appears, identical to the one used on the web version of iziflo.

You may use the Office 365 button for automatic login if your Office account is configured on your mobile.

Alternatively, you can manually log in with your email address and password.

If you forget your password, click Forgot Password to reset it and regain access to the application.



Afterwards, select your instance and click Log In.



You will then be prompted to create a PIN code, which must be entered twice for confirmation. This PIN will allow you to quickly access the application in future sessions without re-entering your credentials, as long as you remain logged in.





Home Page


Once logged in, the home page of the application is displayed.


A Menu icon in the top-left corner gives access to different actions such as returning to the home page, switching to dark mode, or logging out.







A Notifications icon in the top-right corner allows you to view received notifications.


 


You will find up to four approval sections:

  • Discounts

  • Proformas

  • Sales Orders

  • Financial Plan





Note: If only two or three sections appear, it means you do not have the rights to moderate the missing sections.


For example, if the Proforma section is not visible after login, the user either does not have the rights to moderate proformas, or the instance does not use Proforma approval.



Approval Rights Configuration


The configuration of approval rights (Proforma, Sales Order, Financial Plan) is managed in iziflo web under the Settings module.




For more details on approval, please refer to the dedicated article here.



Approval rights for Discounts are configured in the user’s profile, under Sales and Deals.




A user will only be able to moderate discounts whose percentage is equal to or below the threshold defined in their profile, within Product Administration.






For more details on discount configuration, please refer to the dedicated article here.



Approval Levels


On the home page, two tabs are available:

  • My approvals

  • All approvals


 


My approvals : 
This tab displays the transactions awaiting approval at the user’s current level.


Example: If a user is level 3 for financial plan approval, he will only see financial plans already approved at level 2 and awaiting a level 3 validation.


All approvals : 
This tab displays all transactions awaiting approval for all levels below the user’s level.


Example: If a user is level 3 for financial plan approval, he will see all financial plans pending approval, regardless of level (as long as the level is below 3).



Discounts

When accessing the Discounts section, the list of discounts to moderate appears as cards.

Each card shows:

  • Transaction number

  • Customer name

  • Sale price

  • Discount to be approved


To approve a discount: swipe the card to the right.





To reject a discount: swipe the card to the left.




Clicking a card opens the transaction details in PDF format, where you can validate or reject the discount using the buttons at the bottom of the screen.




For a quick summary without opening the PDF, long-press the card to display a recap menu.





A search bar at the bottom of the screen lets you search for a specific transaction.


A Filter button (bottom-right) helps refine results if needed.




The Info button provides instructions for completing the approval.





Proformas


When accessing the Proforma section, the list of proformas to moderate is displayed as cards.


The functionality is similar to the Discounts section, with some differences.


Cards display, in the bottom-right, the number of vehicles included in the transaction.




A vertical colored bar on the right of each card indicates the transaction status: rejected, partially approved or submitted for approval.


The color code is accessible via the Info button.





When rejecting a proforma, a mandatory comment must be entered to complete the operation.




A short press on a card opens the PDF; a long press opens a simplified recap sheet.




Sales Orders


Sales Orders approval works in the same way as Proformas.
Refer to the previous sections for more information.



Financial Plans


When accessing the Financial Plans section, the list of financial plans to moderate is displayed.




A percentage icon on the cards shows the margin.




To approve or reject a financial plan: swipe the card right or left.


This section functions similarly to the Proformas and Sales Orders approval sections.


Note: Only financial plans that have been approved at level 0 will be available in the application.


Notifications


Notifications can be sent to your phone to alert you of new transactions awaiting approval.

When you first log in, Z-Moderation will ask whether you wish to enable these notifications.