How do I set up PO Approval Ranks & Approvers?
Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions.
You can set different PO amounts to different “Ranks”, allowing certain employees to order different amounts or approve up to certain amounts without requiring someone with more approval access. To setup the "Ranks" follow the steps below.
1. Navigate to "System Setup" > Purchase Order Approvals
2. Select your Store.
3. Specify the amounts for each Rank.
How to setup your "Approvers"
1. Navigate to "Employees" or "Employee Groups", depending on how the employee settings are manged.
2. Under Employee Access Options, search "Approvals"
3. Ensure "Approvals" is VISIBLE.
4. Users that require approval before committing their Purchase Orders will need "Request Approval" selected.
5. Users that can approve Purchase Orders will need their Ranks selected.
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