How do I set up PO Approval Ranks & Approvers?

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. 

 


    • Related Articles

    • Troubleshooting: Why Are My PO Approval Emails Missing Information?

      If you are receiving PO Approvals in your email that appear to be missing information, the cause is likely that you have items included in the PO that do not have dimension 1 set in your database.  Here is an example of a PO Approval Email that is ...
    • How do I Create and Approve a Purchase Order with Purchase Order Approvals?

      Purchase Orders Approvals Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can use the threshold method, which only requires one approver, or you can create Hierarchical Approvals ...
    • How do I set a Primary Vendor?

      This video will demonstrate how to set a primary vendor ​   Primary Vendors Yellow Dog now allows for Primary Vendors to be selected for items. To set this as a feature, navigate to System Setup. Under Global Options/Purchasing, select “Force ...
    • How do I use the Email PO to Vendor Function?

      This video will demonstrate using the Email PO to Vendor Function Confirm the Vendor Contact has an email address attached:        1.       Navigate to Common Setup and select Vendors and Manufacturers.         2.       Highlight the vendor in ...
    • How do I create and set COGS accounts?

      COGS This ability provides Cost of Goods Sold (COGS) reporting but doesn’t require the use of recipes. We have added new COGS accounts which you can have automatically assigned to new inventory items via level interfaces as well as manually assigned ...
    • Recent Articles

    • Yellow Dog/Agilysys Integration Overview

      This document will provide an overview of the Yellow Dog Agilysys Spa & Golf integration Integration Approach This will be set up as a 2Way – Pulls Sales & Push Items Sales – Pulled from a .txt file 4x daily Codes – Pulled from a .txt file Items – ...
    • Yellow Dog/Book4Time Integration Overview

      This document will provide an overview of the Yellow Dog Book4Time Integration Integration Approach This is a 2Way Integration – we present item information and are provided sales information. NOTE: There is no sync application that can be controlled ...
    • How To: Create Interface Codes for Book4Time

      This document will review creating new interface codes for the Book4Time Integration in Yellow Dog Software Overview If additional Class, SubClass, Departments, or Brands need to be added to items in Yellow Dog users can create the new interface ...
    • How To: Perform recommended post event tasks

      This video will review recommended post event checklists and reports
    • How To: Utilize Event Tenders

      This video will review how to use utilize event tenders