How To: Set Up PO Approval Ranks & Approvers

How To: Set Up PO Approval Ranks & Approvers

Admin  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Purchase order approvals require certain purchase orders to be reviewed before they're placed, enforcing purchasing amount restrictions. You can set different PO amounts to different Ranks, allowing employees to order or approve up to certain amounts without needing someone with higher approval access.

 STEP BY STEP

Set Up PO Approval Ranks

1.   Navigate to System Setup > Purchase Order Approvals.

2.   Select your Store.

3.   Specify the amounts for each Rank.

Set Up Approvers

1.   Navigate to Employees or Employee Groups, depending on how employee settings are managed.

2.   Under Employee Access Options, search Approvals.

3.   Ensure Approvals is set to Visible.

4.   Users who require approval before committing their purchase orders need Request Approval selected.

5.   Users who can approve purchase orders need their Ranks selected.

 RELATED ARTICLES

•     How To: Create and Approve Purchase Orders with Purchase Order Approvals

Last reviewed: July 2026  ·  Applies to: Yellow Dog Inventory 2026


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