If certain users can only send Purchase Orders up to a certain value, Purchase Order approvals can be enabled.

Enabling Purchase Order Approval

  1. Browse to Administration → Defaults
  2. In the Purchase Order section tick the Option for Purchase Orders Require Approval.


Enabling Email Notification

You can also enable the setting to receive automated email notifications when a Purchase Order exceeds the approval limit.

Still in Administration → Defaults, look for the setting "Notify by email if Purchase Order exceeds approval limit" and select Yes and enter the corresponding email address.


Setting Up Approval Limit per user

  1. For each User under Administration → Users you can set the maximum value of Purchase Orders they can send.

Approving Purchase Orders

  1. Open the Purchase Order Details
  2. Click Approve Purchase Order



You can also view all Purchase Orders that require approval under the Purchase Order List which is done by clicking Inventory → Purchase Orders.