Dashboard > Settings > Modules > Purchase Orders
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to set workflows for Purchase Orders, users will need Edit permissions for Settings
In the Manual workflow, required fields are validated during the "create" phase, meaning they are only required when the PO is initially created.
For each field, select "Yes" to make it required or "No" to keep it optional in the PO. Click "Save" when complete.
Setting up Threshold Levels
By enabling the Purchase Order Approval Workflow in your Company Settings, you gain the ability to establish threshold levels for efficient PO management. Here's how it works in a more accessible way:
Access the Company Settings, go to the "Modules" tab, and navigate to the "Purchase Order" section.
Select the "Approval" of the "Workflow" section to begin configuring threshold levels.
Each level represents a specific range defined by a bottom value and the next level, which is $0.01 less than the top value. For example, you can set three levels: $5,000 to $20,000, $20,000 to $100,000, and over $100,000.
Assigning Users to Each Threshold Level
You can assign users to each level by looking for the "Users" button beside the "Threshold Levels" on the same screen.
Note: As the PO owner, you will have full control over the PO status, which can be changed manually. POs are always editable for users with the appropriate Edit and/or Manage permissions on Purchase Orders.