Overview of Roles & Purchasing Limits

Roles & Purchasing limits are set up in QuoteToMe as a tree, in which each role “reports to” a role with a higher purchasing amount.


Approval Routing


Anyone can approve of a PO as long as the PO total is within their purchasing limit.

  • Approvers must be on the project team in order to be sent approvals via the regular approval flow.
  • Non-project members can be tagged in the comments of an order using the "@" symbol to request an approval.

 

In the image below, you can see a clear hierarchy for purchasing authority. The PO Creator reports to the PO Approver and so on - each with a higher purchasing limit than the other.

 

How To Create & Edit Purchasing Limits

 

Step 1. Select Company Settings from the left navigation bar.  

  • This page will display the company organizational chart for purchasing roles and permissions. 
  • Only administrators have access to these settings.
  • Users must be assigned to roles from their User page.
  • You can also view the reporting hierarchy as a table by clicking the toggle in the top-right             corner:

How To Add A New Role


Step 1. Click Add Role in the top-right corner. 


Step 2. Complete the form fields:

  • If a role reports to no one, they are at the top of the heirarchy.
  • A "$0" purchasing limit will mean any PO created will need to be approved, and they cannot approve other's POs.

 
Step 3. Click Add. 

  • The org chart will automatically update with the new role.

How To Edit An Existing Role


Step 1. Click the pencil icon inside the role card.

      

Step 2. Enter your changes:


    

Step 3. Click Save. 


How To Delete A Role


Step 1. Click the pencil icon inside the role card.


   

Step 2. Click Delete on the bottom-left corner:

   

Step 3. Type the job title in the confirmation field:


    

Step 3. Click Delete. 



Need help?

There are three ways to reach our Customer Support team: