The intended audience for this article is QuoteToMe Administrators.


Roles & Purchasing limits add controls for purchasing. 


! Purchasing limits for In-Store PO must be set at the store level. 

  

 

About purchasing limits

By default, purchasing limits for users are set to unlimited.

 

Pro tip: If you need users to require approval for all their POs, set their purchasing limits to 0.

 

Purchasing limits can be assigned to users in two ways:

  1. Through Roles. Any user assigned to that role will inherit the purchasing limit.
     
  2. On their User page.
    • If a user is assigned to a role, a custom purchasing limit can be applied here.
    • If your company does not use roles, you can assign purchasing limits on user pages.


Read our Edit a User article to learn more.

 

 

Approval routing


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

Approvers must be in the project team in order to approve their POs.

 

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.
  

   

Pictured above: These roles can be named whatever you like. In this demonstration, these roles are named for their respective duties within the QuoteToMe app.


The reports-to feature allows users assigned to roles to receive PO approval requests. 

A user assigned to a role can only select an approver from the role above them in the role hierarchy.

 

This hierarchy can be arranged any way you like!

Roles can be edited or deleted at any time.


 

Approval limit too low?

If there is no one on your project team with a high enough purchasing limit to approve your PO, each out to your Admin and ask them to add a higher purchasing authority to your team.

 

 

Next step

Read Project Teams & Shared Visibility.

 

 

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