Purchase Orders and Approvals
Most B2B companies have order approval rules for purchase orders. Companies can control who can create purchase orders and how much they can spend. For example:
- Any PO less than X value is automatically approved.
- POs over X value but less than Q must be approved by Y.
- Any PO over X value must be approved by Y and Z.
- A PO created by anyone at the Director level or above is automatically approved.
With the required permissions for their role, B2B customers can set up approval rules to enforce company policies.
Who is this video for?
- Company account managers
- Purchasing managers