Require approval for large POs

Add a spending threshold that routes POs to a manager before sending.

Purchases3 min readOpen feature
Require approval for large POs — screenshot of the feature
  1. 1

    Turn on approvals

    Admin → Settings → Approvals. Set a rupee threshold (for example ₹50,000). Any PO above that figure waits for approval before it can be sent.

  2. 2

    Assign approvers

    Pick the roles that can approve. Approvers receive a notification and see pending POs in the Approvals screen.

  3. 3

    Approve or reject

    From Purchases → Approvals, open the PO, review lines and totals, then approve or reject with a comment. The comment is saved to the audit trail.

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