Configuring Purchase Order (PO) authorisation/approval/sign-off requirements

By default, anyone in Breww who has access to purchase orders can finalise a purchase order. If your business needs to have purchase orders approved before they can be finalised, you can configure this in Breww.

Building approval rules

You can define your purchase order approval rules by going to Settings -> Stock items & purchasing -> Purchase order approval rules.

From here, you can build out the rules required. This works using the same rule-building tool that is used in a number of places in Breww. If you need help using this tool, please see the delivery rules guide as it has a video showing how to build your logic conditions and outcomes (although the options are different, the basic premise of how to use the rule builder is the same).

You have the option to create conditions which direct different possible outcomes, for example, you may:

• Not require approvals on POs valued less than £/$/€100, unless it's from Acme Hop Supplies, in which case it must be approved by John Doe specifically.

• For POs up to £/$/€500, they need approval from one person (say a mid-level manager)

• For POs over £/$/€500, they might need approval from all mid-level managers and one senior manager.

  As an example, this could be built out and would look like the following. AA, BB and CC are mid-level mangers and DD and EE are senior managers.

  

Raising purchase orders

POs can be raised as normal and when the person creating the PO clicks the finalise button, this will either finalise it (if it doesn't need approval) or request approvals from the appropriate people.

If approval is needed, this will be shown clearly on the PO. This example below would be for a PO of over £1000 in the above example:

This shows who needs to approve this purchase order.

Approving purchase orders

When the user with the initials "CC" (for example) is logged into their account, they will now see a blue badge by "Stock items" in the main menu. This indicates how many approvals they are required to make.

When clicking through to the Stock items list, they will be shown a list of their outstanding approvals at the top of the page.

When clicking through to the PO, they'll see an Approve button at the top-right of the page.

Upon approval from them, this will be reflected in the breakdown of outstanding approvals, with a green check mark against their initials.

When all required approvals have been made, the PO will automatically be finalised.