You set spend limits per user in User Management. A spend limit is the maximum dollar amount a user can order before approval is required, and an approval workflow is the routing that sends an order to a designated approver once it exceeds that limit.
Assign a Spend Limit
Go to User Management in InnFlow Procurement.
Open the user you want to configure.
Enter the spending limit for that user and save.
Once limits are in place, orders that exceed a user's limit route to an approver before they can be placed, which is how the approval workflow enforces your spending controls.
IFP PRO TIP: Set limits based on each user's role – lower limits for line staff who place routine orders, higher limits for managers who need to approve or place larger purchases. |