How many levels of approval do you want?
You can select any number up to 6.
0 will mean you don't want any approval levels in place (this doesn't impact any purchasing category budgets/limits you may have set).
Please note that your top limit will be unlimited, for example if you select 2 approval levels, your Level 1 approver will be able to approve orders up to the specified amount and your Level 2 approver will be able to approve any amount above that with no limit. If you need to set a limit for your Level 2 approver, then you need to select 3 levels.
Once you have chosen the required number of levels, click Submit. You can always amend this later if you change your mind.
How to set up the levels
This page has been designed to enable you to easily set the required limits.
Firstly, enter the maximum amount that users can order without needing approval.
Then set the limit for your Level 1 approver. Once you enter a figure, you will see that the display changes to confirm the range your L1 approver can approve.
Enter your limit for your L2 approver and again see the display confirms the range they can approver.
And so on.
How do I set someone up to be an approver?
Only head office users can approve requisitions. To set this up go to User Access and find the person in Head Office.
Click on their name and you can set them up with the required requisition approval level.
If the user is linked to a specific area, they will only be able to approve orders placed within their area.
Will users be alerted if they need to approve an order?
Users will receive an email alert if they have an order to approve.They can approve the order by logging into IndiCater or by clicking the link on the email.
Can a Level 3 approver approve an order which should be approved by an L1 approver?
Yes. The L2 user will receive the alert but the L3 user can approve the order on their behalf of required.
Does an order which needs L3 approval have to be approved by an L1 user first?
The L1 user will be notified that they need to approve the order and once they have approved it, the L2 user will be notified etc.
However, an L3 user could approve it straight away without going through all the levels if required.
Can I set up a limit just for one purchasing category?
Yes you can do this by clicking the Allocate Budgets button and following the guide/help pages