Purchasing Category Favourites Budgets

What does this do?

This page enables you to set up purchasing limits by purchasing category. This can be used on its own or in conjunction with Requisition Level Approvals.

By setting a limit on a purchasing category you are forcing orders that exceed that limit to go for approval. The benefit of this tool is that you can control these limits by category so you could choose to restrict equipment purchases but not food for example, whereas the Requisition Levels approvals apply to all purchases across all categories.

How does it work?

If you were to set a weekly limit (or budget) of 1000.00, the order which takes the combined weekly purchasing for that category over 1000 is the first order to require approval. All subsequent orders in that week for that category will also need approval. The following week will start again at 0.

How to set it up

On this page you need to decide if you want to set weekly, monthly or annual limits. This cannot be different for different outlets.

Once set click Update.

Next select the outlet you wish to set up and click Continue.