How to manage Purchase Order Authorization?

 

Setting Up Purchase Order Authorization with AntMyERP

AntMyERP enables businesses to control and streamline their purchase order approval process through a structured authorization system. This ensures that no user can share or execute a Purchase Order (PO), Proposal, or Sales Order (SO) without proper approval.

There are three levels of authorization in the system like PO Authorization, Proposal Authorization and SO Authorization.

To enable PO Authorization, go to the Purchase Module and click on Purchase Order. The Purchase Order Index will open. Click on the three dots in the top right corner and select Purchase Settings. Then go to Purchase Preference to activate the approval system.

Also you can access this through Settings on the left hand menu. Click Purchase, then enable the Purchase Order Approval System option. Once activated, a new tab named PO Authorization will appear.

In the PO Authorization tab, approvals can be set by default, product category, or business-wise. Choose the desired option and assign employee names as approvers. You can select one or multiple employees who will be responsible for authorizing each PO.

Once configured, any new Purchase Order will require approval before being shared with vendors. The system shows pending POs with options to Accept or Reject. Until approval is granted, sharing the PO will remain restricted.

To disable authorization, simply go back to Purchase Preferences, turn off the PO Approval System, and update your settings. The authorization tab will disappear, restoring direct PO access.

With AntMyERP, managing purchase approvals becomes transparent, secure, and fully under your control.