Add tiered purchase order approval chains to checkout. Orders above defined thresholds require manager or admin sign-off before processing.
Define as many tiers as needed: auto-approve under $1K, manager approval $1K–$5K, admin above $5K.
Require a PO number at checkout with custom format validation.
Approvers receive instant email notifications with order details and approve/reject links.
Approvers can modify quantities and apply discounts before approving.
Pending orders auto-cancel after a configurable number of days (default: 7).
Configure different approver roles per threshold tier.
Settings → Features → PO Approval Workflows on.
Settings → PO Approval Settings → Approval Thresholds. Click Add Tier. Set min/max amount, auto-approve flag, and approver role.
Settings → Require PO Number. Enable and set any format rules.
Settings → Approval Expiry in days. Default is 7.
Place a test order above a threshold. Check that the approver receives the notification email.
| Setting | Description | Default |
|---|---|---|
Require PO Number | Mandate a PO number field at checkout | Off |
Approval Expiry Days | Days before unapproved pending orders auto-cancel | 7 |
Allow Order Editing | Approvers can modify orders before approving | Off |
Notification Email | Email sent to approvers when an order needs sign-off | On |
Each tier has a min amount, max amount, auto-approve flag, and list of approver roles. Orders are matched to the first tier whose range they fall in. If auto-approve is on, no sign-off is needed.
Yes, if Allow Order Editing is on in Settings → PO Approval. Edits are logged with timestamp and approver name.
The order auto-cancels after Approval Expiry Days. Approvers receive reminder emails before cancellation. The customer is notified when cancelled.