This article describes how to set up StockIQ to enforce basic limits for your buyers, such as:
- Can this buyer approve orders, or must they be reviewed first?
- Is this buyer allowed to place an order under supplier minimums, or must it be reviewed?
- A maximum dollar limit (most common)
- Please contact StockIQ and we will create a new user role with the limits associated
- Once this role exists, you can add users to the role in the Users screen.
Once users are added to this role, when they attempt to place an order that is more than their limit, StockIQ will automatically set the order to a "Review" status instead of "Approved", and the order will go into the Review Orders screen.
For more on that, see the How do I approve an order that is in Review status? topic, as well as the Global Ordering Settings topic to configure your review order notifications.