Purchasing setup · Roles & order communications
Set who handles purchasing and what suppliers see on an order. Start with the purchasing controls already available, then scope additional development around a real example.
90-day free trial · No credit card · See pricing
Example · Central stockroom
$1,250 purchase request
Review before ordering
01Set purchasing access
Give the buying team Procurement access to the business unit. Requests go straight to that team or the owner for review, sourcing, and ordering.
The buying team can handle the request directly.
02Assign the buying team
Test a requisition with the actual requester and Procurement accounts. Check quantities, estimates, and unpriced items before choosing a supplier.
Each role can demonstrate its part of the handoff.
03Preview the supplier message
Set default purchase-order notes for the business unit. Adjust supported order email subjects and templates, preview the result, and retain the required order information before using it with suppliers.
The supplier receives the instructions your team agreed.
Inside LineNow
Keep quantities, prices, and notes visible when the buyer prepares the PO. Purchasing access and email configuration are separate setup steps to demonstrate with your team.
Explore requisitions and purchasing →
Make it work for your team
Use the exact rule, document, or integration your team needs as the acceptance test.
Walk through your setup →Practical questions
Understand the setup, the handoffs, and what your team reviews along the way.
Walk through your own workflow
Walk through the request, approval, supplier email, and receipt. Leave with a clear configuration or development scope.
Book a purchasing rules demo90-day free trial · Guided setup · View plans and pricing
