WindoorERP Documentation 19.0

Configure global Purchase settings, purchase order approval levels, and automatic warnings

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Administers global procurement policies in WindoorERP, establishing multi-level purchase approval thresholds, automated vendor quality warnings, 3-way matching rules, and purchase order locking.

Before you start

  • System Administrator access.

Steps

Purchase global configuration and policy settings panel

Important

Purchase Order Approval thresholds prevent unauthorized high-value raw material commitments without executive signoff.

  1. 01
    Open Purchase › Configuration › Settings.
  2. 02
    Under Orders, enable Purchase Order Approval and set the threshold limit (e.g. orders > $15,000 require General Manager approval).
  3. 03
    Enable Lock Confirmed Orders to freeze unit rates once a purchase contract is finalized.
  4. 04
    Under Invoicing, enforce Bill Control: 3-Way Matching to prevent payment without warehouse receiving notes.
  5. 05
    Under Products, enable Vendor Pricelists and Warnings to flag blocked or low-quality suppliers during RFQ drafting.
  6. 06
    Click Save to commit global purchase configuration policies.

Common mistakes

  • Leaving purchase order approval limits disabled, allowing junior buyers to issue unapproved mill orders.
  • Permitting vendor invoice creation without enforcing 3-way matching validation.

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