Approving/disapproving order requests in your absence – In case of absence (sickness, leave), you can appoint a replacement for answering requests. Just log on to ‘My Mercateo’ and go to ‘Profile’ and click on ‘Set up absence management’. Select a user and the purchase requests that were intended for you will automatically be forwarded to the appointed replacement.
Order requests to be confirmed by someone lower in the purchasing hierarchy – Order enquiries awaiting approval by someone lower in the purchasing hierarchy, can also be viewed, edited, approved or disapproved. This can be useful in case of an unexpected absence of the original approver. Hover over the ‘i’ with the cursor to see the approver. The requestor will be informed by email about any actions taken to the order requests.
Hierarchy for approving purchase requests – Each user can be assigned to a maximum budget or orders can be manually or automatically be approved depending on a fixed budget. If there are multiple users below you in the hierarchy, the order approval depends on the assigned budget. If an order is higher than the assigned budget, it will automatically be submitted to the next higher positioned user who then again has a maximum budget assigned to. Therefore, it can be prevented that one purchase order will be handled by multiple approvers.
You can authorize users for posting goods receipts by clicking on the three blue dots next to the user. Select ‘administrate’ and ‘rights’ and tick the box next to ‘declare goods receipt’ before clicking ‘save’.
Note – Your accounting will only be informed if you have given a different email address for invoices.