Administering Shopping

Owned by IT Info
Jan 20, 2022
2 min read

As a company administrator, you can set up Shopping with threshold amounts for approval in order to manage employee spending. If an employee creates an order with an amount that is over the employee's own threshold, the Create Requisition button replaces the Checkout button in the Shopping Cart, and the requisition must first be approved as described in /wiki/spaces/EN/pages/3112972.

Note: The site administrator makes approver assignments in the user profiles and manages user groups in the Partner Dashboard. If you are the site administrator, you can manage Shopping settings in the Partner Dashboard by choosing Shopping under the Services tab. the Services | Shopping page appears.

As a company administrator, you can navigate to the Services | Shopping page by following these steps:

  1. Click the Admin Access tab (visible only to administrators) at the top of the Home page. The Admin Access Home page appears.
  2. Choose Shopping from the Services drop-down menu. The Services | Shopping page appears with the Approver Thresholds section showing the Create and Manage tabs.
  3. Click one of the following:
    • Create tab (if it is not already selected): Show existing thresholds, and create a new threshold. Click the All, Active, or Inactive links for the Show option to show all, active, or inactive thresholds.
    • Manage tab: Assign thresholds to groups of users.

To create a threshold, follow these steps:

  1. Click the Create Threshold button under the Create tab. The Create Threshold Configuration dialog appears.
  2. Enter the amount in the Threshold Amount field. The Active checkbox should already be selected (remove the check mark to make the threshold inactive).
  3. Apply to the following user groups: Click the checkbox for each group to apply this threshold. Click the "Select all" checkbox to select all groups at once.
  4. Click Save to save the threshold and stop, or Save and Create to save the threshold and create another one.

To view and edit a threshold, click the View link in the right column of the list of thresholds. You can then click Edit to show the Create Threshold Configuration dialog (as described above), and edit the threshold.

To apply a threshold to a user group, click the Manage tab. You can then select the group in the Group Selection dropdown menu, and click the radio button in the Active column for the threshold to apply to that group. Click Save to save your selection.