--- title: "Configure the purchase approval process" slug: "configure-the-purchase-approval-process" updated: 2026-10-15T04:27:22Z published: 2026-10-15T04:27:22Z canonical: "help.servicetitan.com/configure-the-purchase-approval-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure the purchase approval process ## Overview The purchasing approval workflow helps you stay on budget by setting clear limits with purchasing tiers and approval roles for employees. Any purchase above the limit requires approval, helping you control spending. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Set up purchasing approval tiers 1. Go to the navigation bar and click **Settings![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-nb3cqr8a.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D)**. 2. In the side panel, click **Purchasing** or **Inventory**, then click **Configuration.** 3. On the *Inventory Configuration* screen that opens, click the **Purchasing** tab. 4. Go to *Purchase Order Approval Tiers* and set up the purchasing approval process:![Image showing the Purchase Order Approval Tires section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-d6x92p6u.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) 1. In the **Notifications** field select how you want to manage notifications: 1. Select email notifications for users to alert them when their purchase order (PO) requests are approved or rejected. 2. Select email notifications for approvers to notify them when PO requests are ready for review and approval.![Image showing the notifications' options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-nsgdfsok.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) 2. In the **Set tiers based on** field: 1. Select *PO total* to include taxes and shipping. 2. Select *PO subtotal* to exclude taxes and shipping. 3. Click **Add Approval Tier** to add tiers. > [!NOTE] > **Note:** The system automatically generates the ending point of the tier. 4. When finished, click **Save**. After you've created your tiers, assign them to different user roles. For more, see [Assign tiers to user roles](/roofing/docs/configure-the-purchase-approval-process#assign-tiers-to-user-roles). ## Assign tiers to user roles 1. In the *Purchase Order Approval Tiers* field, click **Bulk Assign Approval Tiers**.![A cursor clicking Bulk Assign Approval Tiers to assign tires to user roles.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-qg8u3j28.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) 2. On the *Bulk Assign Approval Tiers* screen that opens, assign tiers to different user roles.![A cursor assigning tiers to different user roles.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-hi3p3vj2.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) 3. When finished, click **Next**. 4. On the *Updated Employee Tiers* screen that opens, review your updates and click **Save**.![Cursor clicking Save on the Update Employee Ties screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-808rimkx.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) ## Edit tiers for an individual role 1. Go to the navigation bar and click **Settings![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-26nq4yr1.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D)**. 2. In the side panel, click **Settings > People**, then click **Employee**. 3. On the *Employees* screen that opens, select the specific user and click **Edit**. 4. On the *Edit Employee* screen that opens, go to the *Inventory* section. 5. Update the user's approvals as needed and click **Save Changes**.![A cursor updating the user's approvals.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-31rsc3ac.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) > [!TIP] > **Tip:** Click **Manage Tiers** to go to the *Purchase Order Approval Tiers* screen for additional updates. ![A cursor clicking the Manage Tires button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/configure-the-purchase-approval-process-image-6piyrnd4.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A17Z&se=2026-11-01T20%3A50%3A17Z&sr=c&sp=r&sig=wXRZVgm6JZ1GRCyeLPuSEnF%2Fgm%2BEJQnegItM1Fz5Mg8%3D) ## Want to learn more? - See [Manage and approve purchase order requests](/roofing/docs/manage-and-approve-purchase-order-requests)