# Purchase order with approval limits workflow template

> Small purchases go straight through, larger ones need the manager, and the biggest go to the board. The purchase order PDF is issued at the end.

Category: Finance. 2 steps, 11 form fields. Includes: approval limits by amount, generates a PDF, signature.

## Steps

### 1. Request

Owner: Whoever starts the request.

Add the items and the supplier. The total decides who approves.

Approval depends on “Order total”:

- Up to $1,000: No approval needed
- $1,000 to $10,000: The requester’s manager
- Above $10,000: Approvers you choose (2 approvals)

Fields:

- Supplier (text, required)
- Supplier EIN (text)
- Cost center (choice, required)
- Needed by (date)
- Items (table, required): Description, Quantity, Unit price, Total
- Order total (calculated)
- Why is this needed? (long text, required)
- Quotes (files)

### 2. Purchasing

Owner: A person or team you choose.

Place the order with the supplier. The purchase order PDF is generated when you complete this step.

Due in 3 days (business time).

Issues: Purchase order.

Fields:

- Payment terms (choice, required)
- Expected delivery (date, required)
- Buyer (signature, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/purchase-order-with-approval-limits