- Separate roles: who requests, who prepares and who approves.
- Give approvers a limit in one currency, so large orders go to the right person.
- Keep the requisition, every quote, the choice and the receipt with each order.
- Make the saving against the next-best quote visible per order.
Roles
| Role | Typical permissions |
|---|---|
| Admin | Manages users, roles and limits |
| Approver | Approves proposals up to a set limit |
| Purchaser | Sends requisitions and prepares approvals |
| Viewer | Follows requisitions and orders, read only |
Approval limits
Set each approver’s limit in one reference currency. Quotes in other currencies are converted before the check, so a limit means the same thing whatever the supplier’s currency. When a proposal is above a user’s limit, it goes to someone who can approve it, with the comparison attached.
The audit trail
- The original requisition and how each line was read.
- Every supplier asked and every quote received.
- The option chosen, by whom, when, and why.
- The delivery receipt and the supplier invoice.
This answers the questions auditors, owners and charterers ask, without searching inboxes.
In the Atlas Supply client portal
Company accounts in the Atlas Supply client portal have Admin, Approver, Purchaser and Viewer roles, approval limits in USD, sign-in with Google or email, and a full record per requisition from request to signed receipt. Nothing is ordered until an approver within their limit approves.
Questions
Can several people from one company use the portal?
Yes. A company account can have several users with different roles and approval limits.
What happens if a proposal is above my approval limit?
You can send it to a colleague with a higher limit in one click. It cannot be approved above your limit.