Purchase Order

Table of Contents

1. Introduction

The Orangecat Purchase Order module for Magento 2 introduces a robust B2B purchasing workflow. It allows companies to control spending by implementing purchase limits and an approval process for orders.

Key features include:

  • Automated Purchase Order creation based on company/user limits.
  • Manager approval workflow for orders exceeding limits.
  • Detailed activity logging for every Purchase Order.
  • Buyer-specific spending limits per transaction and per period.

2. Configuration

2.1. Global Settings

Admin settings can be accessed under Stores > Configuration > Orangecat > Company > Purchase Orders. Here you can enable the module globally and configure general parameters.

Admin Configuration

Figure 2.1: Global Configuration Settings

2.2. Buyer Limits

Specific limits for each buyer can be configured in the company user management section. These limits determine if an order requires approval.

User Limits Configuration

Figure 2.2: Buyer Spending Limits Configuration

3. Buyer Workflow

3.1. Creating a Purchase Order

When a buyer places an order that exceeds their established limits, the system automatically creates a Purchase Order instead of a direct Magento Order. The buyer is notified on the success page.

Checkout Success

Figure 3.1: Purchase Order Creation Success Page

3.2. My Purchase Orders

Buyers can track their pending, approved, and rejected purchase orders from the My Purchase Orders section in their customer account.

My PO List

Figure 3.2: Personal Purchase Order List

3.3. Purchase Order Details

Buyers can view the details of their purchase orders, including items, totals, and the current status.

My PO Details

Figure 3.3: Personal Purchase Order Detailed View

4. Company management Workflow

Company Managers have the authority to review and action purchase orders submitted by their team members.

4.1. Managing Company POs

Managers can access all company purchase orders via the Company Purchase Orders menu. This view provides a complete overview of the company's pending acquisitions.

Company PO List

Figure 4.1: Company-wide Purchase Order Management List

4.2. Reviewing PO Details

A detailed view of the Purchase Order allows managers to verify items and check the Activity Log to understand the history of the document.

Company PO Details

Figure 4.2: Full Details and Activity Log

4.3. Approval Process

To approve a Purchase Order, the manager clicks the "Approve" button and can provide a comment. Once approved, the Purchase Order is automatically converted into a standard Magento Order.

Approval Popup

Figure 4.3: Approval Confirmation Modal

4.4. Rejection Process

If a Purchase Order is not suitable, the manager can reject it, providing a reason for the buyer to review.

Rejection Popup

Figure 4.4: Rejection Confirmation Modal