Restrict employee catalog purchasing
Find out how to prevent employees from ordering items outside of your order guides.
On this page:
Overview
Every order guide on your account can be locked so that team members with the Employee role cannot add items to them nor shop in that supplier's catalog.
Tip: For more information changing a team member's user role in the app, refer to Manage your team members.
Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Follow these steps to remove employee access to the catalog.
Restrict employee catalog purchasing
- On the Place Order/Order screen, select the three dots next to the supplier's name and choose Edit Guide.
- If you have more than one order guide with that supplier, select the order guide you want to restrict.
- From the three dots setting menu, select Order Guide Settings.
- From the Add Items Restriction dropdown menu, choose “Don't allow employees to add new items", then Save.
Result
When accessing that supplier and order guide, Employees will not be able to add any additional ad-hoc or supplier catalog items that are not in the order guide already. If you wish to lock down the entire supplier (if you have more than one order guide with them), make sure to repeat this process with each order guide!
