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Approving Purchase Orders

Written by Aaron

If purchase order approvals are enabled, orders that exceed the approval threshold must be approved before they can be marked as ordered.

Submit a Purchase Order for Approval

  1. Create your purchase order.

  2. Click Submit.

The purchase order status changes to Pending Approval and appears in the Awaiting Approval section of the dashboard.


Approve or Reject a Purchase Order

  1. Open the purchase order.

  2. Click Approve to approve the order, or Reject to send it back to draft.

  3. If rejecting the order, enter a reason for the rejection.

Note: Only users with approval permission for the selected location can approve or reject purchase orders.


Activity Log

The purchase order activity log records each action, including:

  • Draft created

  • Submitted for approval

  • Approved

  • Marked as ordered

  • Shipments received

  • Closed

Each entry includes the date, time, and the user who performed the action.

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