A purchase order above the limit is approved before it is sent
Who is involved
| Role | What they do |
|---|---|
| Buyer | Raises the order and sends it once it is approved. |
| Inventory manager | Reviews the order and approves it. |
Step by step
- Buyer
Creates the purchase order with the supplier, the delivery warehouse and the lines, and presses Send to supplier.
What they see:A message that the order is above the approval limit and needs approving before it is sent. The order stays Draft.
- Inventory manager
Opens the order from the Purchase orders list, checks the lines and total and presses Approve.
What they see:The status changes to Approved.
- Buyer
Presses Send to supplier again.
What they see:The status becomes Sent, the timeline shows Sent to supplier and Accounting is told so it can match the bill later.
Who is told what
Inventory does not message the approver. The buyer tells the manager, or the manager works from the Drafts tile on the Purchase orders list; the order page always shows its status. The approval limit is set by an administrator through the settings API and is off by default.
Related
- Inventory, Purchasing & Warehousing
- A purchase order goes through a multi-step approval chain
- A stock count is entered on the floor and posted by the manager
- A stock entry that could not post is fixed by accounting
- Materials issued to a job become the job's cost
- Rented items leave the shelf count, not your books
- Team workflows