- 1
Navigate to Purchase Orders
Go to Inventory → Purchase Orders tab
Tips- Only admins can approve purchase orders
- Filter by 'Pending' status to see orders awaiting approval
- 2
Review Purchase Order Details
Click on 'View' button to see complete order details
What to enter
Field Type Description Example PO Number display Unique purchase order number — Supplier Information display Supplier name and contact details — Items List display All items with quantities and prices — Total Amount display Total order value — Order Date display Date when order was created — Tips- Verify all items and quantities
- Check supplier credibility
- Review total amount against budget
Watch out for- Approved orders cannot be easily cancelled
- 3
Approve or Reject Order
Make decision based on review
What to enter
Field Type Description Example Action* select Approve or Reject the purchase order Approve / Reject Comments textarea Optional comments for the order Approved as per budget allocation Tips- Provide clear reason if rejecting
- Approved orders move to 'Approved' status
- Rejected orders are marked as 'Cancelled'
Watch out for- Approval triggers notification to creator
- Approved orders can be received by HR
- 4
Monitor Approved Orders
Track approved orders until completion
Tips- Approved orders can be received by HR
- Status changes to 'Received' when items arrive
- Final status is 'Completed' after payment