How to Manage Purchase Orders & Approval Workflows
Control company expenditures before money leaves your account. Generate professional Purchase Orders (POs), route them through approval hierarchies, and track fulfillment status.
Prerequisites: What You Need Before You Start
- Configured vendor list and inventory items.
Standard Operating Procedure
Execute these 5 sequential steps to complete the workflow without compliance errors.
Open Purchases & Approvals
Step 1 of 5Click 'Purchases' in the sidebar under PURCHASES (/business/approvals).
Create a Purchase Order
Step 2 of 5Click '+ New Purchase Order'. Select the vendor, expected delivery date, delivery location, and line items needed.
Submit for Approval
Step 3 of 5If your organization requires approvals, submit the PO. Designated managers or admins receive notifications to approve or request changes.
Send to Vendor
Step 4 of 5Once approved, download the PO PDF and transmit it to your supplier via email.
Convert to Bill Upon Goods Receipt
Step 5 of 5When items arrive at your warehouse or gym, click 'Convert to Bill' to update inventory and record accounts payable.
Frequently Asked Questions
Quick answers to common questions about using this screen.