Approve Purchases
This guide outlines the steps required to submit a purchase order for approval and the subsequent approval process.
Step 1: Submit Purchase Order for Approval 0:00
Ensure that the purchase order is complete with all necessary lines, fees, and taxes.
Click on 'Approval Setup' to configure the approval process.
Set the approval threshold (e.g., $2,000) and designate the engineering team as the approvers.
Step 2: Review Purchase Order 0:27
As the reviewer, navigate to the review section of the purchase order system.
Click on 'Reviews' to find the purchase order that needs approval.
Check who is responsible for reviewing the order.
Step 3: Assign Review Responsibility 0:45
If necessary, assign the review task to yourself by selecting the appropriate option.
Ensure you have the required roles and permissions to approve or reject the purchase order.
Step 4: Approve Purchase Order 1:05
Click on the 'Approve' button to approve the purchase order.
Confirm that the status of the purchase order changes to 'Approved'.
Step 5: Notify and Mark as Ordered 1:23
The original owner of the purchase order should send an email to notify relevant parties.
Use the email client that opens to mark the purchase order as officially ordered.
Cautionary Notes
Ensure all details in the purchase order are accurate before submission to avoid delays in approval.
Double-check the approval threshold to ensure it aligns with company policy.
Tips for Efficiency
Familiarize yourself with the purchase order system to navigate quickly.
Keep a checklist of required information for purchase orders to streamline the submission process.
Link to Loom
Last updated
Was this helpful?