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

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• 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

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• 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

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• 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

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• 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

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• The original owner of the purchase order should send an email to notify relevant parties.

• Use the email client that opens to send the purchase order.

• Click the Order button to mark the Purchase as Ordered after emailing the relevant supplier.

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

https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3