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Required role: Admin or Manager

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Review a purchase request

1

Go to Purchase Requests

In the left sidebar, click Procurement, then Purchase Requests.
2

Open the request

Click on a request with Submitted status.
3

Review the details

Check the requested items, quantities, estimated costs, required-by date, and the requester’s notes. Verify the business need and budget availability.

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Approve a request

1

Click Approve

On the request detail page, click Approve.
2

Add an approval note (optional)

You can add a note for the requester (e.g., “Approved. Please check with supplier for bulk discount.”).
3

Confirm

Click Confirm Approval. The request status changes to Approved and the requester is notified.

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Reject a request

1

Click Reject

On the request detail page, click Reject.
2

Enter a reason

Provide a clear reason for the rejection (e.g., “Over budget. Please resubmit with fewer items or a lower-cost alternative.”).
3

Confirm

Click Confirm Rejection. The requester is notified with your reason.

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Convert to a purchase order

Once approved, you can convert the request directly to a purchase order:
1

Click Convert to Purchase Order

On an Approved request, click Convert to PO.
2

Review and update the PO

The purchase order form will pre-fill with the request details. Update the supplier, quantities, prices, and delivery details as needed.
3

Create

Click Create Purchase Order. See Convert from Request for the full walkthrough.