Required role: Admin or Manager
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.
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.
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.
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.