Required role: Owner or Admin, a custom role with permission to approve purchase requests, or being named as an approver by a workflow.
Review a purchase request
1
Find the request
In the left sidebar, click Approvals. Or click Purchase Requests, then click Submitted in the status row.
2
Open the request
Click the request, or click View in Approvals.
3
Review the details
Check the line items, quantities, estimated costs, required-by date, and notes. Each line shows its variant, if it has one, and its Account and Department.
Approve or reject
When the request is waiting for you, an Approval Required banner appears at the top.- To approve, click Approve. The request moves to Approved.
- To reject, click Reject, enter a reason, and click Reject again. The requester is notified, and the reason appears on the request.
Convert to a purchase order
Once a request is Approved or Partially Approved and has approved items that aren’t ordered yet, you can convert it.You need permission to create purchase orders.
1
Click Convert to PO
On the request, click Convert to PO.
2
Fill in the order
Choose the supplier and decide how each item is handled. See Convert from request for the full walkthrough.
3
Create
Click Create PO.
Mark the request completed
After goods are received against the purchase order, a Goods Received banner appears on the request.- Click Mark as Completed when every ordered item has been fully received.
- Click Mark as Partially Completed when only some have arrived.
Next steps
Convert from request
Turn approved items into a purchase order.