Submit and approve a purchase order

Before you can receive stock, a purchase order needs to be submitted and approved.

Submit for approval

When you create or edit an order, click Submit for Approval instead of Save as Draft. The order moves to Pending Approval.

Approve the order

1. Open Purchase Orders and click the order that is Pending Approval.
2. Click Approve.

The status changes to Approved, and the order page records who approved it and when. An approved order is ready to receive.

Note: The Approve button only appears for orders that are awaiting approval. If an order cannot be approved, the system will let you know.

Next: Receive items on a purchase order.