The "Approve Purchase Orders" feature in Digital Purchase Order allows users to review and authorize purchase orders before they are finalized. This tutorial provides a detailed guide on how to review, approve, or reject purchase orders, ensuring that all orders meet your organization’s approval criteria and are processed correctly.
The fastest way to get this done is your personal approval list. Here you will find all Purchase Orders where you are next in line to approve. Therefore you can’t miss any PO and accidentally let someone wait.
If you click on one PO you will see on the left side the approval chain of your purchase order. In the middle section you are able review who has ordered the PO. If you click on the name, you are also able to send a direct email to that person. On the upper right side you can find all supplier information.
Below you are able to see the items of the Purchase Order. If you have been assigned to enter an account code, please enter the relevant codes for each item.
Once all information have been reviewed you can add either an approval or a user comment. If there are previous comments you are able to read them here as well.
Last but not least you have the option to approve this Purchase Order or decline it. In some cases you have the additional possibility to send the PO back to a previous approver. In this case don’t forget to include a comment why this PO has been sent back.
If you have further questions, please send us an email at support@digitalpurchaseorder.com, or give us a call at 1.888.376 7254. We can also arrange a demo appointment with you. Simply contact us via email, and we will schedule a call at your earliest convenience.
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