approve purchases.md
For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending .md to page URLs; this page is available as Markdown.
Approve Purchases
Step 1: Submit Purchase Order for Approval 0:00
- Ensure that the purchase order is complete with all necessary lines, fees, and taxes.
- Click on 'Approval Setup' to configure the approval process.
- Set the approval threshold (e.g., $2,000) and designate the engineering team as the approvers.
Step 2: Review Purchase Order 0:27
- As the reviewer, navigate to the review section of the purchase order system.
- Click on 'Reviews' to find the purchase order that needs approval.
- Check who is responsible for reviewing the order.
Step 3: Assign Review Responsibility 0:45
- If necessary, assign the review task to yourself by selecting the appropriate option.
- Ensure you have the required roles and permissions to approve or reject the purchase order.
Step 4: Approve Purchase Order 1:05
- Click on the 'Approve' button to approve the purchase order.
- Confirm that the status of the purchase order changes to 'Approved'.
Step 5: Notify and Mark as Ordered 1:23
- The original owner of the purchase order should send an email to notify relevant parties.
- Use the email client that opens to send the purchase order.
- Click the Order button to mark the Purchase as Ordered after emailing the relevant supplier.
Cautionary Notes
- Ensure all details in the purchase order are accurate before submission to avoid delays in approval.
- Double-check the approval threshold to ensure it aligns with company policy.
Tips for Efficiency
- Familiarize yourself with the purchase order system to navigate quickly.
- Keep a checklist of required information for purchase orders to streamline the submission process.