[This manual has been deprecated.\
\
Read the new manual](https://docs.firstresonance.io/)

For the complete documentation index, see [llms.txt](https://manual-v2.firstresonance.io/llms.txt). This page is also available as [Markdown](https://manual-v2.firstresonance.io/supply-chain/readme/approve-purchases.md).

### **Step 1: Submit Purchase Order for Approval** [0:00](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3?t=0)[Direct link to heading](https://manual-v2.firstresonance.io/supply-chain/readme/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](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3?t=27)[Direct link to heading](https://manual-v2.firstresonance.io/supply-chain/readme/approve-purchases\#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](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3?t=45)[Direct link to heading](https://manual-v2.firstresonance.io/supply-chain/readme/approve-purchases\#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](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3?t=65)[Direct link to heading](https://manual-v2.firstresonance.io/supply-chain/readme/approve-purchases\#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](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3?t=83)[Direct link to heading](https://manual-v2.firstresonance.io/supply-chain/readme/approve-purchases\#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.

#### Link to Loom
[https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3](https://loom.com/share/37cb13c6737b4caba27c59a018d33ae3)