Purchase Order System: Approval Workflows Feature In Depth

Route purchase orders through the appropriate approval process before they are sent to the supplier. Depending on the selected package, workflows can range from basic point-to-point, to configurable, to fully tailored.

The configurable, and fully tailored options can be designed around your organisation's structure and purchasing rules. This helps ensure that orders are reviewed by the correct people, improves accountability, and gives users clear visibility of each purchase order's approval status.

Approval Workflow Example 1

• The purchase order is created and submitted for approval.
• The approval is task received by the purchasing manager.
• The PO is reviewed and approved successfully.
• The approved PO is automatically emailed to the supplier for fulfilment.

Approval Workflow Example 2

• The purchase order is created and submitted for approval.
• The approval is task received and rejected by the purchasing manager.
• The rejected PO is sent back to the PO creator for review and amendment.
• The PO creator amends the PO and resubmits it for approval
• The purchasing manager approves the amended PO and it is emailed directly to the supplier.

Apply approval rules based on purchase order value, so higher-value purchases receive the right level of scrutiny. Approval limits can be set for:

This allows lower-value orders to move through the process efficiently, while larger financial commitments can be automatically escalated to more senior approvers. This helps you:

Create reusable approval groups to make purchase order workflows easier to build and maintain. Instead of assigning approvers individually each time, you can:

When team members or responsibilities change, you can update the approval group rather than having to amend every workflow individually. This helps you: