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Procurement·Support CodePO-001 For Admins & HR Staff

Creating and Approving Purchase Orders

Create purchase orders for suppliers and route them through the approval workflow before sending.

[Steps]

  1. 1.Procurement → Purchase Orders → Create PO
  2. 2.Select supplier
  3. 3.Set order date and expected delivery date
  4. 4.Add line items (item code, name, qty, unit price)
  5. 5.Select delivery department
  6. 6.Save as draft

[Approval flow]

Orders above a threshold may require approval (⚠ depends on tenant settings).

  • Draft → Submit for Approval → Approver notified
  • Status changes to "Approved" after approval
  • Click "Send to Supplier" to deliver PDF

[Status flow]

Draft → Pending → Approved → Sent → Partial → Received → Cancelled

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