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Purchase orders

Prepare supplier orders, approve them, and track receipt through to closure.

The Purchase orders area tracks a purchasing need through to receipt. The document records the provider, date, items, quantities, notes, and owner, along with status changes and the people who made them.

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For you

Prepare and process orders

Create the order, submit it for approval, and record when it is sent to the provider. This article is for anyone completing this task.

For managers

Approve purchase orders

Review the provider, items, and quantities before committing the purchase. This article is for managers working with their team or management area.
- Approve or reject an order
- Mark an order as sent

For administrators

Record receipt and close orders

Update received quantities, stock, and history until the process is complete. This article is for people who configure or administer this feature.