Approve the Purchase Order and Send the purchase Order to the Supplier

Approve a Purchase Order

When the RFQ was confirmed the PO team has to approve the RFQ for it to become a purchase order.

1. Approver Can Approve the PO after checking the details by clicking on Approve Order.

If the approver is not you, your screen will look like the image below.  The approve request will be sent to the approver automatically.

Sending the PO to the Supplier

3. Select the document you need to generate to print - whether the PO or the Request for quotation. If PO, click on Purchase Order

4. The PDF version of the document will then generate for you to print.

Emailing a Purchase Order

Once you have created the Purchase order, you can follow the below steps to email it.

1. Go to Purchase > Orders > Purchase Orders 

2. Select the Purchase order you wish to email.

3. Click on Send PO by Email.

4. Select the email addresses of the recipients on the screen that follows.

5. By default, the Vendor's Email Address will be selected as a Follower.

6. If you want to send the Email Internally, make sure to check the Followers and remove any Followers that you don't want to be a Recipient of the Email.

6. Click Send.