Purchasing & approvals

Create supplier purchase orders and review the items, quantities and cost before sending them.

2 min read·Platform overview

Where to find it

Products → Purchasing

Before you begin

1
Start a purchase order
Open Purchasing and create a new record. Choose the supplier and enter the relevant order and due dates.
2
Add the material lines
Select materials, quantities and unit costs. Review supplier codes and each line total.
3
Save the draft
Save your work and reopen it to confirm the persisted values. Follow any review or approval step exposed for your role.
4
Review before sending
Confirm the supplier email, total and line items. Use the sending action only when the purchase is ready to be issued.
5
Follow the order
Check the status and use Receiving when the materials arrive.

Select a screenshot to zoom in. These are actual platform components using fictional example data.

01Purchasing keeps supplier orders, due dates, totals and status in one list.

The saved or issued purchase order contains the intended supplier, materials, quantities and cost.

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