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Purchase
How purchase approvals work
Approve or reject purchase requisitions, and where requisitions come from.
2 min read
Watch the demo
Purchase approvals let a manager decide before money is committed.
Where requisitions come from
Requisitions are raised from Manufacturing material shortages and through the AI assistant. (The approvals screen in the web app lists and decides them; it does not have a "new request" button.)
Approve or reject
- Open the approvals list.
- Open a requisition and review it.
- Choose Approve, or Reject. Rejecting asks you for a reason.
Approvers are alerted by notification when a requisition needs them.
Permissions
Vendors, orders and approvals each have their own permissions, so approving can be limited to the right people. Reading vendors is also permission-gated.