Customer Approves Estimate Purchase Order

Step 1

Navigate to Dashboard, select Purchase Orders on the Side Navigation Menu.

Click Edit.

Step 2

Review Purchase Order details and adjust Main Contact, Notes, and Account Terms as needed.

Please collaborate with the Supplier, who can adjust other Order details.

Step 3

The PO Actions will only be visible if the current User is assigned to a Budget that either exceeds the Order Estimate total or has the highest approval amount. If the Account doesn't have any Budgets, the current User needs Edit and View Purchase Order access.

Step 3 (Option 1 ) - Accept

Click Accept and confirm. An email notification will be sent to the Supplier and Purchase Order status will update to Confirmed.

Step 3 (Option 2 ) - Decline

Click Decline and provide feedback. An email notification will be sent to the Supplier and Purchase Order status will update to VOID.

What's next?