On the Inventory Management – Purchase Orders page, click into a submitted purchase order that is pending approval. The Approve Purchase Order form will display the order’s full details for review and signature. Approvals will only be visible to the user once the user directly below the active user within the Approval Hierarchy has signed off on the purchase order.
Approve Purchase Order form
The approval form displays all key details submitted with the purchase order. Users must review this information before providing approval via signature. Sign the blue padded area and hit Sign if satisfied with the signature, if not hit Clear and re-sign. Once Sign is hit, users cannot change their signatures and clicking Approve will officially submit the approval.
Denoted with *
| Field | Description | Input Type |
|---|---|---|
| Vendor * | Supplier for the order (pre-filled). | Disabled Dropdown |
| Currency * | Currency used for this order. | Dropdown |
| Ship To * | Delivery destination. | Dropdown |
| Department * | Requesting or responsible department. | Dropdown |
| Approval Type * | Defines the approval workflow (e.g., per PO). | Dropdown |
| Terms * | Payment terms such as Net 30 or COD. | Dropdown |
| Line Items * | Lists items, quantities, and pricing. | Inline table |
| Signature & Name * | Sign and print approver’s name. | Signature pad + text input |
| Field | Description | Input Type |
|---|---|---|
| Quote + Additional Files | Upload any related vendor quotes or files. | File upload |
Subtotal and Total values are calculated automatically and shown in the Order Details section.
Once the form is reviewed and signed, click Approve to approve the purchase order.