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On your dashboard, find the "Approval" folder.
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In the "Approval" folder, select the "Purchase Order" tab.
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Pick the folder you want to open and give it a click.
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Once you've found the purchase order you want to approve or forward, click the document icon
to the right of the document to open it.
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Take a quick look over the details on the purchase order, are they all correct?
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If yes, click the approve icon
at the top of the page to approve the purchase order. -
If not and you need to change anything, click the forward document icon
on the top-right of the page to forward the document to someone else to edit it.
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Be sure to select an employee, either select a pre-defined message OR manually enter a reason for forwarding the document to them.
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Click ‘FORWARD’ to send the purchase order to your chosen employee to edit.
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If the purchase order was mistakenly sent to you for approval, click the forward document icon
and change the action to Approval to send it to the correct approver. -
Once you've selected the correct employee to approve the purchase order and you've either selected a pre-defined message OR manually entered your reason for forwarding to them, click ‘FORWARD’.
Note: Keep in mind that the employee needs to send the purchase order back to you for approval using the steps in 'How-to send a Purchase Order for Approval'
