After receiving a notification for a Purchase Order approval, Power users will want to review and decide on the status of the order. You will have the option to approve, decline or outright cancel the Purchase Order. 

Review this article on how to create a Purchase Order 

Cost Comparison

Before sending out your PO, compare the approved costs to the total costs. By checking the Cost Comparison row under details, you can quickly see if the two costs are aligned, over, or under.

Details

A Purchase Order document can only be generated if the total costs do not exceed the approved costs. If costs increase after approval, the Purchase Order requires reapproval.

Send and Complete your PO

Once the Purchase Order has been approved and aligned correctly, a crew member will be able to generate a document to be sent by selecting Create Documents.  

Create Document

After the document is sent, the Purchase Order will be marked as sent automatically. Manually edit your status to Complete at your convenience. 

If you generate a document with a subrental attached, the subrental slip will be added to the PO document to further clarify what the exact contents of the PO are. 

Statuses and PO History

The Purchase Order status helps you track the progress and its current stage. You can also see the status history for any particular Purchase Order under the Purchase Order History section. 

Changing Purchase Order status

Purchase Order History

FAQ

Are there user roles to control who can see and create Purchase Orders?

Yes, user role permissions can be toggled in the user role settings in Configuration > User roles. 

Can I delete a Purchase Order?

No, you can not delete Purchase Orders. You can use the status filter to hide any Purchase Orders with a specific status within the Purchase Order submodule.