Skip to main content
Version: Current

Step 1: Find the Approved Purchase Order

Before you can place an order, you need to find the Purchase Order (PO) that has already gone through any necessary internal approvals and is ready to be sent to the supplier.

Steps:

  1. Navigate to the Purchasing > Purchase Order submodule.
  2. Look for POs with the status Pending. This status typically indicates that the PO is fully approved internally but has not yet been formally placed with the supplier.
    • Tip: Use the Status filter (top right) to show only "Pending" POs if needed. You can also use the search bar or other filters (like Supplier) to locate the specific PO.
  3. Click on the PO record to open it.

What Happens Next?

With the correct PO open and confirmed to be in Pending status, you are ready to use the "Place Order" action.

Next Step: Use the Place Order Action

Related How-To Guides: