Purchase Request: Approving and Generating PO Details
Last Updated: August 31, 2023
The request shall be routed to the Purchasing Manager to review the details of the purchase request.
To begin approving a material purchase request, follow the outlined steps:
On the Steer dashboard, a purchase request for approval will show under Tasks. Click on the Purchase Request item.
The request shows the item and the quantity being requested.
Add any Remarks under the Approval Details section of the form if needed.
Click on the Approve button to approve and the request will be forwarded to PO generation.
Approved Purchase Request will now be forwarded to Purchasing to start the process of canvassing and selecting the Supplier. Then, a Supplier will be selected, and the PO will be encoded and generated, either manually or from an existing ERP/Accounting system.
To begin forwarding the request, follow the outlined steps:
On the Steer dashboard, the purchase order will show under Tasks. Click on the Purchase Request item.
Review the details of the materials being requested in the form.
Once done, click on the Approve button, and the request will be forwarded to the PO details for encoding.
Next Article: Purchase Request: Encoding PO Details to Steer
Previous Article: Purchase Request: Creating a Purchase Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Approving a Purchase Request
The request shall be routed to the Purchasing Manager to review the details of the purchase request.
Instructions:
To begin approving a material purchase request, follow the outlined steps:
On the Steer dashboard, a purchase request for approval will show under Tasks. Click on the Purchase Request item.
The request shows the item and the quantity being requested.
Add any Remarks under the Approval Details section of the form if needed.
Click on the Approve button to approve and the request will be forwarded to PO generation.
PO Generation
Approved Purchase Request will now be forwarded to Purchasing to start the process of canvassing and selecting the Supplier. Then, a Supplier will be selected, and the PO will be encoded and generated, either manually or from an existing ERP/Accounting system.
Instructions:
To begin forwarding the request, follow the outlined steps:
On the Steer dashboard, the purchase order will show under Tasks. Click on the Purchase Request item.
Review the details of the materials being requested in the form.
Once done, click on the Approve button, and the request will be forwarded to the PO details for encoding.
Next Article: Purchase Request: Encoding PO Details to Steer
Previous Article: Purchase Request: Creating a Purchase Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 21/09/2023
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