Raise a purchase order
Order in seconds with approval limits and an audit trail.
Why it matters
Purchase orders bring control to spending — who ordered what, at which price, approved by whom. Without them, maverick spend and month-end surprises creep in.
Best practice
Set approval thresholds so small orders auto-approve and large ones route to management, and convert the PO to a vendor bill on delivery to keep finance in sync.
Step by step
- 1Open Purchase Orders and click New PO.
- 2Choose a supplier and add the items to order.
- 3Submit — small orders auto-approve, large ones route to management.
- 4Convert the PO to a vendor bill on delivery.
Tip
Approval thresholds keep spending under control.