Once you’ve created a purchase order, mark it as authorized to say that it’s been approved.
Purchase orders can be authorized when they’re orders; convert draft purchase orders to orders in order to authorize or mark as sent.
🔧 Purchase Orders are in beta. Want to join our purchasing beta program? See: Purchasing beta
A purchase order is essentially a request to spend company money. The authorization process puts in place a control so that
Depending on your business, the person who authorizes a purchase order might be a member of the management team or someone in your accounts department. Smaller businesses might not have an approval process at all – you might look to implement one as you scale up.
How does authorization work?
Authorize a purchase order to say that it’s been approved.
- If your role lets you authorize purchase orders, purchase orders are automatically created as authorized.
- If not, purchase orders are created with the status “open” and a user with permission to authorize can review and authorize at a later point.
Authorized purchase orders can be unauthorized, useful if your purchase order has been automatically authorized but you’d like it to be reviewed by a colleague.
See unauthorized purchase orders
To get a list of purchase orders waiting for authorization, filter selection in Resources > Purchase Orders to see “Waiting to be authorized”.
You may also create a custom view – handy if you’d like to include more information or filter by date See: Custom views
From a purchase order, click Authorize under Actions to authorize a purchase order.
Unauthorize by clicking Unauthorize from an authorized purchase order.