There are three ways in which you can approve the Purchase Order:
1. From the email.
When there's an order pending approval, you'll get an email notification. You can either Approve or Reject the document directly from your email or follow the document link to the appropriate in Precoro.
You can check the PO's details in the PDF or XLSX attachment to the email at the bottom of the page.
If the information in the email is not enough for you, you can open the Purchase Order by clicking the link "Open the document" under the approving buttons.
2. From the Preview (massively or one by one).
Use your Precoro Dashboard by clicking on the Approve indicator.
Approve or Reject a PO without opening a Preview. For that, click the blue “eye” button to view details for a specific PO.
You may also approve all/several POs in bulk by ticking the boxes on the left and pressing the "Approve Selected" button.
3. Inside a specific PO.
You can review the details, edit the PO (the document and its items personally) if needed, and approve it on that page.
If you want the initiator to make some changes to the document, you can revise it by hitting the "Send for Revision" button.
Approve or Reject when you have made a decision. Please note that if you reject the PO, it cannot be restored anymore. The Reject action forecloses any option to move forward or revise.
When approving a PO, you'll see if it is assigned to a budget or not. Precoro will also show you the remaining available amount within the budget.
You may check any attachments attendant to the PO by clicking the file to download it.
You can also attach files to the PO on your own by using the Add Documents button.
You can add some extra notes to the document by using the button Add Note. The notes are printed on a document PDF/XLSX files and usually stand for some additional details related to the PO.
Communicate with your team internally using the Add Comment field.
Use the "@" to direct your comment to a specific user or even add new followers to the PO.