PO Approval Workflow

Require manager approval before purchase orders are sent to vendors.

Published June 18, 2026 · 3 min read

Overview

PO approval adds a review step before orders go to vendors — useful for cost control and delegation.

Where in the app: Inventory → Settings → PO Approval Workflow
Open: Inventory Settings

Toggle Require Approval Before Sending POs.

Draft → Pending Approval → Approved → Sent → Received
                ↓
            Rejected → back to Draft

Role	Action
Buyer	Create PO, Submit for Approval
Approver	Approve or Reject with reason

Approvers need the po_approve permission or owner/admin role.