Purchase Orders
      Back to home
      1. Knowledge Base
      2. Getting Started
      3. Purchase Orders

      How to Approve/Reject a Purchase Order

      So you just received a notification for a pending purchase order and you are new to ProcurementExpress.com. How do you take action and approve or reject the PO? Well, that is fairly simple! There are three different ways depending on your user role.

      Approvers

      Approval Via Email

      1. Access your email inbox, and open the notification email from info@procurementexpress.com which will have "New Purchase Request for your Approval" in the subject line.
      2. In the email, you can click on Approve, Reject, or Open. Clicking on Approve will take you to a special webpage where you can confirm the approval.

      Approval via the App

      1. Log into your ProcurementExpress.com account
      2. Click on the Notification Bell icon located between the Help Menu and the Settings Cog. This will take you to a list of purchase requests pending your approval.
      3. Use the checkboxes on the left in the list to approve many requests at once, or open one request at a time, and click on Approve or Reject.

      Finance Users

      Approval override approves the PO entirely and this function is only accessible to users with the "Finance" role. For more information on why a finance user will use Approval Override, you can follow our article on Using Approval Override.

      Using approval override

      1. Open the pending purchase request in question.
      2. Click on Approval Override located under Actions.

      Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.