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Setting up an Approval Flow for Purchase Orders

How to leverage our approval flow feature to establish an automated purchase order approval routing system tailored to suit your business requirements.

To create a purchase order approval flow, please follow these steps.

1. Basic Information

  • Check the left sidebar and click on the "Approval Flows" option.
  • Click on "Add Approval Flow".
  • Enter a name to help with maintenance later down the line.
  • In the "Conditions" section, specify the criteria under which it activates. To specify multiple conditions, click "Add Condition". Each condition must pass for activation.

2. Approval Steps Section.

  • Each approval step must include at least one approver. Multiple approvers, and conditions that determine when this step is triggered are optional.
  • An approval step can be configured to require consent from either all designated approvers or just a single approver to proceed.

  • It's possible to re-order approval steps. Click and drag on hamburger menu in the top left.

3. Publish and Un-publish the approval flow.

Once you have created and saved an approval flow, click on the paper plane icon to publish. This will activate it.

At least one approval flow should be published for your account to switch to this feature. If all approval flows that you create here are unpublished, your account will make use of the older approval flow.

Still have a few questions? Use the Live Chat Icon in the bottom right-hand corner or send an email to  to get in touch with the friendly support team.


If you have a feature suggestion, we’d love to hear from you! Add your feature suggestion on feedback.procurementexpress.com and upvote others you like.