Approval

You can enable the Purchase Order approval process so that all Purchase Order must be approved before sending out to someone.

Enable Purchase Order Approval Process

1. On the left menu, choose Setting > System Setting > General Setting > Approval Process. Choose Purchase Order.

2. Select the option Turn on the approval process for Purchase Order.

3. Choose Save & Stay floating button.

To Send a Purchase Order For Approval

1. On the left menu, choose Purchase > Purchase Order. Edit any of your Purchase Order by click on the blue Edit button from a Purchase Order.

2. In the Purchase Order detail form, choose Approval tab.

3. Choose Submit button.

4. An email will be sent to the Approver to take action.

5. When the Approver login to Xin 365, the approval task will be listed on his Todo List on his Dashboard.