V9 - Approving purchase orders
On the Plus and Pro plans, SOS Inventory can require approval for all purchase orders before they can be emailed, converted to PDF, or received. This is a single-level approval capability only. To enable this capability, go to Tools & settings > Configuration > Purchasing > Purchase orders and select Require approval for purchase orders.
When approvals are enabled, any purchase orders that are pending approval will be highlighted with a bright red bar to the left of the transaction record on the Purchase orders list. A PO that is pending approval will also have a blank in the list’s Approved column. SOS Inventory sends a notification to all administrators and users with the Approve permission for each purchase order that is pending approval.
To approve a single purchase order, go to its Actions menu and select Approve from the dropdown list. For multiple POs, check the box next to each record with a red bar, then select the Approve batch action, as shown in the screenshot below.
Once approved, the system will remove the red bar(s) and change the Approved column status for the applicable PO(s) to Yes. If you do not see an Approved column displayed, use the Columns feature to select the Approved column.
