Overview
To approve Purchase Requests (PR) and Purchase Orders (PO), the user's role must have the following:
- Access to the module in particular (to modify, proceed to Access Management then click Modify)
- Approval permission enabled (to modify, proceed to Purchasing > Approval Matrix)
Note:
- In Resto iQ, permissions are granted to the role which are then assigned to the user.
- Purchase Requests and Purchase Orders marked "Pending" will automatically be listed for approval.
- Purchase Requests and Purchase orders created by accounts with Approval permissions will automatically be approved/authorized with the status "Accepted".
Approval via Purchase Orders
1. Navigate and login to https://app.restoiq.com/
2. Click "Purchasing"
3. Click "Purchase orders"
4. Locate the Purchase Order you're approving, then scroll to the right and locate the Actions column. Click the Elpisis (three-vertical dots) icon.
5. Click "View".
6. Click "Approve PO". This is also the window where an approver may modify/delete/cancel or reject a Purchase Order.
Approval via Bulk Authorization
1. Click "Bulk authorization"
2. Click "Purchase Order" from the dropdown list.
3. On the righthand side, under the "Actions" column, select "Approve".
