A Purchase Order (PO) records an approved commitment to spend with a supplier before money leaves your account. It gives finance visibility into upcoming costs and makes sure spend is reviewed and approved before payment happens. POs suit teams that want more structure and control over payments, without taking on the overhead of a full procurement system.
How It Works
- Raise a Purchase Order for an approved spend amount with a supplier, giving finance visibility into the cost before it's committed.
- Route it through your business's approval rules, so an approver reviews it and approves or declines the request before spend happens.
- Link approved POs to bills, reimbursements, and card payments as they're paid against them.
- Track spend against each supplier and each PO's approved amount and remaining balance, with status updating automatically: Partially billed, then Fully billed once fully covered.
- Close it manually once it's done, or let Weel close it automatically for you once its end date passes.
- Set whether a PO is required, optional, or not needed at all for each payment type, keeping spend aligned to your internal policies.
Why use Purchase Orders in Weel?
Purchase Orders are designed for businesses that need more structure and control around payments, but don’t want the overhead of traditional procurement tools.
With Purchase Orders, you can:
Capture spend requests before payment
Ensure the right people approve spend before it happens
Automatically link approved POs to bills, reimbursements and card payments
Keep spend aligned to internal policies
Track spend against suppliers
How Purchase Orders fits into your workflow
A typical Purchase Order flow in Weel looks like this:
A team member raises a Purchase Order
The PO is submitted for approval
An approver reviews and approves (or rejects) the PO
The approved PO is used when paying the supplier
The PO is marked as complete once fully paid
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