Any user with permission to create Purchase Orders can raise a PO in Weel.
Go to Purchase Orders
Click Create new Purchase Order
Enter the required details:
Start date
Supplier
Description of the purchase
Amount
Budget
Click Submit for approval
Once submitted, the Purchase Order will be sent to the relevant approver.
What happens after submission?
The PO status changes to Pending approval
The approver is notified for approval
Once the PO is approved, you'll be able to match payments to the Purchase Order
FAQs
Can I edit a PO after submitting it?
No. Once submitted, a PO cannot be edited.
Can I delete a PO?
Yes, POs that are pending approval can be deleted. Once the PO is approved, it can only be Closed.
Can I raise a PO without a supplier?
No. A supplier is required to raise a Purchase Order. You can create a new supplier, or assign an existing supplier from the list.