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How to Sign Off on a Purchase Order

Why sign off on a purchase order?

Signing off on a purchase order is equivalent to saying that the PO is finalized and ready to be paid. Before signing off on a purchase order, make sure that all details are correctly filled out. You should review each lot associated with the PO and adjust the Cost/Unit or Profit % as needed.

 

What happens when I sign off?

Users on your Accounting team can filter for signed-off purchase orders in the Expenses screen and Pay Vendor window to make sure they only make payments for finalized orders.

 

To sign off on a PO:

  1. Navigate to Warehouse > Lots
  2. Edit the Date Range and any other relevant filters or search to locate the PO to be signed off
  3. Review the details of the purchase order, including total cost, profit %, and profit $, to confirm that all values are correct. You can also see the full PO details by click the PO # link.
  4. If you need to change the PO's vendor invoice # or BOL # or an item's cost or profit %, press Edit to make these fields editable.
  5. Once you have review the PO and lot details and made any necessary edits, press Sign off.