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Approving a PO

Once Approval Workflow is set up, the approval module will appear for those users who have been added into the workflow.   They will now be able to approve PO’s before they go out to the vendor by using the following workflow.

    • Approval on the left hand blue bar
      • Will show the number of POs waiting for approval for the user.
      • Click on Approval to get to the list of POs awaiting approval.
        • Filters
  • Top Tip: If you are unable to see what you want in any list in Hybrent, first check how your filters are set up!
        • Search
          • Allows you to search the list below for POs by PO #, SKU, Notes or Documents
        • Vendor
          • Narrow the list below to POs from a specific vendor
        • Type
          • Narrow the list below by specific PO type
        • Facility
          • Narrow the list below to POs from a specific facility
        • Department
          • Narrow the list below to POs from a specific department
        • Create By
          • Narrow the list below to POs created by a specific user
        • Search Button
          • Must click this every time you change the filters to refresh the list below.
  • Two Ways to Approve POs.
    • Use the down arrow to the far right of the line of the PO.
      • Click on Down Arrow
        • Choose Approval
          • Approve
            • Sends PO to vendor
          • Reject
            • Rejects PO and allows ordering user to change the PO.
    • Click on the PO number if approver needs to see details or wants to make adjustments to the PO.
      • Click on PO number
        • Can add Special Instructions
        • Can Adjust quantity of the line items using the + or – button.
        • Can change the assigned department.
        • Can add or change the attached Physician
        • In upper right hand corner
          • Approve
            • Approves PO and sends it to vendor
          • Reject
            • Rejects PO and allows ordering user to change it.
          • Drop Down Arrow
            • Add Items to Cart
              • Can add all items to cart to order them again without going through shop.
            • Print Items
              • Prints either SKU or Manufacturer number or Quick Code as either barcode or QR code of all items in PO.
            • PO Log
              • Log of all steps and users who initiated them on this particular PO.
            • PO Approval Log
              • Log of all approval steps and users who initiated them on this particular PO
            • Notes
              • Allows user to add a new note or view notes that have already been added to this PO
            • Documents
              • Allows user to attach a new document or see already attached documents to this PO.
            • Mark as Receive Only
              • Allows user to mark PO as receive only so that it will not go out to the vendor.
            • Refresh
              • Will refresh the page
            • Show Tour
              • Will show tour for the page.