MTPOS Cloud POS System - Approving Purchase Order

Approve Purchase Orders

Entry Point:

On the navigation menu, under Inventory, select Order Approval.

The Approve Orders screen is available is you have the relevant access permissions.

The queue lists all orders that are currently in pending status. The screen can refresh itself at specific intervals.

Click a purchase order's Action menu to open and review it.

Click Approve in the Action menu, and the PO opens. Click the Approve button in the PO. A panel displays where you enter your password.

Approve Orders

MT-POS Approve Orders screen

Screen Data Elements

Elements	Type	Action
Purchase Orders	Read-only	Notes how many Purchase orders await approval
Store Transfers	Read-only	Notes how many Transfer orders await approval
Return to Warehouse	Read-only	Notes how many Returns to Warehouse orders await approval
Return to Vendor	Read-only	Notes how many Returns to Vendor orders await approval
PO	Read-only	PO number
Date	Read-only	Date when PO was created
Created By	Read-only	User who created the PO
Total Amount	Read-only	Total amount of the PO
Terms	Read-only	Payment terms of the PO
Action	Menu	Click to open a menu
Action: View/Modify	Menu option	Opens the PO
Action: Approve	Menu option	Opens the PO
Action: Cancel Order	Menu option	Opens a Void Order panel

Purchase Order

PO view

User selects the Approve button. The Approve Order credentials prompt displays.

Approve Order – credentials required

Screed Data Element

Elements	Type	Action
Pending Approval	Read-only	Status of the PO
Store name	Read-only	Store where the PO was created
Phone	Read-only	The store’s phone No.
Fax	Read-only	Store’s fax No.
PO No.	Read-only	PO No.
Order Date	Read-only	PO create date
Vendor	Read-only	The vendor account number in MT-POS
Email	Read-only	Vendor’s Email
Phone	Read-only	Vendor’s
Fax	Read-only
Ship To	Read-only	Store which ordered the goods
Email	Read-only	Store’s Email
Phone	Read-only	The store’s phone No.
Fax	Read-only	Store’s fax No.
VENDOR INV	Read-only	Vendor’s invoice No.
PREPARED BY	Read-only	User who created the PO
SYS REF NO	Read-only	PO No.
SHIP VIA	Read-only	Form of shipment
TERMS	Read-only	Form of payment
ITEM ID	Read-only	SKU of the ordered product
DESCRIPTION	Read-only	Description of the product ordered
ORD	Read-only	Ordered quantity
SHP	Read-only	Shipped quantity
PRICE	Money	Price per a single product
ORD AMOUNT	Money	Total price of ordered quantity
SHP AMOUNT	Money	Total amount of shipped quantity
Sub total	Money	Total ordered amount of all products in the PO
Tax	Money	Total tax in the PO
Freight	Money	Total freight in the PO
Total	Money	Total sum of all costs in the PO
Tracking No.	Alphanumeric	Tracking number of the PO
Approve	Button	Approve the PO – opens the Approve Order panel
Modify	Button	Open the PO for modification – opens the Modify panel

You can also approve purchase orders from the Purchase Order screen. Select the Approve option from the Action menu, enter memo, credentials and click Continue.

Purchase Order landing page - Action menu

Approve Order prompt