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

Purchase Order landing page - Action menu


Approve Order prompt

Approve Order prompt