Run Seamless Purchase Orders with Feedback System in Purchase Request Approval

PO feedback

To enable a more streamlined purchase order process, EZOfficeInventory has introduced the feedback system. Whenever a faulty purchase request is received by an admin, they do not have to reject it right away. Instead the admin can add comments and re send the purchase request (PR) to the requester. This way the requester can edit the request and send it for approval again. 

Step 1: Request PR revision

Go to the relevant PR details page → More → Request Revision.

When you click request revision an overlay will appear asking you to add additional comments:

Once you send for revision, the PR will be moved to the Review Required state and the comment will be visible on the details page. 

Read more: Managing Purchase with EZOfficeInventory

Step 2: Send PR revision alerts

Whenever the admin requests revision for a PR, it is important to notify the relevant staff user. This can be done by setting up Alerts. Go to Alerts → My Alerts → Purchase Orders. 

Step 3: View PR request history

For a single purchase request, all revisions requested can be seen under the Events tab. 

Similarly, you can view Purchase Order history from the Details page → More → History → Purchase Order History 

Step 4. Run reports

You can also run reports with Purchase Orders to display the State. Go to Reports → Purchase Order Line Items and run Report. The report will show a column of State of different purchase orders. 

Similarly for Custom Report, you can select the State column from Purchase Order Line Items.

Step 5. View notifications

Purchase Orders that have reviews requested can be viewed under Notifications.

When you click Purchase Order notifications, you will be able to view all POs that require review under the Review Required tab. This way you won’t miss out on any approvals. 

About EZOfficeInventory

EZOfficeInventory is a leading asset tracking software. It allows you to track, maintain, and report on inventory from anywhere, at any time.  We offer a free 15-day trial – no credit card required!

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