Clear approvals without chasing email
Configure review steps by value or responsibility. Everyone knows when to act and the order preserves who approved, rejected or requested changes.
What you'll learn
How clear approvals without chasing email works inside Perfour.
What information you need and how it stays connected to Purchase Orders.
How to preserve traceability and find the record later.
How to complete approval chain
- 01
Understand the objective
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements. This guide focuses on clear approvals without chasing email.
- 02
Prepare approval chain
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
- 03
Complete the workflow in Perfour
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. History identifies who submitted, approved, rejected or changed the order.
- 04
Review relationships and traceability
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts. Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.
Frequently asked questions
What is approval chain and what is it for?+
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements.
What information do I need to clear approvals without chasing email?+
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
How is this process completed in Perfour?+
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. History identifies who submitted, approved, rejected or changed the order.
Which other modules does it connect with?+
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts.
What should I check before considering it complete?+
Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.