Step 1 : Go To Purchase → Configuration → Purchase Approval Rules

Navigate to the Purchase Approval Rules menu under configuration to define and manage your approval workflows.

Step 2 : Create Purchase Approval Rule

Create a new approval rule by specifying a name, the company, the minimum/maximum order amounts, and selecting whether the rule is based on Untaxed or Total Amount.

Step 3 : Configure Approval Levels and Approvers

Add multi-level approval stages (user or group-based), configure sequential or parallel approvals, and toggle email notifications for each level.

Step 4 : Create Purchase Order

Create a standard purchase order under the Purchase menu. The matching approval rules will automatically apply based on the order value.

Step 5 : Submit Purchase Order for Approval

Confirm the purchase order. Since an approval rule is matched, the order transitions to the 'Waiting Approval' state and approval history entries are generated.

Step 6 : Approver Receives Email Notification

The current pending approver(s) receive an automated email notification requesting their action for the purchase order approval.

Step 7 : Approve or Reject Purchase Order

Authorized approvers can click the 'Approve' or 'Reject' buttons on the PO form, with the ability to add custom notes or comments.

Step 8 : View Approval History

View the complete transaction history, including approval status, timestamps, and feedback comments under the 'Approval History' tab.