PO Lifecycle

POs progress through DRAFT → SENT → PARTIALLY_RECEIVED → RECEIVED → CLOSED, with a documented audit trail.

Per-Vendor Catalog

Each vendor has a price list with item-specific costs, lead times, and minimum order quantities.

Auto-Numbering

PO numbers are issued from a tenant-wide auto-sequence (PO-XXXXXX) — consistent across all branches.

PO-to-Receipt Matching

Receipts can be linked to PO lines, comparing ordered qty vs received qty for variance reporting and outstanding-balance tracking.

Approval Threshold

POs above a configurable dollar threshold require manager approval before SENT status. Below the threshold, technicians can self-issue.

Email Approval

Managers receive an approval link via email; one-click approve / reject from inbox.

Approval Audit Trail

Approver, approval timestamp, and any rejection reason recorded permanently on the PO.

Open PO Aging

See every open PO grouped by age (0-7d, 8-14d, 15-30d, 30+d) so chasers can follow up with vendors.

Vendor Performance

On-time delivery rate, fill rate, and average lead time per vendor — the data you need to negotiate better pricing.

Variance Reporting

Quantity variance (ordered vs received) per PO line, with under-receipt and over-receipt flagging for spend-control analysis.