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Configure approval levels in Settings before submitting a PO for review. See Configure PO approval workflow.

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Submit a PO for review

  1. Open the PO.
  2. Optional: click Open Review Panel, then use Manage Reviews to assign the reviewers for each level.
  3. Click Submit for Review.
When your org has no approval policy configured, a submitted PO shows an Approve button so you can approve it directly without a review chain.

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Review a PO

  1. Open the PO then click Open Review Panel.
  2. Optional: To leave a note, add a comment first.
  3. In the review panel, click Approve or Reject for your level.
Levels are enforced in order: each level opens for approval only after the levels before it are approved.

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Approval Stack

The Approval Stack is in beta. The workflow may change or be removed.
To work through pending approvals one PO at a time, go to the Purchases page and click Approval Stack. Each card shows one PO.
  1. Review the card. When it’s your turn, click Approve or Reject. Type @ in a comment to mention a teammate.
  2. Click Skip to move on without deciding, or Back to return to the previous PO.
  3. When a PO is waiting on another level, the card is view only, but you can still comment.
Whether you can approve a card depends on your roles, teams, and direct assignment on the applicable level. You can also work the queue from the keyboard: A approves, R rejects, S skips, and the left arrow goes back.

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Re-approval after changes

If a PO is changed by an amount that meets your org’s reset threshold during or after approval, ION requires reapprovals. Editing the org’s approval policy does not affect existing reviews. You can use Reset Reviews on the PO to clear the current approvals.