General Approver Process via PurchaseIT
- Duration: 5 Minutes
- Publisher: Masterclass Digital Campus, Tourvest Travel Services.Â
- Ensure to engage with the content and quiz below.
Approvers can approve carts through Email, SMS, WhatsApp, the TravelIT Mobile App, or directly in the PurchaseIT Approval Inbox.
The Approval Inbox can be accessed via a shortcut icon at the top of the PurchaseIT screen or from the menu bar on the left.
Once in the Approval Inbox, new approval requests are displayed. Approvers use the hamburger menu and select ‘View Approval’ to proceed.
The ‘Request for Purchase Order Authorisation’ page allows approvers to review item details (using drop-down arrows) and see all attachments under the ‘Attachments’ tab.
Approvers can either ‘Approve’ or ‘Reject’ requests. If rejected, a reason must be provided, which cancels the cart and notifies the requester.
Approval and rejection options are available at both the top right and bottom of the approval page for convenience.