Source & order
Keep the decision with the order.
The PO should carry the context of the buying decision. Connect the requirement and comparative with approval and the order, so each handover does not become a fresh explanation.
Review before the order moves ahead.
The comparative supports a choice; it does not replace the person making it. Keep the selection and approval context with the order that follows.
Fit approvals to the organisation.
Approval workflows can be configured by location and department. An escalation matrix can be added at different stages, with details defined around the customer's process.
Connect the PO downstream.
The order is the reference for delivery and the records that follow. Its context carries into dispatch, receiving and invoice checks.
Questions
Can approvals differ by location or department?
Yes. Discuss the required configuration and escalation process with the team.
Does the workflow remove human approval?
No. It supports the organisation's decision process and the people responsible for it.
More in Source & order
Map the route from decision to PO.
Show us where purchase approvals differ across your business.