Purchase Approvals
Purchase approval workflow for SMEs
workro desk puts a simple approval step between a request and a spend. Your team raises a purchase request with items, vendor and cost; the Owner approves or rejects it; and nothing gets bought on an informal verbal nod that no one can trace later.
Approved requests convert into purchases in one step, then flow into inventory through a GRN and into your asset register, with no re-keying. Every step is logged, so you always hold a clean audit trail of who asked, who approved and what was actually bought.
Purchase requests
Let your team raise a request for parts or equipment with quantity, vendor and cost, so buying always starts from a clear, recorded ask.
Owner approval workflow
Requests route to the Owner for a clean approve or reject, so spending carries a real sign-off step instead of informal, verbal go-aheads.
Budget visibility
See request value and vendor spend side by side, so approvals are made with the numbers right in front of you rather than from memory.
Convert to purchases
Turn an approved request into a purchase in a single step, carrying the items, vendor and cost across so nothing is ever keyed in twice.
Stock & asset link
Received purchases feed inventory through a GRN and can create asset records, closing the loop neatly from request to shelf to register.
Full audit trail
Every request, approval and conversion is logged, so you can always show exactly who asked, who approved it and precisely what was bought.
Purchase Approvals: FAQ
Who approves purchase requests?
The Owner role approves or rejects requests. workro desk uses simple Owner and Admin roles, so sign-off authority on spending is always clear.
Can an approved request become a purchase?
Yes. Convert an approved request into a purchase in one step; items, vendor and cost all carry over, so nothing has to be keyed in twice.
Does it connect to inventory and assets?
Yes. Goods received against a purchase update stock through a GRN and can create asset records, closing the loop from request to register.
Is there a record of who approved what?
Every request, approval and conversion is logged, giving you a clear audit trail of who asked, who signed off and what was finally bought.
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