Get notified when a PO is ready to be ordered

Quartzy's Purchase Order (PO) functionality tracks the PO through its entire lifecycle via three statuses:

• Draft - The PO has been created, but is not ready to be ordered yet.
• Open - The PO is ready to be ordered, or has been ordered and is awaiting delivery.
• Closed - The PO has been fully received.

If you create Purchase Orders but don’t place the orders yourself, you can set up notifications to alert the right Admin when a PO is ready to be ordered. Here's how:

1. Navigate to Lab Settings > Approvals.
2. Under Purchase Order Approvals, select the admins who should be notified when a PO is submitted and ready to be ordered.
   
   
   
   
3. Use the Group Actions --> Create PO workflow to generate a new Purchase Order.
4. On the Create PO page, click Submit PO. This creates the PO and notifies the selected admins.
   
   
   
   Example email notification:
   
   
   
   
5. The Admin can click See PO in Quartzy from the email to open the PO Details page and place the order using their preferred method (e.g., emailing the vendor or ordering online).