Overview

Use this guide to understand what each status represents in the procurement workflow, so you can efficiently sort and track orders based on their current progress.





Waiting for Approval

The PO has been created and is pending approval by a team member before sending to supplier (or internally).

Draft PO

The PO is in draft mode. It is not finalized or submitted yet and may be missing details.

Incomplete PO

The PO has been started but is missing essential information and cannot proceed until completed.

Quoting Done

Quoting process has been completed - all possible quotes have been received by the set due date. It’s now time to review the bids and select a supplier to award the PO.

Pending Change Order

There is a requested modification to an already issued PO. It’s waiting for approval by a team member before the update is applied and sent.

On Order

The PO has been approved and issued to the supplier (or internally). Items are actively being processed or shipped (if applicable).

Waiting for Quotes

The system is currently collecting quotes from suppliers. No final quote has been selected yet.

Complete

The PO process is fully finalized. Goods/services have been received and invoiced (if applicable).

Cancelled

The order has been canceled and will not be processed further.




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