Purchase Orders Overview

Create and manage Purchase Orders (PO) directly within the Cove system to streamline approvals, track expenses, and link POs to related Work Orders. This article provides an overview of the Purchase Order module, including how to create, edit, approve, and monitor POs across your building's operations.

• Purchase Order Module Overview
• Approve Purchase Orders

Purchase Order Module Overview

Any member of the building team can create and approve POs. Purchase Orders are organized by approval status into the following pages:

• All Purchase Orders
• To Approve: All unapproved POs will automatically appear on this page
• POs display colored status tags across the dashboard and mobile so your team can quickly identify where each PO stands at a glance. Tags reflect the following:
  • Status: Open (yellow) / Closed (gray)
  • Paid Status: Paid (green) / Not Paid (gray)
  • Approval Status: Approved (green) / Needs Approval (gray)

• On mobile, POs associated with a work order are accessible from the POs tab within the work order detail view. Each PO displays the PO number, amount, created by, last modified date, and status tags.

  

Approve Purchase Orders

1. Navigate to the To Approve page.
2. Click the edit icon next to a PO.
3. Change the status to Approved. Once a PO is approved, the approver's name and the approval date will be automatically recorded in the table.