Purchase Order System

How it works:

If a member of staff wants to order something at your school, they can fill in an online Google Form with information about what they want to order. Once they click submit, the budget holder will receive an email with an automatically generated PDF order including all the information submitted in the form and the options to ‘approve’ or ‘deny’ the order from directly within their email. If they approve the order, the requestor will be notified by email and the approved order form will be sent to a specified email address that is responsible for making the actual order. More info.

Hear from someone using this tool:

"We have found the purchase order form to be a great addition to our internal financial controls. It gives staff the flexibility and ease to raise order forms and it gives budget holders the control and oversight to ensure that only resources needed are ordered aligning with SDP priorities saving time for both staff raising the forms and budget holders approving them.

It also saves time for our finance and admin staff who are able to process orders more efficiently.

Authorisation thresholds can be adapted to meet our financial policies and amended as needed and auditors can see the audit trail of all order forms raised."

Chris James - Head of Finance - Britannia Education Trust

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