Feature Guide / Purchase Orders

Auto-approving
purchase orders.

Trust certain suppliers to skip the planning review step. When MRP creates a planned purchase order for a flagged supplier, Dream MRP marks it Plan Approved automatically — ready to send to Xero in a single click.

overview / what is it
What is auto-approval?

Every time MRP runs, it suggests purchase orders to cover any shortfall against your committed sales. By default these arrive in Dream MRP as Dream MRP Planned — you review them, edit if needed, and approve.

For trusted suppliers where the calculation is reliable and the cost predictable, you can skip the manual review step. Flag the supplier as auto-approve and any planned PO for them lands as Plan Approved, ready to send to Xero in bulk.

step_01 / flag the supplier
Enable auto-approval

Open the supplier in Contacts, tick Auto-approve planned purchases, and the setting saves itself. The flag is per-supplier — you choose exactly who you trust.

step_02 / run MRP
MRP plans the order

When MRP next runs, planned POs for the flagged supplier are created with status Plan Approved. Unflagged suppliers still arrive as Dream MRP Planned for you to review.

step_03 / send to Xero
One-click bulk send

On the Purchase Orders screen click Send to Xero. Every Plan Approved PO is posted to Xero as Authorised, given a Xero PO number, and stamped back to Dream MRP.

step_04 / optional email
Email the PDF to the supplier

Tick Email PO PDF on approval on the supplier record and Dream MRP will email the purchase order PDF to the supplier's contact email as soon as it's sent to Xero.

Auto-approval only affects the planning step. You stay in full control of when POs actually leave Dream MRP — they only post to Xero when you press Send to Xero, or when you post an individual PO from its detail view.

Good candidates for auto-approval

  • Long-standing suppliers where lead times and pricing are stable
  • Single-source components with a fixed minimum order quantity
  • Consumables (boxes, labels, fasteners) reordered to a stock target
  • Internal/group suppliers where review adds no value

Suppliers to leave manual

  • Brand-new suppliers you're still validating
  • Spot-buy or one-off project purchases
  • Suppliers whose quotes vary order-to-order
Support

Questions about how auto-approval interacts with MRP planning? Email support@dreammrp.com.

Plan once.
Send in bulk.

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