# Start here: Supervisor

Approve commitments, manage revisions and investigate sending and receipt exceptions.

Source: https://help.smartfact.ai/manuals/purchasing/supervisor

Review edition: 25 October 2026

Roles: supervisor

Supervisors approve purchase commitments and manage amendments, cancellation and exceptions. You can also perform ordinary request and drafting work. Catalogue publication remains the reviewer's separate responsibility.

## Review today's work

Use **Approvals**, **Not sent**, **Exceptions**, **Overdue**, **On order** and **Orders**. Check the exact revision and its current approved counterpart. A submitted amendment does not replace the earlier approved quantities until its own approval completes.

Read quantities in both the order unit and target context, supplier details, delivery address, price information and the explanation of the reviewed rule. Unknown or mixed-currency value cannot support a value-dependent approval decision. Resolve the missing evidence instead of assuming a zero price.

## Approve under the routed policy

Each approval requires a recent second factor. The policy may require one supervisor, one supervisor other than the submitter, or two different supervisors. Follow the displayed route. Do not apply the not-submitter restriction to every route, or assume the submitter can approve when that route prohibits it.

Use **Approve revision** for the exact awaiting revision. The first vote of a two-person route is not final approval. Returning work to draft clears the approval round, so a corrected revision needs its own current approvals.

## Control exceptions

Use **Amend order** for changes to an approved commitment and **Cancel remaining order** for its remaining quantity. Do not discard a draft as a way to cancel approved stock on order. For delivery corrections, select the original confirmation and preserve its history.

For an unknown send, check the original action and actual communication evidence before authorising another copy. A resend does not create a new order or change on-order quantity. A stock receipt belongs in its source product, such as [StoresFlow](/manuals/storesflow).

Hand over the exact order reference, revision, remaining commitment, uncertain communications and unresolved receipts. See [approval](/manuals/purchasing/approve-orders), [amendments and cancellation](/manuals/purchasing/amend-and-cancel) and [sending](/manuals/purchasing/sending).

Use [connected-product exceptions](/manuals/purchasing/connected-products-and-exceptions) to record review without changing quantities or repairing a source delivery. During [site closure](/manuals/purchasing/closing-site), record the current order dispositions and communication investigation owners before the owner completes closure.