This guide walks you through the process of creating a new purchase order in Stampli.
Step-by-step instructions
1. Click "Procurement"
2. Click "Pending Routing"
3. Click "Create".
4. Click "Purchase Order - Stampli"
5. Populate mandatory fields such as "Vendor", "Date Needed", and "Location"
6. Populate mandatory fields such as "Vendor", "Date Needed", and "Location"
7. Populate mandatory fields such as "Vendor", "Date Needed", and "Location"
8. Populate mandatory fields such as "Vendor", "Date Needed", and "Location"
9. Populate mandatory fields such as "Vendor", "Date Needed", and "Location"
10. Search or type in Item description
11. Complete mandatory line item fields
12. Click "Create PO"
Tips for efficient PO creation
Use the search function to quickly find vendors and items in your system
For recurring purchases, reference previous POs to maintain consistency
Add detailed item descriptions to avoid confusion with vendors
Specify shipping instructions or special requirements in the comments section
If you're unsure about any field, hover over the field label for more information
What happens next
After creating a PO:
It will enter your organization's approval workflow
Approvers will be notified to review the PO
You can track the status of your PO in the "Pending Routing" or "Pending Approval" sections
Once approved, you'll be able to issue the PO to the vendor
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