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Creating a new purchase order in Stampli
Creating a new purchase order in Stampli
M
Written by Melad Zahedi
Updated this week

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:

  1. It will enter your organization's approval workflow

  2. Approvers will be notified to review the PO

  3. You can track the status of your PO in the "Pending Routing" or "Pending Approval" sections

  4. Once approved, you'll be able to issue the PO to the vendor

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