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Issuing purchase orders to vendors
Issuing purchase orders to vendors
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Written by Melad Zahedi
Updated this week

Once a purchase order has been approved, the next step is to issue it to your vendor. This guide explains how to issue POs to vendors using Stampli.

Accessing approved POs

  1. Log in to your Stampli account

  2. Click "Procurement" in the left navigation menu

  3. Click "Approved POs" to see all purchase orders ready to be issued

  4. Locate the PO you want to issue in the list

Issuing a PO

  1. Click on the PO reference number to open the purchase order

  2. Review all information for accuracy

  3. Click "Issue PO" at the top of the page

  4. In the "Issue Purchase Order" dialog, you'll have two options:

    • Download PDF: To manually send the PO to the vendor

    • Email PO: To send the PO directly through Stampli

Option 1: Download PDF

  1. Select the "Download PDF" checkbox

  2. Click "Issue PO"

  3. The PDF will download to your computer

  4. You can then attach it to an email in your email client or send it through your preferred method

Option 2: Email PO

  1. Select the "Email PO" checkbox

  2. Enter the vendor's email address in the field provided

  3. Click "Issue PO"

  4. The system will automatically send the PO to the vendor with a professional email template

  5. A copy of the email will be stored with the PO record

Best practices for issuing POs

  • Verify all details one final time before issuing

  • Include clear delivery instructions and contact information

  • Set expectations for order confirmation from the vendor

  • For high-value orders, consider following up with a phone call

  • Use standardized templates for consistency across all POs

  • Keep a record of when and how the PO was issued

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