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Setting up and configuring Stampli Purchase Orders
Setting up and configuring Stampli Purchase Orders
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Written by Melad Zahedi
Updated this week

This guide explains how to configure, and customize Stampli Purchase Orders for your organization.

Basic configuration

Setting up PO numbering

  1. Navigate to "System Settings" in the admin panel

  2. Select the "Procurement" tab

  3. Select “General” under “Procurement Settings”

  4. In the "Purchase Order prefix” and “Purchase Order starting #” sections:

    • Choose a prefix (e.g., "PO", "STPO")

    • Select numbering pattern (sequential, with date components, etc.)

    • Set the starting number

    • Configure padding (e.g., "PO-00001")

  5. Click "Save" to apply your settings

Configuring mandatory fields

  1. In "Procurement Settings” locate "Stampli PO Fields"

  2. For each Standard Field, set the appropriate requirement level:

    • Always Mandatory: Must be completed to submit the PO

    • Not Mandatory: Can be left blank

    • Hidden: Not shown to users

  3. Common Custom Fields to configure include:

    • Location

    • Department

    • Class

    • Subsidiary (for multi-entity organizations)

  4. To configure a Custom Field, click on the “Add a new field” button

5. Select the type of Custom Field to create (Text, Boolean, Number, etc.)

6. Provide a name for the field, designate maximum character length, and determine requirement level

7. Optionally, you can upload a list of values by uploading a file. A link to a template is provided along with an upload field.

8. Save your settings when complete

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