This guide explains how to configure, and customize Stampli Purchase Orders for your organization.
Basic configuration
Setting up PO numbering
Navigate to "System Settings" in the admin panel
Select the "Procurement" tab
Select “General” under “Procurement Settings”
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")
Click "Save" to apply your settings
Configuring mandatory fields
In "Procurement Settings” locate "Stampli PO Fields"
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
Common Custom Fields to configure include:
Location
Department
Class
Subsidiary (for multi-entity organizations)
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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