Procurement Software | PO Templates

PO templates for every category. Pre-filled fields. Right approval matrix.

Reusable templates per spend category (capex, opex, services, goods, imports). Each template carries the GL coding, cost-centre, approval matrix and required fields. Requesters pick the template; the rest fills automatically.

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PO Templates screen showing reusable purchase-order templates per spend category with GL coding, cost-centre and approval matrix pre-filled.

What the system does

Capability, input, output.

Capability	Input	Output
Template config	Category + GL + matrix + vendors	Active template
Requester picker	Category selection	Pre-filled PO draft
Required fields	Per-template field policy	Validation at save
Vendor pre-filter	Category + approved vendor list	Filtered vendor dropdown
Matrix routing	Template matrix + PO amount	Approval chain

Template config

Input

Category + GL + matrix + vendors

Output

Active template
Requester picker

Input

Category selection

Output

Pre-filled PO draft
Required fields

Input

Per-template field policy

Output

Validation at save
Vendor pre-filter

Input

Category + approved vendor list

Output

Filtered vendor dropdown
Matrix routing

Input

Template matrix + PO amount

Output

Approval chain

Compliance + integrations

Templates as policy enforcement.

PO templates encode the procurement policy. Mandatory fields, approved vendors, approval matrices. Requesters cannot bypass; the template is the policy.

Regulations we work within

Section 134(5), Companies Act

Internal financial controls supported with template evidence.
Rule 11(g), Companies Act

Template change history preserved.

Connects to

Tally Prime GL code sync

PO Templates FAQ

What buyers ask.

Who configures the templates?

CFO, Controller or procurement head depending on the organisation. Template changes require approval. The audit trail captures who created or modified the template and when.

Can a requester customise a template at PO time?

Some fields (line items, quantities, dates) are always editable. Some (GL, cost-centre, approval matrix) are template-locked. Configurable per template.

Multi-template POs?

A single PO uses one template. Mixed POs (e.g., goods + services on one PO) typically split into separate POs per category. Configurable per organisation.

Related features

Set up 3 templates for your top spend categories.

Configure templates for capex, opex and services, free. The next 3 POs flow through the templates; requesters type less, policy compliance goes up.