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Purchase orders

Create purchase orders from your supplier list, send them for approval, and track every order until it's received.

Use template

The outcome

Purchase orders go out as PDFs, large ones wait for a manager's approval, and every supplier's terms are on file.

See it working

The template itself, with its sample records. Click around before you use it.

What's inside

Everything below comes working, with sample records, ready for you to reshape.

5 tables

  • Company

    8 fields

  • Team

    8 fields

  • Suppliers

    8 fields

  • Purchase orders

    22 fields

  • Lines

    7 fields

2 automations

  • Approval request

    When a record in Purchase orders changes

  • Supplier emails

    When a record in Purchase orders changes

2 apps

  • PO generator

    An app on top of the tables

  • Playbook

    An app on top of the tables

Connections

Needs no external accounts.

About this template

In Jocky's words.

What's inside

  • Purchase orders and Lines: supplier, items, total, and status
  • Suppliers: contact, payment terms, and lead time
  • Approval request (automation): asks an approver to sign off orders above your limit
  • PO generator (app): builds the order and its PDF; the supplier confirms on a private link

Get started

  1. Add your suppliers. Replace the samples.
  2. Set an approval limit. Orders above it need sign-off.

Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.

Sign-in. Your team signs in with a one-time code sent to their email; the app opens once an approver gives them a role (Requester, Buyer, or Approver). Suppliers don't sign in: they open their order on a private link. You sign in with Teable.

Comes with sample data for a made-up factory, Forge Works. Every sample email is on example.com, so nothing reaches a real person until you add your own.

1 click. 1 sentence. Yours.

  1. 01 / 03

    Start with 1 click

    Click Use template on this page. Its 5 tables, 2 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.

  2. 02 / 03

    Make it yours with 1 sentence

    Tell Teable AI what's different, the way you'd say it: “Add budget codes and a monthly spend view by supplier.” It changes the fields, steps, and screens to match.

  3. 03 / 03

    Stand out every day after

    Its 2 automations run on their own. You just run the business.

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  2. Quality inspections

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  3. Production orders

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    Jocky

Start with Purchase orders

1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.

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