18Docs
Sales & Procurement

Make and approve a purchase order

Make a purchase order, attach the supporting paperwork, and lock the approved file.

The problem

  • Purchase orders get created in spreadsheets, so numbering and supplier details vary between teams.
  • Approvers receive a PO without the quote or specification it relates to, slowing sign-off.
  • Approved POs are stored as editable files that can be altered after authorisation.

The workflow

One licensed pipeline chains these steps end to end. Each step is a tool you can try free on the public site.

  1. 1

    Raise the purchase order

    Purchase Order Generator

    Generate a numbered PO with supplier, line items, and delivery terms.

  2. 2

    Attach supporting documents

    Merge PDF

    Merge the supplier quote and specification behind the PO so approvers see the full picture.

  3. 3

    Number the combined file

    Add page numbers

    Add page numbers across the PO and its attachments for clear referencing during approval.

  4. 4

    Protect the approved PO

    Protect PDF

    Restrict editing once authorised so the approved order cannot be quietly changed.

Try it free, right now

Every tool in this workflow is free on the public site — no signup, nothing uploaded. Run the steps by hand to see the output, then license the automated pipeline for your team.

Why run it on-premise?

Supplier pricing and procurement terms remain within your network, avoiding exposure of negotiated rates to outside services. On-premise processing supports procurement confidentiality and internal audit requirements.

The Business suite ships as a self-hosted bundle that runs inside your own network, so the documents in this workflow never leave the building. See how deployment works.

Outcome

A complete, referenced, tamper-resistant purchase order packet that approvers can sign off with full context.

Included in the Business license.

See licensing

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