The Purchase Order Management template helps you streamline your procurement process from supplier management to order creation, receipt tracking, dispute handling, and cancellations. All data automatically flows into a central spreadsheet and dashboard to help you monitor supplier performance and purchase activity in real-time.
How the Workflow is Structured
The workflow has:
Add Supplier form – Capture and register supplier details.
Add Order form – Record new purchase orders.
Received Order form – Log received goods and quantities.
Raise Dispute form – Report issues or discrepancies with received orders.
PO Cancellation form – Request cancellation for existing purchase orders.
Purchase order management (Google Sheet) – Central database consolidating all data from forms.
Dashboard – Provides insights into supplier performance, fulfillment status, and cost analysis.
Steps to use the template
Step 1: Install the Template
Install the template from this link: Purchase Order Management
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.
👉 Before starting, delete the sample data in the spreadsheets (but keep the headers and formulas).
Step 2: Share with Colleagues
Share forms (Add Supplier, Add Order, Received Order, Raise Dispute, and PO Cancellation) with your procurement and warehouse teams.
Keep the Purchase Order Management spreadsheet restricted to admins for data protection.
Share the Dashboard with management and stakeholders to track supplier performance.
Refer to the following articles to share workflows, forms and files:
Step 3: Add Supplier Details
Open the Add Supplier form.
Enter supplier information such as name, address, country, phone number, category, and any notes.
Submitted data will populate automatically in the Suppliers tab of the central spreadsheet.
Step 4: Create Purchase Orders
Open the Add Order form.
Fill in order details including order date, supplier code, expected delivery, item details (name, description, price, quantity, total cost), and any notes.
Each submission is stored in the Orders tab.
Step 5: Record Received Orders
Open the Received Order form.
Select the supplier and order number, enter the received date, remarks, and quantity received.
This data flows into the Orders received tab to update fulfillment status.
Step 6: Raise a Dispute
If there are issues with received items, open the Raise Dispute form.
Provide supplier code, order number, item details, issue reported, quantity affected, and remarks.
Data from this form appears in the Order dispute tab.
Step 7: Submit PO Cancellation Requests
Use the PO Cancellation form to cancel orders.
Enter the PO number, supplier code, total cost, and reason for cancellation.
These entries appear in the Cancelled POs tab.
Step 8: Analyze Performance and Orders in the Dashboard
The Dashboard provides a detailed analysis of procurement and supplier performance:
Performance Overview – Track total orders, received orders, costs, and average delivery days per supplier.
Order Fulfillment & Risk Tracking – Monitor open, delayed, or cancelled POs.
Complaints & Disputes – Identify frequent issues and suppliers with the highest dispute rates.