How to Create and Customize PO Templates in ManufApp

How to Create and Customize PO Templates in ManufApp

A PO isn’t just another document. It carries your brand, sets expectations for vendors, and cuts down on confusion during procurement. Every company follows its own layout, terminology, taxes, and approval flow, so having a custom PO format inside ManufApp really matters. You get full control over the structure, styling, and fields, and the final PO looks exactly the way your team prefers.

Objective

To help users create and customize Purchase Order templates inside ManufApp. This ensures every company can design a PO layout that reflects its branding, includes the right fields, follows its tax structure, and communicates clearly with vendors.


Step 1: Open the Template Module

  1. Go to the top navigation menu.

  2. Click Masters → Templates.



  1. You will land on the Templates page showing all form and print templates.

Step 2: Create a New Template

  1. Click the + NEW button in the top-right corner.

  2. Choose Print Template.

  3. An editor will open with a default template.



Step 3: Enter Template Details

  1. At the top, enter the Template Name (e.g., PO Template, Invoice Template).

  2. This name helps you identify the template later.



Step 4: Design the Template Layout

Use the left-side tools to design your document layout.
 You can change colors, adjust font sizes, modify text alignment, and reposition elements anywhere on the page to match your preferred design.

Drag and resize elements freely to achieve your desired layout.

Step 5: Insert Dynamic System Fields

Use the Add Elements panel on the right to insert system-mapped fields.
 These fields automatically pull data from the system when the document is printed.

Field categories include:

  • Order Details – PO number, order date, delivery date

  • Parties – Vendor, customer, billing and shipping addresses

  • Items & Quantity – Item table, HSN, quantity, unit price, total

  • Charges & Pricing – GST, shipping charges, packing charges, grand total

Drag any field into the template layout.

Step 6: Preview the Template

  1. Click Preview Template PDF.

  2. A PDF opens showing your design with sample data.

  3. Verify alignment, spacing, color, and field mapping.



Close the preview to continue editing if needed.

Step 7: Save and Publish the Template

  1. Click Submit to save your design.

  2. A confirmation popup appears: Template added.

  3. The template now appears in the Templates list.


Step 8: Test and Download the Final Template

  1. In the Templates list, click the PDF preview icon under the Actions column.



  1. The system generates a final PDF with sample data and downloads it in the exact layout you designed.

  2. Open the file and verify that all fields, formatting, and content appear correctly.

Conclusion

A well-designed PO template removes ambiguity for vendors, keeps pricing and taxes consistent, and gives your procurement process a cleaner, more professional edge. With ManufApp’s PO Template Builder, you can create a format that fits your business—complete with the right fields, layout, and structure—and reuse it across every purchase order without manual adjustments.

    • Related Articles

    • How to Create Manual Inward Request (Without PO) in ManufApp

      Use this guide when materials arrive without a Purchase Order (PO) — such as local purchases, ad-hoc supplies, or unplanned receipts. For a quick overview, see: What is an Inward Request in ManufApp? Step 1: Navigate to Inward Request Go to: ...

    • Guide: Customize Table View in ManufApp

      Different teams need different views — sales might care about order status, while planning wants delivery dates. ManufApp lets you personalize your tables so every user sees only what’s relevant to them. You can easily rearrange, show, or hide ...

    • How to Configure PO Additional (Overhead) Charges in ManufApp

      Objective To configure Overhead / PO Additional Charges (e.g., Freight, Loading & Unloading) in ManufApp by adding them as custom fields, ensuring accurate cost tracking and transparency in Purchase Orders. Steps Step 1 – Navigate to Custom Fields Go ...

    • How to Create a New Site in ManufApp

      Objective To create and configure a new site (factory location or plant) in ManufApp with relevant business, operational, and formatting settings. 🛠️ Steps to Create a New Site in ManufApp Step 1: Go to the Sites Section Navigate to: Masters > ...

    • How Indents Reflect After Creation in Sales Order Raw Material Planning (Before PO Creation)

      🎯 Objective: To view how a raised Purchase Indent reflects against a Sales Order Unit in the Raw Materials tab, even before a Purchase Order (PO) is created. 🔎 New to this? : What is a Purchase Indent? Step 1: Go to the Purchase Orders Screen ...