What Is a Purchase Template?
A purchase template is a predefined list of raw materials organized by supplier.
It’s designed to speed up your recurring orders, save time during product selection, and strengthen purchase control.
In tSpoonLab, you can configure and manage these templates manually, keeping all relevant data centralized and ready to generate new orders at any time.
How to Create Purchase Templates
In this video, we show you how to create and use purchase templates to generate orders easily and align with your workflow.
1. Access the Management > Purchases Section
From the main dashboard, go to Management → Purchases.
Click on the three dots next to the search bar and select New Template.
2. Complete Basic Information
In the pop-up form:
Template Name: Add a clear and descriptive name.
Generation Days: Select the days of the week on which orders should be created.
Template Type:
Quantity to order: Manually enter the quantities to purchase.
Stock quantity: The system will calculate required purchases based on current stock levels (requires stock configuration).
Click Accept to save the new template.
3. Add Suppliers to the Template
Click the three dots in the top-right corner of the template and choose Add Supplier to Template.
Select an existing supplier and confirm with Accept.
4. Select the Articles
In the window that opens:
Individual Search: Select “Article”, then type or search for the item name to add it.
Article List: Activate Show as checklist at the bottom-left corner of the window.
Click Include next to each article you want to add to the template.
💡 Note: Quantities are not defined here — they will be entered when generating the actual order.
5. Generate an Order from the Template
Click Generate Order from Template.
Enter the quantities for each product.
Optionally, add a comment.
Complete any additional header fields if necessary.
Click Accept.
The new order will appear with an orange upward arrow, indicating that it’s Pending to Send.
6. Send the Order
Hover over the order line and click on the three dots on the grey bar.
Choose your preferred sending method:
Send by Email: Sends to the supplier’s email defined in their profile.
Send via WhatsApp: Opens WhatsApp Web (on desktop) or uses the tSpoonLab mobile app.
Send: Marks the order as sent without actually emailing it.
Copy Purchase Text: Copies the full order text for use in another app. After copying, click Send to update the status to Sent.
📱 Download the tSpoonLab Mobile App
App Store (iOS): [Download on the App Store]
Google Play (Android): [Download on Google Play]
📢 Note:
You can edit your purchase templates anytime to adjust suppliers, products, or generation days as your purchasing cycles evolve.