Use case · Procurement
A purchase order app, linked to its requisitions
Two linked forms — a purchase requisition and the purchase order that fulfils it — with vendor and product lists and approval rules. Start from the free template.
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The Purchasing starter workbook: two linked forms — Purchase Requisition and Purchase Order, joined by a relation — with vendor, product and currency lists and approval rules. Enter your email to download it and join the early-access list. Enter your email to download the workbook and join the early-access list.
In a spreadsheet, requisitions and purchase orders live on separate tabs with nothing tying them together — you copy a requisition's details into a PO by hand and hope they stay in sync. Sheetward turns that workbook into one app with two linked forms: each purchase order references the requisition it came from.
What’s inside this workbook
Read straight from the Purchasing App workbook — the same file you download.
- 2 forms
- 4 sections
- 27 fields
- 2 master-data tables
- 20 validation rules
- 2 formulas
- 2 field derivations
- 1 relation
Forms
Purchase Requisition
- Purchase Requisition — 6 fields
- LINE ITEMS — 7 fields
Purchase Order
- Purchase Order — 7 fields
- LINE ITEMS — 7 fields
Master data
Products, Vendors
What it demonstrates
- Master-data lookups
- Validations within and across sections
- Field derivations from master data
- Formulas
- Multiple linked forms
- Relations between forms
Not every app needs every feature — add what yours actually uses. See the Template Gallery
How it works
Open the template
Adjust the fields, lists and rules to match how you work.
Upload & review
Sheetward shows both forms, the relation linking them, and every rule it detected — confirm, and the two-form app is live.
Requisition → order
Raise a requisition, then create a purchase order that links back to it; line totals compute and the rules gate approval.
What the template becomes
Two linked forms
A Purchase Requisition form and a Purchase Order form in one app, joined by a relation — each PO carries a reference to the requisition it came from, so the two stay connected instead of copy-pasted.
Requisition lookup on the PO
The purchase order’s requisition field is a relation, not free text — pick an existing requisition and see its date and vendor, so orders trace back to an approved request.
Vendor & product lists
List_ tabs become the vendor, product, currency and unit dropdowns on both forms, so procurement data stays consistent and filters cleanly.
Line totals computed
Each line’s Total is a Formula_ field (quantity × unit price), recalculated as you enter items and read-only so it can’t be edited away.
Validation & approval rules
Rules_ and Logic_ sheets become field validation and conditional logic — required fields, allowed values and the checks that gate an order — enforced deterministically for every user.
Roles, history & export
Per-app roles, a full change history of every requisition and order, and export to Excel, CSV or JSON.
Why teams pick Sheetward
- A real relation between two forms — the link between a PO and its requisition is data, not a copied cell.
- Approval and validation are your Rules_/Logic_, applied the same way every time — not a prompt that guesses.
- Flat pricing for the whole procurement team — no per-seat costs as approvers are added.
- Own it: export everything, or run the app yourself as a standalone bundle.
Frequently asked questions
How are the requisition and the purchase order linked?
The purchase order has a relation field pointing at the requisition it fulfils — a stored reference, not a copied cell.
Can one workbook really become two connected apps?
It becomes one app with two forms, which is the useful shape: shared lists, shared roles, one dataset. The relation is what connects them.
Can I import our existing vendors and products?
Yes — the lists are List_ tabs you can fill from Excel or CSV, and both forms accept bulk import.
Is the template required?
No — any conformant workbook works; the template saves you building the two forms, lists, rules and the relation from scratch.