Keep one row per PO line
Repeat the PO header and supplier identifiers on each line. Stable order and line references let Pacteva group rows without guessing which item belongs to which purchase order.
Use source-system values
Export supplier name and contact, order number, description, quantity, unit price, currency, and requested date from the approved source. Do not replace requested dates with informal promises before import.
Review every grouped order
The template accelerates staging; it does not bypass review. Confirm supplier identity, line count, totals, units, dates, and currency before accepting the source and issuing a response link.
Protect the file
A PO export may contain commercial information. Store and share the CSV according to company policy, remove unused local copies, and avoid emailing bulk exports when a controlled transfer is available.
Validate the workflow with one real purchase order
Before buying or replacing software, run one representative multi-line PO from reviewed source through supplier response and buyer resolution. Include at least one accepted line, one proposed date or quantity change, and one delivery or reminder edge case. Confirm that every participant can identify the current owner and next action, that the original order remains unchanged, and that the final commitment can be exported and traced to its response and decision. Also verify the supplier experience on a normal phone and desktop browser, revoke and reissue a response link, inspect a failed delivery, and test the role boundary with a non-owner buyer. This evidence is more useful than a feature checklist because it exposes adoption friction, hidden authority, and incomplete system boundaries before the workflow reaches production volume.
Keep source, proposal, decision, and commitment distinct
Pacteva records supplier responses and authorized buyer decisions. It does not silently alter the reviewed purchase order or claim an ERP changed unless a configured write-back is verified. Requisitions, budgets, receipts, invoices, payments, inventory, and shipping remain in their systems of record.
What buyers usually ask
Is the template free?
Yes. It downloads without registration.
Can I add internal columns?
You can keep a working copy, but the importer only maps supported fields.
Does download create a workspace?
No. Use the template independently or create a workspace when ready to import.