Purchase order template
Fill in the PO number, buyer, supplier and lines. Subtotal, tax and total are worked out as you type. Print it or save it as a PDF from the print dialog, or download a CSV.
| Subtotal | $876.00 |
| Tax | $72.27 |
| Shipping | $0.00 |
| Total | $948.27 |
|---|
Nothing you type here leaves your browser.
What goes on a purchase order
- PO number. The reference the supplier puts on their invoice. It's what matches the invoice back to the order.
- Date, buyer and supplier. Who is buying from whom, and when the order was raised.
- Ship to. Where it should arrive, if that isn't the buyer's address.
- Lines. Item, quantity and unit price. The line total is quantity times unit price.
- Tax and shipping. Tax is a percentage of the subtotal here; shipping is added after tax.
Totals, worked through
Two chairs at $349 and two monitor arms at $89:
| Amount | |
|---|---|
| Subtotal | $876.00 |
| Tax at 8.25% | $72.27 |
| Shipping | $0.00 |
| Total | $948.27 |
Tax is rounded to the cent once, on the subtotal, not per line.
When the PO comes from Atta
Atta raises the purchase order from the approved request, so the PO carries the amount and the lines that were approved. When the supplier's invoice arrives, it's linked to the purchase by the PO number it names. See purchase orders.
Questions
How do I save the purchase order as a PDF?
Press Print or save as PDF and choose Save as PDF as the printer. The buttons are left off the printed page.
Do I need a PO for every purchase?
That's your policy's call. Many teams require one above an amount, which is the same line an approval matrix draws.
Related
- Purchase order softwareEach approved request gets a PO number, the order carries it, receipts are recorded per line, and an invoice that names the PO attaches to the request.
- What is a purchase order?A purchase order is a document a buyer sends a supplier listing what is being bought, the quantity and the agreed price. Definition and example.
- What is a three-way match?Three-way match checks that the purchase order, the goods receipt and the supplier invoice agree before payment. Definition with a worked example.