Purchase Order Templates
Efficiently place purchase orders using digital templates and forms
Efficiently place purchase orders using digital templates and forms
Published 17 Jun 2022
A purchase order template is a document that businesses, procurement managers, and essentially other buyers use when initiating a purchase from a third party. It thoroughly describes the specifications of the products and clearly indicates the conditions and terms of the order. It also serves as a contractual agreement between buyers and sellers, and helps ensure that a clear understanding is reached between the two parties.
This template can be used by businesses, procurement managers, and other buyers that aim to initiate a purchase order. Use this template in iAuditor, and be able to do the following:
This article will discuss the following:
A purchase order template can be considered as a type of order form. It is specifically created when a business is in the process of procuring a set of items, while an order form is very general and can be used in a variety of other ways such as construction material orders or repair/maintenance orders in facilities.
Another distinctive difference between the two is that purchase order templates are usually created by the buyer and sent to the seller for approval, while order forms are initially filled out by the seller and then by the buyer only according to the information already specified in the document.
A purchase order template is a widely-used business document that eases the monitoring of transactions in various industries, especially when purchasing large numbers of items. It helps set the expectations between buyers and sellers, and assists in managing the whole procurement process. Although this can vary depending on the purpose of the project or the company, there are a few other reasons why it’s important to consistently integrate the use of a purchase order template into your business strategies:
The elements of a purchase order template can vary depending on the specifications of the business and can be modified according to the needs of the particular project. Below are items that are generally included in a basic purchase order:
Creating a purchase order template in every transaction can be very time-consuming and prone to mistakes. Using paper-based recordkeeping can also eventually pose challenges that can otherwise easily be avoided. iAuditor by SafetyCulture is a powerful digital auditing tool that businesses and buyers can use when initiating a purchase. Make a purchase order by using one of our existing purchase order templates, or create and customize your own, and then follow the steps below:
Once done with the steps above, you can now send the purchase order to the intended recipient. With iAuditor’s free plan, you can export the form to Word, Excel, or PDF, and send the document to the seller via email.
If you want sellers to directly review the document, you can do so with iAuditor’s premium plan. With this plan, you can modify the template’s access levels accordingly and allow people outside your organization to access the same file, directly edit them, and add any notes they may have. More on this feature here.
iAuditor also offers the following advantages:
This template is best used when buyers have a general set of cleaning and hygiene products they need. Use this template in iAuditor and do the following:
Roofing contractors and other buyers can use this template to place purchase orders for roofing works and materials. Use this template in iAuditor and do the following: