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Purchase Order Worksheets

Complete purchase orders instantly

Automatically download perfectly formatted PO worksheets.

Eliminate manual data entry

Automate purchase orders down to two steps:

  1. Select products from your catalog
  2. Export a custom PO template with chosen products

Finish POs quickly so salespeople can focus on new deals.

Eliminate manual data entry

Achieve perfect data accuracy

Build purchase orders from a single source of truth

  • Create purchase orders in minutes
  • Utilize templates for all your buyers
  • Pull accurate data automatically
  • Export complete information

Discover more about Catalog Management.

Achieve perfect data accuracy

Manage complex information

Format important details accurately

  • Effortlessly handle complex data and formatting
  • Slash weekly hours spent on manual data entry
  • Give sales teams more time to land deals

Discover more about Order Management.

Manage complex information

Track order progress

Manage your order after the buyer has accepted a PO

  • Automate buy-side and sell-side tasks
  • Initiate buy orders for your vendors
  • Track as the order progresses to the retailer
  • Gain total visibility into supply chain processes

Discover more about Order Management.

Track order progress

PO Worksheet Template Examples

Ross Stores PO Worksheet
Ross Stores PO Worksheet
TJX PO Worksheet
TJX PO Worksheet
Dollar General PO Worksheet
Dollar General PO Worksheet
Dollar General PO Worksheet
Dollar General PO Worksheet
Dollar General Item Setup
Dollar General Item Setup
At Home PO Worksheet
At Home PO Worksheet
Burlington PO Worksheet
Burlington PO Worksheet
Burlington Item Setup
Burlington Item Setup
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What is a purchase order?

A purchase order (PO) is generated by a buyer to engage a seller in acquiring particular goods or services. The primary aim of a PO is to formalize the transaction specifics, enabling the seller to initiate the production and delivery procedures for the designated goods and services.

Purchase orders hold significant importance for both retailers and vendors. Retailers rely on them for inventory replenishment and transaction documentation, while vendors utilize them as a foundation for manufacturing, product shipping, and sales tracking.

Completing a purchase order signifies the concluding phase of the supplier-to-retailer sales procedure. Once the retailer accepts the order, the supply chain fulfillment process commences.

Learn more about purchase orders here.

What is a PO number?

The purchase order (PO) number serves as a crucial identifier printed on shipping crates. Analogous to a tracking number, it represents a bulk quantity of goods rather than individual packages. Upon receiving a shipment at its warehouse, a retailer cross-references the PO number on the shipping boxes with the corresponding purchase order form.

Essentially, the PO number acts as the unique identifier for the order. Once finalized, it becomes a universally recognized reference within the supply chain. In case of shipment delays or issues, vendors can easily communicate with the shipping company by providing the PO number, enabling the shipper to locate and address the order promptly.

Learn more about PO numbers here.

Is a purchase order legally binding?

Purchase orders are not legally binding. Retail buyers retain the right to cancel a purchase order contract, even if the vendor has initiated fulfillment. Canceling entails the vendor shouldering the financial consequences of the cancellation.

How does Surefront automate purchase orders?

Surefront automates purchase offers using a simple two-step process. First, select products from your catalog within Surefront's platform. Then, export a custom purchase order template containing the chosen products. 

By utilizing Surefront's PIM as a centralized source of product data, you can easily generate purchase order forms by selecting products and letting the software automatically map the data into the template. This automation saves time and effort, enabling you to quickly create accurate purchase orders without manual data entry.

What is order management software and what does it do?

Order Management Software, or an order management solution (OMS), is a tool or system retailers use to efficiently manage and process customer orders. From point of sale to fulfillment, the best order management software serves as a centralized hub that consolidates order information, inventory data, and customer details.

This allows retailers to streamline and automate various aspects of the order management process.

The primary functions of Order Management Software include:

  1. Order processing

    Order management software facilitates efficient processing of each purchase order. It captures order details, like product information, quantities, customer information, and payment details. This information is then stored and managed within the order management system.

  2. Inventory management

    Order management software provides visibility into inventory levels in real-time, across multiple channels and locations. It helps retailers track stock availability, allocate inventory, and prevent overselling or stockouts.

    Order management systems may also support stock synchronization between online and offline channels, so you'll always know your exact inventory levels of in-demand products.

  3. Order fulfillment

    Order management systems help manage the fulfillment process by automating order routing, picking, packing, and shipping. Some even integrate with shipping carriers, so you can generate shipping labels, track shipments, and provide customers with tracking information for online and offline orders.

  4. Order tracking and customer communication

    Order management software lets retailers provide customers with real-time order tracking information. It automates status updates, triggering notifications to customers at various stages of the order lifecycle.

    Your order management system might even facilitate communication with customers regarding order changes, delays, or returns –– it all depends on your solution provider.

  5. Multi-channel order management

    Order management helps manage sales from various channels, including online stores, mobile apps, marketplaces, and brick-and-mortar stores. The best order management systems provide a centralized view of all customer orders, regardless of the channel. Some even have shipping integrations to facilitate shipping management.

    All these features combine to ensure a consistent shopping experience for customers, and efficient order management for the retailers that serve them.

  6. Returns and exchanges

    Order management software helps retailers manage returns and exchanges from sales orders. It does this by streamlining supply chain processes for handling reverse logistics. It tracks returned products, manages inventory adjustments, and facilitates refunds or replacements for unhappy customers.

  7. Analytics and reporting

    An order management system will often include reporting and analytics features. These features provide insights into key metrics like: order volumes, order statuses, inventory levels, customer behavior, and more. This helps retailers make more informed purchasing decisions, identify industry trends, and optimize their order management processes.

    Order Management Software was designed to boost operational efficiency and reduce the errors that come from manual tasks. By centralizing and automating order management activities, it helps retailers make more informed business decisions. Thus enhancing the customer experience with more in-demand inventory. No more understocks, overstocks, or lost orders.

    Order management tools let you effectively manage your order lifecycle, inventory control, and fulfillment processes across every channel your team uses to sell products.

How does order management software help streamline order processing and fulfillment?

Order Management Software (OMS) streamlines sales orders and purchase orders for customer orders in myriad ways. Many offer shipping management and supplier management tools. Accounting software, although less common, can also be part of your management software suite.

Additional features include:

  1. Centralized order management

    Order management software is a centralized hub that consolidates order information from various order management channels, including online stores, marketplaces, and brick-and-mortar locations.

    It allows retailers to manage all orders from a single platform, eliminating the need for manual data entry across different systems and reducing the risk of human error.

  2. Automated order processing

    An order management system automates how orders are processed by capturing and validating order details, including: product information, customer details, and payment information.

    Inventory management software eliminates manual processing tasks, thus reducing the potential for human errors. Automation also speeds up the order entry process, leading to faster fulfillment across multiple marketplaces.

  3. Inventory visibility and allocation

    An order management system provides real-time visibility into inventory levels across channels and locations. It helps retailers manage and report on stock availability, and helps to allocate inventory for incoming orders.

    With accurate inventory information at their fingertips, retailers can prevent overselling, avoid stockouts, and optimize order fulfillment.

  4. Order routing and workflow automation

    Order management software automates order routing to fulfillment locations based on preset rules or algorithms. It intuitively distributes orders to the most suitable warehouses, stores, or drop-shipping partners. Workflow automation within the order management system streamlines order fulfillment by assigning tasks, generating pick lists, and managing the sequence of activities throughout the order fulfillment process.

    Some inventory management software offers "route allocation" to help warehouse management find the right delivery driver to quickly get products to their destinations.

  5. Integration with shipping carriers

    Order management features often have shipping integrations with logistics providers and shipping carriers. This allows retailers to print shipping labels, calculate shipping costs, and track shipments directly from the order management system. The integrations eliminate the need for manual data entry, reduce errors, and expedite the shipping process.

  6. Order tracking and customer notifications

    An order management system can enable retailers to provide real-time order tracking information. It automatically updates order statuses and triggers notifications to customers at various stages of the order lifecycle.

    So customers receive timely updates on order confirmation, shipment tracking, and delivery notifications.

  7. Returns and exchanges management

    An order management system helps retailers efficiently manage returns/exchanges with shipping integrations that handle reverse logistics. It tracks returned products, manages inventory adjustments, initiates customer refunds or replacements, and automates communication throughout the return process.

  8. Reporting and analytics

    Order management software usually includes reporting and analytics capabilities to provide insight into order volumes, inventory levels, and more. Retailers can generate reports to monitor warehouse management information, such as order processing times and bottlenecks.

    Thus helping retailers with data-driven decision making that optimizes their order management and fulfillment processes.

Order management software and inventory management software reduces manual work, minimizes human errors, improves order accuracy, and enhances overall efficiency –– helping retailers to meet customer expectations, fulfill orders faster, and provide a seamless shopping experience on every channel.

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