Langkau ke kandungan utama
Tiada item ditemukan.
logo dropboxsign
Mengapa Dropbox Sign?
Kembangkan atau runtuhkan akordion

Apa yang boleh anda lakukan

Tandatangan Dokumen Dalam Talian
Cipta tandatangan elektronik
Pilih atau cipta templat
Isi dan tandatangan PDF
Lengkapkan kontrak dalam talian
Pengurusan Dokumen
Terokai ciri
ikon anak panah ke kanan

Kes Gunaan

Jualan dan pembangunan perniagaan
Sumber manusia
Syarikat baru
Teknologi kewangan
Harta Tanah
Perkhidmatan Atas Permintaan
Produk
Kembangkan atau runtuhkan akordion
ikon dropbox
Sign
Permudahkan penghantaran dan tandatangan
ikon dropbox
Tandatangan API
Sepadukan e-Tandatangan dalam aliran kerja anda
ikon dropbox fax
Fax
Hantar faks tanpa mesin faks.
ikon integrasi dropbox
Integrasi
Kami tersedia di tempat anda bekerja
Sumber
Kembangkan atau runtuhkan akordion
Blog
Kepakaran aliran kerja & berita produk
Kisah pelanggan
Kisah dunia sebenar dengan hasil sebenar
Pusat bantuan
Panduan mendalam untuk produk kami
Pustaka sumber
Laporan, video dan helaian maklumat
Pembangun
Harga
Kembangkan atau runtuhkan akordion
Harga Dropbox Sign
Dapatkan pelan yang sesuai untuk anda
Harga API Dropbox Sign
Kisah dunia sebenar dengan hasil sebenar
Hubungi jualan
Daftar
Hubungi Jualan
Daftar masuk
Kembangkan atau runtuhkan akordion
Dropbox Sign
Dropbox Forms
Dropbox Fax
Percubaan percuma
Blog
/
Asas eTandatangan

How to create a purchase order

by 
Cory Shrecengost
July 12, 2023
5
minit bacaan
ikon petua alat

Produk hebat yang sama dengan wajah baru! HelloSign kini dikenali sebagai Dropbox Sign.

ikon tutup

As a business owner, managing expenses and keeping track of transactions is critical to running a successful operation. Whether it's ordering inventory, purchasing equipment, or paying for services, creating a purchase order can help streamline the buying process and ensure that you have a clear record of every purchase made.


But what exactly is a purchase order, and how can you create one? Below we'll dive into the details of how purchase orders work and provide you with step-by-step guidance on how to make a purchase order like a pro.



What is a purchase order?

A purchase order is a legal document that outlines the details of a deal between two parties: you (the buyer) and the supplier or vendor (the seller). It lists out the exact products or services being purchased, plus any other terms and conditions that need to be agreed upon.


Creating purchase orders ensures what you’re buying is exactly what you need and that it meets all your expectations—so you can get the most value out of purchases and save time in the process. Plus, it helps protect both you and the seller should any issues arise.

Purchase order with contact info, PO number, shipping, and item details
Source: https://formswift.com/purchase-order


How do purchase orders work?

A purchase order is sent from the buyer (your organization) to the seller (the supplier). The supplier then produces an invoice based on that purchase order and sends it back to you for payment. It's important to note that any changes to a purchase order must be agreed upon by both parties—and all parties should keep copies of the purchase orders in case there are any discrepancies or disputes later on.

‍

When should you use a purchase order?

You should draft a purchase order whenever you need to:

  • Track and control inventory levels
  • Ensure timely payment of goods or services
  • Create a legal document that binds both the seller and buyer to certain conditions

Purchase orders will also provide accurate and up-to-date records of past purchases, including all associated costs like shipping, taxes, and discounts, which helps with budgeting, planning, and managing future orders.


How to create a purchase order

Here the four main purchase order process steps you need to know before you get started:


Step 1: Gather information


Budget

Before putting the order together, take a look at your budget or check in with your internal teams to make sure the purchase will be approved.


Vendor information

The purchase order needs to include contact details for the vendor, including their name, company address, and email address. This keeps track of who is supplying you with goods and services, so that if there are any issues or questions later on down the line you know where to go.


Buyer information

Just like supplier information, you need to add your own contact and location details as well so that vendors know exactly who to get in touch with and how. This information also helps them with delivering your goods or receiving payment when it's due.


Item number and description

In these sections, you'll want to be clear about what will be purchased from the supplier so that nothing is missing from your order. The description doesn’t need to be long since you’ll have limited space, but it should include details like the product name, material type, color variations, measurements, and other necessary characteristics.


Price per unit and total

Detail the cost for a single item as well as the cost if you’re buying multiple items. As mentioned before, you can always check with the vendor for pricing beforehand but there may also be discounts available for bulk purchases that you may want to take advantage of, so be sure to include those if they apply.


Step 2: Create a purchase order

Draft your purchase order by filling out all the necessary information that you gathered from the step above.


Make it easy and use this simple purchase order template by Formswift to speed up the process.


When you’re done, take another look at the purchase order to make sure all the sections look correct—you should especially review the item number, description, quantity, unit price, total amount, and address for accuracy.


Step 3: Send the purchase order

When sending the purchase order, it's good practice to provide a timeline for the vendor’s approval so they can ask any necessary questions. The purchase order also doesn’t become legally binding until the vendor accepts and confirms the order.


While the vendor can accept over email, a more efficient and organized method is to have your vendor sign the purchase order. Doing so allows you both to be in clear agreement that the order has been confirmed and will be delivered according to the outlined terms.


But instead of sending the purchase order as an attachment over email, you can use Dropbox Sign to send it electronically from one platform. After sending the purchase order, your vendor will be able to quickly and painlessly review the terms of the order and sign with a few clicks.


Step 4: Pay for the order

Once your vendor has confirmed the order, they should send you an invoice for the amount detailed on the purchase order. The invoice will also provide a short summary of what was purchased, the quantity, the amount due, and when payment is due.


From there, it’s up to you, the buyer, to pay the invoice according to the terms set by the vendor. For example, if the vendor has set net 30 payment terms, you’ll need to pay the invoice within 30 days of it being sent.


Sign all your documents with ease using Dropbox Sign

Dropbox Sign streamlines the way purchase orders and plenty of other documents are signed by digitizing the process and enhancing user experience. With its intuitive interface and seamless integration, Dropbox Sign can enable your teams to save time, reduce errors, and focus on growing your business.

‍

‍

Kekalkan penglibatan

Siap! Sila periksa peti masuk anda.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
ikon anak panah ke kanan
ikon tutup

Up next:

Orang yang bekerja pada komputer riba di meja. Skrin menunjukkan tandatangan elektronik yang ditambah pada dokumen.
Asas eTandatangan
8
minit bacaan

SES, AES dan QES: Jenis tandatangan elektronik diterangkan

Person signing a document on a tablet in a living room.
Asas eTandatangan
5
minit bacaan

How to validate a digital signature—and why it matters

laporan

Keadaan perniagaan teknologi kecil pada tahun 2022

Produk
Dropbox SignDropbox Sign APIDropbox FaxIntegrasi
Sebab Dropbox Sign
Tandatangan elektronikTandatangan dokumenTandatangan dan Isi PDFKontrak dalam talianCipta tandatangan elektronikEditor TandatanganTandatangan Dokumen Word
Sokongan
Pusat bantuanHubungi jualanHubungi sokonganUrus kukiBermula: Dropbox SignBermula: Dropbox Sign API
Sumber
BlogKisah pelangganPusat sumberPanduan KesahihanPusat amanah
Rakan niaga
Rakan Niaga StrategikPencari rakan niaga
Syarikat
KerjayaTermaPrivasi
ikon facebookikon youtube

Kaedah pembayaran yang diterima

Logo MastercardLogo VisaLogo American ExpressLogo Discover
Lencana Pematuhan CPALencana pematuhan HIPAALencana Sky High Enterprise ReadyLencana Diperakui ISO 9001

Tandatangan elektronik Dropbox Sign adalah sah di sisi undang-undang di Amerika Syarikat, Kesatuan Eropah, United Kingdom, dan banyak lagi negara di seluruh dunia.
Untuk mendapatkan maklumat lanjut, sila lihat Terma dan Syarat serta Dasar Privasi kami