The written contract between buyer and seller for purchase of merchandise or services is called purchase order (abbreviated as P.O.). It details quantities, payment terms, shipping terms, delivery dates, additional instructions as well as other obligations and conditions. The latter are negotiated in advance between the buyer and a single supplier. Sample use of the purchase order template is when a retail store places an order with one of their suppliers. In this case, apart from its typical use, the purchase order is used to track placed orders and outstanding payments.

It’s not just because “Buying is a profound pleasure.” It’s simply business.

And a good business needs to be organized. It has to keep track of orders and sales. It has to know in every single moment what is in stock and what has to be ordered. To help you be a bit more organized, we have created a free purchase order form.

Download the free purchase order template from here. You will probably also need a sales invoice as both documents are always used together.

CUSTOMIZATION:

The purchase order form is designed to be fairly simple and quite smart. Only the most important conditions and details are provided. No need for too much extra information. Usually it brings nothing else but confusion for vendors. I have found that it is the concise and clear purchase order form that works best.

There are just four steps you need to follow to customize the purchase order form:

1. Enter your company’s details by adding the billing and shipping details
2. Save the form as a template (.xlt) or simple excel spreadsheet
3. Complete the purchase order and save it for your archive. Just remember that each new purchase order is new spreadsheet.
4. Print it or email the file or its PDF version (File -> Save as PDF) to the vendor. You may need to have a PDF add-on – such as CUTEpdf installed.

Should you have any questions or suggestions, don’t hesitate to contact us! Your thoughts are highly appreciated!

The post Purchase Order Template appeared first on Extra Forms.

The contact list template is truly elegant business form that will neatly organize all your contacts. No matter whether you need it for your business contacts, to organize your phone list or address list, our customizable contact list template will help you. No more searching in the old notebooks, nor going through all business cards. Get everything in one place with this free form.

This is simple and highly customizable contact list. Depending of your purpose, you can easily change the column headings and make it phone list (or address list) only, keep track of clients, suppliers or other business contacts.

And it’s great for personal needs, too. If you are preparing a big birthday or club party, gathering the addresses of your relatives for the Christmas cards or even keep track of anniversaries, I bet you will find this contact list template really useful.

In business, I’ve discovered that my purpose is to do my best to my utmost ability every day. That’s my standard. I learned early in my life that I had high standards. ~ Donald Trump

The contact list is used to keep track of your business partners’  information and includes a Notes section for adding comments or additional information. You can download the free contact list template from here.

CUSTOMIZATION:

The contact list template is meant to keep just the most important stuff. It is not loaded with unneeded columns and information for a purpose: to keep the information as neat and easy to find as possible. However, if you need to customize it, you can add or remove rows and columns as needed with a few simple mouse clicks. Just make sure you add the rows before the last one.

Should you have any questions or suggestions, don’t hesitate to contact us! Your thoughts are highly appreciated!

The post Contact List Template / Address List Template appeared first on Extra Forms.

The shopping list template is an elegant three-column form. You can just keep it at hand and fill the items you need whenever you think of one. The shopping list template is readily available anytime, anywhere. You will never again forget what you need to shop. After you are done with shopping, just print a new list. It’s that simple!

It can also be used as family checklist. Just pin it to the kitchen board or attach it to the refrigerator. Instruct your beloved family members to fill in the blanks when some product or item is over. Surely, they might need some time to get used to the new shopping list. But you will never again fight over “Hey, who ate the last chocolate cookie?” stuff.

SHOP-A-HOLIC: “Anyone who lives within their means suffers from a lack of imagination.” ~O.Wilde

You can free shopping list template from here. If you prefer the PDF version, then download the printable shopping list.

In case you need something more comprehensive than the shopping list template, then our pre-filled (and again, FREE ) grocery list template is what you need. It has a galore of categories and products you only need to tick before printing the form. The ultimate checklist template! Check it yourself!

CUSTOMIZATION:

The shopping list template is meant to be as simple and user-friendly as possible. However, if you need to customize it, you can add or remove rows and columns as needed with a few simple mouse clicks.

Should you have any questions or suggestions, don’t hesitate to contact us! Your opinion is highly appreciated!

The post Shopping List Template appeared first on Extra Forms.

Early Sunday morning, young woman preparing those easy and delicious grilled ham and cheese sandwiches for breakfast…

• 3 tablespoons sweet butter, softened -> Checked!
• 3 thin slices ham – > Checked!
• 1/4 pound sliced cheese – > Checked!
• 6 slices of bread … NO bread -> PRICELESS!

Sounds familiar? Do you remember running to the market on early Sunday morning because you have run out of bread? How many times you have just returned from the big weekly shopping only to find that you have forgotten to buy nearly half of the products you need?

I am a bit embarrassed to confess that I’ve done this quite many times, too. Until I developed a grocery list template for our family. At first the grocery list was barely a hand-written note I had to fill in each time. It was quite tedious process and soon I found myself

… drafting a lot smarter excel grocery list template.

It turned out to be one of the best things I ever thought of. Not only this grocery list saves the “cooking hassle”, but is also a no-brainer. Just tick the products you need, print it and you are good to go. Or your husband/boyfriend, if he is the one who does the shopping

The grocery list template is customizable, too. If you want to create your own, just download the excel grocery list template below. Then you can modify (add or change) the categories and products to suit your own shopping style.

BORN TO SHOP: “Whoever said money can’t buy happiness simply didn’t know where to go shopping… ” ~ Bo Derek.

You can grocery list template from here. If you prefer the PDF version, please download the grocery-list.

In case you need something a bit simpler than the grocery list template, please check our blank shopping list. It is an elegant sample form, you can use for any kind of shopping. Check it!

Should you have any questions or suggestions, don’t hesitate to contact us!

The post Grocery List Template appeared first on Extra Forms.

For larger companies that need more sophisticated solution containing as much information as possible the Commercial invoice template is the right choice.

Download commercial invoice template. The spreadsheet contains a sheet with detailed instructions what information to enter in each field.

Please check the commercial invoice template available exclusively from Extraforms. In case you need something simpler, just check our sales invoice template or the minimalistic free invoice template. Both are proven to be easy to use and extremely user friendly with only few fields to add. In case you are offering service or giving consultations, then our service invoice templates should suit you better.

Simple HOW TO for the Commercial Invoice Template:

FIELDS EXPLANATION:

Although most fields in the commercial invoice template are self-explanatory, some of them might need a brief overview:

Your Logo (optional) – you can replace it with your company’s logo or simply delete the sample logo

Company information: Company name, address, phone and fax number

Sold to/Ship to: Input the name/company, address, phone and fax number of your customer. ‘Ship to’ field is optional and is only filled in if the shipping address differs from the billing address of your customer.

Description: This section might be rather long or really short depending on your needs. You may enter each product in a separate row or even include a lengthy description with all product details.

Enter your comments (if needed) on the bottom of the DESCRIPTION section. You may refer to the package dimensions and weight; methods and terms of payment, or add specific payment instructions here.

Customer P.O. (purchase order): include the purchase order number for your internal reference

SLPS (Salesperson): The employee which closed the deal. This information would be used to identify the contact person for each order, or to further motivate your team with performance bonuses.

Terms: Indicates the payment terms e.g. 30 Days, Letter of Credit, Open Account, Prepayment.

Doc. No: Reference to internal document

W/H: From which warehouse you would deliver.

Freight: is it prepaid or should be charged additionally

Ship via: Indicate the forwarding company

Item: Your stock code of the item

Ordered/Shipped: What quantity of products was ordered and whether the same quantity was shipped to the customer.

B/O (back-ordered quantity):  A back order is an order that will be sent out when the items are restocked.  If quantity ordered is greater than your inventory, your customer may opt to back-order or decline the rest.

U/M: Unit of measure of the product: each, pounds, lineal feet, gallons, metric tons, etc. Quite useful feature if you utilize different measurement units.

Extension: Number of items multiplied by the price per item. This is calculated separately for each item.

There are a few extra fields at the footer of the invoice:

Merchandise: Total price of merchandise before discount and taxes

Miscellaneous: Other costs you may have to bill

Discount: Percentage of the merchandise price

Tax: Percentage of the sales tax

Fright: The cost of fright, calculated additionally

CHANGING THE CURRENCY:

You might need to change the currency symbol if you are not billing in USD (united states dollars). The can be easily done by simply changing the cell formatting. Select the cell(s) which format you need to change, right click the mouse button to select the cell format dialog box (shortcut is Ctrl + 1). On the number tab navigate to Currency and choose the symbol of the currency you need from the drop-down menu.

SENDING THE INVOICE TO CLIENT:

You can print and mail the invoice to your client. However, we recommend e-mailing it to keep your business green and paper-free. First you have to convert the ready invoice to pdf format and then e-mail it to the client. Converting to PDF is easy: use File -> Save as -> and choose .pdf from the drop-down menu.

Should you have any questions or suggestions, don’t hesitate to contact us!

The post Commercial Invoice Template appeared first on Extra Forms.

The sales invoice template for those selling physical or intangible products

Download sales invoice template.

Check the service invoice template that is available for free download only here. You might find interesting our more sophisticated commercial invoice template or the simple free invoice template. In case you are offering service or giving consultations, then our service invoice templates should suit you better.

Simple HOW TO for the service invoice template:

FIELDS TO ENTER:

Your Logo (optional) – you can replace it with your company’s logo or simply delete the sample logo

Company information: Company name, address, phone and fax number

Customer: Input the name/company, address, phone and fax number of your customer

Description: This section might be rather long or short depending on your needs. Consultants and service providers often need to explain in details their service or how they ended up with the calculations. You might include a lengthy description with breakdown of  details or simply enter each charge in a separate row

Comments – use this section to add any additional instructions or notes to your client. You may refer to the methods and terms of payment, or add specific payment instructions here.

CHANGING THE CURRENCY:

You might need to change the currency if you are not billing in USD (united states dollars). As this is a word template you only need to change the currency reference in the Notes section on the bottom left.

find “All currencies in US dollars”. and change it to the currency you need.

SENDING THE INVOICE TO CLIENT:

You can print and mail the invoice to your customer. However, we recommend e-mailing it to keep your business green and paper-free. First you need to convert the ready invoice to pdf format and then e-mail it to the client. Converting to PDF is easy: use File -> Save as -> and choose .pdf from the drop-down menu.

Should you have any questions or suggestions, don’t hesitate to contact us!

The post Sales invoice template appeared first on Extra Forms.

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THE service invoice template for service providers and consultants.

Download service invoice template without hourly rates

We developed a second Service invoice template that allows you to calculate the total amount based on your hourly rates.

Download service invoice template with hourly rates.

Check the service invoice template available for free download. If you are selling products, our free invoice template or the sales invoice template might be a better solutions for you. Make sure you check them out as well.

Simple HOW TO for the service invoice template:

FIELDS TO ENTER:

Your Logo (optional) – you may replace the sample logo with your company’s logo or simply delete it

Company information: Company name, address, phone and fax number

Customer: Input the name/company, address, phone and fax number of your customer

Description: This section might be rather long or short depending on your needs. Consultants and service providers often need to explain in details their service or how they ended up with the calculations. You might include a lengthy description with breakdown of  details or simply enter each charge in a separate row

Comments – use this section to add any additional instructions or notes to your client. You may refer to the methods and terms of payment, or add specific payment instructions here.

CHANGING THE CURRENCY:

You might need to change the currency symbol if you are not billing in USD (united states dollars). The can be easily done by simply changing the cell formatting. Select the cell(s) which format you need to change, right click the mouse button to select the cell format dialog box (shortcut is Ctrl + 1). On the number tab navigate to Currency and choose the symbol of the currency you need from the drop-down menu.

SENDING THE INVOICE TO CLIENT:

You can print and mail the invoice to your customer. However, we recommend e-mailing it to keep your business green and paper-free. First you need to convert the ready invoice to pdf format and then e-mail it to the client. Converting to PDF is easy: use File -> Save as -> and choose .pdf from the drop-down menu.

Should you have any questions or suggestions, don’t hesitate to contact us!

-> Browse all our elegant invoice templates

The post Service invoice template appeared first on Extra Forms.