Purchase Order & RFQ Document Templates

Purchase Order documents allow you to print purchase order information in the layout and detail your workflows require. It is common to have a library of different types of purchase order templates to suit printing specific order documentation. Purchase Order documents can be used to display information such as:

• Purchase Order number
• Purchase Order description
• Purchase Order dates
• Delivery address and instructions
• Related Project information
• Purchase Order totals
• Weight and volume
• The user who created the Purchase Order

Request For Quote (RFQ) Document Templates are managed separately but support the same fields are standard Purchase Order document templates.

Supported Fields

Universal Fields

• Business & Warehouse Fields
• Currency Fields
• Project Fields 
• Purchase Orders Fields 
• Stock Sale Fields
• Supplier & Contact Fields 
• User & General Fields 

Table Fields

• Product Table Fields
• Landed Cost Table Fields

Note: Not all fields of every type is supported. Confirm the document specific support fields on the relevant field reference.

Example Templates

Attached are examples of purchase order and request for quote (RFQ) document templates. These templates are to be edited to make them specific to your WorkGuru. Please update the branding, information and formatting as required.

• Stock Order - Standard purchase order template.
• Project Order - Purchase order with source project information.
• Stock RFQ - Standard request for quote template.
• Project RFQ - Request for quote with source project information.