📔Purchase Order Generator
In this section we will see how purchase order works
The Purchase Order Generator is an easy-to-use tool that helps you create professional purchase orders quickly. A purchase order (PO) is a document sent from a buyer to a seller to confirm the items or services they want to buy.
With this tool, you can:
Add your company and supplier details
List products or services with prices
Auto-calculate totals, taxes, and discounts
Add bank or UPI payment info
Choose colors, add logos, and download the PO as a PDF
It’s perfect for businesses and freelancers who want to save time and send clean, professional purchase orders.
📋 Purchase Order – Form Overview
This section captures basic purchase order details and contact information for both the buyer and the supplier.
🔹 Left Side: Order By (Buyer Information)
This is the company or person creating the purchase order.
Name: Name of the business placing the order.
Email: Business email address.
Address: Street or office address.
Phone: Official phone number.
Business Number: Company registration or GST number.
Website: Business website link (optional).
Owner: Name of the business owner.
🔹 Right Side: Order To (Supplier/Vendor Information)
This is the company or person receiving the order.
Name: Supplier or vendor’s name.
Email: Supplier's email address.
Address: Supplier's business or shipping address.
Phone: Contact number for landline or office.
Mobile: Alternate mobile number.
Fax: If available, for formal document exchange.
🧾 Purchase Order Details (Bottom Section)
Number: Unique ID for the purchase order (e.g., ORDER0001). Helps with tracking.
Date: Date when the PO is created or issued.
🖼️ Logo Upload (Top Right Corner)
Function: Click to upload your company’s logo.
Note: Recommended size is 300x300 pixels.
Purpose: Adds branding and professionalism to the PO document.
🧾 Line Items & Billing Section
This is the most important part where you add all the products or services being ordered.
🔹 Table Columns
SKU: Stock Keeping Unit – a unique product code or ID for inventory tracking (optional).
Item/Service: Description of the product or service being purchased.
Quantity: Number of units/items being ordered.
Rate: Price per unit (you can apply the same rate to all items if needed).
Amount: Auto-calculated total for that line (Quantity × Rate).
Actions: Trash bin icon to delete a line item.
🔘 + Line Item: Add more product or service rows as needed.
📝 Notes & Terms
Notes: Add any extra info (e.g., delivery instructions, reference numbers).
Terms: Mention payment terms, delivery time, penalties, or any other conditions.
💰 Price Summary Section (Right Side)
Subtotal: Automatically calculated sum of all item amounts.
Discount: Optional discount (flat amount).
Tax: Apply tax value (e.g., GST or VAT).
Shipping: Add shipping charges if applicable.
Total: Final payable amount after all calculations.
🔁 The refresh icons allow real-time recalculations if you make changes.
🏦 Bank & Payment Details + Signature Section
This section is used to provide payment information and authorize the purchase order.
🔹 Bank Details (Left Side)
Used if the buyer wants to include their bank transfer details for payments:
Account Name: Name of the bank account holder.
Account Number: Full bank account number.
IFSC: Bank branch code (important for transfers in India).
Account Type: Type of bank account (e.g., Savings, Current).
Bank: Name of the bank.
🔹 UPI ID (Top Right)
Enter your UPI ID for digital payments (example:
yourname@upi).This gives the buyer another way to pay instantly via UPI apps.
🖊️ Authorized Signature Area
Upload Signature: You can upload a digital signature image of the authorized person.
Recommended size: 300x300 pixels.
Draw/Type Signature Box: You can manually sign using your mouse or touch.
Save Signature: Saves the signature in the PO.
Clear: Erases the current signature so you can redo it.
👉 This adds legal validation and professionalism to the document.
⚙️ Purchase Order Settings (Right Panel)
This section controls how your Purchase Order (PO) looks and what information it includes.
🟢 Toggle Options
Save Purchase Order: Turn this on to save the PO data for later use or reference.
Show Bank Details: Enable this to display your bank account details in the PO.
Show UPI ID: When on, your UPI ID will be shown to allow clients to pay digitally.
Show Signature: Turn this on to include an authorized signature at the bottom of the PO.
🔽 Dropdown Options
Select Currency: Set the currency for your PO (e.g., INR, USD, EUR).
Select Order To: Choose the client or recipient of the purchase order from your saved clients.
Select Order By: Choose the company or individual placing the order (your business profile).
📄 Top Buttons
Download PDF: Click to generate and download the completed purchase order as a PDF file.
Choose Template: Allows you to select a design or layout for the purchase order format.
🎨 Choose Primary Color
This section allows you to customize the color theme of your purchase order template.
🔷 Choose Primary Color (Preview Box)
This box shows the current selected color that will be used as the main theme color for your purchase order.
🎨 Select Primary Color (Color Palette)
You can click on any color from the palette below to apply it as your primary color.
This will update the overall look and feel of your purchase order — including headings, table borders, highlights, etc.
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