Purchase order generator
- Purchase order total
- $827.21
- Line total before discount
- $740
- Discount agreed
- $37
- Net goods value
- $703
Nothing in these worksheets is a figure we found somewhere. Every number comes from the inputs you enter and the method stated on the page: the discount comes off the line total before tax, tax is charged on the goods and not on shipping, and the budget check is your own remaining balance less your own estimate. The defaults are a worked example, not a recommendation and not a benchmark.
The figures above start from a worked example ($827.21). Change any input and the answer updates as you type.
Download the Purchase order generator worked example (CSV)
This is the order itself, priced. Enter the quantity and unit price, the discount the supplier has actually agreed, your shipping charge, your state's rate on the goods line and the next number in your sequence. The sheet returns the line total before discount, the discount, the net goods value, the tax on it, the order total, the landed cost a unit and the number this order will carry. On the worked example 40 units at $18.50 is $740, a 5% discount takes $37 off, tax at 7% on the remaining $703 is $49.21, and with $75 of shipping the order comes to $827.21, or $20.68 a unit landed. The landed figure is the one worth looking at twice, because it is the number that should be compared against another supplier's quote.
Discount comes off before tax, which is where sheets go wrong
$740 of goods less a 5% discount is $703, and the tax is charged on $703 rather than on $740. Getting that order of operations backwards overstates the tax by a couple of dollars on a small order and by a great deal more on a large one, and it is the single commonest arithmetic error on a hand-built purchase order.
Shipping is added and left untaxed here
The $75 shipping charge is added after tax on this sheet, which is the common case in most states for a separately stated delivery charge. It is not universal. If your state taxes shipping, add it to the goods line instead; the sheet shows both figures separately so you can see what moving it would do.
The landed cost a unit is the comparable number
$827.21 across 40 units is $20.68 each, against a headline price of $18.50. That gap is the discount, the shipping and the tax working against each other, and it is the only figure that can honestly be compared with a second supplier quoting a different unit price and a different delivery charge.
Purchase order generator: common questions
Should the discount come off before or after tax?
Before. Tax is charged on what you actually pay for the goods, so the discount reduces the taxable amount. This sheet does it in that order and shows the net goods value separately so you can check.
Is shipping taxable?
It depends on your state and on whether the charge is separately stated. This sheet leaves it untaxed, which is the common case; if yours is taxed, put it into the goods line and the total will be right.
What number should I start at?
Anything, as long as it never repeats. Starting at 1001 rather than 1 is a common convention and makes early orders look less like a first attempt, which occasionally matters with a new supplier.
Requly Pro
Keeping the orders
The worksheet prices one order on one day. Pro remembers it: the requisition it came from, the number it was issued under, who approved it, what has been received against it and which invoice it was matched to.
- Download the order as a file you can send to a supplier
- Send the order out without the Requly watermark on it
- Come back to this order with the figures still in it
- Put your own logo on the orders your suppliers receive
- Take every requisition and order out at once, as a file
- Send the purchase order to the supplier without leaving the record
- Not used by Requly: nothing here takes a payment from your suppliers
- Match orders against the bills your books already carry
$49per month, whole team
Start Requly Pro PricingRequly Pro is $49 a month and renews on the same date each month at the same $49 until you cancel. There is no introductory rate, no minimum term and no automatic step up in price. If the price ever changes you keep the price you signed at.