You will see a screen that shows you all of the pre-made templates Word has available. In the search bar, type “Purchase Order. ” Review the different purchase order templates and select one with a layout you like. Look for one with enough room for all of the lines you want to include on your purchase order. Double click on the icon of the template you want to use. This will open the document. Word has created the template using a table. You can use the table formatting options to customize the template to meet your needs.

Click on the “Size” icon on the upper left hand side of the screen. Choose the appropriate size paper. Click on the “Margins” icon in the upper left hand corner. Choose one of the preset margin options, or click on “Custom Margins” to enter smaller or larger margins.

If you want to see the gridlines, first look for the yellow “Table Tools” tab at the top of the screen. Under this you will see a “Design” tab and a “Layout” tab. Click on the “Design tab. ” To the far right you will see an icon that says “Borders. ” Click on it and select “View Gridlines. ” Now you will be able to see the gridlines while you are entering all of the information. You can make them invisible again before printing the purchase order.

Word will automatically insert the image in the text box. If the image is too large or too small, adjust it using the transform tools, which are the little circles on the frame around your image.

For example, suppose a dog groomer is creating a purchase order. She would enter the name of her company, Puppy Pampering, Inc. , the shipping address, 123 Doggie Drive, Puppyville, PA, 19123, the phone number, 1-800-PAMPERME, and e-mail address, groomer@puppypamering. com.

For example, suppose the dog groomer the dog groomer would enter the name and address of the vendor from whom she is purchasing merchandise, such as Pet Supplier, Inc, and address, 456 Animal Avenue, Puppyville, PA 19123.

Highlight the cells that say “Ship to” and “Company Name. ” Click on the “Layout” tab under “Table Tools. ” Click on “Insert Left” or “Insert Right. ” This will two columns either to the left or right. If you made your gridlines visible in the earlier steps, you will easily see where you can now enter your billing address information. Copy the cell that says “Ship to” and the editable cells next to it. Paste them in the new cells you created. Change the words “Ship to” to “Bill to,” and enter the billing address. For example, suppose the puppy groomer has all bills sent to her accountant instead of to her business. She would create a “Bill to” section on the purchase order with the name and address of her accountant, Business Accounts Inc. , 789 Main Street, Puppyville, PA 19123.

For example, the dog groomer who is purchasing the shampoo knows that she is receiving a flat shipping rate of $5. 95 for priority shipping with USPS. Under method, she would enter “Priority Shipping, USPS,” and under terms she would enter “Flat shipping rate $5. 95. ”

In the example with the dog groomer, she is purchasing 10 bottles of shampoo that are sold in packages of 2 for $12. Under quantity, she would enter 5 (because 5 packages x 2 bottles per package = 10 bottles). Under item number, she would enter “ABC123,” which is the vendor’s item number for the product. Under description, she would enter the name of the “Package of 2 bottles of Scratchy Suds. ” Under unit price, she would enter $12. Under line total, she would enter $60 (5 packages x $12 = $60).

For example, the total cost of merchandise for the dog groomer is $60. Then she adds 6 percent sales tax ($60 x . 06 = $3. 60). The total for the purchase order is $63. 60.

Choose the date carefully. Since a purchase order is a contract that legally binds the vendor to fulfill the order in a defined amount of time, the date you enter should be accurate.

Include the item number and a description of the item and the quantity you are purchasing. Input the unit price (the cost for one). QuickBooks automatically calculates the extended price by multiplying the unit price by the quantity.

Choose Save and Close to save the purchase order and exit the system. Choose Save and New to save the purchase order and open a new blank window for creating another purchase order.