Download Katana's free purchase order template

Looking for templates for a purchase order to streamline your procurement processes? This free template will help you cut down on admin time so you can focus on growing your business.

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Purchase order template in Excel for consistent ordering experience

A sample purchase order template for a standardized format when purchasing to ensure all information is entered consistently and accurately. This can help reduce errors and minimize the risk of disputes with suppliers.

What are purchase orders, and what are they used for?

Purchase orders (POs) are documents issued by a buyer to a seller that officially request specific goods or services. The PO serves as an offer from the buyer to the seller and, when accepted by the seller, becomes a binding agreement between both parties.

POs are used throughout almost all industries and help ensure that buyers receive exactly what they requested — in the right quantity, quality, and at the right price. POs also ensure that sellers are paid for the goods or services on time.

Purchase order management helps keep track of what products are coming into your company to match them against invoices for accuracy.

Improved control over spendings with this PO template

Businesses can use a PO template to ensure that POs are properly authorized and that all purchases are made according to the company’s purchasing policies and procedures. This can help improve control over spending and reduce the risk of fraud or unauthorized purchases.

It can also help businesses maintain an organized record of all POs, making it great for tracking expenses, monitoring inventory levels, and preparing financial statements.

A worker uses a smart device for purchase order automation tool while investigating inventory levels.

Create purchase orders directly from your inventory management system

Now wouldn’t it be even better if you could create purchase orders with just a few clicks? With Katana, you can.

Katana’s live inventory management software makes creating and tracking your POs easy by automating your purchase order management. Changing the status of your POs also updates your inventory counts. This way, you know exactly what you have in stock and which items you’re still waiting for.

Click on the button below and improve your purchase order process with Katana.

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Powerful features, simple to use

Products don’t make themselves, but the right software and workflows can make it feel like they do.

The inventory optimization and control you need

Keep track of materials and product stock to avoid stock-outs

  • Get total inventory control for finished products and raw materials
  • Automate inventory transactions and set reorder points to prevent stock-outs
  • Track on-hand, committed, and expected stock amounts in real-time
  • Manage product variants and materials in one place
  • Monitor your inventory across multiple warehouses
  • Use barcodes to receive and count stock
  • Use stocktakes to find and eliminate discrepancies in your stock levels
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Production, scheduling, and
resource management in one place

Gain real-time visibility to optimize all your key resources

  • Make accurate manufacturing and purchasing decisions with live data
  • Ensure optimal inventory levels at all times
  • Prioritize production based on raw material availability
  • Get task-level control for effective shop floor management
  • Automate manufacturing cost calculations based on your bill of materials and operations
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Floor-level control from scheduling to task prioritization

Use the Katana Shop Floor App to align sales and production

  • Send tasks to the app according to product operations for incoming manufacturing orders
  • Assign and reassign jobs to operators who can start, pause, and resume tasks to keep you up to date on production
  • View manufacturing order task and ingredient list for every task in the app
  • Track time spent on tasks to optimize shop floor activities
  • View resource consumption with live material tracking
  • Add notes to manufacturing orders to be displayed for related tasks
  • Scan barcodes with any smart device to monitor material usage and track batches and products

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Unified B2B and e-commerce sales order management

Sync your sales channels for optimal order fulfillment

  • Track the availability of required products for sales orders
  • Drag-and-drop order priorities according to material availability and delivery deadlines
  • Choose to make to order or fulfill from available product stock
  • Identify delivery delay risks and reprioritize to boost efficiency
  • Sync sales orders from multiple channels into a single dashboard
  • Select and use multiple currencies to automatically convert sales order values

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Katana Cloud Accounting Features
Cloud accounting

Sync your accounting, sales, and inventory with QBO or Xero

Seamlessly integrate Katana with your accounting software

    • Create and update invoices based on sales orders in Katana
  • Convert purchase orders in Katana to bills in one click
  • Automatically keep your inventory balance up to date (QBO)
  • Sync all your contact information to ensure consistent and accurate supplier and customer data


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Tracing for batches, materials, expiry dates, and more

Keep an eye on your inventory beyond the warehouse

  • End-to-end traceability for materials and products with batch tracking
  • Track the expiry date of items and stay in control of expiring stock
  • Autogenerate batch and internal barcodes
  • Quickly locate items across multiple warehouses, giving all teams access to the same live data
  • Trace faulty batches, materials, and products from materials to sold goods for effective quality assurance and recalls
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Routing and matrix BOMs for your variable products

Automate the reallocation of materials based on priorities you set

  • Drag-and-drop priorities for manufacturing tasks
  • Track availability for required materials for efficient sales order fulfillment
  • Identify delay risks related to material supply lead times
  • Get accurate expected completion dates to keep sales teams informed
  • Have a live floor-level production status overview
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Simplified screenshot

Granular purchase order tracking for maximum visibility

Avoid stock-outs and keep your teams and products moving

  • Ensure on-time purchasing based on clear material requirements
  • Know when to purchase missing raw materials from suppliers
  • Update your inventory to reflect when purchase orders were received in parts
  • Track delay risks in your supply chain to keep all teams informed
  • Select and use multiple currencies to automatically convert purchase order values
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Get the visibility you need when working with contractors

Katana gives you an overview of material usage and the statuses of your outsourced purchase orders.

  • Issue purchase orders for outsourced manufacturing
  • Track materials in your partner locations in real time
  • Spot and purchase missing materials in contract suppliers’ locations
  • Receive items to stock with accurate cost values
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Accurate costing with Katana's software

Real-time reliable costing made easy

Ensure accuracy with costing features built for precision

  • Track manufacturing costs based on your bill of materials (BOM) and production operations
  • Create multilevel BOMs with subassemblies for accurate costing
  • Make precise pricing decisions based on your product margins
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Simple workflows with Katana's software

Katana’s open API and no-code solutions

Set up integrations and create workflows to streamline your operations


  • Sync your Katana data with hundreds of e-commerce, shipping, accounting, and reporting platforms
  • Build your own apps into Katana using our developer resources and open API
  • Take advantage of apps that have been built into Katana on our open API
  • Develop your custom workflows with Katana API


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Detailed insights with visualized sales reports

Analyze and share insights for better collaboration and performance

    • Track sales order profit margin performance

  • Keep an eye on revenue, profit, cost, and average order values
  • Identify margin outliers to maximize profitability
  • Recognize sales trends and risks to reprioritize items
  • Monitor all sales orders data in one dashboard


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Try out Katana with a free 14-day trial*

Katana offers all the features to manage your inventory, manufacturing operations, sales and purchases, and much more.
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Why CT LAB decided to implement Katana instead of relying on Excel sheets

Vectro 3 and VectoNODE devices on a table
Katana made it easy to write off stock or make stock adjustments to reflect the true component count in our storage. With Katana, we can now know what we have in store and where to look for it. It has also helped us a lot with our manufacturing and purchase processes. Everything is integrated, making for effective company-wide resource planning and control.

Danielle Louw,

Production Manager at CT LAB
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