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Purchase Order Ready to Send: HS Codes and Incoterms

A purchase order is the document that turns a quote into a commitment. Use this Excel template when you buy from an overseas factory and need the spec, quantity, unit price, Incoterm, and ship-by date in one place the supplier can acknowledge.

Download the Excel template.xlsx · no email, no signup · free to use commercially

It is built for importers rather than domestic office supplies. HS code, Incoterm with a named place, and ship-by date sit on the header because those three are what customs paperwork and freight quotes actually depend on. Line totals calculate themselves.

What is in the purchase order template

FieldWhat goes in it
LineSequential line number for referencing in emails and disputes.
SKUYour internal code, not the supplier’s. It has to match your inventory system.
DescriptionWhat it is, what it is made of, and any finish or print detail.
HS codeSix digits minimum. It drives duty rate and customs classification.
QtyOrdered quantity in the unit named beside it.
Unitpcs, sets, cartons, kg, whatever the price was quoted against.
Unit priceThe agreed price in the PO currency, before freight.
Line totalautoQuantity multiplied by unit price.

Mistakes this template is designed to prevent

No PO number on the downstream documents

If the commercial invoice and packing list do not carry the PO number, reconciling a part-shipment against what you ordered turns into detective work. Require it in writing.

The Incoterm is missing or vague

"FOB" alone is incomplete. It needs a named port, as in FOB Shenzhen, because the rule only defines where cost and risk transfer once you name the place.

No ship-by date

A PO with a lead time but no date gives you nothing to hold the supplier to. Put a calendar date on it and require written notice of slippage.

Purchase Order Template FAQ

The template is free. Keeping fifty of them in sync is the problem.

A spreadsheet works until there are eleven versions of it and nobody knows which one the supplier filled in. SupplyAutomate keeps purchase orders, supplier documents, shipments, and landed costs in one workspace that updates as the order moves.

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