Bestellformular Vorlage

Bestellaufträge sind wichtige Geschäftsdokumente, mit denen Waren oder Dienstleistungen bei einem Lieferanten formell angefordert werden. Sie dienen als schriftliche Vereinbarung zwischen Käufer und Verkäufer, in der die spezifischen Artikel, Mengen, Preise und Kaufbedingungen festgelegt sind. Mit diesen Formularen können Unternehmen ihre Beschaffungsprozesse verwalten, Bestellungen verfolgen und genaue Aufzeichnungen für Buchhaltungs- und Bestandszwecke führen. Sie werden von Unternehmen jeder Größe, Bildungseinrichtungen, gemeinnützigen Organisationen und Behörden häufig verwendet, um den Einkauf zu optimieren, unbefugte Ausgaben zu verhindern und eine klare Kommunikation mit Lieferanten sicherzustellen.

With Jotform, creating and managing purchase order forms becomes effortless and highly customizable. Jotform’s no-code Form Builder allows users to design professional purchase order forms tailored to their unique needs, whether for internal requisitions, vendor orders, or recurring supply requests. Users can easily add product lists, integrate payment gateways, set up approval workflows, and automate notifications. All submissions are securely stored and organized in Jotform Tables, making it simple to track orders, manage budgets, and collaborate with team members. By leveraging Jotform’s robust features, organizations can optimize their procurement process and reduce manual paperwork.

Use Cases of Purchase Order Forms

Purchase order forms can be adapted to a variety of business scenarios, each with its own requirements and benefits. Here’s how they address different needs and how their structure may vary:

1. Mögliche Anwendungsfälle:

• Internal Purchase Requests: Employees submit requests for office supplies, equipment, or services, which are then reviewed and approved by management.
• Vendor Orders: Businesses place formal orders with external suppliers for inventory, raw materials, or products for resale.
• Recurring Purchases: Organizations automate regular orders for consumables or maintenance services.
• Project-Based Procurement: Teams request materials or services specific to a project, ensuring budget tracking and accountability.
• Nonprofit or Educational Grants: Schools or nonprofits document purchases made with grant funds for compliance and reporting.

2. Lösungsansätze:

• Prevents unauthorized or duplicate purchases.
• Ensures clear communication of order details.
• Facilitates budget tracking and approval workflows.
• Provides an audit trail for financial and inventory management.

3. Mögliche Anwender und Nutzer:

• Procurement managers, finance teams, department heads, project managers, school administrators, and nonprofit coordinators.

4. Unterschiede in der Erstellung:

• Internal Requests: May include fields for employee name, department, justification, and supervisor approval.
• Vendor Orders: Focus on supplier details, itemized product lists, shipping information, and payment terms.
• Recurring Orders: Include scheduling options and repeat order settings.
• Project-Based Forms: Add project codes, budget allocations, and milestone tracking.

In summary, purchase order forms can be tailored to fit a wide range of procurement scenarios, with content and fields adjusted to meet the specific needs of each use case.

How to Create a Purchase Order Form

Creating a purchase order form with Jotform is a straightforward process that can be customized for any procurement scenario, from simple office supply requests to complex vendor orders. Here’s a step-by-step guide to building an effective purchase order form using Jotform’s intuitive tools:

1. Starten Sie Ihr Formular:

• Melden Sie sich in Ihrem Jotform-Konto an. Wechseln Sie zu Mein Workspace und klicken Sie dort auf Erstellen.
• Choose “Form” and decide whether to start from scratch or use one of Jotform’s purchase order form templates.
• Select your preferred layout: Classic (all questions on one page) or Card (one question per page).

2. Wesentliche Felder hinzufügen:

• Klicken Sie auf das Menü „Element hinzufügen“ fügen Sie Felder per Drag & Drop hinzu wie z. B.:
• Name des Antragstellers und Kontaktinformationen
• Department or project code
• Supplier/vendor details
• Itemized product or service list (with quantity, description, unit price, and total)
• Delivery address and preferred delivery date
• Payment method or terms
• Approval signature or checkbox

3. Für Ihren Anwendungsfall anpassen:

• For internal requests, add fields for supervisor approval and justification.
• For vendor orders, include supplier contact fields and shipping instructions.
• For recurring orders, add scheduling options or frequency selectors.
• For project-based forms, include project codes and budget allocation fields.

4. Enhance Functionality:

• Integrate with payment gateways if you need to process payments directly.
• Use conditional logic to show or hide fields based on user responses (e.g., only display budget fields for project-based orders).
• Add widgets for file uploads (e.g., attach quotes or invoices) or e-signatures for approvals.

5. Design und Branding:

• Klicken Sie auf das Symbol Farbroller, um den Formulardesigner zu öffnen.
• Customize colors, fonts, and add your organization’s logo to match your brand identity.

6. Set Up Notifications and Approvals:

• In the Settings menu, configure email notifications to alert procurement teams or supervisors of new submissions.
• Richten Sie Autoresponder-E-Mails ein, um dem Antragsteller den Empfang zu bestätigen.
• Use Jotform’s approval workflow features to route forms for multi-level sign-off if needed.

7. Veröffentlichen und teilen:

• Click “Publish” to copy the form link or embed it on your intranet or website.
• Share the form with employees, vendors, or project teams as needed.

8. Manage and Track Submissions:

• All responses are automatically stored in Jotform Tables, where you can filter, search, and export data for reporting or integration with other business tools.

By following these steps, you can create a purchase order form that streamlines your procurement process, reduces errors, and ensures accountability across your organization.