Purchase Clerk Templates

Purchase Clerk Templates

There is a huge number of templates that someone in the Purchase Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Purchase Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Purchase Order Template
2. Vendor Evaluation Template
3. Inventory Tracking Spreadsheet
4. Expense Report Template
5. Supplier Contact List Template
6. Purchase Requisition Form Template
7. Price Comparison Spreadsheet
8. Purchase Agreement Template
9. Delivery Schedule Template
10. Purchase Return Form Template

Reports

Reports are often prepared by a Purchase Clerk to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Purchase Order Report
2. Inventory Report
3. Supplier Performance Report
4. Purchase Requisition Report
5. Purchase Cost Analysis Report
6. Purchase Order Status Report
7. Purchase Return Report
8. Purchase Budget Report
9. Purchase Order Approval Report
10. Purchase Order History Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Purchase Clerk does and how they do it.

1. Purchase Order Template
2. Vendor Evaluation Template
3. Inventory Reconciliation Template
4. Purchase Requisition Template
5. Supplier Performance Evaluation Template
6. Purchase Approval Template
7. Purchase Return Template
8. Purchase Budget Template
9. Purchase Contract Template
10. Purchase Report Template

Presentations

Purchase Clerk presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Purchase Report
2. Supplier Performance Analysis
3. Inventory Management Overview
4. Cost Savings Initiatives Update
5. Purchase Order Status Review

Legal Docs

There are several key times when a Purchase Clerk needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Order Template
2. Invoice Template
3. Vendor Agreement Template
4. Purchase Requisition Template
5. Goods Receipt Template

Health & Safety Templates

Health & Safety templates for a Purchase Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Purchase Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Purchase Order Calendar
2. Supplier Delivery Schedule Calendar
3. Inventory Replenishment Calendar
4. Accounts Payable Calendar
5. Budget Planning Calendar

Invoice Templates

Several types of Purchase Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Purchase Order Invoice
2. Sales Invoice
3. Supplier Invoice
4. Expense Invoice
5. Payment Reminder Invoice

Survey Templates

For a Purchase Clerk to get insights related to the work they do, they need to send out Purchase Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Supplier Satisfaction Survey
2. Inventory Management Survey
3. Purchase Order Accuracy Survey
4. Vendor Performance Survey
5. Purchase Clerk Efficiency Survey

Meeting Agendas

Having premade Purchase Clerk meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Purchase Review Meeting
2. Supplier Performance Evaluation Meeting
3. Budget Planning Meeting
4. Inventory Management Meeting
5. Purchase Order Approval Meeting

Budget Templates

To manage finances well, a Purchase Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Purchase Order Budget Template
3. Inventory Budget Template
4. Supplier Payment Budget Template
5. Departmental Budget Template

Dashboards

Dashboards are a useful way for a Purchase Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Purchase Order Dashboard
2. Vendor Performance Dashboard
3. Inventory Management Dashboard
4. Accounts Payable Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Purchase Clerk needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Supplier Proposal
2. Equipment Upgrade Proposal
3. Office Supply Proposal
4. Vendor Evaluation Proposal
5. Cost Reduction Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Purchase Clerk templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.