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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Purchase Order Template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

PO templates are an essential tool for buyers and sellers, alike to manage the logistics of their projects efficiently and effectively. As an interior designer, you can use or purchase order templates to create detailed records of the products you purchase for a project.

In this article, we'll explain why purchase order templates can help you better streamline your procurement efforts and enhance your service delivery. Thinking smart and making smart decisions can take your small business to a multinational conglomerate. So, let's get started.

Introduction to purchase order templates

Purchase orders are crucial to business transactions, especially in the interior design industry. A purchase order, or PO, is a legally binding document that outlines the transaction details between a buyer and a seller. This includes purchased products or services, quantities, prices, payment terms, and delivery details.

In interior design, purchase orders track the products and materials needed for a project. They ensure that you have a record of all items ordered, their prices, and delivery dates. This information is important for budgeting, scheduling, and keeping track of multiple vendors and suppliers. You can use software like Bonsai to start out strong.

Having a standardized PO template is essential to streamline your purchasing process. A PO template can include important fields. These include the item name, description, quantity, unit price, total cost, vendor information, and delivery date. By using a template, you can easily maintain your business operations.

The benefits of using a PO template in interior design are numerous. They help you stay organized, avoid overspending, and ensure the timely delivery of products. POs can also help resolve disputes with vendors, as they provide a clear record of the agreed-upon terms of the transaction.

Key elements of a PO template

The key elements of a PO template include the following:

  1. Buyer and seller information: The PO should include the buyer and seller's name, address, and contact information.
  2. Item details: The PO should include a detailed description of each item being purchased, including the item name, product number, and any other relevant information.
  3. Quantity: The PO should specify the quantity of each item being purchased.
  4. Unit price: The PO should include each item's unit price and the total cost.
  5. Sales tax: The PO should specify any applicable sales tax and whether it is included in the price or added separately.
  6. Delivery details: The PO should include the expected delivery date, shipping method, and any special instructions or requirements.
  7. Payment terms: The PO should specify the payment terms, including the due date, payment method, and any applicable discounts or penalties.

When designing a PO template, following a standard format and layout is important. This helps ensure that the information is presented clearly and consistently. It should be easily understood by both you and the seller. Common formats include tables or lists, with each item and its details in a separate row.

Clarity and consistency are also important factors to consider when designing a PO template. The information should be presented in a clear and concise manner. Standard terminology and units of measurement must be used. The template should be easy to read and understand, with clear instructions for filling out each field.

Designing a customized PO template

Designing a customized PO template is a valuable investment if you want to streamline your purchasing process and ensure accuracy in your transactions. Here are some key considerations to keep in mind when designing a customized PO template:

  1. Identify specific needs and requirements for your business: Consider the unique requirements of your interior design business. Factor in the types of products and services you typically purchase, the frequency of purchases, and any specific policies that follow.
  2. Factors to consider when designing a PO template: When designing a PO template, consider factors such as the layout, font size, font type, color scheme, and branding. It's important to ensure the template is easy to read and understand. Furthermore, it should reflect your brand's identity.
  3. Tailoring the PO template to your business: Customize the template to suit your specific needs by including fields for the items you purchase. Add any relevant details about delivery, such as shipping addresses or delivery dates. Include any other special requirements or instructions as well.

Furthermore, when designing a template, include your company logo. Ensure consistency with your brand's colors and typography as well. Lastly, adding any relevant disclaimers or legal language can be beneficial too. Bonsai's flexible interface makes this aspect of customization smooth and intuitive.

It's also important to test the template before implementing it. This ensures that it meets all your needs and works effectively with your purchasing process.

Automating purchase order templates

Automating PO templates can be an effective way to save time and increase efficiency in your purchasing process. Here are some key considerations to keep in mind when automating purchase order templates:

1. Using business software for your Purchase order templates automation: Business software can help you automate your purchase order templates by providing features such as automatic data entry, tracking, and managing purchase orders. 

Integration with other software tools, such as accounting or project management software, is also possible. A tool can help you enhance your service delivery and streamline your business.

2. Go directly from PO to invoice to payment with Bonsai: Bonsai is an all-in-one business management software solution designed for freelancers and small businesses, which offers a streamlined process from PO to invoice to payment. 

With Bonsai, you can create and send POs to clients, automatically convert them into invoices, and track payment status in real-time.

Other benefits of automating purchase order templates may include increased accuracy, faster processing times, and improved organization of purchasing activities. You can free up valuable time and resources by automating your Purchase order templates. You can then focus on other important aspects of your interior design business.

However, it's important to remember that automating your Purchase order templates requires an initial investment of time and resources. You must properly set up the software and integrate it with your existing systems. You may also need to train yourself and your team on how to use the software effectively.

Implementing your PO template

Implementing a PO template is a crucial step in streamlining your purchasing process as an interior designer. Here are some key considerations to keep in mind when implementing your PO template:

1. Communicating the use of the PO template to clients and vendors: It's important to inform your clients and vendors that you will use it for all purchasing transactions. You should explain the benefits of using a PO template. Discuss its improved accuracy, increased efficiency, and better organization of purchasing activities. 

You may also want to provide training or support materials to help your clients and vendors understand how to use the template effectively.

2. Ensuring compliance with internal procedures and policies: It's important to ensure that the PO template complies with any internal procedures or policies you have in place, such as approval processes or budget restrictions. 

You should also ensure that the template includes any necessary legal disclaimers or terms and conditions.

3. Integrating the PO template into your workflow: Once it has been designed and customized, you should integrate it into your workflow. You need to ensure that it is used consistently for all purchasing transactions. 

This may include training your team on how to use the template. You might also need to create a standard operating procedure for its use. Lastly, you would require ensuring that it is integrated with any other software or tools you use for purchasing activities.

Other considerations when implementing a PO template may include conducting regular audits to ensure compliance. You might consider monitoring usage to identify any areas for improvement. Lastly, soliciting feedback from clients and vendors can ensure that the template meets their needs.

Maximizing the benefits of your PO template

Maximizing the benefits of your PO template is essential to ensure you're getting the most out of your purchasing process. Here are some key considerations to keep in mind:

1. Tracking and managing your POs and accounts payable with your template: One of the primary benefits of using a PO template is tracking and managing your purchasing activities more effectively. With Bonsai, collecting and organizing information from various vendors becomes easier.

You should use your template to monitor the status of each PO, including the date it was created, the vendor, the items or services ordered, and the expected delivery date. You should also track accounts payable to ensure that all payments are made on time.

2. Improving efficiency and accuracy with Purchase order templates: Using a PO template can improve efficiency and accuracy in your purchasing process. Your template should include all necessary fields to ensure that each PO is complete and accurate, including applicable taxes or fees. 

It would be best to consider automating your PO template to save time and reduce errors. This will help you focus on other matters.

3. Leveraging Purchase order templates for business growth: Your PO template can be essential for business growth. You can identify opportunities to streamline your processes, reduce costs, and increase profits by tracking your purchasing activities and expenses. 

You can also use your PO template to negotiate better prices with vendors and to build stronger relationships with your clients.

Other considerations for maximizing the benefits of your PO template may include regularly reviewing and updating your template. This is to ensure that it meets your changing needs. Furthermore, generating reports and insights can inform your decision-making. Lastly, soliciting feedback from your team and clients can identify areas for improvement.

Best practices for maintaining your PO template

Maintaining your PO template is essential to ensure that it remains an effective tool for managing your purchasing activities. Here are some best practices for maintaining your PO template:

1. Regularly reviewing and updating your PO template: It's important to review your PO template regularly to ensure that it continues to meet your business needs. It should continue to reflect any changes in your purchasing process or internal procedures. 

You should also update your template as necessary to ensure it remains compliant with relevant industry regulations or legal requirements.

2. Ensuring consistency and accuracy in PO data entry: Maintaining consistency and accuracy in PO data entry is critical to ensuring that your PO template remains effective. 

It would be best to establish clear data entry guidelines, including standardized item descriptions, unit prices, and delivery dates. You should also ensure that all data is entered correctly and consistently to avoid errors and discrepancies.

3. Staying current with industry best practices and regulations: Keeping up-to-date with industry best practices and regulations can help you maintain the effectiveness of your PO template. 

You should regularly review relevant industry publications and attend training sessions to stay informed of any best practices or regulations changes that may impact your purchasing process.

Other best practices for maintaining your PO template may include establishing a regular schedule for reviewing and updating your template. You can also train your team on how to use the template effectively.

Common mistakes to avoid in Purchase order templates

PO templates can be powerful tools for managing purchasing activities, but certain mistakes can undermine their effectiveness. Here are some common mistakes to avoid in purchase order templates:

  1. Overcomplicating the PO template: A PO template that is too complex or difficult to use can create confusion and slow down the purchasing process. It's important to keep your PO template simple and easy to understand, with clear and concise language and a user-friendly format.
  2. Failing to include all necessary information: A PO template that is missing critical information, such as item descriptions, quantities, delivery details, or pricing, can create confusion and delays. It's important to ensure that your PO template includes all the necessary information to facilitate a smooth purchasing process.
  3. Ignoring the importance of consistency and accuracy: Consistency and accuracy are critical for ensuring that your PO template effectively manages your purchasing activities. Failing to enforce clear data entry guidelines can lead to errors and discrepancies that can slow down the purchasing process and erode trust with clients and vendors.

Other mistakes to avoid when creating a PO template may include failing to tailor the template to your specific business needs. Neglecting to train your team on how to use the template effectively can also cause problems. Lastly, failing to review and update the template regularly to ensure that it remains current and effective is also a pitfall.


These frequently asked questions can help you further understand Purchase order templates.

What are some common mistakes to avoid in creating a PO Template?

Common mistakes to avoid when creating a PO template include overcomplicating the template, failing to include all necessary information, and neglecting the importance of consistency and accuracy in data entry. It is also important to avoid creating a too rigid or inflexible template, as this can hinder the purchasing process.

How can I implement my PO Template effectively?

To implement your PO template effectively, it is important to communicate its use to clients and vendors and ensure that all relevant team members are trained on correctly using the template. Integrating the template into your workflow and ensuring compliance with internal procedures and policies is also important. Finally, you should regularly review and update the template to remain current and effective.


A comprehensive PO template is vital to manage the procurement process and ensuring that projects are completed on time and within budget. A PO template must include all necessary information and ensure clarity. You should regularly review and update the template. Customizing the template to fit your business needs is also advised.

A PO template can help improve communication with clients and vendors, track and manage accounts payable, and avoid misunderstandings or disputes. Bonsai offers an extensive and customizable template that can make managing clients and transactions much more streamlined. You can sign up for a 7-day free trial and decide if it's right for you.

Overall, PO templates are crucial for interior designers' efficient and effective business operations. Using a comprehensive PO template can streamline your procurement process, ensure accuracy and consistency, and ultimately improve your bottom line.

Frequently Asked Questions

Questions about this template.

What information should be included in a PO Template?

A PO template should include key information such as the vendor's name and address, the item or service being purchased, the quantity, the price, the delivery date, and any other special instructions or terms. It is also important to include information about the payment terms and any applicable taxes or fees.

What is a PO Template, and why is it important for Interior Designers?

A PO Template is a document that outlines the details of a purchase order, including the products or services being ordered, the delivery date, and the payment terms. For interior designers, a PO template is vital for managing the procurement process and ensuring that projects are completed on time and within budget. It provides a clear, concise record of all purchases and helps to avoid misunderstandings or disputes with vendors or clients.

How can I customize a PO Template to fit my business needs?

To customize a PO template to fit your business needs, you should first identify the specific requirements of your procurement process. This may include factors such as the types of products or services you order, your payment terms, and any internal policies or procedures that must be followed. Once you have identified your specific needs, you can then modify the PO template to include the necessary fields and information.

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