Purchase order (PO) Microsoft Word template

Default template and upload category

PO details:

  • Default Microsoft Word template: PO.dot

  • Upload feature category: PO

PO with change order (CO) details:

  • Default Microsoft Word template: POWithCO.dot

  • Upload feature category: PO with COs

About bookmarks and mail merge fields

  • All bookmarks and mail merge fields are optional.
  • There's no limit on the number of times that bookmarks can be repeated. For example:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.

Bookmarks

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax
  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • PrimeContractNumber
  • PrimeContractType
  • PrimeContractWorkSubject
  • PrimeContractWorkScope
  • PrimeContractInclusions
  • PrimeContractExclusions
  • PrimeContractClarifications
  • PrimeContractOwnerPORef
  • PrimeContractAddress1
  • PrimeContractAddress2
  • PrimeContractCity
  • PrimeContractState
  • PrimeContractZipCode
  • PrimeContractCountry
  • PrimeContractPhone
  • PrimeContractFax
  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • FromE_Signature
  • FromE_SignatureDate
  • FromE_Initial
  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial
  • PONumber
  • PODate
  • POType
  • POSubject
  • POTerms
  • POFOB
  • PODefaultDeliveryDate
  • POReminderDate
  • POStatus
  • POStatusDate
  • POPrintComments
  • POInternalComments
  • POSubtotal
  • POTaxTotal
  • POTotal

Learn more about the breakdown of POTaxTotal per tax code.

  • POAuthorizedDate
  • AuthorizedByFirstName
  • AuthorizedByMiddleName
  • AuthorizedByLastName
  • AuthorizedBySuffix
  • AuthorizedByContact
  • AuthorizedByTitle
  • AuthorizedByMobilePhone
  • AuthorizedByEmail

Special e-Sign bookmark for Contract Admin and Procurement templates only: AuthorizedBySignature

  • POShipVia
  • POShipCompany
  • POShipContact
  • POShipAddress1
  • POShipAddress2
  • POShipCity
  • POShipState
  • POShipZipCode
  • POShipCountry

  • POCOsCount

  • POCOsSubtotal

  • POCOsTaxTotal

  • POCOsTotal

  • POSubtotalRevised

  • POTaxTotalRevised

  • POTotalRevised

Mail merge table

Merge table start and end tags: PODetails

  • ItemNumber
  • ItemCode
  • ItemUPC
  • ItemManufacturer
  • ItemManufacturerPartNumber
  • ItemDescription
  • ItemUnit
  • ItemQuantity
  • ItemUnitPrice
  • ItemSubtotal
  • ItemTaxTotal
  • ItemTotal
  • ItemCostCode
  • ItemCostResource
  • ItemTaxCode
  • ItemEstDeliveryDate
  • ItemSize
  • ItemShipWeight
  • ItemShipHeight
  • ItemShipWidth
  • ItemShipDepth

  • ItemPOCOQuantity

  • ItemQuantityRevised

  • ItemSubtotalRevised

  • ItemTaxRevised

  • ItemTotalRevised

Merge table start and end tags: POCODetails

  • POCOOrderNumber

  • POCONumber

  • POCOIssueDate

  • POCOSubject

  • POCORefCONumber

  • POCORefWONumber

  • POCOStatus

  • POCOStatusDate

  • ItemNumber

  • ItemDescription

  • ItemUnit

  • ItemUnitPrice

  • POCOItemQuantity

  • POCOItemSubtotal

  • POCOItemTaxTotal

  • POCOItemTotal

  • ItemCostCode

  • ItemCostResource

  • ItemTaxCode

Sort by POCOOrderNumber and ItemNumber.

Posted March 17, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.