Download our PO Tracker for Microsoft Excel, by Jon Wittwer

Microsoft Excel Po Template
Excel Po Tracking Template
Excel Template Po Generator
Po Tracking Template Excel

Using this PO template to create a professional looking document will improve your image. Some small businesses just use stock forms purchased at your local store. This type of form is obvious to other businesses and looks unprofessional. Purchase Request Form Template Subject: Forms: Purchase Request Author: Jody Leavell Last modified by: Windows User Created Date: 4/4/2002 9:59:21 PM Company: Vanderbilt University Other titles: Sheet1 Sheet1!PrintArea. Want a nice and professional Excel Purchase Order template. This is a very useful purchase order form that looks good and that you can modify to your wishes. If you intend to buy something specific from another company, then you will need to use a purchase order template or Excel PO Template. Purchase orders are used to buy products and services. Select File New Search invoice in the search box and select the type of template from many templates. After selecting,Excel will create a readymade purchase order template which will look like this. Enter the details as indicated in the above image. The template will result the output as in the image below. Your invoice is ready to send.

If you have many vendors or suppliers and create more than just a few purchase orders per year, you will want to use some type of PO tracking system. For tracking large numbers of orders, you may want to look for custom PO software or a database solution. However, if you just need something simple for now, this purchase order tracking template may be just right. You can use it along with our free purchase order template.

Use this spreadsheet to list all the purchase orders that you create, track their progress (draft, paid, complete, etc.), and create simple summary reports of how much you have paid to individual suppliers.

⤓ Download

Template Details

License: Private Use
(not for distribution or resale)

'No installation, no macros - just a simple spreadsheet'

Microsoft Excel Po Template

We Recommend ...

The Purchase Order Tool by Someka.net allows you to create POs as PDFs, select from a product list, and keep a database of past orders.

Learn More ►

Description

List all your purchase orders and display a summary of payments made to all or individual vendors. You can choose to show all purchase orders or just the orders for a particular supplier, using Excel's built-in filtering feature.

Instructions are included within the worksheet.

This spreadsheet does not include a purchase order form. You can use this spreadsheet to track any PO form that you want - it does not have to be a PO template from Vertex42.com.

Features

Includes a payment/aging summary for all orders or for individual vendors.
Use Excel's Sorting and Filtering feature to sort by date, PO number, vendor, etc.
Customize the list of options that show up in the Status drop-down box.
Gray-out rows by entering a Status of 'Complete' when a delivery is received. (This is done using Conditional Formatting)
Set the status of an order to 'Draft' to keep it from showing in the aging summary.
No VBA/macros

References

Create a Drop Down List in Excel at vertex42.com

Related Content

Purchase order template excel is excel template for writing document to control the purchasing of products and services from external suppliers. This sales purchase template can be used by small to medium company.

TEMPLATE MENU

The purchase order template excel has only one sheet, but contains several elements:

Purchase Order Template ExcelHeader

Contains the Purchase Order document title on upper left. On the left side, it has placeholder image for company logo, followed by Company Name and Company Slogan fields below the placeholder image.

Below the Company, there are field for Company address fields:

Address Street
Address City, State, and Zip Code
Phone and Fax Number
Email

On the right side, there are fields for Purchase Order overview:

PO No.: Purchase Order ID
Date: can be Sales Order generated date or Order request date
Customer ID: it is supposed for vendor ID. You may need to replace the name.

Purchase Order Template Excel Recipient

Located below the header. There are 2 main columns: Vendor for supplier name and addresses. [Ship To] is to whom and the address for received the goods. You can fill it with your own factory address or your customer name if you are distributor or drop-shipper. The fields are same in both columns:

Name
Company Name
Address Street
Address City, State, and Zip Code
Phone Number

You can add customer Email and Fax Number for more details.

Below the columns, there are three fields for shipping:

Shipping method: enter the logistic company used for shipping.
Shipping term: shipping type or regulations
Delivery date: the estimation of the item come. If it consultation or service, enter the estimation time the work finished.

Purchase Order Template Excel Detail

The part to enter the sales order or request detail. The fields are:

Quantity
Item ID
Item Description
Job: you can enter the person number if it service.
Unit Price
Line Total: after being calculated with quantity, unit price, and discount.

Below the details, it has summary price. The fields are:

Subtotal: Total of items before tax.
Sales Tax: the tax rate or amount for the work
Total: after being calculated with sales.

Simple Purchase Order Template Authorization

Located after the Total field. It is the fields where you enter the person who authorized for this purchase order and the date.

Purchase Order Format In Excel With Terms & Conditions

Located on the bottom left. It is the textbox where you enter the terms and conditions guideline for the purchase order. On the end line, you may need to add contact details for responsible person for this order.

HOW TO USE

First, replace the logo placeholder by right clicking the placeholder picture > Change Picture. Then, navigate to the logo location in your computer. Resize and adjust it to fit with the header. Replace the Company Name and Slogan.

Enter your address, shipping address and vendor address.

Then, fill the table on salesperson from your employee and details from the work. Next, enter details of bought items.

For tax, input the percentage in decimal. For example, if the tax is 5%, enter 0.05 instead of 5.

Excel Po Tracking Template

Lastly, add the authorization sign. To do this, you may need to convert as purchase order template pdf, then add signature. You can add it as image too.

You can send the customer order form template excel digitally, or even digital archive, or print it blank for manual writing. You can convert it into purchase order format doc.

You can make the excel purchase order template auto numbering by adding a new sheet for item or customer database. Or, you can integrate this template with other product list or customer database or template file. To integrate, you can use Data Validation method.

CONCLUSION

Excel Template Po Generator

This purchase order form can be used for retail or manufacture industry. It can be used for service business too.

The purchase order template excel can be downloaded for free after you click one of these buttons:

Po Tracking Template Excel

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