How to Create a Purchase Order Format in Excel – 7 Steps

What Is Purchase Order?

A purchase order or PO is a commercial document that is created by a buyer and given to a seller. A purchase order must contain:

The  sample dataset showcases information on ordered products. To create a purchase order format:

STEP 1 – Enter the Company Information

• Enter the company information (Company Name, Street Address, ZIP Code, Phone, Email & Fax number) on the top-left side of the excel sheet:

STEP 2 – Add Purchase Order Details

• Add the details the Order Date and Purchase Order (PO) Number.

STEP 3 – Create the Vendor Information Section

• Keep the information about the vendor on the left side (Name of the owner, Company Name, Street Address, ZIP Code, Phone, and Email address).
• On the right side, enter the shipping address.
• In ‘Ship To’ section, add necessary information about the buyer.

STEP 4 – Create Shipping Details Fields

• Add Shipping Method, Terms, and Delivery Date.

STEP 5 – Create a Description box for the Ordered Products

• Include: Item Code, Items, Quantity, Unit Price, and Total amount.

• To calculate the Total price of each item, multiply the Quantity by the Unit Price. Use the formula below in F20:

STEP 6 – Create a Segment to Sum the Total

• Add  Subtotal, Tax, Shipping Cost, Other costs, and the TOTAL amount.

• To calculate the Subtotal, use the SUM function in F27:

• To determine the TOTAL amount, enter the formula:

STEP 7 – Add Additional Features

• Add a Comment Section.

• Create space to add the Signature and Date at the bottom.

Final Output

This is the purchase order format:

Download Template

Download the template.

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