Excel Purchase Order Templates

By Andy Marker | June 22, 2024

We’ve compiled the top purchase order templates in Excel to help you formalize, document, and manage purchasing processes.

Included in this article, you’ll find the following:

Excel Basic Purchase Order Template

Excel Basic Purchase Order Template

Download the Basic Purchase Order Template for Excel

When to Use This Template: This purchase order (PO) template is ideal for standardizing items, tracking spending against budget, and approving purchases. You can also use this template for spot purchases to meet immediate and one-time needs.

Notable Template Features: This template includes standard purchase order sections for customer numbers, vendor information, and shipping details, as well as itemized order descriptions, quantities, and prices. This template calculates totals factoring in a discount, tax rate, shipping, and handling.

Check out these free purchase order templates to help you standardize and manage your ordering processes. 

Excel Blanket Purchase Order (BPO) Template

Blanket Purchase Order BPO Template

Download the Blanket Purchase Order (BPO) Template for Excel

When to Use This Template: This blanket purchase order template helps secure recurring purchases, reduce administrative workloads, and build long-term supplier relationships. Use this template to manage blanket purchases efficiently and control procurements consistently.

Notable Template Features: This template includes space for listing BPO terms and conditions in detail. Enter the agreed-upon discount to factor into the total amount calculations. This template also includes a section for an authorization signature and date.

Check out this collection of free order form templates to streamline processing and document the necessary information for work orders, transactions, and various business needs.

Excel Service Purchase Order Template

Service Purchase Order Template

Download the Service Purchase Order Template for Excel

When to Use This Template: This purchase order template can help engage service providers, tie services to specific projects, and document service terms and conditions. It is an essential practice in professional service procurement.

Notable Template Features: This template features an itemized table including line and item (service) numbers, descriptions, start and end dates, quantities, and rates for all services. It includes dedicated fields for service terms, acceptance criteria, and related special instructions.

Learn more about improving order tracking, fulfillment, shipping, and customer satisfaction with this complete guide to order management.

Excel Planned Purchase Order (PPO) Template

Planned Purchase Order PPO Template

Download the Planned Purchase Order (PPO) Template for Excel

When to Use This Template: This template is ideal for scheduling purchases based on predictable demand, budgeting and forecasting future spending, as well as consolidating orders into a single PPO. It can be incorporated seamlessly into a purchase order tracker and enables procurement processes to be more efficient and effective.

Notable Template Features: This PPO template has space for a tentative delivery date schedule and an item list with spreadsheet columns for item numbers, descriptions, quantities, and pricing estimates. It also includes a space for notes, such as additional terms and conditions.

Learn more about vendor collaboration, increased efficiency, cost saving, and more with this guide to building effective vendor management.
 

Excel Contract Purchase Order (CPO) Template

Contract Purchase Order CPO Template

Download the Contract Purchase Order (CPO) Template for Excel

When to Use This Template: This contract purchase order template can detail complex procurements where terms and conditions are clearly defined. It is also helpful for establishing new supplier relationships, mitigating risk for both parties, and documenting purchase processes for regulatory compliance.

Notable Template Features: In addition to all the elements of a standard purchase order, this CPO template features a contract reference field for wording that shows it follows the contract purchase agreement. 

Excel Manual Purchase Order Form Template

Manual Purchase Order Form Template

Manual Purchase Order Form Template

When to Use This Template: This manual purchase order form template is perfect for small businesses, on-site work environments with limited digital access, and hard copies for backup purposes. It helps ensure the documentation of all purchase order information.

Notable Template Features: This purchase order form template includes dedicated sections with space for entering information by hand. It consists of all standard PO elements in an easy-to-use format.

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