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How to create a purchase order template in Excel and streamline your work

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Purchase Order Template in Excel

Streamline your procurement process with our Purchase Order Template in Excel. This tool is designed to simplify your ordering system, making it easy for you to create, manage, and track your purchase orders effortlessly.

Key Features

Customizable fields for easy editing

Automatic calculations for totals and taxes

User-friendly layout for quick navigation

Printable and shareable formats for your convenience

Compatibility with most Excel versions

Potential Use Cases and Benefits

Ideal for small businesses managing supplier orders

Helpful for large organizations tracking multiple orders

Efficient for freelancers needing to streamline client billing

Supports teams in enhancing collaboration for purchase decisions

Provides a clear record for financial audits

This template can help you save time and reduce errors in your ordering process. Instead of manually creating purchase orders, let our template do the heavy lifting. By using this solution, you can focus on what truly matters—growing your business and building strong relationships with your suppliers.

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Do you know an easy way how to create a purchase order template in Excel?

Open a new workbook and draft a document per your needs. Once you set up the design and formatting, save the workbook as an Excel template by clicking "File →Save As → Excel Template (*.xltx)." You'll be able to quickly access your pre-made copy in Excel and use it anytime needed. Additionally, choose pdfFiller and its intuitive editor to create custom reusable templates for business and personal needs.

Do you know how to create a purchase order template in Excel more effectively?

If you are looking for an easier way to build and manage templates, try pdfFiller. It features a user-friendly editor where you can create professional fillable templates and easily handle them per your needs. The editor supports various file types, including .xls documents, so you can quickly build a reusable paperwork sample and save it in Excel format with just a couple of clicks. With pdfFiller, you can enhance your document management processes and save time while ensuring consistency in your data entry.

How can I update an Excel template I built earlier?

Launch Excel and open your previously created template by clicking "File → New → Personal" (for Excel 2013) or "File → New → My Templates → Personal Templates" (for Excel 2003 or 2007). Make the required changes in design or updates in formulas or data ranges. Save the template again by clicking "File → Save As" and selecting "Excel Template (*.xltx)" from the "Save as type" dropdown menu.

How do I share my custom Excel template with my team members?

Sharing an Excel template with your colleagues is easy. If you're a Microsoft 365 user, click "File → Share" and then attach the copy to an email or add it to OneDrive and distribute it via a direct link. If you're an Office 2016 user, click "File → Share → Email" and send the document as an attachment. If you have an account with pdfFiller, you can save your PDF template as an Excel spreadsheet and then share it with your colleagues.

Your go-to guidelines on how to create a purchase order template in Excel

Excel tables are versatile tools used in various business sectors for financial management and data organization. Nevertheless, building big tables with the correct cell formats and formulas can take time and effort. Dealing with pre-made drafts for commonly used documents and tables is a great solution to save time and guarantee consistency in data entry. That's why knowing how to create a purchase order template in Excel is crucial. With our step-by-step instructions, you will be able to create custom templates in Excel 2007, 2010, and 2013. The process is similar in different product versions, with minor variations in the interface.

Complete the following steps and explore how to create a purchase order template in Excel:

01

Open Microsoft Excel and create a new Workbook per your needs.

02

Add document content and change the design and formatting as preferred.

03

Alternatively, select an existing spreadsheet you want to turn into a template.

04

For Excel 2013: click File → Save As and select "Excel Template (*.xltx)" from the "Save as type" dropdown.

05

For Excel 2007 and 2010: click on the Office Button/ File tab → Save As → "Excel Template (*.xltx)".

06

In Excel 2003 and older versions, select "Excel 97-2003 Template (*.xlt)" accordingly.

07

Pick the "Macro-Enabled Template (*.xltm)" file format if your workbook has any macros.

08

Open your custom template to swiftly compose and personalize a new document:

In the 2007 and 2010 application versions, click Office Button tab → New → My Templates → Personal Templates"

09

In the 2013 app version, click File → New → Personal and pick your copy.

10

Consider pdfFiller as an alternative for template building, managing, and sharing.

Creating custom, pre-designed paperwork can significantly boost your efficiency. If you need more flexibility in document management, pdfFiller is also a great solution. This cloud-based editor enables you to easily craft custom fillable templates or tailor the custom-made ones available in the editor's library. Experience the convenience of pdfFiller today and increase your document workflow to new heights!