Best Value Complete Financial Planning Bundle →
✓ Financial Planning✓ Net Worth Tracker✓ Monthly Budgeting✓ Travel Budget Planner✓ Annual Budgeting Planner✓ Monthly Expense Tracker✓ Annual Tax Planner✓ Retirement Planning
$139 One purchase, no subscription
View Bundle →
by Segmio
View Bundles
Language
ENEnglishDEDeutschESEspañolFRFrançaisPTPortuguêsITItalianoARالعربيةNLNederlandsZH中文

Instant digital delivery · Terms & Conditions apply

Essentials Template - Excel & Google Sheets

Essentials Purchase Order Spreadsheet Template for Google Sheets & Excel

Twelve lines with a part number on each, the vendor company with a named contact, address and email, and a separate ship-to block with its own address and an attention name for whoever is receiving. The Essentials Purchase Order spreadsheet template records PO number, PO date, required date and shipping method, and prints to one page. Google Sheets and Excel, one file. No macros, no VBA.

Instant digital delivery · Terms & Conditions apply

Essentials Purchase Order spreadsheet template - Google Sheets and Excel preview

What's Included

  • A printable purchase order on one page
  • Vendor company, contact, address and email
  • PO number, PO date, required date and shipping method
  • A separate ship-to block with its own address
  • An attention name for whoever is receiving
  • Itemised lines with a description each
  • A part number on every line
  • Quantity and agreed unit price per line
  • Line amounts that stay blank until both are filled
  • A subtotal, a tax rate and amount, and shipping, rolling up to the order total
  • Works in Microsoft Excel and Google Sheets with no setup required

The FinancialAha Essentials Purchase Order Spreadsheet Template is a single-sheet workbook for Google Sheets and Excel, with a How to Use guide on a second tab. It works as an Essentials Purchase Order Excel template and an Essentials Purchase Order Google Sheets template from the same download. A part number on every line, the vendor recorded with a named contact, a separate ship-to address with an attention name, and a shipping method on the order. No macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Purchase Order spreadsheet template

The FinancialAha Essentials Purchase Order Spreadsheet Template runs on a single working sheet, with the instructions on a tab of their own. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Purchase Order spreadsheet holds.

  1. 01 of 01

    Purchase Order

    Three blocks before the order itself: your business at the top, the vendor with a named contact and an email, and the order references - PO number, the date raised, the date required and how it should ship. Then the block that separates a working purchase order from a form: ship to. A delivery location, its own address and an attention name for whoever is receiving. Goods routinely go somewhere other than the office that ordered them - a warehouse, a dock, a site - and an order without that block is an order that arrives at reception. The line items carry a part number as well as a description. That pairing is what makes an order unambiguous: a description tells a salesperson what you want, and a part number tells the warehouse what to pick. Where they disagree the part number wins, which is precisely why having both is worth more than either. Twelve lines, quantities, agreed unit prices, and an amount per line that stays blank until both are filled in - so an order in progress does not show a column of zeros. Beneath them the subtotal rolls up into a tax rate you set, a tax amount worked out from it, and a shipping figure, adding to the order total the vendor is being asked to fulfil against.

    FinancialAha Purchase Order spreadsheet template - Purchase Order sheet

  2. Included guide

    How to Use

    A step-by-step guide on its own tab, covering which party goes in which block, what the ship-to block is for, what each column expects, and how to change the currency. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Purchase Order Spreadsheet template for Google Sheets

Upload the Essentials Purchase Order Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Purchase Order Google Sheets template needs no conversion step, the line amounts recalculate exactly as they do in Excel, and it prints the same from either.

Essentials Purchase Order Google Sheets template setup

A shared copy of the Essentials Purchase Order Google Sheets template suits a business where purchasing, approval and receiving are three different people, since all three read different parts of the same page.

Running the Essentials Purchase Order Google Sheets template

The Essentials Purchase Order Google Sheet is filled in per order. The part numbers and the ship-to block are the fields that save the follow-up calls.

Essentials Purchase Order Spreadsheet template for Excel

The Essentials Purchase Order spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Purchase Order Excel template directly, with no import step, and it is laid out to print on one page. There are no macros and no VBA in the file.

Essentials Purchase Order Excel template setup

The same Essentials Purchase Order Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Purchase Order spreadsheet download to choose between, and the Essentials Purchase Order spreadsheet template behaves the same in each.

Essentials Purchase Order spreadsheet template notes for Excel

The Essentials Purchase Order spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt.

Opening the Essentials Purchase Order spreadsheet Excel file

Nothing in the Essentials Purchase Order Excel template is version-specific, so this Essentials Purchase Order spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds. The Essentials Purchase Order spreadsheet Excel file needs no add-in of any kind.

Spreadsheet template highlights

What the Essentials Purchase Order spreadsheet template tracks

A line per item ordered. This is what the Essentials Purchase Order Spreadsheet Template records for each item:

Part no
what the warehouse picks by, and what wins where the description disagrees
Description
what the salesperson reads
Qty
how many
Unit price
the price agreed for this order
Amount auto
derived, and blank until quantity and price are both filled in

Compare builds

FinancialAha Purchase Order spreadsheet template: Free and Essentials compared

Feature Free View Spreadsheet Template Essentials This page
Working sheets 1 1
Line items 10 12
Part number per line – Yes
Supplier recorded Name and address Company, contact, address and email
Separate ship-to address A reference line Its own block with an attention name
PO number and dates PO #, order date, required by PO #, PO date, required date
Shipping method – Yes
Tax line None Yes, rate and amount
Order total Yes Yes

The Free Purchase Order Spreadsheet Template covers the order itself - who it is from, who it goes to, what is on it and when it is needed - and totals the line items directly with no tax line. The FinancialAha Essentials Purchase Order Spreadsheet Template is the fuller document on the same single page: a part number on every line, a longer item list, the vendor with a named contact and email, a separate ship-to block with an attention name for the receiving bay, a shipping method recorded on the order, and a tax rate and amount that roll up into the order total alongside shipping.

Compare the other builds: Free Purchase Order spreadsheet template .

Good to know

Notes on working in the Essentials Purchase Order spreadsheet template

  • A part number and a description together are worth more than either - one is what the warehouse picks by, the other is what the salesperson reads.
  • The ship-to block matters because goods routinely go somewhere other than the office that ordered them.
  • An attention name is what stops a delivery sitting on a dock.
  • Line amounts stay blank until quantity and price are both entered, so an order in progress shows no column of zeros.
  • A tax rate you set is applied to the subtotal, and the tax amount rolls up into the order total alongside shipping - the Free build has no tax line and totals the line items directly.
  • The currency dropdown beside the title relabels the money columns. It changes the label only and does not convert the numbers.

How to Use the Essentials Purchase Order Spreadsheet Template

1

Record the vendor

Company, contact, address and email.

2

Set the references

PO number, dates and shipping method.

3

Fill the ship-to block

Where it goes, and who receives it.

4

List the items

Part number, quantity and unit price.

Stress-tested with AI.

Every template starts with deep research into how people actually track the topic. We design the layout, build the formulas, and polish the design until it feels like something we would use ourselves. Along the way, we use AI to stress-test the calculations: unusual inputs, edge cases, and formula behavior, checked until the numbers hold.

Instant digital delivery · Terms & Conditions apply

Frequently Asked Questions

Is the FinancialAha Essentials Purchase Order Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The line amounts recalculate in the Essentials Purchase Order Google Sheets template exactly as they do in Excel, and it prints the same from either.

Is the FinancialAha Essentials Purchase Order Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Purchase Order Excel template opens directly in Excel with no import step, and it is laid out to print on one page. There are no macros and no VBA.

Will the FinancialAha Essentials Purchase Order spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Purchase Order spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

Why put a part number on every line of the Essentials Purchase Order spreadsheet?

Because a description tells a salesperson what you want and a part number tells the warehouse what to pick. Where the two disagree the part number wins, which is exactly why carrying both is worth more than either.

What is the ship-to block for in the Essentials Purchase Order spreadsheet?

Goods routinely go somewhere other than the office that ordered them - a warehouse, a dock, a site. An order without a delivery address is an order that arrives at reception, and the attention name is what stops it sitting there.

Why do the line amounts start blank in the Essentials Purchase Order spreadsheet?

They fill in once both a quantity and a unit price are entered, so an order in progress does not show a column of zeros.

Does the Essentials Purchase Order spreadsheet template have a tax line?

Yes. A tax rate you set is applied to the subtotal, and the resulting tax amount rolls up into the order total alongside shipping. The Free build has no tax line - it totals the line items directly.

How do I open the Essentials Purchase Order spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

More Essentials Invoicing & Billing Templates

Simple Invoice

A discount field, subtracted before the tax is worked out, with the taxable amount shown as a line of its own. The Essentials Simple Invoice spreadsheet template takes ten itemised lines that stay blank until both quantity and rate are entered, derives the tax from a rate you set, and leaves blocks for how to pay and what the terms are. One working sheet and a How to Use tab. Google Sheets and Excel in one file. No macros, no VBA.

$19

Service Invoice

Hours rather than quantities: ten lines carrying a description, the hours and a rate that can differ line to line, with the hours totalled beneath them. Part hours show as part hours instead of being rounded on screen, and an amount stays blank until both hours and rate are in. The Essentials Service Invoice spreadsheet template also carries blocks for how to pay and what the terms are. Two tabs, Google Sheets or Excel. No macros, no VBA.

$19

Sales Invoice

An SKU sits ahead of the description on all twelve line items, and an amount stays blank until both a quantity and a unit price are entered. The Essentials Sales Invoice spreadsheet template records the customer by name, company, address and email, carries an invoice number, invoice date, due date and payment terms, and derives the tax from a rate you set. Shipping has a field of its own. Google Sheets or Excel. No macros, no VBA.

$19

Consultant Invoice

Service lines carry a description, hours and a rate, with the amount staying blank until both are entered and part hours shown as part hours rather than rounded away on screen. The Essentials Consultant Invoice spreadsheet template totals the hours billed beneath those lines and keeps reimbursable expenses in a section of their own, subtotalled apart. Google Sheets and Excel, one file. No macros, no VBA.

$19
Essentials
Preview

Instant digital delivery · Terms & Conditions apply

Highlights:

Instant download after purchase
No macros or VBA required
No sign-up, no subscription
Lifetime free updates
Works in
Excel Google Sheets

Looking for premium spreadsheet templates?

Our paid templates include advanced multi-sheet dashboards, native Excel charts, and ongoing updates.

View Premium Templates Browse All Essentials Templates

Private & secure

Your financial data stays on your device. We never see it.

Learn more →

Need help?

Check our guides or reach out with questions.

View FAQ →