How to Make a Construction Purchase Order in Excel
Construction Purchase Orders are different in terms of what is being purchased or being ordered. You can just put all of the purchases or orders in an Microsoft Excel spreadsheet, however, that would definitely be not as organized like any order samples that you've obviously seen in the internet. That's why, here are the steps on how to make a construction purchase order in excel so that you don't have to start from an empty document.
1. Know What is/are Purchased
The first step to create a purchase order is to know what you have purchased. Identify the quantity and the descriptions of each of the items. What are the things that should be included in the purchase order? How will the vendor/ purchaser understand the order form? Should this be specific or just a little brief in terms of descriptions? Questions like these will help you and your construction team be more enlightened about the items that you've had and that they will have lesser time to overthink about them. After which, you can now proceed to the next step.
2. Organize Your Purchase/s
The second step is to organize these purchase/s. Group them together according to their type of material or their amount. You can also organize them according to alphabetical order if you want to. This step will help you be more aware of the things that you've had purchased. Once you're done, proceed to the third step.
3. Open MS Excel and Create an Empty Order Form
The third step is to make the skeleton of the order form. Open Microsoft Excel and start adding the necessary labels in the sheets. Adjust the cells if possible. Merge them if possible. By creating an empty order form, you already have a picture of how it should look like in your final draft. After making your empty order form, you can now transfer your purchases in it.
4. Transfer Your Purchases to Your Order Form
The fourth step is to transfer your purchases to your freshly-made order form. Arrange them according to their type of material or sort them from the cheapest to the most expensive one. Add the necessary formulas and functions for each of the numerical values in each of the cells. For references, check our sample order templates so that you don't have to worry about the computations in your purchase order.
5. Customize Your Purchase Order Form
The last step in making your purchase order is to start editing it. Add your preferred colors and font styles. Put the right labels and review your formulas in order to prevent mistakes and errors in the future. Lastly, once you're done, you can now save your purchase order form and if possible, print it right away.