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Purchase Order Tracker

This document is a purchase order tracker template that allows a company to manage outstanding purchase orders by vendor. It includes tables to list purchase orders with details like date, amount due, total paid, age and outstanding balance. It also includes instructions on how to use the template to filter data and send vendor statements. Additional worksheets allow editing vendor and payment details as well as status options for purchase orders.

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vijay saini
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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147 views5 pages

Purchase Order Tracker

This document is a purchase order tracker template that allows a company to manage outstanding purchase orders by vendor. It includes tables to list purchase orders with details like date, amount due, total paid, age and outstanding balance. It also includes instructions on how to use the template to filter data and send vendor statements. Additional worksheets allow editing vendor and payment details as well as status options for purchase orders.

Uploaded by

vijay saini
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Purchase Order Tracker

Next PO #: 129

Company Name PURCHASE ORDERS


Address, City ST ZIP Date: 3/5/2023
p. 1-800-123-4567, f. 1-800-123-4567

Vendor: All Vendors Payment Summary 3/5/2023


Total Paid: $ 2,050.00 Instructions:
Aging - Current: - 1. Add vendors to the Vendors worksheet
1 - 30: - 2. Replace the [Company Name] and other info in the header
31 - 60: - 3. Clear the sample data in the cells with the gray borders
61 - 90: - 4. Enter data in the cells with the gray borders
> 90: 2,450.00 5. Do not delete the formulas in the Age and Outstanding columns
Total Outstanding: $ 2,450.00 6. To add rows, copy an entire row and then insert the copied row

PO Date PO # Vendor Due Date Amount Due Total Paid Age Outstanding Status
120 XYZ Supply 9/26/2015 $ 100.00 $ 50.00 2717 50.00 Partial Things to try:
121 Good Stuff 12/13/2015 $ 200.00 $ 200.00 2639 - Complete - Sort by Due Date
122 Good Stuff 12/15/2015 $ 300.00 $ 300.00 2637 - Paid - Sort/Filter by Vendor
123 XYZ Supply 10/3/2015 $ 400.00 $ 400.00 2710 - Paid - Sort by PO #
124 Good Stuff 11/25/2015 $ 500.00 $ 500.00 2657 - Paid - Choose a "Vendor:" and then filter by Vendor
125 XYZ Supply 11/13/2015 $ 600.00 $ 600.00 2669 - Complete - Enter "Draft" under Status (removes from aging summary)
126 XYZ Supply 12/26/2015 $ 700.00 2626 700.00 - Trying using Filter by Color
127 Good Stuff 12/30/2015 $ 800.00 2622 800.00
128 XYZ Supply 12/14/2015 $ 900.00 2638 900.00
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- - Sending a Statement
- - Do not send/share this spreadsheet (it contains info about ALL vendors)
- - If you want to use this template to send a summary to a vendor …
- - 1. Make SURE that you have filtered the table to show only the vendor's info
- - 2. Print the worksheet to a PDF (only the Orders sheet, not the Vendors sheet)
- - 3. Email the PDF to the vendor
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- - Printing using Online Excel
- - Select the range of cells you want to print, then print and
- - choose "Current Selection" when prompted.
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- - < Insert new rows above this last row. Leave this line blank.

Thank you! < Edit this row as needed. It is the last row that will be printed.
Vendor Name Vendor ID Vendor Info Line 1 Vendor Info Line 2
All Vendors
Good Stuff 123 Contact: Jane Doe Good Stuff Part Store
XYZ Supply 124 Contact: John Doe XYZ Supply Company
Vendor Info Line 3 Vendor Info Line 4 Vendor Info Line 5

123 Somestreet NE Anytown, CA 11111 Phone: (000) 000-0000


123 Somestreet NE Anytown, CA 11111 Phone: (000) 000-0000
Vendor Info Line 6

Fax: (000) 000-0000


Fax: (000) 000-0000
Status Options Use this worksheet to edit the options in the Status drop-down list
Complete ◄ Whatever you enter in this row will be used to "gray out" the row in the table
Paid
Draft
Sent
Revised
Partial
◄ To add more to the list, insert rows ABOVE this line

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