Can't find what you're looking for? Still have questions? Contact customer support (smile)

Draft a PO in Excel

Owned by Mariam Slade (Deactivated)
Last updated: 28 Sept 2022 by Ahmad Merheb (Deactivated)
2 min read

EzyPO also supplies a Purchase Order Template in Excel so you can create PO's offline and copy and paste them into the system when you get online.

Download the template here:

 

  1. Download the Purchase Order V4 Template, found above.

  2. Fill in all the PO form.
    - The Vendor must exist before you can paste the PO form into EzyPO. See Suppliers for instructions on creating a new supplier.
    - Select your Currency from the drop-down list. 
    - Then enter in the Amounts including Tax in column O. The tax flag will automatically populate.
    - If there is no tax on the amount, delete the Tax amount in column P. The tax flag will automatically update to a non-tax code.

  3. In Excel tool bar select Edit > Select All and then press CTRL + C on your keyboard to select and copy the entire worksheet.

  4. Login to EzyPO, from the drop-down menu select Draft Orders.

  5. In the notepad section at the bottom of the page where it says "Paste Excel Sheet Here" right-click in the space and select paste. Press tab on your keyboard. You will then get a message that the data has been pasted and you will see the order listed.