Discover the Proforma Template Word for Purchasing that Simplifies Your Documentation

Proforma template word for Purchasing

[Music] hi everybody and welcome to this video on how to create a pretty sort of template using Excel first of all we're going to begin with a new workbook and we're going to enter some information about ourselves about our company so we'll start off with our company name and um our address details now we're just going to put some dummy information here but uh you get the feel um that we just creating a placeholder to put our address um and our company contact details we'll finish off with um our company telephone number which we'll just enter here okay we just widen the cell um and as you can see uh there's our company address details so the next thing we want to do is um just make clear that the document is a purchase order so we're going to um enter the words purchase order onto the uh document um add some information about the purchase order number um its date and um just add the date here so uh now we've got some basic information about the document um we'll add some information now about the supplier the people we're buying from or the vendor and just to make things easy here we're just going to cut and paste the um our company details um and then we can just change the headings to represent the supplier so we'll just change that here to a vendor company name there we go next we're going to add some information on where we want the products uh shipped to so our ship to address and again we'll just cut and paste um the address information we've created earlier just to make it uh nice and easy so the ship to address is telling your supplier where you want your items um sent to delivered to um and that might be different from your normal business address so it's important to have that there so we'll just go back to the document header and enter a placeholder for the buyer so the person that's raised the purchase order and um somewhere to record our shipping terms or inco terms so we'll just move that up there so here we've um begun to add in um the information that we'd want to store about the parts we want to order so what part numbers we're ordering a description how many we're going to order what price we expect to pay and a column um to enable us to um add up the total price um and we'll just format it here we'll um Bolden it okay we'll add some formatting add some grid lines um and create a little table here where we can record what we want to order um we'll just do a few rows we're not going to do that many but again um you can add in as many as you like on your uh purchase order um again we'll add some grid lines here um we'll just tidy up the description area we'll just make that a little bit wider you probably want to do that because your description is going to be word um and typically that'll be bigger than your part number so plenty space there for a nice description about what we want to order okay we'll jump down to the bottom right hand side now and um we'll just begin to add in our subtotals and um information about what tax we're going to play on the order and a uh a grand total um you might want to as well think about um just recording like an an other sell um typically you might get discount from your supplier or you may get charged um with some anary costs that you'll just want to record somewhere on the uh on the order um to the left of our subtitles we've added a text box just to record any notes or um any text that you want to uh accompany the purchase order um and then we're going to add a block underneath um just for any um additional text you might want to include such as you know any terms and conditions um that you may want to attach or send with the order um buer uh contact details or indeed any other um information that you think uh will be useful to the vendor when they receive the order okay we'll um add a line here as a signatur block um so um if you want to sign your order before you send it out um we'll add an area here where you can do just add some text here to say um authorized by okay now we'll go back up to the top of the document and we'll add some formatting so we'll um make the company name and the purchase order bold and we'll make it at um larger I think we'll add some um some color and some shading as well just to uh pretty it up um and I think we'll Shad in the vendor details and the ship to information okay there we go just make it a little bit wider We'll add some uh shading as well in our total price column um again just to uh just to highlight those really We'll add some borders to some of the cells um our subtitle blocks add one to the tax and our other section okay we'll make our grand total um section stand out and we'll Bolden that up a little bit and we'll add some shading there so um it just stands out a little bit more okay there we go okay so our document is beginning to take shape um I think the next thing we'll do is we'll just take the grid lines off the document um and we just click on uh the menu here and we'll just take those off okay um and there's our P sort of template um uh using Microsoft Excel and uh while it's just been a fairly generic uh document it should give you um enough ideas for you to go off and um have a go now at creating your own page sort of template uh for you to use in your own organization okay thanks for watching