File Name: 19045849.xls
Sheet Name: Instructions
Date: 06/25/2009 and Time: 06:32:31
Invoice Master 06_25_09 If you have any questions or comments, please contact:
[email protected] Enter the percentage of tax applied to your invoice > 0.00% If you want this workbook to automatically save before closing, check the box below Select the first empty cell and start entering the customer information. Press the column heading in A to sort. It will sort alphabetically by column A. Enter a unique suffix for the customer. A unique suffix is critical for the workbook to function properly.
Comments:
[email protected]
Auto Save? FALSE
Page 1 of 10
File Name: 19045849.xls
Sheet Name: Instructions
Date: 06/25/2009 and Time: 06:32:31
Press the column heading in A & B to sort. The sorted column heading will change color.
Enter parts information on the next blank row then press the column A or B heading to sort. Notes can be added.
Comments:
[email protected]
Enter the unique customer suffix that corresponds to that customer's parts. These will become the only selectable parts for that customer on the Order sheet. If this column is completely empty, all of the parts listed will be available to all customers.
Page 2 of 10
File Name: 19045849.xls
Sheet Name: Instructions
Date: 06/25/2009 and Time: 06:32:32
Select the desired customer from the drop down. The customer information will fill in automatically. Enter the Order Qty, Delivered Qty and Delivered Date. If the Order Qty and the Delivered Qty are different, the line item cell will change color.
The parts information will appear in the drop downs. Select the desired item. The Unit of Measure and Part Number will fill in automatically.
Comments:
[email protected]
To finalize, press the "Copy This Sheets Contents To The History Sheet". The information from this sheet will be pasted on the next available row in the history sheet as well as appear in the Look-Up sheet. The Order sheet will be reset and the invoice number will increase by one.
Page 3 of 10
File Name: 19045849.xls
Sheet Name: Instructions
All of the information from the Order sheet will be stored and displayed in the history sheet. The information can be filtered if desired. Some header cells contain a subtotal formula that will display results of filtered data.
Comments:
[email protected]
Date: 06/25/2009 and Time: 06:32:33
The text in this cell will change color and display a note if the Look-Up sheet contains History data. To clear the Look-Up sheet, select the blank in the drop down
Page 4 of 10
File Name: 19045849.xls
Sheet Name: Instructions
Date: 06/25/2009 and Time: 06:32:33
A saved Invoice can be selected from the drop down, reviewed and modified. The Look-Up sheet uses the unique suffix to lookup customer information. After reviewing, it can be e-mailed. The e-mail will automatically indicate the Invoice number in the subject line as well as a sheet named from the Invoice number in a new workbook that is sent as an attachment to the address in the E-Mail cell on the Address sheet. To clear the Look-Up sheet, select the blank line at the top of the drop down list. The data will be written back to the History sheet with any modifications.
Comments:
[email protected]
Page 5 of 10
File Name: 19045849.xls Customer Name
Sheet Name: Address Street Address
Comments:
[email protected]
Date: 06/25/2009 City, State Zip Code
Buyer
Contact
Email
Phone Number
Fax Number
Unique Suffix
Time: 06:32:35 Account Number
Page 6 of 10
File Name: 19045849.xls
Sheet Name: Parts Part Description
Comments:
[email protected]
Date: 06/25/2009 Part Number
Unit of Measure
Unit Price
Notes
Time: 06:32:36 Customer Suffix
Page 7 of 10
Company Name Street Address City,State Zip Code
Phone 123-456-7890 Contact:
[email protected]
John Polk
[email protected]
INVOICE Customer:
Fax 123-555-5555
Bill Bailey ext. 123 Approved By
Please review this document and notify us with any questions, changes or discrepancies Invoice Number 00001The customer cell is empty or no suffix was found
Invoice Date & Time 25-Jun-2009 06:32 AM
Contact:
Delivery Date
E-Mail:
Ship Via UPS Ground
Phone: Fax: Line
Order
Item Part
Unit of
Item
Qty
Number
Measure
Terms net 45 Customer PO: Description
Shipped
Shipped
Unit
Total
Back
Qty
Date
Price
Price
Order
01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Total
Comments:
[email protected]
-
File Name: 19045849.xls Line Item
Sheet Name: _History
Sheet Date & Time
Comments:
[email protected]
Sheet Name
Date: 06/25/2009 and Time: 06:32:39 Customer PO:
OrderQty0
Item PartNumber
Unit of Measure
DescriptionNumber of Items = 0
ShippedQty0 ShippedDate
UnitPrice
TotalPrice0
BackOrder0
Page 9 of 10
Company Name Street Address City,State Zip Code
Phone 123-456-7890 Contact:
[email protected]
John Polk
[email protected]
INVOICE Customer:
Fax 123-555-5555
Bill Bailey ext. 123 Approved By
Please review this document and notify us with any questions, changes or discrepancies Invoice Number Invoice Date & Time
Contact:
Delivery Date
E-Mail:
Ship Via UPS Ground
Phone: Fax: Line
Order
Item Part
Unit of
Item
Qty
Number
Measure
Terms net 45 Customer PO: Description
Shipped
Shipped
Unit
Total
Back
Qty
Date
Price
Price
Order
01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Total Comments:
[email protected]
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