Invoice Master 06-25-09

  • Uploaded by: Norman May
  • 0
  • 0
  • May 2020
  • PDF

This document was uploaded by user and they confirmed that they have the permission to share it. If you are author or own the copyright of this book, please report to us by using this DMCA report form. Report DMCA


Overview

Download & View Invoice Master 06-25-09 as PDF for free.

More details

  • Words: 924
  • Pages: 10
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]

-

Related Documents

Invoice
July 2020 31
Invoice
June 2020 35
Invoice
June 2020 28
Invoice
June 2020 14
Invoice
June 2020 17

More Documents from "Christina Baker"

Account Register 12 10 09
October 2019 27
Po Master 06 25 09
October 2019 17
Datasort12x1000
November 2019 13
Baseball Lineup 01 25 10
October 2019 14