Document Description Your Company Name PURCHASE Your Company Slogan ORDER Address City, State ZIP Phone 123.456.7890 Fax 123.456.7891 The following number must appear on all related correspondance, shipping papers, and invoices: P.O. NUMBER: 100 To: Ship To: Name Name Company Company Address Address City, State ZIP City, State ZIP Phone Phone P.O. DATE REQUISITIONER SHIPPED VIA F.O.B. POINT QUANTITY UNIT UNIT PRICE TOTAL -$ -$ -$ -$ -$ -$ -$ -$ -$ SUBTOTAL -$ TAX RATE 8.60% SALES TAX - SHIPPING & HANDLING - OTHER - TOTAL -$ AUTHORIZATION 2. Enter this order in accordance with the prices, terms, delivery method, and specifications listed. Please notify us immediatel. About Biztree Since 2001, Biztree has helped over 12,000,000 entrepreneurs, business owners, executives and managers to start, run and grow their business more efficiently.
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Excel Order Form In the screen shot below, you can see the completed order form, with drop down lists to select products. The steps below explain how to build this order form. Set up the Workbook To begin, set up two sheets in a new workbook:. Open a new blank workbook. Rename Sheet1 as Order Form. Insert another sheet, and rename it as Products Create the Product List Next, follow the steps below to create a lookup table with product names and prices.
The list will be formatted as a named Excel table, and named ranges will be added. Type the List. On the Products sheet, type the list of products and prices, as shown below, starting in cell A1 Format as an Excel Table. Select any cell in the product list. On the Excel Ribbon, click the Home tab. In the Styles group, click Format as Table. Click on the Table Style that you want to use.
Check that the product table range is correct - it should be $A$1:$B$6. Add a check mark in the box for My Table Has Headers (it should be checked automatically). Click OK The product list is now formatted as a table, with an outline, and drop down arrows in the heading row.
Stationery Order Form Template Excel Pdf
Learn, and how they work. Name the Product List Next, follow these steps to name the cells in column A. To learn more about Excel names, go to the page.
Stationery Order Form Template Excel
Select the list of products in cells A2:A6 (do NOT include the prices in column B). Click in the Name Box, at the left of the Formula Bar. Type a one-word name for the range - ProductList - then press the Enter key Name the Product Lookup Table Next, follow these steps to name the lookup table. The heading row will not be included. Select all the product names and prices in cells A2:B6 - do NOT include the headings. Click in the Name Box, at the left of the Formula Bar. Type a one-word name for the range - ProductLookup- then press the Enter key Start the Order Form To start the Order Form, follow these steps to add the headings:.
Type the heading 'Order Form' in cell B2. Format the heading font and font size. Make column A quite narrow, e.g.
Width 1.00 (13 pixels). In cell E2, enter this formula, to show the current date: =TODAY. Format the date cell - this example has day-Month.
In cells B9 to E9, enter the column headings: Product, Price, Qty, Total. Select cells B9 to E14 and apply the All Borders option from the Borders list. Feeling good torrent pdf architect. Reduce the height of rows 1, 3 and 8 to about 4.5 (6 pixels) Create Product Drop Downs The next step is to create drop down lists on the Order Form sheet, to make it easy to enter a product. There is more information on creating drop down lists on the page.
On the Order Form worksheet, select cells B5:B12. Choose Data Validation. From the Allow dropdown, choose List. In the Source box, type: =ProductList.
Click the OK button Add the Price Lookup Formulas in column C will return the price for each product selected in the order form. The formula combines two Excel functions - VLOOKUP and IF. The IF formula checks the product cell, and if it is empty, it returns an empty string ', so the price cell looks empty: IF(B5=',',. The VLOOKUP formula tries to find the selected product in the ProductLookup table.
If the product is found, the formula returns the price for that product, from the 2nd column in the table: VLOOKUP(B5,ProductLookup,2,FALSE). Click this link to learn more about Follow these steps to add the formula in the Price column:. On the Order Form worksheet, select cells C5:C12.
Type the formula: =IF(B5=',',VLOOKUP(B5,ProductLookup,2,FALSE)). Press Ctrl + Enter, to enter the formula in all the selected cells. Calculate the Row Total Quantity will be entered in column D, and the row total calculated in column E. The formula is wrapped with an IF formula, to prevent a zero calculation if no product has been selected in a row. On the Order Form worksheet, select cells E5:E12.
Type the formula: =IF(C5=',',C5.D5). Press Ctrl + Enter, to enter the formula in all the selected cells.
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Total the Order The SUM function is used to total all the rows in the Order Form. On the Order Form worksheet, select cell E14. Type the formula: =SUM(E5:E12). Press Enter, to complete the formula. Format the Order Form Add cell borders and font formatting, to make the Order Form more attractive, and easy to use.
On the Order Form worksheet, add column headings in row 4, as shown below. Add the main heading, 'Order Form', in cell B2. In cell C14, type 'Total'. In cell E2, type the formula: =TODAY. Select cells B4:E12, and add borders. Add fill colour to columns B and D, where data entry is required.
Format the heading fonts as bold. Format the date as desired. Add a Customer List To enhance the order form, you can add a worksheet with customer names and addresses. Then, select a customer name on the order form, and have their address fill in automatically. Add the Customer List. Insert a new worksheet, and name it Customers.
On the Customers sheet, in row 1, and the headings, Name, Street, City, Prov, PostalCode, DateEntered. In the following rows, enter data for a few sample customers.
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