Invoice & Order Minimize Data Entry - Especially Name and Address
I'm generating every day 100-150 invoices in Excel.
Every time I'm entering Customer Name & Address and other details.
So, I want to minimize my data entry. my Idea is I will enter all customer names & Addresses in separate data file with customer ID No.
At the time of Invoice generation I will key only Customer ID #.
Automatically Customer name and Address to update/write in my Invoice transaction file.
please guide me step-by-step
* first-of-all how do I create customer master (source) file
* and how to link that source file and invoice transaction file
Re: Invoice & Order Minimize Data Entry - Especially Name...
Do you have Microsoft Access? If so, you could use that to create a database and an invoice form. You could also use Access to "dump" the info into Excel to track and record.
Otherwise, try searching for "Import Data" in the Excel help. It would be very difficult to walk you through the whole process, but if you have specific questions about certain steps, that would be more manageable.
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Yes with invoice factoring, you'll be asked to take in a notice of assignment on the invoice and delivery note. In case the buyer client previously has the invoice, you can let him know that you have assigned the invoice with an invoice assignment letter.
Two ways to do this. Add them as a customer with there address. A good policy is to use their phone number as customer number. That way repeat customers are already available. Then go to SETUP, SETUP SCREEN, RECEIPT tab, PAGE 2. Under PRINT CUSTOMER INFO, check NAME AND ADDRESS.
If you are not interested in building a customer database, add a button at the bottom with the function INVOICE NOTES. After taking order, hit this button and enter address. It will appear at the bottom of invoice.
B Mattern email@example.com
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The VLOOKUP function is a handy one to know when you want Excel to
lookup a value in one place and insert it in another. For example,
let’s say you have a list of all of your customers on a sheet named
“Accounts” and an invoice on another sheet named “Invoice”. When you
type in their account number on the Invoice, you want Excel to fill in
the name of the customer and their address (and this information is
included for all customers on the Accounts sheet). A VLOOKUP will do
this for you.
There are a couple of types of spreadsheet - Depending on the size of the data you are working with - filter may the quickest option or Query report.
Your worksheet will contain all your data i.e. Customer, contact no, outstaning actions and due date - You can create a filter aon this set criteria on the due data - as less than or equal to todays date - which will only display your outstanding actions required by today or earlier.
Another option if you have installed MS Query, is to create a seperate report - again using the criteria of due date being less than or equal to today.
Producing this from your existing data is much easier than trying to re-create your data - But I can send you how I would create this sheet if the above explanation is not easy to follow - If you let me have your email address.
this discussion could go on for days (month? a semester at least?) but data is any piece of information you want to capture and save. a name. an address. a phone number. (actually they are examples of pieces of data - and whether you capture and save them or not they are still pieces of data). data "forms" a database when you save it (in the dataabase).
the database usually has tables representing related pieces of infomation.
the CLIENT table may have the following fields:
the ACCOUNTS_RECEIVABLE table may have
Notice how the CLIENTS table is "related" to the ACCOUNTS_RECEIVABLE table by the Client Number - hence the term you may have heard RELATIONAL database.
If you are paying your sales tax by invoice date - the payments will not affect your liablity. ie you owe the whole amount of sales tax as of the date of the invoice. If you are paying sales tax as of the time of payment. You will owe sales tax at the time you receive payment.
Since you are using progress invoicing, the sales tax would be come due at the time of the invoice. If you are just receiving payments, you would receive payments (as you would with any customer, and not invoice until time of completion. You would just need to make sure that your preference for sales tax due date is set to Invoice date, not time of payment.
I will suggest you to create small application in .net for ths which will add some value and process your data;If you want to use Excel only make a master sheet with details and use it in other excel sheets
If Sale Line 100 is an Excel Template then it is simple.
The Templates are just preformatted spreadsheets which are edited just like any other spreadsheet.
If you mean that you are using the Template to create another document but wanting all the fields to be the same as the Invoice then I suggest the following method:
Copy the Template fron Worksheet 1 onto Worksheet 2.
Add and remove any fields that you wnt to add or remove (Prices would be deleted on this copy and the title would be changed from Invoice to Delivery Docket, etc)
Then (on Worksheet 2) in the fields that you want to be the same - click on the cell you want the same Data in and hit the = sign. Then go to Worksheet 1 and Click on the cell that you want the data to be the same. Hit Enter. This will send you back to Worksheet 2 and you will see that any data entered into the cell in Worksheet 1 will now also appear in Worksheet 2.
Repeat this process for all the cells you want copied from worksheet 1.
When you complete the data in Worksheet 1 (the Invoice) all the data selected will automatically appear in the cells selected on Worksheet 2.
Try this on worksheet 2 select cell A1, type =, then open worksheet 1 and select B1. You will be returned to worksheet 2 and the formula in cell A1 will now read =Sheet1!A1. Enter anything into Shhet 1 A1 and you will see that it appears in the appropriate cell on Sheet 2.
When you want to print off the Invoice and the Delivery Docket - you only have to open each Worksheet and hit Print and a copy of each worksheet will be printed giving you an Invoice and a Delivery Docket with the appropriate info on each printout (eg if you exclude prices from the Del. Docket then after completing all the details in the Invoice will create a Del Docket with all the relevant information other than the prices.
You need to calculate the totals for each category, by entering a formula such as: = C2 * 12.00 where C2 is the location of the hours and your hourly rate is $12.00. You can fill in the C2 part in each formula by clicking on the cell you want the total in, then typing the equal sign, then selecting the cell that you want to get the hours from, then enter the multiply operator (asterisk *) which is a Shift + 8 on your keyboard or the * over the 9 key on the numerical keypad. Repeat for each entry, using the correct cell and the correct amount (in this example it might be $18.00 for overtime hours). Then you just total all the formulas by using Autosum, which you invoke by using the Ʃ symbol, which will give you a sum of the cells you select. If this isn't clear enough, please let us know.