Eliminate paperwork and begin recording sales order information in a computerised system. It will help avoid losing important documents, and keep all sales orders organised. Using Microsoft Excel to create a sales order will help the user save time because some of the calculations are done automatically with formulas. There is no need to calculate subtotals and totals manually. Excel has easy-to-use templates that will help users get started in creating a sales order form.
- Skill level:
- Moderately Easy
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Things you need
- Microsoft Excel 2007
Open a new workbook in Microsoft Excel 2007. Click on the "Office" button on the top left hand corner and select "New."
Select the Microsoft Office Online under "Templates" and type sales order in the search box. Hit "Enter."
Select a template such as "Sales order (Simple Blue design)." Click on the "Download" button.
Fill in information on the company name, slogan, date, invoice, customer ID, return address, and shipping address. In order to add the company logo, go to cell A1 and click on the "Insert" tab in the toolbar. Click on "Picture" and find the picture on your computer and click on the "Insert" button.
Enter the following information pertaining to the order: salesperson's name, job, shipping method, shipping terms, delivery date, payment terms, due date, quantity, item number, description, unit price, discount, and sales tax. The line total cell is automatically calculated by multiplying the quantity by the unit price, and subtracting any discounts. The total discount cell, subtotal, and total cells are also automatically calculated using formulas.
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