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The template c5009 offers a sample for creating a sales invoice template that supports multiple price levels. This invoice template c5113 is an updated version of c5009. Here we implement a drop-down list for you to choose a price level on creating invoices.
With c5009, you specify multiple prices (5, to be specific) for each product. On creating an invoice, all the prices all loaded from the underlying Microsoft Access database and shown on the invoice form (outside the printable section). Once you specify the price level for the current customer, we use an Excel formula to pick up the applied price for the invoice being created:
=IF(ISERROR(CHOOSE(oknDiscountRate,oknDiscountPriceA_1,oknDiscountPriceB_1, oknDiscountPriceC_1,oknDiscountPriceD_1,oknDiscountPriceE_1)),0, (CHOOSE(oknDiscountRate,oknDiscountPriceA_1,oknDiscountPriceB_1, oknDiscountPriceC_1,oknDiscountPriceD_1,oknDiscountPriceE_1)))
As you can see from the formula above, the proper price is chosen according to the value of "oknDiscountRate". The value of "oknDiscountRate" could be any value from 1 to 5. For example, if you enter "1" into "oknDiscountRate", then the value of "oknDiscountPriceA_1" is applied to "oknPrice_1". Then the value of "oknPrice_1" is used for calculating line totals.
This approach works but could be improved too. In this template, we'll make "oknDiscountRate" to be a drop-down list, so that you can choose a value from 1 to 5, instead of typing in manually.
To add the drop-down list to the "oknDiscountRate" cell, first switch to design mode by pushing down the "Design Mode" button on the "Invoice" ribbon tab. This unlocks the worksheet so that you can change the template layout and design.
- Click to select / activate the "oknDiscountRate" cell.
- Go to Excel "Data" ribbon tab.
- Click "Data Validation" in the "Data Tools" command group and then choose "Data Validation ..."
- From the "Allow" list, choose "List".
- In the "Source" section, enter "1,2,3,4,5" (without quotes).
- Click "OK" to create the drop-down list.
- Now when you click the "oknDiscountRate" cell, a down-arrow appears. Click it to expand the drop-list, which shows values from 1 to 5. You are able to choose one of the values from the list. Assigning any other values to this cell will cause Excel warning message.
- Exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
- Save the template.
That's it! As you can see it is fairly easy to create a drop-list for this invoice template which supports multiple level pricing.
Format and Specification
|Name||Drop-down List for Multiple Price Levels|
|Category||Sales Invoice Template|
|Release Date||Tuesday, April 4, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||13.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|