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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Music Store Invoicing Sample (Wholesale). Double-click the downloaded file to extract all files.
  2. Open the template "musicstorewholesaleinvoicetemplate.xlsx" or "musicstorewholesaleinvoicetemplate-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Music Store Invoicing Sample (Wholesale)

Music Store Invoicing Sample (Wholesale) (c5059)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Music Store Invoicing Sample (Wholesale) - freeware edition

Music Store Invoicing Sample (Wholesale) - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Music Store Invoicing Sample (Wholesale) - Uniform Invoice Software V3 edition

Music Store Invoicing Sample (Wholesale) - Uniform Invoice Software V3 edition

Download Music Store Invoicing Sample (Wholesale) (c5059)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

366 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.83 MBDownload

Detail

Music Store Invoicing Form (Wholesale) is a variant of Music Store Invoicing Form (Retail). It differs from the original version in that this wholesale version includes a new custom field, Discount, on the bottom of the form, allowing you to apply discount to wholesale clients.

Just like the other new fields COMPOSER, INSTRUMENTATION, PUBLISHER and COMMENT, this new fields "Discount Rate" and "Discount Amount" are also added as custom fields. However, unlike those custom fields that are detailed in the Music Store Invoicing Form (Retail) document, these discount custom fields are added to the "InvHdr" database table.

Adding a custom field to the "InvHdr" table in the database makes it possible to save the field value to database along with the other data of an invoice record. For example, adding the custom field Company Name to the "InvHdr" database table allows you to save the company name of a customer to the database when you save an invoice. If you use Uniform Invoice Software version template Music Store Invoicing Sample (Wholesale) and add the custom field, the value is saved from or retrieved to Music Store Invoicing Sample (Wholesale) whenever you save or reload an invoice record.

The steps of adding the discount rante and discount amount fields to database tables are similar to what we've done in Music Store Invoicing Form (Retail). Note that this time, you have to choose "InvHdr" database table. If you want to set default Discount Rate for each computer, so that the rate value is populated automatically each time a customer is picked up, simply add the Discount Rate custom field to the Customer database table.

It's natural that different businesses need to detail their customer / client information on the different levels. For example, a retail shop may have to hide their customer information at all, including customer# and customer name etc.; on the other hand, a wholesale limited company or firm may need to add more details than what the default fields defined by Uniform Invoice Software.

Adding a custom field to the Customer table in the database makes it possible to save the field value to database along with the other data of a customer / client. For example, adding the custom field Company Name to the Customer database table allows you to save the company name of a customer to the database when you save a customer. If you use Uniform Invoice Software version template Music Store Invoicing Sample (Wholesale) and add the custom field to the invoice form, the value is retrieved and filled into Music Store Invoicing Sample (Wholesale) whenever you pick up a customer.

To add a custom field, let's say Customer VAT Registration No, to the Customer database table, here are the steps to follow.

  • Click the "Customers" button on the "Invoices" ribbon tab for Excel 2007, Excel 2010 and Excel 2013, or click the "Customers" button on the Invoice worksheet if you are running Excel 2003.
  • Click the "Custom Fields" button on the toolbar to open the Custom Field Manager dialog box.
  • Make sure the "Database Table" list shows "Customers", and then click "Add Field". The "Add New Custom Field" dialog box appears.
  • Enter VATRegNumber in the "Field Name" box, select "Text" as the "Type", Enter "50" into the "Size" box. Click OK to create the custom field.
  • Click "Close" to close the "Custom Field Manager" dialog box.
  • Now you have successfully create a custom field named VATRegNumber. To map this field to the Excel layout, use cell names. In this sample, the field VATRegNumber map to cell named oknVATRegNumber. That is, add the prefix "okn" to the field name.

To add the custom fields, Discount Rate and Discount Amount, to the Invoice worksheet, the steps to follow are: unprotect the Invoice worksheet, insert a new row underneath the "Subtotal" row and then name the discount cells, unlock the named discount rate cell so that UIS (Uniform Invoice Software) can write to cell even if the Invoice worksheet is protected.

The protection of the "Invoice" worksheet in Music Store Invoicing Sample (Wholesale) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Music Store Invoicing Sample (Wholesale).

To show gridlines and row/column headers in Excel 2000 - 2003:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

The gridlines and row/column headings could help a lot when design the layout of the form.

To insert a new row underneath the "Subtotal" row: Right-click the row header of the first tax row, and choose "Insert" from the shortcut menu. A new row is inserted, now you have to name the cells.

Naming a cell is easy in Excel, no matter you are using the free edition of Music Store Invoicing Sample (Wholesale) or the Uniform Invoice Software edition of Music Store Invoicing Sample (Wholesale), and the process is the same no matter which Excel version you are using - Excel 2003, Excel 2007, Excel 2010 or Excel 2013. To name a cell, after opening Music Store Invoicing Sample (Wholesale) firstly make the sheet is not protected, and then click the cell you want to name (or drag your mouse to select the range you want to name), and then enter the name into the name box on the formula bar. Note that Excel does not allow you to reuse an existing name in this way. For example, if a cell has already been named "oknTaxType" in Music Store Invoicing Sample (Wholesale), and you click and select an empty cell then enter the name "oknType" into the name box, Excel activates the cell with the name "oknTaxType" in Music Store Invoicing Sample (Wholesale), instead of naming the empty cell "oknTaxType". To name a new (empty) cell with an existing name, you have to firstly delete the exiting cell name, and then use this name to name the new cell. To delete an existing cell name, in Excel 2003 click Excel menu Insert > Name > Define to open the Define Name dialog box; in Excel 2007, 2010 and 2013, the Name Manager can be launched by going to the formulas ribbon tab, Defined Names group.

The Excel formula of the discount amount cell is followed below:

=ROUND(oknSubTotal*oknDiscountRate,2)

You should also modify the formula of the "Total" cell to use the discounted amount instead of the original subtotal amount:

=ROUND(oknSubTotal -oknDiscountAmount + oknShippingCost + 
IF(oknTaxType=0,0,IF(oknTaxType=1,oknTax1,oknTax1+oknTax2)),2)

The discount rate cell should be unlocked so that even when the Invoice worksheet is protected, UIS is able to write to cell, and you are able to edit the cell value manually.

The "Lock" property is a very useful feature in Excel. When you protect a worksheet such as Music Store Invoicing Sample (Wholesale), all cells are locked by default, which means that they cannot be edited. To enable cells to be edited while leaving only some cells locked, you can unlock the cells and then lock only specific cells and ranges before you protect the "Invoice" worksheet of Music Store Invoicing Sample (Wholesale). To lock a cell or a range of cells, first drag your mouse to select the cell or cells, and then right-click one of the selected cell on the form, choose Format Cells. On the Number tab, check the "Locked" box. To unlock a cell or a range of cells, simply clear the "Locked" box.

Tip: If you create a formula for a field or a cell be sure to lock it otherwise a warning mark appears on the cell. On the other hand, if you remove a formula from a locked cell in Music Store Invoicing Sample (Wholesale), unlock the cell to make sure it is editable when Music Store Invoicing Sample (Wholesale) is protected.

Although it is easy to create the layout and format of Music Store Invoicing Sample (Wholesale) with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Music Store Invoicing Sample (Wholesale) uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Music Store Invoicing Sample (Wholesale), Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Music Store Invoicing Sample (Wholesale) is provided in two editions - a freeware editions of Music Store Invoicing Sample (Wholesale), and a Uniform Invoice Software (UIS) edition of Music Store Invoicing Sample (Wholesale). Both editions can be downloaded for free from the download page. A PDF edition is also provided at the right section of this page.

The freeware edition of Music Store Invoicing Sample (Wholesale) provides exactly the same form layout and design in Microsoft Excel format as the UIS edition of Music Store Invoicing Sample (Wholesale). The most noticeable difference, at the first glance, is that the UIS edition of Music Store Invoicing Sample (Wholesale) contains many buttons on it, such as Customers, Products, Invoices and Reports, etc. These buttons calls features and functionalities implemented by UIS. For example, if you click "Save To DB", UIS validates and checks the current document on Music Store Invoicing Sample (Wholesale), generate a unique invoice number automatically (if necessary), and then save it to the backend database.

Like other form designs here on InvoicingTemplate.com, Music Store Invoicing Form (Wholesale) is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c5059
NameMusic Store Invoicing Sample (Wholesale)
CategorySales Invoice Template
Release DateSaturday, September 20, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)24.75
Print Area$F$3:$N$42
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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