The printed version.
Simple Invoice Sample - Sales Rep Name on Product Report (c5084)
c5084 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Simple Invoice Sample - Sales Rep Name on Product Report - IMFE edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, but are looking for additional customized templates.
The default product report does not include sales representative name. This simple tutorial on customization demonstrates how to add the sales rep name to the product report by using custom fields.
By default, the main contents of the "Product" report come from "Invoice Body" database table, including fields such as Product#, Product Description, invoice#, invoice date, quantity, unit price, line total. It also includes the cost field for each invoiced item.
Note that on the invoicing templates we're publishing here on InvoicingTemplate.com, the term "price" is the money the client / customer pay you for each unit of product / service they purchase; on the other hand, we use the term "cost" for the money you pay to your vendor. In case of selling of goods / materials, "price - cost" results in the gross profit of each unit you sell out. On most of our invoicing formats, you see only the "Price" or "Unit Price" column, because the "Cost" fields are put into a hidden column.
However if you are a business manager you may also find it is helpful to include the sales representative name on the product report, so that you have an easy way to know who sold out what products in the specified date range. So in this simple invoice template, we'll see the detailed procedure on customizing an existing invoice template to add this feature. We'll be using the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) setup program as our base invoice template and starting point of the customization.
Now when you create an invoice (see tutorial movie), the sales representative name will be saved along with each item. And when you generate a product report, the sales representative name will also be shown to tell you who sold out each item.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Sample - Sales Rep Name on Product Report 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.
|Name||Simple Invoice Sample - Sales Rep Name on Product Report|
|Category||Sales Invoice Template|
|Release Date||Saturday, June 25, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|