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Cash bill format in excel for Management
hello this is Randy with Excel for freelancers and welcome to the point-of-sale application in this exclusive training I'm gonna show you how we create an amazing point-of-sale application we're gonna start from the beginning from in a blank sheet so every step every line of code and every field and format I'm gonna show you how you can create an amazing application right before your eyes so let's get started all right thanks so much for joining us today I've got a really fantastic training for you today something I've never created a point-of-sale application I'm gonna walk you through it I hope you'll stay it's gonna be a little bit of a training not tons of code more formatting we've got a lot to cover today I'm really excited about this before we get started I want to make sure you know that you can get this application download it using the links in the description below absolutely free in fact this one's gonna be a zip I'm gonna include some pictures for you maybe some bar code fonts the application so you won't want to miss it make sure you download it and also especially with these live trainings I tend to make maybe there's a few updates or a few issues worth the live so you always want to download my version and compare your version with my version I always appreciate when you try to program these yourself and I think it's really fantastic so you always want to compare those if you have not subscribed yet please do so using the button down below and make sure you click the notifications belt I create these trainings each and every Tuesday absolutely free for you and I love to see what you can create so I always appreciate that if you do like these trainings and you love Excel you want to turn your passion into profits I have just the course for you in fact our Excel for freelancers mentorship program is gonna teach you just how to do that turn your passion into profits in fact in this program we're gonna go from concept to cash and everything in between in weekly videos while I create an amazing accounting right along with you and I hope you'll create your own applications right along these are weekly subscription-based it's an amazing course and I hope you'll jump on the bandwagon tons and tons of students are loving it and learning how to create and sell their own applications alright great glad we got that out of the way and also if you do like these applications and you want over 100 of them I do have a 100 workbook pack so I'll keep that in mind I'll put the links down low if you want to get 100 of them it's just $37 okay thanks great let's get started as you can see I've got a blank sheet here nothing on here I've got sheet number one called POS that's gonna be our point-of-sale application I've got another sheet just with a few item names and these are linked to pictures I've got some pictures for each of these it's just simply item ID item name item description price and an image this image is linked to a folder and inside that folder I've got some images here as you can see right here I've just got some pictures and they're basically they're linked actually on my desktop I've got a folder of the same pictures on my desktop I'm include these pictures so you can play around with it as well so you can work you don't have to create your own pictures that way you can try out and add features and customize yourself so I'll include these in this little table so you have everything you need all you'll want to do in your own applications is make sure that you update these links with your actual filings right these are to mine so that's not gonna help you these image links so I want to make sure you get yours and then of course the sheet 3 is gonna be where we're gonna put our sales I want to track all the sales that we've done previously that's important as we create this so XI 3 is gonna handle this so again this is gonna be our main application where we're going to in turn print receipts items here and then sales here so let's get started as always what I like to do is I like to save the first two columns for admin and we hide those columns so let's color those a little bit differently and while we go into the home I'm just gonna call it those gray I always want to hide those columns and keep those for admin so that's a great way to do that next up I want to give it a name let's just call it something like point of sale and that way we'll we can color the columns let's say all the way through oh and then we're gonna save some room for receipt so we're gonna format these cells give it a fade so maybe a fill fate I'll use something a little bit different than I usually do if you're familiar with this bed it will just take a minute and watch some times repetition helps so even seeing it over and over again helps and then I'm gonna code the one below a little bit less of a fade and then we'll give it a fill effects a little bit lighter of the turquoise color so we'll go to here and then I want that fading into the background the main background color so let's call that I'm also going to clear out some of those rows with some for the receipt so not everything's going to be colors on with the background or the receipt and the background is let's say K through N K through and I want this to be our receipt so I'm gonna actually make that white and so color that white because I want our receipt to print out and then we can extend this con so basically the idea is to have our receipt here and our form here and then this column will just be for space just so that you can extend this off a little bit so that way your screen is all the same color so we'll give it a font a larger font and I'll merge and center it maybe to J and so we have a little bit of a larger font and we'll increase the font maybe to about 32 or something like that it's something nice and big oh that's too much okay all right that should be good let's go with 32 I like that a little bit better and we can then add some icons in here and add some shapes what I want to do also is I want to add an item name let's say in three item item name I want to put that in there cuz that's important and then I'll put the description down here and then I want to picture also so I won't put in that picture so we also have I also want to know the subtotal of that so let's put that sub total here cuz I want to keep track of it and then the tax I want to put that there total I want to keep that pay type I want to know what type they're paying with and payment and then change also I want to keep track of the change as well okay actually I want them all in the same column so just copy those over and paste them here I want them all in the same column then I'm I'm going to then have a space for each one of these so we'll block those out and then keep that in mind all right so that's basically what I want I want to keep track of that so all right I'll put a border around that I'm gonna format those cells and put a border let's say the same darker turquoise color and we'll use a border inside and out border and I'll use this dotted line for the middle okay so we've got that we got a total and I'll write justify this so that we can see that and then I want to add codes I want consistency so let's add colons on these here pay type and then payment we want to keep track of the payment and then we want to keep track of the change really there's only the pay type and the payment are going to be user entered the rest are gonna be calculated so let's put these in the background as white okay I want that probably put the item description right here so let's put a box around that format the cells again we're gonna use the same border here same color consistency all the way around and then I'll put a dotted line here at horizontally because I want that description to go let's put it solid light actually and I'll put the dotted line here so we want the item name I want to give it a little bit larger space for that so I'm gonna merge and center it and left justify it I want the item name here in the item description here so I'm gonna merge the center that too and let's give it a little bit more space for that and right justified okay so we've got the item name we're gonna put the calculated information here and then I also want the course the price of the information let's go put that in the sick price I want to show the fresh ball I'll be able to change that price as well so we're gonna put that as white and I also want the quantity we also want to change the quantity okay key here so both of these are gonna have the same formats both of those are gonna be editable color those white there and we also want to make sure that they're both right justified and then in this case we can keep those let's say right justified as well all right so we're gonna format those cells pretty much using the same borders that we have the same border colors that we do throughout the application and we'll use the same border and then I want the dotted line in the middle vertically okay so it's starting to come together now let's save our work and I also want some to scan the item of course we're gonna be scanning atom that is important so we're gonna put that here let's just put scan item here cuz I want to put a little bit large in case it's a in case it's a larger number and then left justified that's put in a colon keep it consistent see we like consistent here and then right justify that and do the same thing here so let's make this white and again put the same borders around that formatting the cells with the border I thanks for your patience on these while I format these but you seem to really likely to watch me create these so based on your views I'm gonna try to do a lot more than that alright so we have our basic I'm gonna put the picture here I want that a little small picture here and I'm gonna put a button set here and then I want to put a button set here as well the receipt information will go here and this will be just a little spacer alright let's add some buttons in here so I'm gonna insert some pictures here and see what we got I've got some saved already so I'm just gonna insert those they're gonna be bigger siliceous bring those down to points there's something manageable so that we can see those and then we'll size them ingly those are the ones they're gonna go on the button so we'll have to bring those to the top but we have a this is an icon here that I'm going to use for the entire point-of-sale application so I'm gonna drag this up here make it a little bit bigger so it's obvious and then I'm going to added more of a theme color which would be this so get a little bit more theme color we can also add a little bit of a shadow on that so we can click pictures and just add a little bit of a shadow so it kind of looks nice make this bold and we can also add a little bit darker color on to this okay so now it's kind of a nice we get to see that so we have the item name but let's add in some buttons here because I want to make sure that we have the button so the user can actually use a touchscreen which is kind of a nice so we're gonna insert shape or just can use a square shape in here okay let's give it a size try a little bit bigger point six and maybe a width of point seven okay so that's kind of a nice size for that we have a nice big button there so that's going to work and I want to give it something closer to the theme maybe this okay that looks that looks nice you want to actually give it a font larger font so I want to put it make this button number one and then I want to Center that of course and then we'll duplicate it but it's obviously it's gonna be a lot bigger than that so how big should it be probably about let's see thirty-two maybe let's click the button and click 32 here okay that's given a nice button there we go that looks good nice and big and then we're ready to duplicate that let's duplicate it control D and then oh this is gonna be for two and then we can duplicate that again and we'll click on there duplicate that this will be for our number three nice and then we want also of course number four so we'll duplicate that control D because I want one for each one and let me just go ahead and do these I'll pause the video while I create each one you get the point so I'm gonna make this a little quicker okay now I've created all twelve buttons here so let's now that I've created all twelve buds I'm gonna name them and very important to name them at least yous gonna be four letters at least minimum four letters and a number so if I were to if I were to add let's say I wanted to do but1 that wouldn't work why wouldn't that work because that's a cell so if I hit enter it's gonna go right to a cell see that but1 so we want to make sure that we have at least four letter so let's do that b ut n one button one okay so that's gonna work just fine and I'm gonna do the same thing with each of the buttons there's no need to watch me name each one of them so I'm gonna pause this video and just name them all button button - so hold on a second while I do that okay I've named all the buds at least one through nine this is gonna be zero this is not gonna be zero I want this to be clear I want to be able to clear bug so let's type that in clear and then we're gonna have to obviously reduce the font size on this one so let's go ahead and reduce it down to where it'll fit in the cell here let's drop this down here and reduce that down scroll up probably okay that one looks good we can go a little bit higher and then I'm gonna underline it control you alright great so we've got that we've got our basic format buttons there now so let's line them up all we need to do is use our selection here and then I'm gonna line them up like this format and then we're gonna align to the top and then I'm gonna probably bring them a little bit closer in now I've got a lot of to cover here so I want to bring them closer in here and then also importantly we're gonna group everything together once we're set up so there we go that's look a little bit tighter here so we can I want a lot of space I want to add buttons here too so we're gonna keep that a little bit closer together okay good so now we've got everything nice and close together and I'm gonna line the rest of these up and there's no need for you to watch me do that because it's kind of boring so I'll hold on a second I'll pause it while I line everything up nicely and then we'll create some more buttons alright now that I've got everything lined up I want to got a few more things you don't want to name this button obviously clear this one's gonna be different now the different purpose clear button and I also want to add this one it's gonna be a little bit different it's gonna be called decimal button cuz it's gonna have a little bit different macro alright okay excellent we've got a few more buttons to create I want to create some different payment types so let's do that let's create some buttons I'm gonna just duplicate one of these buttons using ctrl D and I'm gonna shrink this down the width because I want to fit more in here okay maybe 0.5 because I want to put three buttons in here the same size and there's gonna be no text on this what I'm gonna do is I want to put a payment to type in here so I'm gonna do I want actually three payment types I'm gonna duplicate this three times total of three buttons and move them over here because I want all three payment types and then all right we can line those up and distribute them just by selecting them control and then formatting make sure we align the top here and then we want to distribute them horizontally that looks nice all right and then I also want to make sure the bottoms are the same as these I want to make sure those are all consistent so let's line up the bottoms or the tops either one would be fine okay so we've got those now let's add some payment text and the first one I'm gonna do is cast so I'm gonna put that icon right here now let's bring all let's bring all those to the top first so what we're gonna do is we're gonna select on all of them because we created the buttons after spring forward bring to the front okay so now they'll be on top of the buttons we're just kind of handy so cash we have cash we have a credit card here I want to bring my credit card as a payment option and then the check option also so we've got those three options here we can line those up nicely so that everything's group properly format and align the middle right here okay so everything's lined up nicely and distributed align I also want to distribute them horizontally so everything's centered and we can group those very soon but I want to create a payment button also on this so let's also duplicate this one I want a payment button and that payment button is going to be larger but I want the same height as this so let's align the top this is gonna this is how you create very buttons put really quickly and easily okay and what do we want to give the name I want to call this payment but we're gonna have to reduce the font so payment and then we're gonna reduce the font so that it fits and I want right justified because I'm gonna add an icon on to that so let's click the button itself and then lower the font here and then I want to increase the font obviously it's gonna be a larger button and I'll give this the width maybe around one point that should be fine width that should be okay as it is and then we'll move that over here and then I'll line the left here because I want to make sure everything is lined up align left and then click on here and then we're gonna align the right to this button that way everything lines up betterment create three more two more buttons aligned to the right okay good so now we've got everything centered and let's add an icon for this so we can put in an icon there can probably increase this font we created that button after salutes again moved to the top bring to the front all right so let's that's it looks like a good I'm going to create two more buttons ctrl D and then I want to bring these two also because we're gonna add an icon to bring those to the front as well alright and this one I'm gonna be next NEX T because I want to go to the next record so we'll use that and I also want to print record we'll increase the font here just temporarily bring this all the way down here and then I want this to be our print button so we'll capitalize and then we're gonna increase the fonts on both of these buttons so holding down the shift I want to increase those just pretty much larger that's pretty good something nice and large okay good now we're getting said we got our button set and what we want to do is we want to group these start grouping these let'em so I'm going to hold down the control and group those and then I'm gonna do the same thing here and I'm gonna group those this is our shortcut for grouping and I'm gonna move this one a little bit to the left and group that because I want those always grouped I also want to group these button sets so I'm gonna do my selection tool and I'm gonna highlight everything because I don't want it and I'm gonna group it and importantly right after we grew up what we want to go to the properties and we want to make sure that we don't size it we just spent a lot of time making sure everything set up but we want to click move but don't size ourselves in fact that's gonna go through all of our buttons once we get sick because when we change these columns I don't want these buttons sets to move but I want to make sure that everything is set up right so we're gonna bring down and make sure those bottoms are lined up align the bottom okay that looks pretty good and we can bring the font so now we've got our next button we can group that and we've got our print button here will also want to line that up okay good that we can bring this up a little bit more looking good now we've got our POS coming together very very well I'm gonna group all of the buttons line them up in the middle so everything looks great and group that and make sure we also group this one line them up everything's going to get lined up and then group it and make sure of course after we group everything everything's not grouped we also want to make sure that we are moving but not sizing that's very very important so we're going to properties move but don't sighs okay so we've got this named and set up our point of sales coming together we're gonna put our receipt information here and looking very good we can align those alright let's get into the naming right now so we can name everything properly so let's put this as the next button and heat n EXT button and this will be our print button everything should be pretty clear make sure you always name it so you know it that way you can see it on the shapes print button and there's specific these are gonna have specific names and I'm gonna show you why because it's gonna be a lot easier to create macro so I can use the same macro for each one if I use specific names not necessarily the group but the individual shapes so let's take a look at this I'm gonna name this let's go into the selection pane it's much easier to work from there and you see the selected what I'm gonna call this is just cash and I'm also gonna sign the same name generally we don't but in this case is gonna be very specific cast I'm gonna sign the same name to that and also I'm gonna do the same thing with credit card I'm just gonna call this card and I'm gonna call this card now we're gonna use the same name because we're gonna turn this name automatically into the payment type and we're gonna do the same thing for check check just so both the picture the icon and the button are going to have the same name okay great so we've got payment we've got this everything's perfect and let's name the payment button and then we're done that we can start writing some code but and I also want to payment payment button okay so we got everything name we're gonna put our picture here we're gonna put our subtotal here and put our receipt let's start working on this receipt I want this gonna be Merchant Center and I'll call this sales receipt and then let's make that a little bit bold and bigger of course that would be good and then I'm gonna put down a also want to merge and center this and the next few lines as well because we're gonna put in some information there that we want merge and center those and I want to put probably the name of the store let's call it Fred or rosary's my favorite name groceries and I also want to put the address one two three four five Main Street USA and then probably a phone number here all right so next up I also want to know the receipt number here so I want to put that in here receipt number is very important because we're gonna keep track of that and then the next up I want to know the date also the date of the receipt and the cashier and we'll just put in Frieda Frederick's that's Fred's sister Frieda Frederick a and then the date I'm gonna abuse a long date here also on emergence enter these holding down the control merge and center merge and center and then left justify it and then these are going to be right justified so we can see our receipt come to life here great so what's next well I'm gonna skip a line and then we want to put the information so here I want the item here the quantity the price and the total great and I want to Center those and then put a dotted line above that and below it so we're gonna form out those cells format and then I'll put like a dotted line something like this above and below so it gets kind of a look of receipt that looks nice and then our items will go here so Apple here would go here the quantity one and then the price would be let's just say $2.99 and then the total be probably equal to this times this so just to get an idea of where we're going there or that okay so let's focus on the formatting now I want to format this entire one probably as a none because we want to use generally could be 1.5 and these are gonna be price columns so let's just format all those down there as a currency or format price okay and this one looks good the way it is I like I like the way it's looking now and so all of our items are gonna go here and then I'm gonna want probably things like subtotal and total down here so I would want to put something like at least temporarily like total here tax your total would be here paid amount I want to know the amount they paid and the change so those are all important I want to know all of those that information is gonna be below the sheet now it's gonna be dynamic right so we're gonna put this in dynamically because we don't know when it's gonna end we don't know how many rows so that would look good I want that there and then also want something like thank you for your receipt but it's gonna be dynamic so I'm gonna say something like thank you come again and then a barcode here let's put those in and using text because I want them standard around there so many she click shape and insert insert a text box here I'm gonna make it about the same size as the width of this receipt and then I want to put in a message so something like thank you come again something like a message and then we'll Center that no borders I don't want any borders around that so just wanted it no outline on that so we'll just click no outline make that bold so we can see what it would look like and okay good I like that and I also want a barcode font here and it's gonna be based on this receipt number so if I enter receipt number one zero zero zero I want a barcode based on that so let's enter another text box in fact let's just duplicate this one using ctrl D but I'm gonna change the font and this one it's going to be equal to whatever is going to be that receipt number here so equal that receipt number so that's what I want good but now I want to change the font I want a barcode font on that let's try code 128 obviously that's too small so let's increase it a considerable amount and then increase this all right I like the way that looks there okay so we have thank you and we have a nice barcode font here that's a good footer message and let's put that lower here and then we can raise it up a little bit nice so we've got those two and let's make them on top of each other and we're gonna Center those format align and I'm gonna put line the middle and I'm gonna group those because I'm gonna use those basically but they're gonna be displayed dynamically because we don't know how big this receipts gonna be so let's group them and always when we group format the cells right format the shape in this case and go to properties and move but don't sighs we don't want that moving we want ed say we mean we may size it ingly a little bit anyways ingly just to make sure and I'm gonna give this a specific name calling it footer group okay so now we've got a footer group and now we got this is going to be dynamic of course and I want to put some conditional formatting in here as well all right so our receipts starting to come together I like the way it looks so far we've got a lot more work to do what do we want to focus on some information based on the items what items we've selected I also want to know when I select an item I want to know what I've selected so let's add in some additional information here I want to know when the items gonna load what I want to do is I want to select an item and I want that item information to appear here I want the item name the item description the price and the quantity to appear here when we select it when we enter a scan an item I want the number that we enter just to automatically enter here and then automatically add it down here and keep adding and adding and adding so but I want to be able to edit existing items as well so we need to know when the item is loading meaning the information is coming from here and going into here so that's important as well I also want to keep track of the totals here so we need yeah so I want the item load I also want the item row I need to know what row the item and that's based on the row here then the database I also want to know the receipt row or seat row that's the road that we selected here and I also one more thing I want to know the next receipt number see team number I don't want to know that because that's important I want to understand which is the next one so we can load up so they're all unique the numbers and then we'll highlight those give those a distinct look and feel so that we can see the difference okay good so we're set with that that's all we're gonna need as far as that and let's go ahead and name some information create some named ranges now for the items I want to create a dynamic named range for the item ID because we're gonna need to locate that so that's very important so let's go into the formulas name manager and create a new actually let's highlight this let's make sure we include the header name manager and then new what I want to do is create an item ID but it's gonna be dynamic so we're gonna have to add offset in here let's copy this we're gonna use it in a moment and then we're gonna do is I'm gonna type in offset and I want to include the header but only because if there's no data I want to make sure that doesn't create an error so we're gonna include a two but then we're gonna move one column down and then comma comma count a I want to know all the text in that in that whole column of course I want to increase in more than twelve so we're gonna go let's in nine nine nine nine just in case we have a lot of data and of course since we're counting the header we need to subtract one minus one comma one which means one column let's tab out and tap back in to make sure that the dancing ants cover our data which it does it's perfect so I'm gonna copy that entire named range in control C and I'm going to click OK I also want another one for a item name so let's click new click item name I want to named range there and then I'm gonna copy this and I'm gonna paste it now all I need to do is change the column so I can change a from A to B and then we're set so I'm gonna put this be just in three different places B and then B again tap out tap back in make sure that it's covered okay we're good to go and I want one more new item description I'm gonna follow the same procedure in fact we're just gonna paste it in there and change a to C that's gonna quickly be able to create three different named ranges using offset tap out tab in make sure that it covers our data and click OK alright now I've quickly created three different I also want to create a named range for our receipt numbers in our sales our sales page is gonna have this just call it sales history whatever we want that's fine and inside that sales history I'm gonna put some information I want to know the receipt number so that's important I also want to know the date that the receivers made the cashier who rung it up and then of course the item the quantity price and the total so I'm gonna want all that information here it's gonna be just a basic table so we're going to merge and send to that here and then just give it a basic color it's not so important the formatting of this one okay so but what do I want I want to know all the receipt numbers so I want to make sure that I can have a dynamic named range for the receipt number so let's do that let's create one more dynamic name and formulas name manager new we'll just call this receipt number and of course this is gonna also use the offset so again we're gonna say I'll set using the sales a two through a and obviously you can much larger number so we're gonna copy that back that up comma one means one column we don't want to start at the header comma comma County I want to count all of them again paste it in but increase that made a larger case we have a lot and then again minus one because we need to exclude the header row me including the header so there's no air when there's no data combo 1 and then close parenthesis tap out tap back in make sure that it covers good so it does all right so we've got we've got our named ranges now covered so now we can add in a little bit of a formula so we understand we see our item numbers 1 0 0 1 1 0 2 ok good let's focus on some of these I want to know the next receipt number so how do we find that what we just created an extra seat let's see if we have any sales we have 1 & 2 but I are just going to be probably like 1 0 0 so let's put in some larger ones I want because I want a big barcode font so 2 1 0 0 and then let's just say 1 0 0 1 so our next I want to know what the next one would be so we can do that using if air and Max equals if air if in the air because if it's an error if there's no data we also need to set in initial receipt number so we're gonna include the max and the Max's of the receipt number what is the maximum of that plus one that's gonna be our next increment plus one but what if there's no data if there's an if there's no data at all I want to start it off and let's just say 1000 okay let's take a look perfect one zero zero two now as soon as I delete the data as soon as I delete these two it's gonna get should go to 1,000 so let's go back and check perfect that's what I want 1000 1000 here so we know our next receipt number I want to know the selected rows the user makes a selection change I want to know the row and I want to highlight that row and I'm gonna make sure there's data so for example if they click row 10 I want to highlight that I want to know which row the user has selected so we can add in some conditional formatting let's click on the first one and then go way down here just to there and then what I'm gonna do is add some conditional formatting so go back into the home conditional formatting manage rule so I'm gonna create a brand new rule and use a formula what is that firming and based on based on of course B 10 so it's gonna be equals B 6 equals row open and close parenthesis now I want to give that a specific format based on our theme so let's go into the fill fill effects and I'm gonna choose this darker color here but I want to make sure to give it a font so I want to contrasting so we're gonna make it bold and make it white it's gonna give it a contrasting so that we know what they've selected apply that make sure the form applies to click okay all right so when they click here I want that to be hot and I also want to load the information that's what's gonna happen here and I want the item name here to appear here and I want the item description to appear here all right so we've got the item name how do we know I want to know the item based I want to know the item wrote based on the scanned item information so if they entry 1 0 0 1 which of course is our first item Apple I want to make sure and that starts on of course I want to know Row 3 when they enter 1 0 0 1 I want to know it's Row 3 we have named ranges but they start at Row 3 so we're gonna need to add 2 let me show you what that like so equals if they're always wondering if they're cuz I don't want to make sure we're gonna match is what are we matching I'm gonna match look up this value one zero zero one and I'm gonna match it based on the item ID and I want an exact match so that's going to be zero in case there's an error I just want MP to show up but I don't want one right one's gonna show us our first row I really want the row so we always have to add two because I want to know the road not that it's the first item so adding two is gonna do that so now we get three four one zero zero one and if we change this to 1 0 0 2 we are going to get 4 which is exactly what I want alright so we've got that this is going to be a true or false here because what I want to know when the item loads so now that we've got in that's all we need for that I want to know that item description we can use that based of course on this name so we can use an index for that equals index what are we indexing I'm gonna index the item description which we have here what are we gonna base it on base it on the row we know the row is gonna be here we can also base it on the name the match let's match the name so that way no matter what we select we can no match we're gonna look up the name and we're gonna base it on the item name here item name and then we want an exact match so that's gonna get us the rule the row in this case we don't have to add because we're indexing the same item column comma 1 is a column and let's just take a look at that ok granny smith apples now that creates perfect it looks just right that's just the way I want it we've got apple and if we change this to strawberry handpicks from ok great so we've got the description for strawberries and based on the name that's what I want why do I want that because whether they enter this or whether they select it I want the description to show up here perfect and the price is going to be dynamic based on whether they enter here from the database or based on whether they select here the price so there's going to be two different prices the price if they enter here the price is going to come from right here but if they select on existing item the price is going to come from here and that VBA will handle that let's focus on the subtotal now because we to make sure we get the totals right in the taxes alright so that's gonna be helpful the subtotal is basically going to be a formula based on all what's in this column but I can't just total what's in this column because I also have the subtotal of tax so I have to use the sum if it's got to be based on something some if there's a value in column K then we can sum it so let's use some if for that equals some if and what is it we're gonna sum if and it's gonna be based on this sum if K we'll use a large number I want to make sure that that contains a value before we sum so what is that sum then we're gonna use quotes does not equal course so that's gonna mean as long as it's not blank what that means and what's the sum range I'm gonna sum this right here okay great so I'm gonna add again that to a large number 999 cuz in case we have a lot of numbers so perfect so that means if I add figure here and I add a some kind of a description here again Apple it's gonna add in but if I add something here it's not going to add in right because there's nothing here so that's exactly what I want adding only in the numbers if they're values if there's a value in column cave perfect and the tax is going to be equal to let's just say this times point 10 let's say 10% tax and then we can also format these let's format these dis and disks actually not the payment but that's okay format this okay and the payments gonna have to be text because we're gonna be using that based on a entry so I'll show you what reason for that is in a moment okay so we got pay type that's gonna be based on this total it's going to be equals the sum obviously of the subtotal and the tax perfect okay great so we've got that all right that looks good that's just the way I want it however this information is gonna be dynamic right I don't want it to be here it could be here it could be here we don't know where this information it's gonna be dynamic based on the last row so one of you is I'm going to copy that I'm gonna place it somewhere other than really where I want and then we use VBA to place it back in so I'm gonna place it right here and then what I'm going to do is I'm going to based on the total number of items I'm gonna place it dynamic in the road below this is also going to be placed dynamically too so we can place it here so here basically what all I need to do is say equals the subtotal equals the total tax and then equals write the total and then we're just gonna paste the values is there and the paid amount against again equals also in fact this one I'm gonna do through VBA but I'll show you that in right and then equals tochange okay great then all I need to do is copy and paste this based on the last row all right so what's next so next up what I want to do is I want to start with the VBA we're almost ready everything's looking really good we have our screen all the way updated I really appreciate your patience on this I'll put the picture in here dynamic let's get into the VBA and start adding information here so we can get this working and get you a POS that's going to work all right into the VBA developers Visual Basic as you know there's no code let's add a module here so we're gonna insert a module and we'll just call this POS macros using the properties and we'll just call it P Oh POS macros any name we'll do and the first thing what I really want to do is what a user makes change to e 10 I want to add the information all in here and I want to add it in the first available line here so I want to add it in make it really easy so let's create a macro and call this add item so we can get rid of this and we'll go sub add item all right and I also want to know the item row that's really important so we're gonna dimension the item row as long and I also need to know the available row which is the first available row so available grow as long as well okay so the first thing I want to make sure is that b5 contains a value right we cannot add an item if we don't know the item row that's really important right it can't add the details I can't add the price of quantity and the name if I don't know the row so if this is a bad information if it's four five five right there's no item this is gonna be blank so we need to make sure that item contains an actual row so let's go ahead and make sure that we put in the check in VB that's the first thing we want to do you can reduce this a little bit so we can see both screens while we have them up okay so first thing with sheet one that's what we're focused on if dot range b5 equals empty then exits all right nothing we can do okay so nothing we can do if there's it's empty so we can no next up I in case there's any picture here any previous picture I want to make sure to delete that so we need to write some code so we can delete any picture as we're loading new items if that picture doesn't exist it's gonna create an error so we want to wrap it an on-air resume next dot shapes item NIC dot delete right we want to delete that and then on air I use autohotkey to automatically type it's a free software autohotkey that's what you'll see me typing really fast it's automated okay so next up we're ready to set the item row we know the item row that's in b5 don't we right so we can copy this just write equals b5 item bro next up I need to know the available row where are we gonna put it I need to know the first available row in this case it's going to be 12 so we can use that using K and Excel up plus one so we can write that in the code so the available row is equal to dot range and then we'll just use K let's say nine nine nine dot and Excel up dot row that's gonna give us our first available bro okay good so now that we have our first available bro we we can set the receipt row I need to know the receipt row what is the row in b6 I want to put that in b6 I want to know what row remember we added conditional formatting for that right so if this changes to 11 I want to know what row that we just added so we keep that in mind I want to know the wrong put that in b6 so dot range b6 dot value equals what is it equal it equals of course the variable we just said sheet 2 D and the item price available row set receipt row great so what do I need to know next next up I need to know I want to put in the item price and the item name so let's start with the item name dot range III I want to add in III III is right here I want to put in the item name right here that's gonna automate the description because it's based on the firm so first thing really just put in the name based on where it is what is it it's gonna be whatever is in B and the item bro so that's pretty easy so let's add that in right now so got range e let's put that correctly t3 dot value equals right sheet 2 is where our items we'll look at a cheat to range B and the item Rome and the item row dot value okay that's the item name I also want to end the item price so the item price is going to go in f6 f6 let's take a look at that right here I want to put that right there so that's where the item Row is going to be taken care of so we can add that in right now dot range f6 what is that going to be equal to he's gonna be people to almost the same but of course a different row equals sheet two and of course this is going to be D the D price is located in column D descriptions located in C item price but we don't need the descriptions automated through our formula so we don't need to add that and that's automated I also want to default the item quantity to one I want to default the quantity to one so we can set that up dot range in this case it would be F 8 f8 one setting the default you can set your standing but I think we want to be fine default item quantity to 1 all right so now we've got our default item quantity now we're ready to add let's just put an add item detail to the receipt detail to receipt okay great so we're ready dad so basically what I want to do I'm going to add the name of the quantity the price and the total through a formula I'm gonna put in a formula here so we can do that with the following lines of code dot range okay of course that's gonna be the item name K and what K and the an available row and the available row dot value equals what it's going to be equalled III dot range III cuz we've already added the name in e3 because that's gonna be our item name good to comment everything out what's next we can copy and paste this and make it a little bit quicker here next up is the quantity right so that's located in L that's column L we need to equals here and we need the equals here okay so we've got the equals and what where is our quantity located that is located in f8 so we're gonna change this to f8 and then put in item quantity okay so good so now we have that what are we at what else do we want I want the item price we got to have the price in there so that's going to be in M so we can copy that and change this to M M is gonna be where price is located and it's coming from f6 right our price is f6 which is right here we want our price f6 and it's going to go right here in a column so we can do that so we're gonna call that item price next up what do we want well now I want the actual formula and that's gonna be located in column and n is gonna be where formula is so we're gonna paste that in change this right we're going to actually gonna be quotes keep quotes equals L n quotes and the available row another and sign and then quote and then I want to use the time she goes multiple times which is the asterisk and again and in this case it's going to be M right we want to know the price and am in fact we can compete like those together am and the available row okay so we have L times M right L available row times n again let's just do that here L and the available row times m and the available real perfect that's exactly the formula that I want to enter so we have that there alright now that we have the formula let's just put in total price formula all right so what's the next step next step I want to check to have the pictures right we want to add some pictures in there once we select I don't want that picture to show up as soon as I select it I want to show the picture that's whatever that picture is based on this image here we've got the image here so I'd like to have a nice picture show up so how do we do that let's write just a little bit more code first of all we want to make sure that actually there we don't have any issues with the filename in case it's not found I just don't want to load the picture I don't want it to create in here so we just have to run a check let's just use on-air resume next but I'm gonna I'm gonna comment that out in case there's an air on air resume next but we're commenting it out we're gonna add it in later so it's just in case cuz it it's not good in case there's an error I need to know I know that these are correct so I don't want any errors to show up but if there are if I make a mistake in the code I want I want the air to show up now so keep that in mind if directory we want to check for that final path what is the file path sheet 2 right dot range what is the range it's going to be II and what II and the item row and the item row that is the file path of the picture dot value VB directory does not equal empty then right if it's not empty means the file has been found then we can continue so good so we have that and if so now we can add the rest of the code in if there's a correct picture so what is that well first of all with right we're focused on the she with dot pictures pictures dot insert what are we inserting of course we're inserting this right here this file name right here gonna insert this that's what I want to insert so let's copy that paste that in there not the comma and so then I what I want to do is once it's insert that will insert it so what I want to I want to focus on that with dot shape range because of that shape range I want to do a few things with it what do I want to do well the first thing I want to lock the aspect ratio lock aspect ratio equals NSO true when a lot I want to make sure that that aspect ratio is locked I want to set a height for that and then equals let's just say around 45 maybe something small like that 45 and then give it a name on a specific name name equals item pick that way it's always the same name we could easily delete it and then end with and then end with perfect so that's the way we have so now we we have our shape we've set the information but now I want to work with it what I want to do with dot shapes I want to this which shape the one we just add an item pick with that I want to do something with it I want to place it in a specific cell and I'm gonna and I want to make it visible so dot left what do I want to place it equals sheet one why we need sheet one now because we're on with dot with shape so we need to specify sheet one range what I want to place it on a place that let's take a look where we want to place that back in here and we want to place it right about d6 let's put that d6 inside the code range d6 . left and then the same thing with dot top top of course it's also gonna be d6 but top so let's copy that paste it down here and put the top and I want to make a visible adopt visible equals and there so true okay that looks good so now we've got end with there and now we want the end if so let's write remember this is the end if that's based on this is a directory it's a clear link so we have that perfect and I also want to do a few more things let's go on air zero right in case there's that way if there was an issue with the link and let's comment that out for now but we'll add that back in a little bit later on just in case there's an air with the picture so also what I want to do is I want to clear the item ID I want to get ready once they've entered an item I want to clear this out I want to get ready for the next item and I want to put it in that way they can just scan the item in and it's automatically ready for the next item so let's do that let's clear it out top range e 10 through f10 remember it's a merge cells so we need to clear up both of the cells or all of the cells in that dot clear contents and then clear put in a note clear item ID and I want to make sure it's ready for the next one so let's select that dot range eat and remember we only need one cell in a merged cell there remember we only need one cell and a merge so when we're selecting it so I'm gonna just select that and get it ready for the next either alright so we're done with that let's run this code and see if we have any issues let's make sure we have a specific ID and let's run this code to save it before we run code in case we make a catastrophic mistake then we can always just close it out so we're gonna run this and it looks nice let's take a look at this apple perfect it put in the price it's got the price the quantity and it's cleared it out and to put the picture and just as we wanted okay great so now we've added the item in and let's just put in now what I want to do is I want to make this run automatically when the user makes a change to e 10 so let's add in that code right now so when the user makes a change we want it that's gonna be a change event based on our POS sheet and it's gonna be a worksheet change so worksheet not selection change but change will add some code in selection change shortly so I want that change to happen when we make a selection what kind of selection do we want I want to write on on change of item if the row is found if the row is found and add item to found and add to receipt so what do we do so if not intersection which one e 10 e 10 if the user makes a change to e 10 and I want to make sure eat n is not empty and range e 10 I want to make sure that in case they cleared out that kind of change I don't want dot value does not equal empty then what then I want to run the macro add item well if if you're not sure what the macro name is use it in all lower case and as soon as it changed to upper case you we know that it's the right watch did it change let's bring this out a little bit so you see how it changed let me show you that again I put it in all lower case add items but I'm not sure if I got the item name right so as soon as I hit enter it moves to all caps and that means you know you've got the macro right so add items so that means as soon as we change it it's gonna add an item so let's clear that out and now let's give it a try so as soon as I add an item one zero zero two it should work perfect banana okay great but you know what I messed up one thing notice how I replaced my I wanted all the available role must be plus one so let's go back there go back to PS and because that replace the same row so look at our available row here available row not the last row the first available row plus one that's important okay we got that fixed up now one zero zero one at an one zero zero two perfect so it seems how it's selecting and now what I want to do is I wanna select a specific item I want a few things to happen I want to make sure that that information loads up here when I select it so let's get that that's on selection change so why don't we add that code in right now and that's gonna be called load n so our add item code is working just good just the way I want it and let's continue on with another macro called load item and what do we want that to happen when we make a selection of a specific receipt I want to load that item up because this one's working just fine now so how we gonna do that well that's based on the selection change so let's go back into the worksheet here the worksheet code and focus on our selection change so what are we gonna do let's write some let's write a comment here on selection of receipt item load item details if not what are we going to focus on K through n right K through and that's our receipt so let's look at that K and our first rows k10 through and let's just large number nine nine nine I also want to make sure that K actually contains a value otherwise you can't load anything and range K and the target row target row dot value does not equal empty in that case I want to load then then do something what I want to do then I want to load all the information in so the first thing I want to do in b6 I want to put the row remember our row must go in b6 that's that highlighted row right here so I want to put that in b6 so let's do that that's what the first thing we'll do range remember we don't need dot range because we're on the sheet itself range b6 dot value equals target row that's the selected row okay so we've got that next up now that we have that we're going to set the item load to true I want to make s
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