Streamline Your Workflow with a Proforma Invoice in Excel for Teams

Proforma invoice in excel for teams

dear elite staff i want to show you how to use the excel performer invoice to code for any job you'll go to excel start your excel software that uh and you will open wherever you have saved your excel profile invoice like here you open your performance invoice like this now something very technical a little is what i wanted to show you is that when you open this you have already quoted maybe in one of these performance you need to duplicate this sheet of excel by right clicking right click down here on the sheet name and say move or copy click move to end click create a copy and say okay now this performer which is already there will be duplicated now what you only need to change uh just a few things like the date you can press ctrl and uh semicolon to put current date you come here you change this number this number has been uh specified as eps which means li to print service prx it stands for performer 20 is the year 2020 october the year the month in which we are so which means when we not know we will go to november we shall have to change this to 11 then in that month of october or november how what number this performer is number what so this could change to number two that's how i do it so the project could be beam labels could be vehicle branding and normally when big companies send you uh a request for quotation they'll give you a reference number so you can always keep it here like one whatever they have given so now you go down here and change um to to put in whatever you are quoting for client here we could put here the client here is mtn eo sorry people box let's say that you can put the telephone over here call that company and then you move down so you can say one and you say momoniaro posters they say a2 130 gsm full color and you say quantity then you could say 300 sheetings this can change automatically but uh what about when we go to say momo flyers okay on a5 a5 a5 at paper all right paper 115 esm full color so and you need 50 000 of them at a each so could you i don't want you to waste time can you select this and copy come select these two and press enter this will copy the formula which is here if you can see up here it will copy the formula and we'll only multiply this and this and it will give you the correct calculations now when you come down here you can see this is a total which total is based on a formula of summation of all of these cells you see here that is a summation it's a formula here is equals some of that and that is also already calculated ingly it is just a calculation of the above cell you can see the formula because that time 0.18 and the grand total is a summation of these two so don't forget to change very rarely changes any quotation will be valid for 30 days delivery you can promise i'll deliver this in two days uh terms of of payment you can say cash on delivery you can face 30 30 net that you are giving them credit for 30 days and so on and so forth so after which something is very technical uh not quite so technical but uh what i want us to see is how will you send this to the client if your computer is well configured how the device you select but even if you don't select there are two ways there are so many ways you can print a pdf but there's in my computer here i have something save for servers pdf but even if you didn't do that we you can go to save as and you say you browse where you're going to save your document like performer export and you say uh sent to customers sent to customers definitely and you come here and you say i want to save a pdf but some computers if you don't have adobe acrobat professional installed on your computer you may not have that option but i know you will not fail to to go about that but make sure you send a pdf quotation do not send an excel quotation to a customer and we will export i expect it to to open when it's done i'm using it opening so we could go there ourselves i know where it is in allied and corporate i have here for my export sent i have it here so this is a pdf so you see i can send this it already has the signature of the big man and the job will be done requires us to go this way thank you