Create Your Proforma Invoice Template DOCX for Customer Support Effortlessly

Proforma invoice template docx for Customer Support

good afternoon my name is kelly gillespie and i'm going to lead you through a windward template building exercise today i've got a simple invoice on screen skeletal document with just some static text remember to begin by populating this with some data tags and then now tag the appropriate data in the appropriate parts of the document to begin i'll come over to data sources connect to a data source you'll notice the icon turns to green we've successfully connected and the data bin verifies by allowing us to see the tables views and stored procedures available to us to start i'm going to take advantage of two native word features one on the home ribbon for show hide paragraph marks this shows me non-printing characters like carriage returns tabs spaces it helps me position my cursor effectively in the document i also like to exploit this table tool layout design ribbon here for view grid lines i don't turn the borders on but i often split and merge table cells to control the layout of my document both static text and dynamic text alike with those two things turned on i'm ready to start positioning my cursor and dropping tags to start i'm going to build an input parameter that allows me to filter down to unique customer record and the related orders for that customer so i can do that by clicking on input parameters and adding a new input parameter my customer where i give it a default value and use it at runtime to filter down to unique record once i've given that a default value i'll save that off position my cursor right above this table and add a query tag query tag holds a one side record so i'm going to give that the name customer because that's the data it's going to hold and i'm going to give it the same nickname customer i'll begin by opening it up in the tag editor and expanding the data source to find that customer table and drag over to company name i'll use the wizard to create my filter this drag and drop interface allows me to expand the data source and the pane to the left find the fields i'm interested in like address city region postal code and simply drag and drop the data i require i can see the real time results the pane to the right and here in the middle i'm able to create a filter so that i can uniquely find that customer record where the customer id is equal to the runtime parameter i created in the previous step once i've done that you see it filters down to great baits food food market it's built to select for me here in the bottom window and i'm ready to proceed again i like to preview as i go to make sure i got the data i want and now i'm ready to start dropping tags and pointing them to the data i've retrieved out tag for company name i'll do one for the address the city common space the region or state of course the postal code i'm gonna also make this text the same size as the surrounding text 12 points and what i'll do is i'll start by using the data tree although i can find it in the tag editor and get there a click sooner with the data tree you see the query tag we've populated here customer and i'm able to point to the data i want that out tag to be assigned or associated with address city region and of course postal code you see how easy it is to assign these tags very straightforward in interest of saving time i'm going to copy these out tags for ship to build two over here to ship to and make them the same and for some reason this bottom row here change color so i'm going to turn back to black there we go and i can change them back to the right color by just clicking through them make sure the data looks the same it's also 12 and ariel and not bold okay now that i've got all the tags looking the same i'm ready to start working on my orders i've got a table already set up down here with the column headings and i always begin i put in a for each tag right below the column heading in the first row and an end for each in the bottom row and remember everything between these two tags repeats for each record in the record set so now i'm able to start dropping out tags for the associated columns of data that follow see just a couple more here again i'm going to size these tags to be the same as the surrounding text 12. i'll start by firing up this for each but first i'm going to name it orders because that's what it's going to be now i'm going to fire up the editor and i'm going to use the wizard to build out this select statement i'm interested in the orders i can get a customer id in there for my filter and i'm going to need a product id to find the product and i need the unit price and the quantity as i drag and drop again you can see the real time results here to add my filter i click in the middle as we've done before drill down to those orders where the customer id is equal to you guessed it my runtime parameter for my customer i see all g reels orders and pane to the right it's built to select statement for me including the inner joint love the wizard preview as i go i see have a proper variable name here so i'm ready to close that tag and start populating these out tags again i go to the out tag point to the data tree expand my for each loop and put my order id in there give that the nickname id so it does not take up so much room in the in the tag editor we can again preview to see what we get i'll move this out of the way size this window so you can see as i move step across tags now under product name but when i expand the for each variable and drag and drop product id i get a number not a product name that's not what i'm interested in so again i'm going to use my wizard i'll expand down to the products table bring over the product name which is what i want to see and use the filter to look it up by product id right i'll go to the product table i'm interested in the product where the product id is equal to before each variable or column that brings back the product id and you see i get a name here so that's what i'm after again i can preview as i go and see i'm getting product names i'll move off to the next column here i'm gonna expand orders and bring over unit price again i preview i see i get numbers but they're not formatted so i'll come over here to the properties ribbon type that as a number and format it as currency again i can preview as i go to make sure it's right before i move along now i'm going to expand the four inches i'm going to drag the quantity over here to the query window preview i got a nice integer so i'm going to move along to the total column and here i'm going to combine two fields i'm going to take the quantity times the unit price right that's going to make my line total and when i preview that i get a number so when i come to the properties ribbon again i want to make this a tight number and i'm going to format it as currency but i'm going to do one more thing i'm going to give this out tag a variable name line total so i can aggregate the line totals into a grand total later and since it's in a table i'm going to use a shorter nickname and just call it total now i've got my for each populated and all i need to do is add a set tag outside the context of the for each since set tags don't show up in your output there's no sense of formatting them i'll call this my g total or grand total and i'll open it up in the tag editor and give it an initial value of zero now i'll select the tag copy it and put it right after line total here and zoom in here you see that little show hide paragraph mark so show me that extra space and i can get rid of it remember set tags don't show up in the output so following line total is necessary for me to aggregate the total now edit this set tag and simply expand these two set tag variables that i've created one with an out tag one which is set tag and g total is going to equal itself plus sign total isn't it and that's how i aggregate in the context of this for each to get my final number again it's a type number now it's just a question of positioning my cursor inside the table dropping the now tag formatting it to be the size of the surrounding text and then assigning it to that grand total it's a number and it'll be formatted as currency if we've done this correctly we've just built out a windward 10 but very quick and easy and under about 10 minutes you pass in the runtime variable it populates the one side record and the mini side records i can turn off the show hide paragraph marks and gridlines now and you can see how very attractive customer invoice in less than 10 minutes