Create an Effective Sales Bill Format for Customer Service

Sales bill format for Customer Service

hi this is ivan with simple sheets in this video  we're going to do a step-by-step tutorial of our   customer sales transaction template this is one of  over a hundred pre-built and smart templates that   we offer click the link in the description  and try five free templates before you buy   for any business being able to track your products  sales and even customers can give you insights   which will always lead to a competitive advantage  with this template you can do exactly that with an   added bonus of having the capability of instantly  producing invoices for your customers orders   let's get started the introduction sheet  contains a short description about this template   below that we have a customization difficulty   an explanation of the sheets that come with  this template and some instructions on how   you can utilize this template let's  get into how you can use this template   the template already comes with placeholders so  just follow along as i walk you through each part beginning with the database tab  it is divided into two main parts   namely customer details and product details   the customer details part is where you can input  the name of your customer their address city post   code phone number and email address in the product  details part you input the name of your product   its corresponding part number its unit price and  the unit of measurement fitting for that product   lastly on the far right you can list down the  different payment methods that your company   accepts it's important to make sure that you  input all the pertinent items because the entries   in the database tab will be used for the drop down  lists in the succeeding tabs that we will be using   moving to the transactions raw data tab make  sure you scroll to the leftmost part of the sheet   it is here where you log all the transactions  that you make you input the transaction date   the customer name using the drop down list the  customer order number the invoice number product   and quantity note that if you want to have  multiple products for a single invoice   you need to use the same invoice number for  the different products notice when you input   the product using the drop down as well as the  quantity the part number unit unit price and total   value are computed automatically so make sure  to not put anything in these grayed out cells   the unit price control column has two options  automatic or manual when you select automatic   on the drop down list it picks up the unit  price that you placed in the database sheet   setting at the manual opens up the manual unit  price column and the total value will pick up   whatever you put in there this is useful for  instances wherein you offer clients a certain   unit price instead of a discount rate moving  forward you can input the tax rate and it   automatically computes the total amount after  taxes you can also input the discount rate if   any make sure to record taxes and discounts as a  percentage of the total value lastly we have the   revenue collections part this is where you input  all the times you receive payment from your sales   you start off by putting in the date of payment  the amount paid to you by the customer and the   payment method using the drop down list the  payment period in days shows how many days   the customer took before they were able to  pay while the customer balance is computed   by subtracting the amount paid by the customer by  the total amount after discount seeing a positive   value there means that the customer paid more than  what is due for that item in the transaction while   seeing a negative means they still have payments  due seeing a zero means they paid the exact amount when you want to create the invoice for your  transactions you can hop over the invoice   tab and input your company details on top you  can even add the company logo if you have one   then all you have to do is in the  invoice number cell select from the   drop down the correct invoice number of the  transaction you want to make an invoice for   and all the pertinent details should  appear in case you update anything   in the transactions raw data sheet or the  database sheet you can hit the refresh button   lastly there is a provided print invoice button  so when you're ready to print your invoice just   click on the button and print away to see your  sales performance you can go to the dashboard tab   above you can see some quick stats like the number  of customers you handle and products you carry the   running sales quantity the amount before and after  discounts total revenue and outstanding balance in   the center chart area we have representations  for the monthly sales amount versus the revenue   the customer's outstanding balance the payment  type in days an analysis of the different payment   methods used and the accumulated quantity versus  the sum of quantity on the left hand side we have   slicers for customer product and payment method  so you can easily tailor the chart to what you   want to see suppose you just want to see what the  trends are for customer 3 for products abb and abc   you just click on customer 3 avv and while holding  the shift key press also abc and there you have it   on the right side you have more sliders for the  months we only have a few here now because we   already added some filters using the slicers a  while ago so it shows just the relevant months   and when you want to view a specific  month just do the same thing   click on the months you want to view we also have  slicers on the bottom right for the invoice number   in case you want to view them by certain invoices   to remove the filters just press the clear filter  button on the top right of each slicer group   lastly we have a full screen macro button which  when pressed hides the ribbon so your worksheet   is larger just a reminder that you can't  undo changes done by macros so if you want   to see your ribbons again all you have to do is  minimize the window then there you have it back   that's all for this template if  you want to automate your excel   processes and enhance your level of  productivity simple sheets advanced   templates and university is the best tool  out there i'll see you guys on the next one