Get Your Sales Invoice Template Free Download for Product Management

Sales invoice template free download for Product Management

this week i've got an incredible training for  you i'm going to show you how you can create   this amazing point of sale with inventory and that  means for both purchases and for sales we're going   to keep track of inventory i'm going to show you  how to add items and also increase the quantity   also remove items we're going to be able to  also search for items just with an entering   and we're going to be able to search for vendors  or for customers simply by selecting it's going to   be an incredible training i've got so much to show  you we're going to do it all from scratch so let's   get started all right thanks so much for joining  me i've got an amazing training for you point of   sale this is not the first point of sale back a  while ago we did the original point of sale with   nearly 3 million views i took a look at over 2  000 comments and suggestions on that video we read   every single one of them we put all that to work  and we're going to make an even better point of   sale today we've got dynamic categories dynamic  custom categories are going to be add items   if we double click we're going to be able to  simply increase the quantity just by selecting   on it we're going to be able to decrease the  quantity we are going to be able to clear pay   print refund void and click next just by a click  of a button we're going to show you how you can   create your own in this training i hope you do  like these trainings if you do all i ask is that   you do click the subscribe and don't forget  to click on that notification icon bell that   is going to ensure that you get these trainings  with you each and every tuesday i create these   free of charge if you like this workbench you  want this workbook and you want 200 of my best   workbook templates i've got an incredible  promotion right now just released 200 for only   77 and that's going to include in a complete  library workbook so that means a single click   on your excel to open the application and a single  click to open the youtube complete with a library   i hope you'll get it that's going to help us out  here keep these trainings for free every week if   you like that that's the 200 workbook zip file in  fact it's even more than 200 workbooks so i hope   you'll pick that up all right this is the sample  copy this is what it's going to look like you're   going to be able to log in and log out also forgot  to show you that so that's going to be incredible   we'll have multiple users we're going to do it all  from scratch this is the sample i'm going to close   this up and we're going to recreate this right now  from this sheet now let's get started here now i   did put a little bit of data in here and some  other sheets that's going to help move things   along a little quicker we've got a lot to do in  this training as it is all right just go a little   over a rundown of what we have in this application  all the components of it this of course is   going to be our pos sheet that's what you just  saw in the sample we're going to be creating it   right from this screen from this sheet but we also  have an admin screen now admin we're going to be   able to set categories set icons here so that  way you can change this you can learn how to not   only change this but to customize it and create it  yourself we've got our main categories here drinks   and beverages fruits and all the way across here  then we have a set of subcategories so for example   for drinks we've got soda wine beer and so on  and so forth so each category has a list of sub   categories gonna help us out a lot to do that we  also we also have the tax name so we can customize   an individual tax name we've got a tax rate so  that we can customize it if we want to set it to   8.5 it's going to automatically be set and we also  have a footer message now keep in mind i have some   name branch already set this is called tax name  notice up here tax name this is called tax rate   this is called footer message okay i've also  have order statuses so that we can customize   if we create an order but it's not paid for it's  going to be open if it's paid if we've refunded   or if we void it now this way you can customize  it yourself i've also got different roles right a   role would be for a user for example we might want  a certain user to only be able to add sales and do   nothing more not void not clear or not do anything  we might also want another staff to be able to add   sales and purchases right sales and purchase we're  going to have both and also we want to make sure   we want to have a manager that can do everything  add edit void refund sales and purchases   so we've got three roles of course you can set up  more those are user roles so we've got all that   in there and then also in the orders i've just got  some data in some order so we're going to have an   order id an order time whether type whether it  was a purchase or sale a status whether it's   paid or open customer vendor if there's any not  necessarily we don't necessarily need a customer   but we can put one in if we want to we can  have a user in fact i'll just copy this put   some more data in here so it'll be helpful for  filtering a user right whatever the user was   just some test so let's update that and we don't  need that so and also if they've paid the total   price of paid now we're going to come up to this  a little bit later on in this we have order items   those are the individual items per order so for  example if i've got an order id it was a purchase   and row three we've got that the sku or upc number  the product name the quantity and the amount if   there was a discount we're going to go over this  so you don't need to get everything right away you   don't understand exactly what it's for but i just  want to know that these are all the individual   items on a per order basis so for example all of  these orders here were for order number 1000. all   of these order items are for order number one  zero zero one we also have a list of customers   just a basic list of customers we'll see how far  we get if we're going to be adding new customers   you can always add them to this list and we also  have a sorted name of customer sorted name we   want that we want one list of customers and then  we want a sorted list so that we can sort them   alphabetically also on the vendors exactly the  same let's think about putting total sales here   total purchases we can do that pretty easily if  we want to we'll see it depends we've got a lot   to do in this training so vendor i've got a vendor  id and just some basic vendors just something very   basic a list of products i put in i had my my  staff helped me with this a lot of products here   so we got a lot of products and that's going  to help us get create those product categories   and those individual items so set up some  products here and just some prices here and   just a list of users a basic list of users user  id username and then the role that they'd have so   that is also going to help us so that's all we  have there that's all i've set up everything   else is going to come here on this point of sale  so what we're going to do is we're going to create   those first two columns as we almost always do  if you haven't had these trainings i'm going to   i'll leave these for admin so what the idea is to  eventually just hide these columns and then nobody   will see them these are for admin purposes and  we're going to use probably the first let's say 11   for one purpose and i'm just going to give  that a different color and a board i'm going to   pin this here and then what we're going  to do is just going to give it a border   and then i'll give it a green color because  i want those specifically for the pos   we'll give this light green and then i want to do  let's say 13 through 17. we're going to this is   going to be used for totaling and subtotaling in  other words i want my totals and subtotals and and   payment information to show up here so i'm going  to call call that a little bit different it's   going to be linked here right so nobody's going  to see this once we hide these columns then we'll   do one space or column and then let's put some  headers just we always do all the way up let's go   all the way to let's just say y here i'm going to  format those cells and i'm just going to give it a   fill here and i'm going to do a fill effects so  we're going to start out at a darker color here   then we'll just go to a lighter color medium  color here and then give it that fill effect   the line below is going to be one less so i'm  going to do that right here format those cells   i'm going to do fill effects again we're going to  go a little bit lighter on this one so i'm going   to go this one to the lightest blue and then it  is that lightest blue that we're going to use   inside the background the background and that's  what's going to be our general color so then what   i'm going to do is i'm going to go all the way  down here just go all the way down enough rows so   that we cover that and i'm just going to give it  that background fill which is that basic so we've   got that nice fade effect here that looks good  okay saving our work more often hopefully we'll   remember what i want to do is i'm going to give  this a title and so i'm going to use in this case   i'm going to we can use whether it's cell based  or text based but i'll use in this case i'm going   to use a shape-based title which sometimes we  do so we're going to call it this is going to   be called point of sale and then we'll give it  with inventory because i'm going to be tracking   inventory on this and that means both purchases  and sales all right so now let's customize that   we'll increase the font here to about 36. i'm  going to also use a different font we'll go with   one of my favorites just clear we're going to go  with arial rounded which is here i'll increase it   and then i don't need any border and i don't need  any fill so we'll shape fill will go to no fill   and the outline will go to no outline and  then we'll increase it so we can see it all   point to sale with okay inventory all right that  looks good it's nice and big i'm just going to   center that here make it nice and big and bring it  all the way across here okay i like that and we'll   give it a little bit of a different color maybe  this color okay point of sale with inventory make   sure i spelled that right otherwise you're going  to be staring at misspelling for the next hour   two hours or however long it takes us to do  this so what else do we want here i want to   i want to know if it's a purchase or  sale that's kind of important right so   let's fill in some of the information here what  we want i want to know what type it is so we're   going to put the type in here is it a sale or is  it a purchase very important here i also want to   know when the order is going to be loaded we may  not need that i'll leave this one empty for now   i don't think we're going to need order load  but we might need this a little bit later on   let me also put in the three i want to  know the order database row in other words   what row order database bro what roads here's  our orders here's our database is it row three   four five that's going to be based on that order  id i also have some name ranges already set up   so that's gonna go here here i want the next order  id next order id we're gonna go over the name   ranges very soon here i'm gonna want the search  order row and so when we search for something i'm   going to show you what that's like and then we'll  we'll build this out a little bit more but let me   put in after that the selected row i want to know  what row selected let's go ahead and continue with   the design here so we can know what we're going  to do here inside d3 this is emergence center i've   already had it set up i want the order results  remember i showed you that search form right   i want these columns to be hidden unless we're  searching for something and that i want those   results to come down here so we're just going to  call this order results and they're going to come   here and then what i want is the ordered on day i  want to know when it was ordered that date order   on and the next one i want customer or vendor  could be a customer or vendor in fact we don't   know if it's going to be a customer vendor so  what we can do is we can just write in customer   vendor we'll even abbreviate that make it customer  or vendor then what i want to know is i want to   know the order id which is the order id so when  i select on one of those orders i want it to   to load up here we'll give it some a little bit  of a color format those cells maybe just the gray   fade out so gray will be our accent color we'll  use that so blue is our main color so i'll use   gray as our accent color and then again i'm going  to use the fill effect here and here and then i'm   going to do here the same thing a little bit less  formatting those cells and then fill effects here   then we'll just go to the light gray here and then  the lighter gray here so that's going to give it a   nice fade effect for the both the heading and the  sub heading here then i'm just going to also add   whoop and there we go so we got the so i want  those results now we're going to put a button here   to close that right if once i'm done with those  orders i want these to be hidden so we'll add   that in very very soon what else do i want i want  a spacer here so this row is going to be a spacer   here i want the user to enter the order here  and be i3 i want them to enter so we'll do enter   let's just put order and they'll put an icon  there and then here i want them to search for the   customer enter customer or vendor we don't know  which one it's going to be could be a vendor could   be a customer here what i want to do is i want to  have let's take we don't need a data validation   here let's clear that out data validation and  then clear clear all okay so here what i want   is basically like a formula based on whether it  is a sale or purchase here i'm going to put the   customer vendor notice i have a drop down list  here data validation it's kind of i was kind of   cheated a little bit right okay but that's okay so  basically here in this list i want the customers   or the vendors drop down list here so here in this  label portion i want to show what is it a customer   or is it a vendor so but i'm not sure it's based  on whether it's a sale or whether it's a purchase   if it's a sale it's going to be customers so  equals if in this case b1 equals let's get if   the word right not iffy it's not iffy it's for  sure if b1 equals sale then worse then we're   selling it and we want to show the customer right  or something we're selling then what i want to   appear here is customer and then a colon customer  then colon otherwise it's going to be vendor   and then colon okay so that's it so basically  as soon as this changes to let's say purchase   and then it's going to automatically change the  vendor that's what i want okay perfect so then   what they'll have is a drop down list of either  one here and then what i want to have here is this   to be able to scan in the u the s the sku or the  upc or whichever one that code right i want to put   scan the user will scan it in here sku or the upc  it's the same thing upc called different so here   they're going to scan for that item here should  have cleared out the data validation so i'm going   to do it right now so i'm going to do that just to  clear it out and then we'll go ahead and add it in   data validation and then click ok and then clear  all okay basically that's what i'm have here so   these three i'm going to make white here so we  want to put the white background because they're   going to be user entered and then borders all  the way around for everything so here we'll go   all the borders then so basically they're going  to enter the vendor or the customer here based   on whether it's for sale they're going to enter  the upc here and then also what i want to have   is a user right we're going to have a user name i  want that to appear here and then i want the order   on date here order on date right here below that  we don't have much here we don't need to put much   in here i'll put a formula in here but we're good  on that so the username will go here so we'll just   put in let's say fred fretters you know fred's  a great and then that's just temporary fredders   fred's got to make his appearance in this  video he's made his appearance everywhere okay   now let's say the status here i want to know the  status is it open or close status and then let's   just say it's open that's going to be that's  not going to be user generated so that's going   to be oh so then i want to put in let's say after  that maybe the order id order id and that's going   to go in p order id so the official order id is  going to go right in here status is going to go   here i like that okay so i'm going to put borders  around there notice it's kind of merged and sit   because i just cleared it out from the previous  that's why things look good just to make things   faster it's already going to be a long video so  i like that the order opens so none of these are   going to be editable they're editable they will  stay in blue just like that here what i want to do   is i want to have the quantity on hand and so here  is going to start out here's going to be where our   table starts out so right under here is where  we're going to have i want to have that table so   here it's going to be the sku we'll put the sku or  id whatever it is ku upc id here then the another   header we're going to the product name and then  also after that i want to know the quantity i'm   going to put in the quantity or order quantity  then what we'll do is we'll have the amount so   then the amount what is the initial amount i want  to be able to put in a discount this time if they   want to put a discount on a per item basis  that was one of the things that was requested   so i want to do that for you and then the total  okay so that's pretty good so i got that so   all of these are going to get uh just a basic  color here this is what's going to show up on   their receipt this is the header there's the first  part of it so i'm going to format those cells   and then we'll just give it a let's say this gray  color here we'll give it a light gray color that's   a good start so it shows out and i like that there  and then we just need to give it a border all the   way around i'm going to give it a border all the  way around it here format those cells and maybe   i'll do the border all the way around and then  i'll do the fill i'll just do from light to medium   i think that should be kind of a nice look for the  receipt there so i'm just going to go from light   in the two color and then to medium here that's  nice okay clicking okay and then bring this up   into your screen view and clicking okay so down  here is where i'm gonna have all the information   here and down here is we're gonna we're gonna have  conditional formatting so that as we add rows here   we want that conditional formatting and then what  i want to do is what you saw was called a floating   footer now that footer is going to be based on  shapes right so that means that footage is going   to include the address the barcode the subtotal  everything it's going to be all based on shapes   that way we can easily move down that shape as  we add or remove items it moves up and moves down   automatically very cool so i'm going to show you  that today so here is where i want to put let's   put in the total let's bring and let's bring this  out a little bit here and just like that okay i   don't want to have a border between there so i'm  going to format that so let's just remove that   center border here very good i like that the way  it looks good and so here is where i want to put   those quantities on hand so i'm going to format  this cell and just give it a little bit of a blue   border this quantity on hand will not be printed  on a receipt so it'll be a little bit different   but i do we do want to be able to show when we add  an item how what is the stock level of that so we   want to know that so that's good so we'll have  that stock level every time we add an item so   okay just going to put some borders around there  that should be fine any border so here's where   we're going to have the items and then here all  the way over here is where we're going to have   our specific shapes right so they're going to  start here i've got in fact six shapes here   it's going to go all the way over here and it's  going to be really cool well let's do that let's   let's bring these colors down i want to add a few  more columns on this one so we'll just bring it   all the way over here that's good so bring it over  basically i'm gonna have six different categories   six different categories let's build that out now  i want those categories to show up based just like   these columns are right up here you can have a  log out button right up here so these shapes are   going to be here so let's add those category  shapes in now so i'm going to insert a shape   it's going to be just a square shape and i'm going  to put it down here now the size of it let's do   0.75 by 0.75 that should be 0.75 and then by 0.75  do that that'll be perfect what i want to do is i   want to have the first one show up here right  about say here let's give it a look i want to   give it a specific look something like this here  probably go a little bit darker on the color there   but we'll set those colors up inside vba because  i'm going to have them switch when we select it's   going to go to one color and then it's going to  go to other color so i'm going to give this a name   because i want this to be called category 1. so i  want this so category 1 2 3 4 5 6. so we're going   to replace them it's going to also be based on the  columns so i wanted to show basically on the left   of this column right here and then now it's spaced  out ing now i've also spaced out these   columns a little bit better to help us so i'm  going to duplicate that and we're going to create   six of them here and this one's gonna be called  category two and then the names are very important   so then i'm gonna do again category three here  and then three more times and then ctrl d again   making this category four and the placing is not  as important right now and then duplicating it one   more five and then lastly six so i've got six main  categories that's what i want to do with it so   six so we've got our categories in here  we're gonna put those icons now what do i   want the contents of those i've got these icons  we're gonna they'll be spaced out a little bit   more like here anyway so a little bit so we want  the last one here based on this column here to   the left and so what i'm gonna do is i'm gonna  hold down the control here i'm gonna make sure   they're lined up vertically and then i'm going  to format and then i'm going to align those   i'm going to just distribute them horizontally so  what do i want i want those to be basically equal   to whatever is in these categories here so this  one if i link it directly it'll be automatic so   why don't we do that based on the admin what is  in d4 so all i need to do to link that up is just   inside the formula bar here do equals and then go  over to admin here and then just change that to d4   now i'm going to copy that and i'm going to enter  so that's going to add it up automatically there   but that's not exactly i want to format that but i  want to format them all so i'm going to hold down   the control and i'm going to adjust the size and  the properties and we're going to go into the text   so the first thing what i want to do inside the  text box is i really want to reduce those margins   down to almost zero so we'll start out with zero  because i want to make sure to fit as much text   as possible inside i want it to be placed on the  bottom i want to put an icon and i want to put it   centered like that because i want to put the icon  on top of that and i want to do it for all of them   all right that looks good i think i'll add  a little bit of padding on the bottom notice   the bottom there size i'm probably just a tiny  bit so the text box on the bottom we could do   something like point zero two that'll raise it  up just a little bit and we've done it for all   of them because they're all selected okay saving  our work and now what we're going to do is i've   already copied this so now all i need to do this  is going to be if that was d4 this is going to   be e4 if this is that was e4 this is going to be  f4 and so on and so forth this will be g and make   sure we have all of ours and then this is going to  be h and then lastly i if i remember my alphabet   properly it's been a few years but we'll try and  then i okay so now we've got them all there so   we've got all of them they're linked which i like  so if you were to change any one of these it would   automatically change of course you'd certainly  want to make sure that your products also have the   same categories that's very important so we've got  our we've got our main categories now and that's   i like that the way they look and we're going to  change the way they look when we select on them   we also want our subcategories to appear here  now we're going to have up to 12 subcategories   so let's add those in the subcategory is going to  look a little bit different what i'm going to do   is i'm going to duplicate this one and i'm going  to bring it down here and of course it's going   to have a different look different feel different  size so first thing i want to do is going to keep   the same width but i want that height to be about  half it or a little bit more so i'm going to do   0.4 on that so then also i want a different look  so let's just temporarily give it this look and   we'll give it the black font here so we don't know  this is going to be dynamic what's going to be the   text is not going to be equal so it's not going  to be equal it's going to be based dynamically   on whatever we say this so we'll just keep that  there for now and basically so as what we're going   to do is when i select drinks and beverages what  i want to do inside the products is i want to put   whatever category is in here and then what i want  to do is i want to have all the sub categories for   that or also what we can do is from our admin  we've got it here so all i need to do is i know   that so what i want to do is i want to build all  12 shapes based on whatever category was selected   and then i want them to be equal so we can use  a formula but we'll use it inside vba because   it could be d5 it could have could be d you know  e5 and so on and so forth so we'll bring that but   certainly we need 12 shapes exactly the same size  we'll do six across and then six down so that's   what i'm going to do now okay so what i'm going to  do is i'll just clear out the text here and then   i'll duplicate that one here let's clear that out  we don't need the text there we'll be adding it in   dynamically i'll duplicate it there and place that  right here and then we'll do the same thing again   here here and here and then all i need to do is  just copy those and we'll make sure that they're   lined up properly and spaced out ingly so  we're going to line those up horizontally and   then i want to space it out i'm going to be based  on the right of this one so we're going to right   justify align the right here and i want to align  the left one on this one here so that everything's   spaced out then what we can do is space them  out horizontally so align again distribute   horizontally then i've got them there then  what i'm going to do is i'm going to hit ctrl d   and duplicate that and bring that down right here  so the idea is this so as you saw in the sample if   you saw the beginning here what we want to do is  just bring click on here and then have those 12   these 12 populate automatically so that's  exactly what we're going to do all right so let's   undo the selection save our work so far and then  when we select on that i want dynamically the   shapes that are going to be dynamically the  shapes whatever food then what we're going   to do is we're going to put in that category  we're going to put in that sub category we're   going to run an advanced filter so for every drink  there's a soda i want that product name and i want   that product to be here that upc or sk you'd  appear here then what we're going to do is we're   going to populate all the shapes with whatever's  located in the product name whatever's down there   we're going to show up here but now what i want  to do is i want to rename these shapes they've   all got to be named by subcategories so i'm going  to open the selection pane here we're going to   start out here i want to rename we'll start out  right up here at the top let's go ahead and here   that's going to be 12. so what i'm going to do is  i'm going to start at the top and call this sub   category and then 12. so i'll just copy and paste  the text and then we're going to go down and just   make these 11 so paste this and then 11 and  then we'll do down here and then this will be   10 and we'll go in reverse here and then because  these names are going to help us out we're going   to need to know these names in order to assign  specific text to them we'll have to make sure that   they are okay now each one of these now have their  own independent name and they're all lined up and   that's going to be ready for our subcategories  okay we can close this out and we can continue   building out our screen so we're going to add  some borders around here we need the borders   around here i want to know the user ordered on  here that looks good okay we've got our table   now let's add some conditional formatting then  what we're going to want to do is we're going to   add our footer shapes i want to add a shape to a  footer but let's add some conditional formatting   here so that we can see different how we can show  that up so i want to know if there's based on if   there's a value here so let's do that right now so  inside the conditional formatting new rule and in   this case it's kind of a little bit different what  i want to do is i want to color this row white   so if so that means give the user the ability to  enter the next row normally we only color the rows   that have valid but this time i want to call it  the also i want to consider the row below even if   it's empty so that means we're going to start up  with the row six so it's saying if six and we're   going to apply to seven and i'll explain that in  just a moment but first of what i'm going to do   is go to conditional formatting and new rule and  i'm going to be using two different rules because   i want alternating rows but it's going to be based  on two conditions so we're going to use and equals   and and what is the first condition the first  condition is going to be yes i know it's weird   i six is that going to be equal value or not so  we're going to i6 and of course i want to apply to   every single row so going to make sure that that  is not absolute does not equal empty then also the   second condition has to be a mod bro so in this  case odd or even rows mod based on so this would   be the even rows so the even rows what i want to  do is give it a white color and then i'll give   it a lighter a lighter maybe a lighter gray color  very light gray color so in this case i'm going to   format this cell i'm just going to go to a fill  of white so that's going to be white now what i'm   going to do is i'm going to actually will change  this to one i'll take it out for the odd rows but   what i'm going to do is i'm going to copy this  first then i'm going to change this to the odd   rows and then i'm going to click ok now i want  to add one more new but let's absolutely apply   this to more than just 14 so 99 then click apply  then what we're going to do is click a new rule   use a formula again paste this in here now we're  going to do the even rows i'm going to format i   want this gray but i want a little bit lighter  gray now we can do fill effects and we can do   if we want to use a recent color we can use  fill effects something that i've used here   this gray here's a recent color so i've got that  here and now i can use that our recent colors   are always stored there click ok and now gray  is going to be there click ok and then i want   also to apply to 999 so i'm going to change  this here and then apply again and then click ok   all right so i like that now i got that one extra  row that's exactly the way i wanted to the reason   we started on six but we're applying to seven  that's why it's one row down i want that extra row   so now what i want is i want to put some borders  on here so that we can look at that so let's take   a look how do we put some borders on well the  best way to do it is basically put the borders on   now and then use conditional forebank to clear  them out so i'll just put some borders on them   and format those cells i'm going to put some left  and right borders on there just some dark borders   and then it is conditional formatting that will  hide or show them ingly so what i want them   is i want them shown here but i want them hidden  everywhere else so how would we do that well again   it's going to be based on that one extra row  so again conditional formatting manage rules   this time a new rule here and it's going to be  based on a formula it's going to be based on   this again i6 is going to be equal when it's  empty right because i want to do that and then   i'm going to format those and i want to clear all  the borders out here clear them all out so none   none here clicking okay now make sure we adjust  that applies to i need to fix that applies to   obviously it's not going to be i6 it's going  to be based on i7 and all the way down to   999 and so what that's going to do is when we  click apply it's going to actually i got to go   ahead and update that and then conditional  formatting manage rules but we have to make   sure that that row here is not absolute right  it's got to be for every single row so click ok   and then apply now it's going to be relative so  now we have it all those rows are gone except for   the ones and that actual row that's what we wanted  on perfect like to add one additional conditional   formatting for this table and that's going to be  based on the selected rows so again i'll highlight   them basically and go into the conditional  formatting i want a new rule screen based on a row   so i'm going to use a formula and what rows  where's that row it's going to be located   inside here b 6 i want to know the selected row so  right now b6 is equal to the row when it's equal   to whatever row we selected i want to format  that and i'll just give it a light blue effect   here something like that maybe just a little  bit lighter blue so we'll go into more colors   and then just click okay all right i like that i  like that that's good enough click ok and so now   we just need to update the applies to so we can  make sure it applies to everything copy that we   want it applying to everything click apply and now  so when i select something this row will change so   it'll go to 8 and then i want that row and maybe  what we'll do is we'll bold the font also so   so that it stands out a little bit more  so all we need to do is go into the format   and then go to the font and bold it so we  can clearly see that it's been selected   so now you see that one is now bold all right good  so below that what we want to do is we want to add   our floating footer so as we enter items here  that floating footer automatically drops down   drops down vba is going to help us with that so  let's add in that right now but let's add in a few   more buttons i want to add in the buttons and the  shapes here and then what we'll add is the icons   in after that because the icons will go on top so  let's do that now so add in that floating footer   so how are we going to do that well first of all  i'm going to insert a shape just a larger shape   that encompasses the entire area something like  about like this and that shape is going to have   a fill of white and it's going to have a shape  outline of black and i don't want it that i want a   very very basic outline you know something similar  to like that which is our i think we can go with   that one at half point that might be that should  be look that looks good okay the width it will be   automated and the height but i want the height to  be right about 1.25 so what i what i want to do is   i want to have about five rows of information in  here i want the subtotal on the right i want the   tax the total the total paid and the change i want  to have that in here so i want to put that in here   so as it it builds as we bring it down it builds  up but everything stays consistent and it'll all   be linked to this information here so it's going  to be linked to a subtotal and put the subtotal   in here it's going to be linked to a tax i want to  know the tax whatever that is and then i also want   to know the total total paid and i want to know  which change so everything is going to be linked   inside here so let's create some of those right  now so the first thing what i want to do is insert   shapes and we're going to again another text shape  here this one's going to be for the total so here   i want to put something like the sub total  so sub and then we can put total here so and   then i want to put the amount there so bring that  out so i want to put everything it's okay to have   our borders i'll eventually remove the outline on  these shapes but i want them to keep them here to   help to help us line things up so i'm just going  to change it something dark so we can clearly   see the the border here so i'm going to put the  black outline here i like that and then we'll   remove it at the last thing so the subtotal i  want to right justify this one because all of   our totals are going to be right justified and  i want to give it the height of i'm going to   have five different ones right so five basically  rows so i want to i want this height to be 0.25   and the width on this one can be around one inch  should be sufficient because there are some are   going to be longer like tax so i'm going to  duplicate that and we're going to call this   but remember the tax we don't know what the tax is  right we the tax name and the tax amount are both   relative so why don't we put that in here the  tax name and the tax amount right we have it   here already in the admin we have the tax name  it's located tax name and we have that the tax   rate here so all we need to do is put a cell and  combine those so let's do that right now inside   the pi so instead of this i'm going to put equals  tax name and we also want and we want to put the   percentage in there and so then what else i want  to put in this case the bracket here we'll put   the parentheses then also i want to do and i also  want to format that tax rate so i'm going to put   text because i need that tax rate formatted what  is that tax that's going to be based on the tax   rate and how do i want to format i want to format  it as a percentage so we put in zero in this case   point zero zero and then the percent so then the  percent here so that is going to be the format   here then what else do we want then we want  to close that bracket up we're closing that   out because now we've got that text format but  i don't and i want to add that other bracket the   other parenthesis on here and then i want to put  a colon there too so let's do that parentheses   and then a colon and then in parenthesis okay so  that's what i want here and quotations so tax i   like that so it says the tax rate here the tax  if i want to change it to you know gst here if   i change it to gst then automatically in back in  the pos has changed dsc now if i take this here   which is going to be our tax and i equal to that  label we have now a dynamic label based on that   just like that so we if we change it back to tax  it's going to change automatically same with the   rate right if we do the rate at 8.25 here it's  also going to change here so i want that based   on that all right i like it i like that way  that looks that looks good but i do i want to   update the text parameters here this is too much  right should go to .02 and then left we can keep   that point zero two keep things small because  we're gonna duplicate these for both left and   right so we wanna the top i'm gonna keep zero  and bottom zero okay click close and i want this   in the middle right so now everything so we've  got the tax i'm gonna bring this up here like   this and now of course we're going to put in the  actual amounts now the actual amount the subtotal   is going to be here so if this total is let's  say 324 this total is 525 i want the subtotal   to show up so what is that sub total going to be  it's going to be located right here inside here   so it's going to be equals the sum of whatever's  in here we'll just go all the way down to a large   row we can go down to 9999 so that no matter what  so now we've got the subtotal here again now all   i need to do is just create another text box i'm  going to duplicate that one this time it's going   to be equals to here this one here so that now we  have 845 so now we can bring this here and we just   need to update the sizes great so we got that now  we don't need it that big so we can bring it down   to about let's say 0.85 that should be sufficient  i'm going to line that up to the left here see it   helps when we have borders because we can then  line things up really nice even though we don't   necessarily like the look of the border but it  helps us for programming purposes so we can line   things up now we've got our subtotal and now we've  got our tax rate now we need to put the tax amount   but we know that that can be simply automated  based on our tax rate here so what is our tax   amount it's going to be equal to this times our  tax rate so now we've got our tax rate so now   again all i need to do is duplicate this place it  directly where i want to just bring it down here   you can see and now equals instead of b13 of  course it's going to be 14 and that's going to be   actually so it's very very easy now our subtotal  is simply going to be equal to the sum of these   two the first two our subtotal is going to be our  tax plus our subtotal and that's going to give   us our total now all we need to do is just line  these up ingly let's put that bring out here   and i'll all right so now all we need is the  total so the total is just duplicating that   i'll duplicate the subtotal here with ctrl d and  then bring it down here there so i'll space it   out ingly then all we need to do duplicate  this instead of this one it's going to be b15 so   now we've got our subtotal next up i want our  paid amount our total paid amount is going to   be located here so if they paid 20 our change is  simply going to be equal to our total paid amount   minus our total so then we have our change  amount so we can do the same thing duplicate   and duplicate here so i want to line everything  up here so now we have it all lined up here   okay good so i like that i do want to change  make sure the height is set here and the   set 1.25 okay good so now we'll bring that up  here all right there's going to be the payment   amount located in b16 so that's going to change  to 16 and then the change and the last one is   going to be 17. then all we need to do is just  duplicate the labels now the labels you can   of course you can change them here or change them  here either one you know it's fine if you don't   have dynamic labels it's not that important  just for the labels so it's fine total paid   and then lastly what i want to have is the change  so duplicate that again and then change so change   just put in change i like that that looks pretty  good just add the cone so we have some sort of   consistency between these fields i'm going  to line these up you don't need to watch me   line these up now that we have everything lined  up it's looking really good now what i want to do   is i want to add in an information so i'm going  to let's just say duplicate this one so i want   to have a footer message here so it's going to be  a nice messages that they can put in dynamically   from the admin screen we'll keep that one a little  bit longer so let's say three inches on this one   and then i'm gonna left justify this one this  one's also dynamic it's gonna be based on our   footer message we have that already has a named  range called footer message here so thank you   for your business we'll make that bold so we're  going to have that let's click on here make it   bold here thank you for your business good that  should stretch that can stretch all the way over   to here because it's not going to put anything  else in there and then also what i want to do is i   want to have some information about the company so  i'm going to duplicate this here and bring it down   here and then also so we'll put a company address  company name and things like that let's make sure   this is 0.25 i like to keep things consistent  here so update so this one's not going to be any   cell reference on this one all we need to do is  just put in some company reference let's just say   fretters groceries one of my favorite places  to shop and i can bring this all the way down   so this will be a large text box it'll take up  the rest of the space here on the left side then   we're going to put some additional features inside  additional fields inside our so left justify this   and then upper on this one so freder's grocery  so we can put some information about that one   two three four five main street and then we can  do let's say any town california and then 90232   you may want to have a phone number and email so  310-555-1212 and then email fred okay so we got   an email i'll put in the 310 and i want to put  that down here three one oh there we go fredders   at fredders we love fred here fred's been with us  a long time i'm not going to let him go just yet   so bringing that there so now we've got this so  what do i want to put in there i want to put the   receipt number here i want to put the date the  cashier who's the cashier so i want to put some   additional fields here so bringing that down here  and i'm going to use this space that everything   gets lined up so here we're going to put the  receipt number so again also not necessarily   linked to any cell so this will be receipt number  so then what i want to have is the date below   that so put in the date here and then the date  because i want to know let's just say order on   because i want to put the date and the time  probably so we'll need more than that so order on   last i want to put the cashier who's the cashier  so in in our case it's the user and the cashier is   the same thing so cashier and then lastly i want  the barcode so the barcode is going to take up   the entire because it could be a larger so i'm  going to duplicate that and then i'm going to   stretch this all the way across here and i'm going  to reset it to 0.25 because i want to make sure   we're exact on that 0.25 on the height bringing  it down here all right so instead of this what i   want this is going to be the order so if the order  id is 1 0 0 0 3 or something like that or whatever   it is i want that to show up as a barcode so all  we need to do is link it so i'm going to link this   i'm going to center it i'm going to link it to  our order id equals our order id so that's gonna   create the one zero zero three but then i wanna  change the font on this so i have one called code   in my in my fonts called code 128. so that's  going to change it all i do is actually just   code 128. there we go so but i want it larger than  that so i'm going to increase the font on this one   that's sufficient enough so we've got that all  right i like that let me line these up like that   now again all we need to do is just add in the  data ordered on the cashier and here ordered on is   going to be here so let's put in the date and time  here let's just put in equals now just temporarily   and then so we have that okay good so what i want  to do is i want to again duplicate any field here   is fine order on receipt number here i'm going  to bring it all the way over here so when you   use a large field for that and then i'll probably  put it at 1.3 so then what i want to do is after   that i want to put in one for each one of them so  how do we do that so just duplicate it once we get   the size right after about a year should be able  to get that right then i'm going to duplicate it   here ordered on so then the cashier so then all we  need to do is just simply link these fields i'll   make sure they're right in a second so okay so  we've got the cashier here so the cashier is going   to be equal to whatever is in here located here in  l3 so just hit here that's fred and i'm going to   left justify all of them so i'm going to hold down  the control each one of those are going to be left   justified this one's going to be ordered on equals  and then in this case it's going to be the order   on date here located in l4 and then also lastly  13c number and that's going to be located right   here inside p4 so there okay we've got all that  up let me line those up all right i really like   that that looks really good everything's lined  up just the way on it now as mentioned before we   don't need these borders anymore so i'm gonna hold  down the control and basically on every single   shape except the larger outside shape that one we  want to border on that larger the back of that one   we want that border because that's going to be  the end of our whole order so i'm going to take   that and then go back into the format here and  then shape outline and then we're just going   to go to no outline all right so you see how that  looks really nice without allens but everything's   lined up ingly and we have lots of room  for larger prices here now what i want to do is   i want to make sure these notice there's no border  here we need to bring these over a little bit here   and this one over a little bit here so now we've  got the border and we've got i also bring it down   a little bit because notice that the top border  was hidden there and bring this one down a little   bit here and this one so we've got that now we've  got our border around it and now what i want to do   is i want to make sure that we group this so i'm  going to use my selection tool and i'm going to   group it and the next most important thing is we  don't we've spent so much time on the sizing there   i want to make sure that it's not going  to be sized with the cell so i'm going to   move but don't size with cells i'm going to give  it a name because we're going to use this name   inside our code because it is our code that is  going to place this dynamically so we're going   to call this footer group footer group so now as  we add our this group moves down so now we've got   that dynamic footer okay i really like that let's  continue on we've got a little more i'm going to   make this one a searchable field i want them to  search it so i want to make it look different   and i want to put some icons here so i'm  going to add some conditional formatting   conditional volume manage rules for these tool  and then going to be based on contains so if   the cell value here is going to contain we can  use actually let's do specific text containing   the word enter enter if it contains enter i want  to form put it gray and italic so the font is   going to be italic and i also want the color to  be let's say this gray so click ok and click ok   i like that so basically if it's enter  customer so if they enter fred of course it's   going to change over but if it's enter customer  or intervender it's going to stay the same   that's what i like so now let's put some icons in  here we're going to put some vendors we're making   great progress okay as mentioned we're going  to be able to clear those results so these are   search results based on any searches entered by a  customer vendor here i want to be able to collapse   these columns here d through f so we're going to  need a button to do that so i'm going to insert   shapes and we'll use this triangle here and we're  going to let's say put it here and then i'll bring   it up so we can add some text in here i'm going to  call this clear results clear results and i also   want to give it a little bit of a again let's  format the properties here go into the text box   i don't again i don't want to have points  or two so much space here we don't need that   that's good okay and then i give it a color  closer to our theme we'll use this gray   i'm going to add an icon here so i'm going  to center it and then right justify it and   make sure we have enough so clearing results so  that's going to help us enough for now i like   that i also want to toggle button here so that  we can switch between as you saw in the samples   between sale and purchase then i need a title i  need to know if it's a sale or a purchase so let's   do that now so i'm going to insert a shape i'm  going to put a square shape or a rectangular shape   should say rectangular shape and that's going  to be between our sales and our purchase so   it's going to be this is our background so the  shape fill is going to get in this case white   and then we'll just do our consistent our black  border here and then we don't need it so big we   need it consistent with the rest of that so that  outline is going to be weight it's probably going   to be here all right so what i want to do here is  basically click on and have a green button toggle   so i'm going to duplicate that using control d i'm  going to cut it in half so let's check the sizes   okay so let's update the sizes here let's  put this to 0.25 consistent with our height   this one i'm going to have is our back right  so it's going to be called 0.6 on the size   this one's going to be our front so this  is going to be the size is going to be 0.3   and i'm going to bring it up here this one  will be colored green so we have a green color   here inside here and that's going to be the  toggle that we can use blue with our blue so   the shape fill the shape fill on this one we'll  use a like a nice blue maybe this one right here   so this is going to be our toggle so all we need  to do is click this here and it's going to move   between either the left or the right side so all  we need remover here or here but i want some text   here i want to know whether it's a sale or whether  it is a purchase so we'll put the sale on the left   and we'll put the purchase on the right so we can  do that with the text box we already have some   text boxes here so why don't we just copy this  and then push it up here here okay so this one   again i don't need to format that i don't need a  fill on here and i don't need a border on here so   take that outline no outline on that and this  one's going to be called sale so we'll just put in   capital edge sale make it very very clear so i'll  change the width to 0.5 that's sufficient enough   bringing it over next to that and i want  to make it bold also so that's clear   bold and then putting it right next to  which one's a sale so that's our sale here   and then we want the same thing for purchase so  i'm going to duplicate that and this one's going   to be called purchase purchase of course we're  going to give it let's say 0.75 on the width   let's do 0.85 and then i'll put this on the left  side so here so they know which one looks more   better so there we go so let's line everything up  what i'm going to do is use my selection tool just   make sure it's all lined up horizontally properly  there so i like that sale and purchase so now all   we need to do is write a macro which we're going  to get into very soon as we select it's going   to bounce back and forth from the left to the  right and then all we're going to do is we're   going to change inside b whether it is a sale or  purchase but i also need to know what it is a sale   or purchase so i'm going to duplicate that give  it a title i want to know this is going to be a   larger font here and i need to know whether it is  a sale or purchase so we're going to bring this up   so we can know and then put this maybe in like a  blue color something a little bit closer to the   theme here dark blue okay i like that so i want  to know whether it is up and let's change let's go   change the font on that a little bit let's go to  aerial rounded so this one here all right i like   it so that's good let's bring these over a little  bit to the left so we have some more room for our   title looking really good we're just about ready  for our icons and then we're going to add the code   in as part of our footer we also want a button set  here clear pay print and all the way down here so   we're going to add those buttons in now so again  let's inser