Excel
Lesson 02: Creating a Customer Invoice.
For
this lesson, you will need to create an imaginary store. I chose a Christmas
store but your store can be anything you wish. A customer has ordered a massive
quantity of items from your store. In fact, they have ordered 10 separate items
of which the quantity ordered is no less than 25 of each item.
Please make sure you have completed Excel Lesson
01: Creating a Personal Budget before embarking on this mission. Go
here
to see my example.
Your
grade will be based on the following:
1. Your name clearly shown on the page. (2 points)
2. A Logo for your business. (2 points)
3. A cell entitled Customer Invoice. (2 points)
4. A cell entitled Purchase Order: (2 points)
5. A cell with a purchase order number. (2 points)
6. A cell entitled To: (1 point)
7. A group of cells that has the name and address of the customer to whom you’re selling your product. (6 points)
8. A cell entitled Remit To: (1 point)
9. A group of cells that has the name and address of your place of business. (6 points)
10. A cell entitled Date: (1 point)
11. A cell with a date of your choosing. (1 point)
12. A cell with your name clearly shown. (2 points)
13. A graphic that you can associate with your business. (10 points)
14. You will need 7 rows of cells with the headings of Description, Quantity, Price Each, Subtotal, WA Tax (or wherever your business is located), S/H (shipping and handling), and Total. (14 points)
15. You will need at least 10 items (Description) that your customer is ordering. (10 points)
16. For each item you will need a Quantity (number) of items ordered. Remember, your customer is a big business and they didn’t order any less than 25 of each item. The number in this row must be a whole number, not currency. (10 points)
17. For each item, you will need a price for a single item under the heading (Price Each). (10 points)
18. For each item, you will need a calculation (Subtotal) for the quantity of items multiplied by the price. (10 points)
19. Under your Tax heading, you will need to have a calculation that multiplies the amount in your Subtotal column by a percentage. For Washington, I used 8.1%. You can use whatever percentage you wish, but do not use anything less than 5.2%. (10 points)
20. For Shipping and Handling (S/H), you must calculate a percentage that you charge for shipping and handling. I used 7.0%. Make sure you choose the amount under Subtotal and not the amount under Tax to which you’ll multiply. (10 points)
21. For your Total you will need to add the amounts in your Subtotal, Tax and S/H columns. (10 points)
22. A cell entitled Grand Total. (2 points)
23. Under each of your headings you’ll need a final number so your customer can see how much or of what quantity they are ordering. The easy way to do this is to use the auto-sum feature.
24. Remember, I can check your calculations real quick just by changing any of the numbers in most of your headings.
25. Don’t make your Customer Invoice have all the same numbers as mine. (That’s called plagiarism and that would be considered cheating.)
26. Also, please don’t use my example of a Christmas store. That’s also cheating. Remember, I give points for creativity. You could be in charge of a huge company. You could even be a Country. (hint...hint)