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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

The screen shot for Drop-down List for Multiple Price Levels

Detail

This template implements a drop-down list for you to choose a price level when creating invoices.

This template is based on the Five Price Levels (c5009).

With c5009, you specify multiple prices (5, to be specific) for each product. On creating an invoice, all the prices are loaded and shown on the invoice form (outside the printable section). Once you specify the price level for the current customer, it uses an Excel formula to pick up the applied price. The formula looks like this:

=IF(ISERROR(CHOOSE(oknDiscountRate,oknDiscountPriceA_1,oknDiscountPriceB_1,
oknDiscountPriceC_1,oknDiscountPriceD_1,oknDiscountPriceE_1)),0,
(CHOOSE(oknDiscountRate,oknDiscountPriceA_1,oknDiscountPriceB_1,
oknDiscountPriceC_1,oknDiscountPriceD_1,oknDiscountPriceE_1)))

As you can see, the applied price is chosen according to the value of "oknDiscountRate". The value of "oknDiscountRate" could be any value from 1 to 5.

This approach works but could be improved. In this template, we'll make "oknDiscountRate" a drop-down list.

Here are the brief steps to follow:

  1. Switch to design mode.
  2. Click to select the "oknDiscountRate" cell.
  3. Go to the Excel "Data" ribbon tab.
  4. Click "Data Validation" in the "Data Tools" command group and then choose "Data Validation..."
  5. From the "Allow" list, choose "List".
  6. In the "Source" section, enter "1, 2, 3, 4, 5" (without quotes).
  7. Click "OK" to create the drop-down list.
  8. Exit design mode.
  9. Save the template.

Format and Specification

Template#c5113
Belongs to

Sales

Format (XLS or XLSX).xlsx
Columns5
Lines30
Line Height (Points)13.50
Print Area$H$3:$O$57
Papaer OrientationPortrait
Default Margins (Points)
Left18.00
Right18.00
Top73.70
Bottom73.70
PriceFree