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Customer Specific Discount
Excel Help for Customer Specific Discount in Excel Invoice Template
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Customer Specific Discount | Rate this: (3/5 from 1 vote) |
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Hi, Just purchased the spreadsheet and it looks to suit my small business ok.
However, i would like to add a field when entering customer details. Is it possible to have a discount code per customer that is automatically applied to each line when creating an invoice rather than having to enter the discount each time a line is created? This could be entered in to the cutomer information when entering a customer?
This would be a time saver. | |
| Posted by mahneb on | ||
| Replies - Displaying 1 to 4 of 4 | Order Replies By: Most Recent | Chronological | Highest Rated |
| Rate this: (3/5 from 1 vote) Store the customer name and discount rate in columns P and Q of teh Customers tab ensuring that the name matches that of the customers in the system in column B. In the Invoice tab, cell F22 (the first item discount rate) add the formula: =IFERROR(VLOOKUP(custname,Customers!$P$2:$Q$500,2,FALSE),0) This formula will replicate for subsequent items and import the discount rate if available for each customer. |
| Excel Business Forums Administrator | |
| Posted by Excel Helper on |
| Rate this: (3/5 from 1 vote) Hi, Thanks fior the reply.
However, i would like to use the Compnay Name not the Customer name as the reference. Would the solution still work?
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| Posted by mahneb on |
 | Rate this: (3/5 from 1 vote) |
| Excel Business Forums Administrator | |
| Posted by Excel Helper on |
| Rate this: (4/5 from 2 votes) Hi,
Yes, i did that myself and it works a treat. Thanks.
Just one other thing - Can i put my company logo on the in
Edit:
Don't worry i have completed that no problems. |
| Posted by mahneb on |
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