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Customer Specific Discount

Excel Help for Customer Specific Discount in Excel Invoice Template


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Customer Specific Discount

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Confused
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.
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Confused
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There would be a workaround solution for this. 

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
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Confused
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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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Happy
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Yes. Just replace the "custname" reference in the formula to $G$10 and put the company name instead of the customer name in column P of the Customers tab.
 Excel Business Forums Administrator
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Confused
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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.
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