Music Store Invoicing Sample (Wholesale)

Music Store Invoicing Form (Wholesale) is a variant of Music Store Invoicing Form (Retail). It differs from the original version in that this wholesale version includes a new custom field, Discount, on the bottom of the form, allowing you to apply discount to wholesale clients.

Just like the other new fields COMPOSER, INSTRUMENTATION, PUBLISHER and COMMENT, this new fields "Discount Rate" and "Discount Amount" are also added as custom fields. However, unlike those custom fields that are detailed in the Music Store Invoicing Form (Retail) document, these discount custom fields are added to the "InvHdr" database table.

The steps of adding the discount rante and discount amount fields to database tables are similar to what we've done in Music Store Invoicing Form (Retail). Note that this time, you have to choose "InvHdr" database table. If you want to set default Discount Rate for each computer, so that the rate value is populated automatically each time a customer is picked up, simply add the Discount Rate custom field to the Customer database table.

To add the custom fields, Discount Rate and Discount Amount, to the Invoice worksheet, the steps to follow are: unprotect the Invoice worksheet, insert a new row underneath the "Subtotal" row and then name the discount cells, unlock the named discount rate cell so that UIS (Invoice Manager for Excel) can write to cell even if the Invoice worksheet is protected.

To insert a new row underneath the "Subtotal" row: Right-click the row header of the first tax row, and choose "Insert" from the shortcut menu. A new row is inserted, now you have to name the cells.

The Excel formula of the discount amount cell is followed below:

=ROUND(oknSubTotal*oknDiscountRate,2)

You should also modify the formula of the "Total" cell to use the discounted amount instead of the original subtotal amount:

=ROUND(oknSubTotal -oknDiscountAmount + oknShippingCost + 
 IF(oknTaxType=0,0,IF(oknTaxType=1,oknTax1,oknTax1+oknTax2)),2)

The discount rate cell should be unlocked so that even when the Invoice worksheet is protected, UIS is able to write to cell, and you are able to edit the cell value manually.