Work Order and Processing Sheet Practical Sample

This is a practical sample of work order template / processing sheet created from an invoice template. A work order template in PDF format is also included. The free printable work order (job order) template is designed for a fabric shades manufacturer.

This template was originally published on office-kit.com as C7-008 "Fabric Shades and Lampshades Manufacturer Invoice Template and Processing Sheet". If you are in a different industry, for example providing maintenance service or construction, you may not be able to use this template directly. However the idea on creating a work order / processing sheet from an invoice template is still useful. For a generic work order template, visit Work Order Template; or for pest-control jobs visit Pest Control Invoice / Work Order.

Like other templates here on InvoicingTemplate.com, this format is provided in Excel (".xlsx") format too. You may find work order template in Microsoft Word (".docx" or ".doc") elsewhere, but Excel-based ".xlsx" format has its advantages over Word such as automated calculations etc. Furthermore, all our templates works well with Invoice Manager for Excel.

Here comes the description of this template from office-kit.com.

This template is created from the default invoice template shipped with Excel Invoice Manager for an imaginary manufacturer who makes and sales custom made Fabric Shades and Lampshades, and authentic replica lighting and components including glass and metal shades.

A processing sheet that shares database with the invoice template is also included. The processing sheet is a working sheet that will be giving to the person assembling the shade, i.e. they don't need to know price etc but they do need to know what parts to use.

When the invoice is created for the customer, the customer will need to know price, line total etc (but doesn't need to know which parts were used). I.e. the manufacturer wants to use the processing sheet to provide information to make the shade for the order. Then, it wants to print the same order as an invoice to send to customer with the billing information on.

To meet this requirement, the invoice template and processing sheet must connect to the same database file, so that when a document (stored in the Invoice Header and Invoice Body database tables) is loaded by the invoice template, it appears as an invoice; and when it is loaded by the processing sheet template, it appears as a processing sheet.

Share data between the invoice template and processing sheet template

To share data between the invoice template and processing sheet template, all you need to do is to connect the two templates to the same database file. To connect a template to a specified database file:

• Click the Settings button on the Invoice worksheet.
• Go to Database tab.
• Click the Open Database button.
• Browse to the folder where the database file is located and select the database file.
• The Settings window will close if the database is opened without problem.

Choose the columns to appear on invoice body

The most significant difference between the invoice template and the processing sheet template is that the layout of the invoice body. Since both templates connect to the same database and load exact the same data from the Invoice Header and Invoice Body database table, the layout of the invoice forms determines which columns to appear on printed/extracted documents by moving columns in or out the Print_Area.

The following table summarizes the columns inside / outside the print area in the invoice template. The columns without a formula are manually editable.

Column heading	Column name prefix	Inside Print_Area	Formula	Custom fields
Product ID	oknProductID	Yes		No
Page	oknPrdPage	Yes		Yes
Description	oknProductName	Yes		No
Finish	oknPrdFinish	Yes		Yes
Quantity	oknQuantity	Yes		No
Unit price	oknPrice	Yes		No
Line total	oknLinetotal	Yes	=ROUND(oknQuantity_?*oknPrice_?,2)	No
Fabric	oknPrdFabric	No		Yes
Trim	oknPrdTrim	No		Yes
Type	oknPrdType	No		Yes
Category	oknPrdCategory	No		Yes
Frames	oknPrdFrames	No		Yes

And, for the processing sheet templates, the columns are implemented as detailed below.

Column heading	Column name prefix	Inside Print_Area	Formula	Custom fields
Product ID	oknProductID	Yes		No
Page	oknPrdPage	No		Yes
Description	oknProductName	Yes		No
Finish	oknPrdFinish	No		Yes
Quantity	oknQuantity	Yes		No
Unit price	oknPrice	No		No
Line total	oknLinetotal	No	=ROUND(oknQuantity_?*oknPrice_?,2)	No
Fabric	oknPrdFabric	Yes		Yes
Trim	oknPrdTrim	Yes		Yes
Type	oknPrdType	Yes		Yes
Category	oknPrdCategory	Yes		Yes
Frames	oknPrdFrames	Yes		Yes