Sales Order Form Template Excel

Sales order form template is excel template for writing sales confirmation document to authorizes sale of the specified item issued by customer order or purchase order. This template can be served for billing the customer too. This sales order template can be used by small to medium company.

 

FORM OUTLINE

The sales order form template has only one sheet, but contains several elements:

Sales Order Form Template Header

Contains the Sales Order document title. On the left side, it has placeholder image for company logo, followed by Company Name and Company Slogan fields below the placeholder image.

customer order form template excel
customer order form template excel

On the right side below the Sales Order Title, it has some fields:

  • Date: can be Sales Order generated date or Order request date
  • Invoice #: Invoice ID
  • Customer ID

Sales Order Template Excel Recipient

Located below the header. There are 2 main columns: [To] is for the client contacts where the billing is addressed, while [Ship To] is to whom and the address for received the goods. The fields are same in both columns:

  • Name
  • Company Name
  • Address Street
  • Address City, State, and Zip Code
  • Phone Number
sales order format
sales order format

You can add customer Email and Fax Number for more details.

Sales Order Form Template Salesperson

sales order template microsoft excel
sales order template microsoft excel

The tables to enter who is the sales or responsible person for this sales invoice. The fields are:

  • Salesperson Name (or ID): the employee who responsible with the order
  • Job: the responsible employee position
  • Shipping method: enter the logistic company used for shipping.
  • Shipping term: shipping type or regulations
  • Delivery date: the estimation of the item come. If it consultation or service, enter the estimation time the work finished.
  • Payment terms: enter the payment regulations here.
  • Due Date: enter the Date when the payment should be received.

Sales Order Format Detail

The part to enter the sales order or request detail. The fields are:

  • Quantity
  • Item ID
  • Item Description
  • Unit Price
  • Discount
  • Line Total: after being calculated with quantity, unit price, and discount.

Below the details, it has summary price. The fields are:

  • Total Discount: the line total is blanked as the amount has been calculated with discount.
  • Subtotal: Total of items before tax.
  • Sales Tax: the tax rate or amount for the work
  • Total: after being calculated with sales.

Sales Order Form Template Closing

Located on the bottom. The place where you enter the company contact details. The fields are:

  • Company Name: put on the line before and after the Thank You heading.
  • Street Address
  • City, State, and Zip Code Address
  • Phone Number
  • Fax Number
  • Email
sales order template excel
sales order template excel

 

HOW TO USE

First, replace the logo placeholder by right clicking the placeholder picture > Change Picture. Then, navigate to the logo location in your computer. Resize and adjust it to fit with the header. Replace the Company Name and Slogan.

On the right side, enter the Date, Invoice ID and Customer ID.

Enter client billing address and shipping address.

Then, fill the table on salesperson from your employee and details from the work. Next, enter the quantity, item ID, item name, price, and discount. It will automatically calculate the Line Total and Subtotal.

For tax, input the percentage in decimal. For example, if the tax is 10%, enter 0.10 instead of 10. Look at the sales order form example in clothing company below.

sales order form example
sales order form example

Lastly, enter the company details in closing footer.

You can send the customer order form template excel digitally, or even digital archive, or print it blank for manual writing.

Additionally, you can add a new sheet for item or customer database into sales order template microsoft excel. Or, you can integrate this template with other product list or customer database or template file. To integrate, you can use Data Validation method.

CONCLUSION

This sales order form is free and easily modified. You can use it for reference to set up your own sales order form too.

The sales order form template can be downloaded after you click one of these buttons:

Buy vs Lease Calculator Excel

Buy Vs Lease Calculator is an Excel template to help you in determining to buy or lease the stuff you want to purchase. The stuff is mainly vehicle, but you can use it on anything such as house, property, electronics, or furniture. This calculator template works by comparing cost for both buy and lease.

 

CALCULATOR MENU

Buy vs lease calculator template only have one sheet. However, in that one sheet, there are several elements or headings:

Model

There is only one field, Make and Model. The Make is the manufacturer name, while model is the type of the stuff. You can input the product ID along with this field.

lease or buy decision example
lease or buy decision example

Lease

The element where you enter the information for leasing. The fields are:

  • Retail Price
  • Tax: from purchasing
  • Refundable security deposit: money a landlord takes from sales other than the advance payment for leasing, which will be refunded based on transaction.
  • First Month Payment amount
  • Capital Cost Reduction Payment: upfront payment that reduces the cost of financing.
  • Last month payment in advance: drop down menu. Select if you have already paid.
  • Selling price at end of lease
  • Monthly lease payment
  • Lease term in years
  • Discount for present value
leasing vs buying a car pros and cons
leasing vs buying a car pros and cons

On the below table will automatically calculate the result from information in leasing:

  • Future value of last payment
  • Initial Cost
  • Financing Costs
  • Present value of refund
  • Present value of total costs

Buy

The element where you enter the information for buying. The fields are:

  • Retail Price
  • Tax
  • Down Payment paid for purchasing.
  • Resale value: same with Selling price at end of lease
  • Loan Rate
  • Term in years: auto-generated based on lease table
buy or lease calculator smart money
buy or lease calculator smart money

On the below fields will automatically calculate the result from information in leasing:

  • Monthly loan payment
  • Present value for resale
  • Initial costs
  • Financing costs
  • Present value of total costs

Lease VS Buy Analysis Difference

This is only one field below the Buy field. This is the buy or lease calculator smart money. It will determine the cost difference from buy table and lease table. If the result is in positive, it is suggested to Lease. Negative value means that it much better to Buy rather than leasing.

Buy VS Lease Calculator Taxation

On the top, there are some fields for:

  • Tax bracket: in each month after the purchase
  • Business use percentage: the tax if the product is for business or company use
  • Sales tax: the tax if you sell the stuff.
lease vs buy analysis
lease vs buy analysis

Below those tax information fields, there are two tables for lease and buy taxation calculation. The fields are:

  • Title
  • Fees
  • Sales Tax
  • Potential financing deduction
  • Total potential deduction
  • Potential tax savings.

However, this result will not change the result on Difference field as this is the monthly tax after purchasing and considered as maintenance expenses. You may include depreciation calculation if needed.

 

HOW TO USE

First enter the Model field. It is optional, as it will not affect the buy vs lease calculator fields.

Next enter the blank provided fields. The blank fields symbolized in white, while the auto-generated one is in grey. The buy vs lease calculator will automatically calculate the data based on provided information.

You can analyze the leasing vs buying a car pros and cons by looking through the calculation result. Because the taxation is not included in comparing result, you may need to consider the tax and maintenance too.

lease vs buy calculator excel
lease vs buy calculator excel

You can add more fields for detailing the lease vs buy calculator excel. To do that, you only need to insert new row. However, you must determine the calculation formula alone.

 

CONCLUSION

This template include the lease or buy decision example for any product. In this tutorial, we serve car leasing or buy consideration. This template can be used for personal use or business. You can use it as reference to calculate your own costs.

The buy vs lease calculator can be downloaded for free after you click one of these buttons:

Quality Control Chart Excel

Quality control chart excel is the template for recording the quality control result from a process, mainly products processing control. Quality control is a process by which entities review the quality of all factors involved in production or service. The example of QC including inspection and examining.

This is control charts in excel 2013 version, but you can used it in another version.

 

TEMPLATE MENUS

Quality control chart excel only have one sheet. However in that one sheet, there are several elements or headings:

Quality Control Chart Excel Overview

For recording the QC process overview, including data for the QC. The fields are:

  • Plant Name: the name of the plant or production category used for production process.
  • Report Date: the date of the QC done and reporting
  • QC Tech: the employees or responsible person for QC process
  • Dept: the department or division where the plant and equipment belongs or responsible to.
  • Equipment ID: the number of the equipment or machine used for production.
  • Start Date – End Date
  • Desired Level: the result level of the QC. It determine which level the imperfection, defects, or bugs are still allowed.
  • Notes: the comments from the employees or QC Tech regarding this control.
quality control chart excel template
quality control chart excel template

Average Daily Imperfections with Control Limits

The chart for displaying the imperfections, bugs, or defects number and mean in daily productions. The data from this chart are taken from Quality Control Chart Excel Data Entry.

control charts in excel 2013
control charts in excel 2013

Quality Control Chart Excel Data Entry

The tables where you enter the data for QC controls. The QC data that need to be entered is the imperfections number. On the table, there are provided the process control chart example data. There are 3 columns:

  • Date: for process that controlled
  • Number of Imperfections: the sample data taken for QC purpose, along with the bugs, defect or any imperfections number or level.
  • Chart Data: the columns for providing the calculation of:
    • Mean: average of the numbers: a calculated “central” value of a set of numbers. This Mean is for all Sample in one row (date).
    • Sample Mean: this is the average of Total Mean from above column. Because this is average from all Mean, the values on all rows in this column are same.
    • Standard Deviation: is a measure that is used to quantify the amount of variation or dispersion of a set of the imperfection values on all sample in one row (date).
    • Sample Standard Deviation: the average of Total Standard Deviation in above column. Like Sample Mean, the values on all rows in this column are same.
    • Lower Control Limit: Bottom limit in quality control for data points below the control (average) line in a control chart. This data points the minimum number which indicate the process remains in-control.
    • Upper Control Limit: Uper limit in quality control for data points above the control (average) line in a control chart. This data points the maximum number which indicate the process remains in-control.
product quality control chart
product quality control chart

 

HOW TO USE

First enter the Overview element fields. It is important to enter the desired level, as it will be used for calculation in Data Entry.

control charts in excel 2016
control charts in excel 2016

Next, skip into Data Entry. Enter the Date. The Date fields are not automatically generated based on Start Date and End Date in Overview. So, you must enter in manually.

Next, replace the sample name and enter the imperfection found in each sample. The example included in this template is product quality control chart. The data entry calculator will automatically calculate the data and chart.

process control chart example
process control chart example

You can add another sample by inserting a column between the samples column.

The quality control chart excel template is served in daily. You can change the interval period into weekly or monthly.

 

CONCLUSION

The control charts in excel 2016 can be used for other process, such as software QC process in project house. The quality control chart excel can be downloaded for free after you click one of these buttons:

Patient Registration Form Template in MS Word

The patient registration form template is word template for register and record the new patient information. This template is almost identical with earlier form template, only this one supposed for printing purpose. Like its early version, it can be used for clinics, small hospital, and healthcare.

 

TEMPLATE OUTLINE

There are some elements in patient registration form template:

Patient Registration Form Template Header

Enter the clinic or hospital name here. Below the big header, there are fields for Form Date and PCP ID field. PCP ID may be served as primary key. Or you can add form number or ID field as primary key.

patient registration form sample
patient registration form sample

Patient Information

The tables about recording the patient information. The fields are:

  • Patient Last, First, and Middle Name
  • Patient Title: for calling: Mr., Mrs., Miss, or Ms.
  • Marital Status: Single, Married, Divorced, Separated, or Widowed.
  • Legal Name: fill if the patient ever changed their name or using other name.
  • Birth Date
  • Age
  • Gender
  • Addresses fields: Street Address, PO box number, City, State, and ZIP Code
  • Social Security Number: outside of US, you can enter the patient identification ID.
  • Home or Cell Phone Numbers
  • Occupation
  • Employer name and Phone
  • Referral: how do you referred or find the clinic/hospital. If you select Doctor or Other, include their name or their relation to you.
  • Other family member: enter other patients related with current patient.
patient registration form doc
patient registration form doc

Financial and Insurance Information

This is the tables for who will pay the medical bill and insurance setup. The fields are:

  • Responsible person for the bill: Name, Birth Date, Address, and Phone Number
  • Is responsible person is patient too in current clinic or hospital?
  • Responsible person job field: Occupation, Employer Name, Address, and Phone
  • Is the patient Covered by Insurance?
  • Insurances: enter the Insurance Company name in your country or places, before printing or given to the patients
patient registration form pdf
patient registration form pdf

Below one is about the insurance subscriber information, which come in 2 insurance companies, one is primary while the other one is secondary. The fields are all same, except the secondary has no Co-Payment field:

  • Subscriber Name, SSN, birth date
  • Subscriber insurance group, policy, and co-payment
  • Patient relationship to Subscriber
patient registration forms for a medical office
patient registration forms for a medical office

In Case of Emergency

Where to enter who to be called or contacted if something happened to patient. The fields are:

  • Name
  • Relationship with patient
  • Home and Work Phone
patient registration form template pdf
patient registration form template pdf

Patient Registration Form Template Signing Agreement

It has fields for Patient’s sign (or Guardian if the patient still underage or disabled) and Date of signing. By signing this, the patient has been agreed with clinic/hospital terms.

 

HOW TO USE

To use patient registration forms for a medical office, first edit or replace the placeholder text. This placeholder text mainly the information for choices, such as Insurance Company name in Insurance Information section. You can change the header with the clinic/hospital header including logo, name, and contact details.

Next, you can change the font formatting style such as font type, size, or color. You can add watermark by going to Design tab > Watermark > Custom Watermark. Then navigate to the pictures location or create one.

This template is not using macros for form, unlike the previous one. Patient registration form doc is simply for printing and manual writing purpose. The radio button or check boxes in this patient registration form template is mainly pictures or symbol instead and not clickable.

You can turn this into digital use by using Developer tab by going to File > Options. On appeared window, choose Customized Ribbons, and tick the Developer tab before click OK. Secondly, you can convert it as patient registration form pdf. Then, using Adobe Acrobat or other application to edit the patient registration form template pdf to fill the form.

 

CONCLUSION

You can use this patient registration form sample right ahead or use it as the sample for your own template. You can add more details, such as patient health history or disabilities.

The patient registration form template can be downloaded after you click:

Authorization Letter to Get Medical Records

The authorization letter to get medical records is the word template for requesting the medical records. This authorization letter is signifying that you give permission for the third party or authorized party in the letter to receive your medical records.

 

LETTER OUTLINE

This authorization letter to get medical records template has several elements:

Your Details

The part where you enter your details. The fields are:

  • Your Name
  • Street Address
  • City, State, and Zip Code Address
  • Date: when this authorization letter to get medical records is written and given.
authorization to release medical records form sample
authorization to release medical records form sample

Doctor Details

The part where you enter your doctor details, which this authorization letter to release medical records will be given to. The fields are:

  • Doctor Name
  • Clinic or Hospital Name
  • Clinic or Hospital Street Address
  • Clinic or Hospital City, State, and Zip Code Address
sample letter to release medical records
sample letter to release medical records

Content

On this template content, you may find the sample letter to release medical records context. You can simply write your own letter content.

sample authorization letter to pick up medical records
sample authorization letter to pick up medical records

The grey text is the placeholder that you supposed to change. The content itself has several parts:

  • Subject or Title: tell about the request title, your full name, Date of Birth, and SSN. If you live outside US, you can change the SSN into Identity Card Number or Patient ID.
  • Content Opening: it opened with greeting words. In this opening, tell about your medical condition that has been treated before and the date of the treatment.
  • Third Party: The party which you give authorization to receive and see your medical letter. It include the organization or individual name, Street Address, and City Address.
  • Content Closing: tell about thank you, and inform to pay the cost of medical copies.
authorization letter to release medical records
authorization letter to release medical records

Signature

This is where you place your signature or anything as proof that you write the letter and give the authorization to release medical records to third party. It consist of the closing greetings, and your name. The Name field is autogenerated.

authorization to release medical records to third party
authorization to release medical records to third party

 

HOW TO USE

To use the authorization letter to get medical records, simply replace the placeholder text with your own information. Follow the rules and tips to write a good authorization letter.

It is advised to write the content in less than 5 paragraphs and not too long. The content should be short and direct but polite. You should enter the important elements like the ones provided in authorization to release medical records form sample.

Modifying authorization letter to get medical records template is possible. Due to formality, it is not suggested to change the format even the text font, size, or color. Adding picture or watermark is not necessary at this point. You can make the text alignment to Justify through or add subheadings if it really needed. You can add company header if the medical record is requested by your company.

 

EXAMPLE

Here is other sample authorization letter to pick up medical records, in content only:

I am writing this letter to request copies of any medical records of mine that you have. I have understood that according to the Health Insurance Portability and Accountability Act (HIPAA) and Department of Health and Human Services regulations, I am entitled to have copies of my medical records.

I was treated in ABC Hospital from 21 June 2016 to 30 June 2016. I would like copies of all of my blood test results, imaging studies, operative reports, as well as notes from doctors and nurses, consultations with specialists, referrals and any other record in my medical file.

I understand you may charge a reasonable fee for copying the records, as well as for postage to mail the reports to the above address. However, you will not charge for time spent locating the records.

I hope to receive the above records within 30 days as specified under HIPAA or receive a letter stating the reason for any delay. I can be reached at (123) 123-4567 or a jonahg@mail.com if you have any questions.

Thank you for your attention.

CONCLUSION

To download authorization letter to get medical records, click one of these: