Simply add this to your cart, check out and the site will e-mail you a link to download the template. You'll be using it within minutes! This would cost you about $150 if you hired me to consult and design it for you. Here it's yours for only $25!! That may change so grab it now!! The version of the template you are about to download is substantially more enhanced than what you see in the tutorial including: - Menu Driven (so you don't need to know excel to navigate)
- Basic form - allowing you to set up your price ranges and including a link to the tutorial which teaches you how to write the key vlookup formula
- Sample Estimate form - a nicely designed form that you can acutally use with this template to produce estimates.
- Item List - set up your item list so that it populates in the drop-downs in the main estimate form.
Watch the tutorial If you are in the business of selling products then you will find this tutorial very useful. This excel template will let you lay out your price break ranges and edit a table so that you can populate an estimate that will look up the price when a quantity is entered and calculate the total taking into account that over certain quantities, the unit price goes down. You can use this concept in a more sophisticated design - or you can use this template however you like. We've left it open and unprotected for you. This version of the template is a much more enhanced version compared with what you see in the tutorial that includes an estimate form you can populate with your own items in a drop-down. It also of course has a link to this tutorial so you can watch it as often as you need to. If you sell products then you know it is a violation of UCC Code to charge different prices to different customers for products, unless you justify it with a quantity discount. QuickBooks will not calculate this for you - you would have to set up different items for each price level. At the same time it is very common to offer price break points as an inducement to get clients to purchase a larger quantity thereby increasing your total sales volume. You can adjust the prices as well as the break points. Once you purchase the template here we recommend you save a master copy in case you mess up the formatting or just want to start over. Please enjoy the web cast. |