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http://www.vertex42.com/ExcelTemplates/custom
About
The Customers worksheet is intended for use with other templates, such as invoices or
work orders. The Customers worksheet can be copied into another workbook. Then, you can
set up drop-down boxes and lookup functions to populate address fields.
Basic Instructions
To add a customer, enter a Customer Name and Customer ID on the next available blank
row. The Customer Name and ID should both be unique. If they are not, they will turn RED.
Tip: Listing the Customer Names alphabetically will make it easier to find them in the dropdown list.
Named Ranges
Go to Formulas > Name Manager in Excel 2007+ to view the named ranges defined in the
Customers worksheet. Or, press F3 to see the list of named ranges in the workbook.
TEMPLATE
1) Select cell C9 and go to Data > Data Validation to open the Data Validation dialog.
2) In the Settings tab, choose List from the Allow: field.
3) In the Source field, enter =CustomerName
Note: CustomerName is a named range we defined in the Customers worksheet.
When looking up a customer in a drop-down list, it may be easier to choose the Name rather
than the ID, and that is why we have the Name as the first column in the CustomerList table.
If you want to use the CustomerID in a drop-down list instead of CustomerName, and you
still want to use the VLOOKUP function (instead of INDEX-MATCH), just CUT the Name
column and PASTE that column to the right of the ID column. If you do this in the reverse
order, you may need to redefine the CustomerList range.
These techniques are used extensively in the Vertex42 Invoice Assistant template.
TEMPLATE
REFERENCES
TIPS
ARTICLE
ARTICLE
2014 Vertex42.com
com/ExcelTemplates/customer-list.html
Example:
XYZ Supply
Example:
Phone: (123) 456-7890
Customer Name
Customer Customer Info Line Customer Info Line Customer Info Line Customer Info Line Customer Info Line Customer Info Line
ID
1
2
3
4
5
6
All Customers
Boe Peep
123
123 Somestreet NE
Anytown, CA 11111
XYZ Supply
124
123 Abcstreet SE
Sometown, NH 11111