Get the bill of lading form

Video instructions and help with filling out and completing bill of lading form

Hey this is Sally and in this video I have a special request from a from Mike he said hey I love your videos but I have not been able to find exactly what I'm looking for what I want to do is to be able to create an order acknowledgement a packing list and a bill of lading form from one main entry sheet this might not be available and some other products that you're using but this is something that is completely doable in Microsoft Excel in fact I've I've done something like this previously so I'm pretty excited it's it's a bit complex so this is going to be a longer video but I'm going to show you how how I would do this so what I'm going to do is I am I'm working out of Excel 2016 some of the more recent versions of it should be fairly similar to this so I'm starting from the start page here usually I just start with a blank workbook but since we already have an idea of what we want for starters I'm going to just type in here order form you know typically I would create my own my own order form but since Excel already has templates here I'm going to start with one of those so we've got some options here we don't really want a purchase order invoice or any of that although all of those could be included in this this whole packet it's it's stupid how excited I am about this so this one looks like it might be right I'm going to click on it take a look oh my monitor is pretty tiny on my laptop here but I did get a look at this on my larger screen so I'm going to go ahead and just start with this this way it gives me a good starting point so I'm going to click on create you don't have to do it this way either and forgive me I'm getting over being sick so I might have to pause it here and there but this is a good starting point here we've got all the necessary fields here you can of course change whatever you want here but this I just like this as a starting point so you can add your own company logo here if you want I'll just leave it there what I would do here is I would fill out your company information here this one right here has today's date see we can see this formula on here another way that we can do this is type in now with those parentheses on either side and that that works that works the same way sometimes I'll throw in the time there if that's not you know needed for you I'm going to put in an order number they're a customer ID now something that you may want to do depending on how many customers you have is if you have a customer database what you can do is create a drop-down so you can select the customer ID from from a drop-down list here otherwise you can you can manually type it in here again you know if in the end this can be prefilled out already you can do that you can also link this to this information here again that's using that drop-down and then if this then that kind of thing here so I'm going to just show you real quick on how you could do that it's it's a little bit of a it's a little advanced but you may want to do...