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Video instructions and help with filling out and completing Form 2220 excel
Hey it's Sally and in this video we're going to do something pretty exciting in Excel we're going to make an order form with drop-down selection boxes so this is going to be really handy if you know if if you sell items and you need an order form that people can fill out on their computer and either you know fax in or email in it's just super handy so what I do first is I like to lay out the content that I want on the order form and then later I will go in and I'll pretty it up but first thing so we want like date name email address street address city state zip so there's some basics there and then we'll just say this is for shirts okay we're going to have you know maybe we'll have people order shirts so we want to have a shirt size and then how about color and then design and then you can select quantity if you want and later on once you learn some more skills what you can do is actually set up formulas you know like the if-then type formula so if you only have certain colors available in certain sizes you can set that up so as they select it will limit what they can choose I'm not going to cover that in this video I'm just going to do basics with you right now so but that is something you can do I'm going to put these in there okay so then we'll just put some billing information so again you want to be really cautious about including credit card numbers and anything but just for the sake of this we're going to put it in there because there's some things that that you need to know when you're when you have a credit card form in here so we'll put like credit card number we'll do expiration date and then let's see we need the CVC and then name on card billing zip code okay so it's not it's not amazing but this is all the basic content that we want on our form here so the next thing I do is I want to format the cells to have certain information in them so the date so what we're going to do here is we want this to be a date so I will click up here and we'll just pick short date and typically what I do is I will fill this out while I work on it just to make sure that the fields fill out properly so we'll put that will put email email com street address one two three Main Street right city state now for the zip if you're on the East Coast or if you have customers on the East Coast you may know that some zip codes start with a zero but when they type that in it drops at zero off the.