Customer List

Customer List Template - Help

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.

Create a Drop-Down Box for Customer Name
The screenshot below shows a data-validation drop-down box in the Invoice Tracking
template. The instructions below explain how the drop-down box is created.

TEMPLATE

Invoice Tracking 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.

Create Lookup Formulas
After you have selected a value from a drop-down box, you want other cells to display the
related customer information. There are many ways to create lookup formulas. We will use
the VLOOKUP method because the Customer Name is the first column in the Customers
worksheet.
Note that cell C14 in the example above shows the Phone number, as listed in column 7 of
the customer information table in the Customers worksheet.
C14: =VLOOKUP(C9,Customers!$A$1:$H$35,7)
In the Customers worksheet, we've defined a named range called CustomerList for
$A$1:$H$35, so you can use that named range in your formula instead:
C14: =VLOOKUP(C9,CustomerList,7)
The problem with the above formula is that if the value in the table is blank, the formula will
display a zero. There are two ways around that. One approach is to use a custom number
format like "#;#;;@" to display blank when the value is zero. The other would be to handle the
exception with an IF() formula.

C14: =IF( ISBLANK( VLOOKUP(C9,CustomerList,7) ), "", VLOOKUP(C9,CustomerList,7) )

These techniques are used extensively in the Vertex42 Invoice Assistant template.

TEMPLATE

Invoice Assistant - An Invoice Manager for Excel

REFERENCES
TIPS

Vertex42.com: Spreadsheet Tips Workbook

ARTICLE

Vertex42.com: Creating a Drop Down List via Data Validation

ARTICLE

Vertex42.com: Dynamic Named Ranges

© 2014 Vertex42.com

com/ExcelTemplates/customer-list.html

Example:
XYZ Supply

Example:
Phone: (123) 456-7890

Using a Custom Format
Phone: (123) 456-7890
Using the IF function
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

Contact: Boe Peep

Boe Peep's Part Store

123 Somestreet NE

Anytown, CA 11111

Phone: (000) 000-0000

Fax: (000) 000-0000

XYZ Supply

124

Contact: John Doe

XYZ Supply Company

123 Abcstreet SE

Sometown, NH 11111

Phone: (123) 456-7890

Fax: (123) 456-7891

Insert new rows above the previous gray line