Chocolates Are Us
Lesson Created by Patricia Janann Nicholson
Lesson Plan

Creating a Weekly Sales Table

You have been hired by "Chocolates Are Us" to design a weekly sales record and an order form template to use for customer orders. You will create your table in Microsoft Word. Open Microsoft Word and choose New Document to bring up a new document window.

  • Create a table showing:
    • Items For Sale
    • Cost of Item
    • Number Sold For:
      • Monday
      • Tuesday
      • Wednesday
      • Thursday
      • Friday
    • Total Sold for Each Day
    • Total Sold for the Week
  • Use the table below as an example:

Table Example

  • At the clear document screen, create the table shown above by completing the following steps:
    • Set Page Setup to Landscape:
      • Click File on the Menu Toolbar
      • Select Page Setup
      • Select the Paper Size Tab at the Page Dialog Box
      • Click the Landscape Radio Button
      • Click OK to close the Page Setup Dialog Box
    • To center align the table, click the center align button on the formatting toolbar to place your cursor at the center of your page.
    • To insert the Table on your page, click Table on the Menu Toolbar, point to Insert, and then click Table.
    • At the insert Table dialog box, key 13 in the Number of columns text box. (The insertion point is automatically positioned in this text box.)
    • Press the Tab key (this moves the insertion point to the Number of rows option) and then key 9.
    • Click OK or press Enter.
  • To merge the top cells, hold down the left mouse button and drag across the top row until you have selected all 8 cells.
    • Click Table, then click on Merge Cells.
    • Click inside the top cell, choose center alignment and bold , and key "Chocolates Are Us Weekly Pay Record."
  • Key in the remaining text, center and bold in column headings (see example table above for assistance):
    • Gift Item
    • Cost of Item
    • # Sold M
    • Total Sales for Gift M
    • # Sold T
    • Total Sales for Gift T
    • # Sold W
    • Total Sales for Gift W
    • # Sold TH
    • Total Sales for Gift TH
    • # Sold F
    • Total Sales for Gift F
    • Total Sold for Week
  • Key in Left Column Headings Centered and Bold along with the adjoining cells that will contain the price for each gift item (See example above but Gift Item with Actually be the Name of the Gift Items listed Below):
    • Key in short names to keep spacing at a minimum for gift names (example: chocolate cell phone could be listed just as phone)
  • Key in the price of each gift under its appropriate column heading
Gift Item:
Price:

Chocolate Cell Phone:

$ 7.95

1 Dozen Chocolate Long Stem Roses::

$ 39.95

Chocolate Pizza:

$ 6.95

Chocolate CD:

$ 11.95

Chocolate Baby Shoes:

$ 9.95

Chocolate Computer:

$ 11.95
  • You will now enter the number of each gift items sold per day. Use the table below to find the fictitious numbers you will enter as sold per day.
Number Sold on Monday
Gift Item Number Sold
Chocolate Phone
12
Dozen Long Stem Roses
5
Chocolate Pizza
20
Chocolate CD
35
Chocolate Baby Shoes
52
Chocolate Computer
18
Number Sold on Tuesday
Gift Item Number Sold
Chocolate Phone
23
Dozen Long Stem Roses
11
Chocolate Pizza
20
Chocolate CD
28
Chocolate Baby Shoes
26
Chocolate Computer
12
Number Sold on Wednesday
Gift Item Number Sold
Chocolate Phone
30
Dozen Long Stem Roses
16
Chocolate Pizza
28
Chocolate CD
26
Chocolate Baby Shoes
32
Chocolate Computer
33
Number Sold on Thursday
Gift Item Number Sold
Chocolate Phone
35
Dozen Long Stem Roses
15
Chocolate Pizza
45
Chocolate CD
55
Chocolate Baby Shoes
24
Chocolate Computer
28
Number Sold on Friday
Gift Item Number Sold
Chocolate Phone
30
Dozen Long Stem Roses
15
Chocolate Pizza
22
Chocolate CD
42
Chocolate Baby Shoes
38
Chocolate Computer
22
  • The last row needs to be adjusted to show the total amount of all gifts sold per day, as well as for the week. The first thing that needs to be done is to merge cells. To merge cells, select the first two columns by dragging the mouse through the cells, click Table on the Menu Toolbar, then select merge cells. Continue to merge two cells at a time, leaving the last cell as one. Refer to the table above.
  • Before you enter formulas, you must understand the way the cells are aligned within the table. Columns are represented by the letters of the alphabet, beginning with the letter A, and continuing B, C, D, and so forth.
  • Rows are represented by numbers (1, 2, 3, 4, etc.) See the table below (Notice I have not included the last row in the representation because you will not need to use any of these cells for your formulas):

Table Columns and Rows Layout

To understand where your formulas and what numbers you will use, look at the table below. You now know how the table is laid out so all you will need to do is enter formulas that will automatically calculate the daily and weekly sales of each sales item as well as the total amount for each day and the total sales for the week.

Yellow-Where you will place your formula
Red-The columns that contain the data you wish to calculate

  • You will need to enter a formula that will multiply the number of items sold that day by the cost of each item. Position the insertion point in D3 (check the table page layout document above) and follow the directions below to enter a formula that will automatically calculate daily and weekly sales:
    • Click Table and then Formula.
    • At the Formula dialog box, you want to enter the formula =B3*C3 to multiply the cost of the item (B3) by the number sold (C3)
    • Click OK
    • $95.40 should now appear in the cell
  • Continue to enter formulas across cells multiplying (*) the cost of the item by the number sold. Check your answers on the calculator under Accessories on the Computer (Start>Program>Accessories>Calculator)

The Total for Week is the daily cost added for Monday, Tuesday, Wednesday, Thursday, and Friday. You first need to write down the cells where the daily cost are displayed. To calculate the Total for Week:

  • Click Table then Formula
  • At the Formula Dialog Box, enter the following formula to add the daily cost for the Chocolate Cell Phone:
    • First write down the daily sales cell number for Monday, Tuesday, Wednesday, Thursday, Friday (D3, F3, H3, J3, L3)
    • You want to add (+) these numbers together, so at the Formula Dialog Box, enter =(D3 + F3 + H3 + J3 + L3) to add all the numbers in these cells together
    • Click OK
    • $1033.50 should now appear in the Total Sold For Week Column
  • Continue entering formulas for the rest of the gift items using the appropriate cells

The bottom row will hold the Total Sales of all Gift Items Daily and Weekly. You will need to write down the cells that hold the numbers that you will use to get the Daily and Weekly Results. You will also split the cells into two rows in order to make the data more acceptable to read.

To split the cell immediately to the right of Total Sold Each Day:

  • Place your cursor in the cell you wish to split
  • Click Table on the Menu Toolbar and Select Split Cells
  • At the Split Cells Dialog box, the default is to split columns into two columns, however, we want to split the cell into two rows. Change the columns default of 2 to 1 and then change the rows default of 1 to 2
  • Click OK
  • The cell should now be split horizontally
  • Continue with the next four cells (refer to table example above)
  • Type the name of the week in the top of the cell and you will enter a formula in the bottom of the cell

To Calculate the Total Daily Sales for Monday:

  • Write down the cells you want to add together (D3, D4, D5, D6, D7, D8)
  • Place your cursor in the cell directly under the cell that contains the word Monday
  • Click Table and then select Formula
  • At the Formula Dialog box, enter the formula that will calculate the total amount of cells for Monday: =(D3 + D4 + D5 + D6 + D7 + D8)
  • Continue entering formulas to calculate the total for the remaining days of the week

 

  • Shade the first and second rows completing the following steps:
    • Select the first row while holding down the left mouse as you drag.
    • Click Format, then Borders and Shading.
    • At the Borders and Shadings dialog box, make sure the Shadings Tab is selected, click a light color.
    • Select the second row while holding down the left mouse as you drag.
    • Click Format, then Borders and Shading.
    • At the Borders and Shadings dialog box, make sure the Shadings Tab is selected, click the same light color.
    • Click the down-pointing triangle at the right side of the Style option, and then click 5% at the drop-down list.
    • Click OK to close the Borders and Shading dialog box.

    Deselect the cells.

  • Include a double line outside border for the table by completing the following steps:
    • Move the insertion point to a cell within the table.
    • Click Format and then Borders and Shading.
    • At the Borders and Shading dialog box, make sure the Borders tab is selected.
    • Choose a double-line style in the Style list box.
    • Change the color option to a dark color that will match the shading color you previously chose.
    • Click the Box option located at the left side of the dialog box.
    • Click OK to close the Borders and Shading dialog box.
  • Horizontally center the table by completing the following steps:
    • Position the insertion point in any cell in the table.
    • Click Table and then Table Properties.
    • At the Table Properties dialog box, click the Table tab.
    • At the Table Properties dialog box with the Table tab selected, click the Center option in the Alignment section.
    • Click OK or press Enter.

Creating a Template Form Document

You will now create a form document that will be used to evaluate customer satisfaction. You will first create a template document so you can use the document over and over again without having to create a new document every time a customer fills one out. To create a template, follow the steps below:

  • Click File, and then New.
  • At the New dialog box with the General tab selected, make sure Blank Document is selected in the list box.
  • Click Template in the Create New section at the bottom right corner of the dialog box.
  • Click OK or press Enter.
  • At the document screen, make sure the default font is 12-point Times New Roman.
  • Key the beginning portion of the form shown below up to the colon after Name:.
  • Turn on the display of the Forms toolbar by clicking View, pointing to Toolbars, and then clicking Forms. This is the toolbar that should appear:
  • At the Forms toolbar, click the Text Form Field button .
  • After inserting the form field, press the Enter key, and then create the remaining text and text form fields as shown below. Your fields will appear gray in Microsoft Word.
  • To create the check boxes after Yes and No, position the insertion point where you want the check box to display, and then click the Check Box form Field button on the Forms toolbar.

 

  • After the form is completed, protect the document by clicking the Protect Form button on the Forms toolbar.
  • Save the document to your student folder with the name Chocolate Customer Form.
  • Have 2 people fill out your form and save it to your folder under their name.

Chocolates are Us Service Evaluation Form

Name: (Text field)
Address: (Text field)
Date of Birth: (Text field)
Occupation: (Text field)

1. Is this the first time you have used Chocolates are us?

Yes No (Checkbox field)

2. How would you rate our service? (Checkbox field)
Excellent
Fair
Poor
Worst Experience I have ever had!!!

3. How did you hear about us? (Checkbox field)
Friend
Advertisement on a Webpage
Using a Search Engine

Click the box next to the items you purchased:

Chocolate Phone (Checkbox field) How many?
Dozen Long Stem Roses (Checkbox field) How many?
Chocolate Pizza (Checkbox field) How many?
Chocolate CD (Checkbox field) How many?
Chocolate Baby Shoes (Checkbox field) How many?
Chocolate Computer (Checkbox field) How many?

Fill in any additional information that could help us better serve our customers in the text box below.


Creating a Template Invoice Form

A table can be very useful when creating a form with form fields. A table can be customized to create a business form such as an invoice or a purchase order. Follow the directions below to create a form using the table feature:

  • Click File and then New
  • At the New dialog box with the General tab selected, make sure Blank Document is selected in the list box.
  • Click Template in the Create New section at the bottom right corner of the dialog box.
  • Click OK.
  • At the document screen, make sure the default font is 12-point Times New Roman.
  • Display the Forms toolbar.
  • Click the Draw Table button on the Forms Toolbar.
  • Use the buttons on the Tables and Borders toolbar (shown below) (if not visible, click View>Toolbars>Tables and Borders) to draw the table lines shown below:

 

Chocolates Are Us
www.chocolatesareus.com
121 North Hershey Ave.
Chocolateville, Fl. 33345

Customer Name: (Text Field)

Date: (Text Field)

 

 

Date
Description
# Purchased
Amount
(Text Field) (Text Field) (Text Field) (Text Field)
(Text Field) (Text Field) (Text Field) (Text Field)
(Text Field) (Text Field) (Text Field) (Text Field)
(Text Field) (Text Field) (Text Field) (Text Field)
  • Change the text alignment to Align Center for specific cells by completing the following steps:
    • Select the cells that will contain the text Date, Description, Amount, and Ref #.
    • Click the down-pointing triangle at the right side of the Align Top Left button on the Tables and Borders toolbar.
    • At the drop-down palette of choices, click Align Center (second option from the left in the second row).
    • Continue to key the above information in along with the form fields.
    • After the table is completed, protect the document by clicking the Protect Form button on the Forms toolbar.
    • Key the customer information from your customer service forms into your form. You should end up with two forms saved with two different names.
Nicholson's Lesson Plan Blues