5.06 Input Data Using Templates. Business Forms Relating to Purchasing

5.06 Input Data Using Templates

Business Forms Relating to Purchasing

Business Forms Relating to Purchasing

PURCHASE REQUISITION

Form completed by individuals within a business to request that items or services be purchased

Business Forms Relating to Purchasing

PURCHASE ORDER

Form prepared by a business (buyer) and sent to another business (seller) to order items or services

Purchase Order

Purchase Orders

The top portion consists of the heading information

The bottom portion consists of the items ordered and the total amount of the order. The “Unit Cost” is the cost per item being ordered.

Business Forms Relating to Purchasing

INVOICE

Form that the seller completes and sends to the buyer during the month indicating how much is owed for items bought or services rendered

Invoice

Invoice

The top portion shows the heading information. The “terms” section refers to early payment discounts, if available.

The bottom portion lists the items sold and the total amount due.

If there is a transportation charge, it will also be added.

The bottom portion should be single spaced with double space between items.

After the last item amount in the total amount column, the spacing should be double.

Application Forms

is a brief standardized version of your resume

tells who you are and where they can find you

tells what kind of job you want tells the kind of education and training

you have tells what sort of experience you have

Application Forms Be able to list education, work experience,

and special skills, but not your age and health Know your social security number Print neatly in black or blue ink Sign your full name in cursive Complete all blanks and print N/A if an item

does not apply Be able to list references

Resumes

Personal data sheets One page with 1” margins Be honest, positive, and stress

achievements Uses three references (ask for

permission and do not use relatives) List education before work experience if

you have little business experience

GIVE YOUR RESUME A…

K eep I tS hort &S imple

A Good Resume Presents

Who you are What kind of position you want Skills you have Listing of education and training Listing of previous work experience

5.07 Simple Tables

Hints for Formatting Simple Tables (Guideline Method) Center the table horizontally (equal

blank space on the left and right of the table).

Center the table vertically (equal blank space at the top and the bottom of the page).

Tables with Main Headings

Center the main heading. Key the heading in ALL CAPS. Double- space after the main heading.

Double-space between the heading and the body of the table.

Tables with Main Headings

DAILY SCHEDULE

First Period 8:00-9:30

Second Period 9:45-11:15

Third Period 11:20-1:30

Fourth Period 1:40-3:00

DS

Left tab Right tab

Tables with Main & Secondary Headings Center the secondary heading. Key the

secondary heading in initial caps (upper and lower case letters). Single-space the secondary heading if it takes more than one line.

Tables with Main & Secondary Headings

WEST WILKES

Business Faculty Donna Cotton Computer App. Tina Delp Digital Com. Daniel Ward Marketing

DS

DS

Main Heading

Secondary Heading

Tables with Main, Secondary, & Column Headings

Column headings identify the data in each column of a table. Key column headings in initial caps. Underline the column headings.

Column headings may be blocked (begin at the tab stop) or centered.

Double-space after the column heading. Column headings in a unruled table should

be keyed in initial caps and underlined.

Tables with Main, Secondary, & Column Headings

NORTH CAROLINA FBLA

State Fund-Raising Projects

Company Product

Champion, Inc. Candy

Flash Education Locker Shelves

Tom-Wat Gifts

DS

DS

Tab Settings

Use left tab for columns that contain words. Use right tab for columns that contain whole

numbers. Use a decimal tab for columns that contain

decimal numbers. (If the column has a column heading, use a right tab so the column heading will align with the right edge of the column).

Divider Line

If a table is included in a word processing file, use 1 1/2” divider line to separate the body of the table from the source note.

Line Spacing

The number of blank lines between the title and the subtitle is 1.

The number of blank lines between the subtitle and the column heading is 1.

5.08 Business Documents

Announcements & Invitations Minutes, Agendas, and Itineraries

Announcements & Invitations

Use enhancements to attract a reader’s attention

Use vertical centering (equal top and bottom margins)

Use the automatic centering feature to horizontally center text

Minutes, Agendas, & Itineraries

Agendas

An agenda includes the order of topics to be covered at a meeting and the individuals responsible.– Use columnar format– Arrange topics in chronological order– Key the time in the first column– The descriptive information is in the second

column.– Put the speaker’s name in the third column

Agenda

Itinerary An itinerary is a list which includes the

dates, times, schedules, lodging, and method of travel to be used on a trip.– Use default margins (set tabs at 5 spaces and 25 spaces)– Use 2” top margin or center vertically– DS after the heading– Key the day of the week and date at the left margin.

Underline and bold this.– Double space all of an itinerary except the individual

event notations.

Itinerary

Minutes

Minutes are a summary of the events and business conducted during a meeting. Minutes are the official record of the meeting (should be kept in a notebook)– LM=1.5”, RM=1”, TM=1”

– Key the organization’s name, DS, Key the date, then QS

– SS body

– QS before closing to allow for Secretary’s signature

– The side headings are ALL CAPS.

Minutes