5.06 input data using templates. business forms relating to purchasing
TRANSCRIPT
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