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Anne Troy
 
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Exactly, Abie. And then you'll want to "not view" the completed ones (means
a new worksheet), and then you'll want to see the status of only those that
were shipped, but payment not received, etc.... Excel may be terrific for
tracking this, but not for tracking its history, which I feel will be
important for you. If you like, I am willing to help you create something in
Excel, but I'd rather not do it going back and forth through the newsgroup.
Feel free to email me.
************
Anne Troy
www.OfficeArticles.com

"Abie Ross" wrote in message
...
I do not have Access. I will get a trial copy and if it works then great.
Thank you
In my mind( not great when it comes to software)I imaginesd a spreadsheet
tracking the complete process I go through.
Every job i do may be a unique item with a unique imprint. But...every job
needs to go through the same processes. Quoting, samples, art creation,
approval, PO, from client, PO to my manufacturer, art upload, approval,
ship
date, delivery, customer receipt of merchandise...
We may have as many as 30 jobs going at any one time- critical is being
able
to see each day what needs to be done for each of those unique jobs.

Abie

"Anne Troy" wrote:

Consider using Access instead, since it's a REAL database, and comes with
several database templates. Try the Time & Billing one.
File--New--Templates (on my computer). Abie: You can spend tons of time
and money trying to make Excel do this for you, but it's an intuitive
thing
for Access to much better handle something like this.
************
Anne Troy
www.OfficeArticles.com

"Abie Ross" wrote in message
...
We are an advertising specialty business.
We need to track each job/sale from the initial customer request for an
item, through to delivery of the product.
Including... quotes, art files and artwork design and approval,
ordering
from our vendors, ship to info, contact info to final delivery and
approval
from customer that job was completed satisfactorily.

Suggestions please for an Excel template?? (Excel 2003)