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mount_mordor
 
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Default Customer Quoting Database


Hello

I have a quoting program in excel that I created, I use this program to
quote customers for laser cutting. It is fairly basic, on the first page
I input all the data required to determine the amount of the quote, such
as the customer, the material, the size of the part, the amount of
parts. The second page is a print page, set up to accordingly and
drawing all it's information from the 1st page. The third page is a
list of all my customers. On the 4th page is my current steel price
list. All of this works great so far, but the problem is this:

I need to "Record" all the quotes I make. What I would idealy like to
have is a different sheet for each customer, so that after I enter the
information in the first page that, and select the customer, I could
hit a button that would search for that customers "sheet" and copy the
information to a new row there.

I am not that well versed in excel, so please keep the answers simple.

TIA

Troy


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Dave Peterson
 
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How about a slightly different alternative?

Add another history sheet--but keep all the history (all the customers) on that
one sheet.

You can always use data|filter|autofilter (or data|sort) to show/group what you
want. And by having all the data in one spot, you can summarize stuff better.

It sounds like you could take the data off the first sheet (called "Input"???)
and plop it into the "Summary Sheet" via a macro:

Option Explicit
Sub testme01()

Dim historyWks As Worksheet
Dim inputWks As Worksheet

Dim nextRow As Long
Dim oCol As Long

Dim myRng As Range
Dim myAddresses As String
Dim myCell As Range

myAddresses = "A1,F9,A2,B1"

Set inputWks = Worksheets("Input")
Set historyWks = Worksheets("Summary")

With historyWks
nextRow = .Cells(.Rows.Count, "A").End(xlUp).Offset(1, 0).Row
End With

With inputWks
Set myRng = .Range(myAddresses)

If Application.CountA(myRng) < myRng.Cells.Count Then
MsgBox "Please fill in all the cells!"
Exit Sub
End If
End With

With historyWks
With .Cells(nextRow, "A")
.Value = Now
.NumberFormat = "mm/dd/yyyy hh:mm:ss"
End With
.Cells(nextRow, "B").Value = Application.UserName
oCol = 3
For Each myCell In myRng.Cells
historyWks.Cells(nextRow, oCol).Value = myCell.Value
myCell.ClearContents 'clean it up???
oCol = oCol + 1
Next myCell
End With

End Sub

I check to see if all the cells have something in them (maybe not required???).

I also add the date/time to column A of the summary sheet and the username
(taken from Tools|options|General tab) to column B.

Then Column C to xxxx go in the same order as the addresses you've specified in
this line:

myAddresses = "A1,F9,A2,B1"

(Change that to match your input worksheet.

(mycell.clearcontents may not be necessary, too.)

mount_mordor wrote:

Hello

I have a quoting program in excel that I created, I use this program to
quote customers for laser cutting. It is fairly basic, on the first page
I input all the data required to determine the amount of the quote, such
as the customer, the material, the size of the part, the amount of
parts. The second page is a print page, set up to accordingly and
drawing all it's information from the 1st page. The third page is a
list of all my customers. On the 4th page is my current steel price
list. All of this works great so far, but the problem is this:

I need to "Record" all the quotes I make. What I would idealy like to
have is a different sheet for each customer, so that after I enter the
information in the first page that, and select the customer, I could
hit a button that would search for that customers "sheet" and copy the
information to a new row there.

I am not that well versed in excel, so please keep the answers simple.

TIA

Troy

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mount_mordor
 
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Anybody have any suggestions??


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Dave Peterson
 
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I thought I did.

mount_mordor wrote:

Anybody have any suggestions??

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Dave Peterson
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mount_mordor
 
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Thankyou for your response

I might need a little more help on this macro stuff. I am getting an
error that says I cannot run macros, because "macros in this project
are disabled..."??


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Dave Peterson
 
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Close the workbook.
tools|macro|security|security level

Change to something that allows macros to run (the options vary between versions
of windows).

In later versions, you can choose medium that prompts you each time you open a
workbook with macros. If you choose this option, just make sure you answer yes
to allow macros to run when you open that workbook.

Now reopen the workbook with the macro. (This setting isn't retroactive--that's
why you have to close and reopen the workbook.)



mount_mordor wrote:

Thankyou for your response

I might need a little more help on this macro stuff. I am getting an
error that says I cannot run macros, because "macros in this project
are disabled..."??

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Dave Peterson
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mount_mordor
 
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Ah it was the rebooting excel that I missed. thanks

Please see my attached workbook. I was getting the messagebox "Please
fill in all the cells"

Thanks


+-------------------------------------------------------------------+
|Filename: LASER WORKSHEET1.zip |
|Download: http://www.excelforum.com/attachment.php?postid=3775 |
+-------------------------------------------------------------------+

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