I am currently running a software that I use for my self employed work that was written many many years ago in access 2.0 by a friend. I would like to try to convert it / rewrite and add improvemnts using excel as it is now quite outdated and inflexible and is not easy to add changes to it.

Basically when I work on site I need calibrate each product by type, lets say type a , type b type c for aguments sake.

I have an initial menu where I can enter site details, my name , site temperature, equipment used, comments etc, these details are used topartly populate the front sheet of a calibration certificate which is a standard template and are just entered once at the beginning of the day.

After this initial step I would take a product and click on it's appropriate button, lets say Product A, this would be given a uniquereference number lets say 0001, I then need to enter Manufacturer, Product Type, Serial Number, Cost and discount. Everything apart from cost and dicount would also need to be popultaed into the appropriate cell on the front sheet of the certificate.

On completing this 2nd step a new sheet is opened which would be a template for product A containing predefined default values and predefined specifications, this new results sheet would need to have the same number as the front sheet and be linked to it for storage / retrieval purposes after all of the test data has been carried out and entered into the sheet. There is then a print option which prints off the front sheet and the results sheet to form the certificate that is given to the customer.


The final requirement is that a site report needs to be produced at the end of the day in the following format, this needs to be populated from the information initially entered

Customer A

Product A
Model
Type Serial No
Certificate Numer
Cost

Product B
Model
Type Serial No
Certificate Numer
Cost

Subtotal For Customer

Customer B
Product B
Model
Type
Serial No
Certificate Numer
Cost

Subtotal For Customer


Grand Total For Day No of Units Total Cost

I know how to do parts of it manually but am at a loss as to where to start with the overall project and specifically how to extract that data at the end to produce the end of day report in the required format.

I would be interested in some pointers as to how to get started / the best approach and hopefully learn as I go along with the kind help of the experts here.

Thanks in advance