Linking Sales Order to Sales History Data
Excel 2003
Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
Microsoft has a lot of good templetes that you can use. try this website
http://office.microsoft.com/en-gb/te...172741033.aspx "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
Joel: Yes, there are many usable templates. As I am working with Excel I am
now looking for ways to capture my Sales Order data and update my Customer/Product Sales History data. -- Thanks from Salt Spring "Joel" wrote: Microsoft has a lot of good templetes that you can use. try this website http://office.microsoft.com/en-gb/te...172741033.aspx "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
I you are interested in a macro approach here is instructions from microsoft
in creating a userform for data entry http://msdn.microsoft.com/en-us/libr...ffice.11).aspx "Koomba" wrote: Joel: Yes, there are many usable templates. As I am working with Excel I am now looking for ways to capture my Sales Order data and update my Customer/Product Sales History data. -- Thanks from Salt Spring "Joel" wrote: Microsoft has a lot of good templetes that you can use. try this website http://office.microsoft.com/en-gb/te...172741033.aspx "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
Joel: I figured i would probably need to use a macro to accomplish my goal
here. i have some experience with macros and appreciate your reference. From a quick scan, i think i might will make some progress. Thanks -- Thanks from Salt Spring "Joel" wrote: I you are interested in a macro approach here is instructions from microsoft in creating a userform for data entry http://msdn.microsoft.com/en-us/libr...ffice.11).aspx "Koomba" wrote: Joel: Yes, there are many usable templates. As I am working with Excel I am now looking for ways to capture my Sales Order data and update my Customer/Product Sales History data. -- Thanks from Salt Spring "Joel" wrote: Microsoft has a lot of good templetes that you can use. try this website http://office.microsoft.com/en-gb/te...172741033.aspx "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
Joel: If you have time could you check this out? I have been following the
Macro training instructions you recommended. Where the instructions for Using Events are followed, I continually get an error message: "Compile Error - Expected Varialble or Procedure, not Module. I have tried several times to follow the instructions exactly, but error message persists. Are you able to to verify the instructions are correct? -- Thanks from Salt Spring "Joel" wrote: I you are interested in a macro approach here is instructions from microsoft in creating a userform for data entry http://msdn.microsoft.com/en-us/libr...ffice.11).aspx "Koomba" wrote: Joel: Yes, there are many usable templates. As I am working with Excel I am now looking for ways to capture my Sales Order data and update my Customer/Product Sales History data. -- Thanks from Salt Spring "Joel" wrote: Microsoft has a lot of good templetes that you can use. try this website http://office.microsoft.com/en-gb/te...172741033.aspx "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
Linking Sales Order to Sales History Data
Joel: I should have mentioned specifically: Lesson 4 - the procedure
following Step 6. -- Thanks from Salt Spring "Koomba" wrote: Excel 2003 Have created Sales Order with Drop Down List for Customers (31) and Products (12). Invoice # is automatic as is Date. Workbook has worksheet for each Customer. Challenge now is to capture the sales data on the correct Customer Worksheet. I could go and buy a software package for all of this; but where is the challenge in that? Need to capture the usual: A1 Date, B2 Customer Name, E2 Invoice #, B4-B13 Product, C4-C13 Quantity, E14 Shipping. Being somewhat of a novice on the vast array of functions and their use, I am sitting here wondering how to start. I have scanned all of the subjects and threads and see nothing that jumps out. I believe there may be a number of ways to approach this and would like to be pointed in the right direction, learn what i can, and ask questions as I go. Thanks in advance. -- Thanks from Salt Spring |
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