Hi Guys and Girls,
I just joined this forum and well i hear that the members here are brighter then the sun,
therefore, i cannot go wrong.
Here is my question.
I have created a nice Inventory and Invoice
If someone is interested i can post it here, there is no personal data there yet
SHEET IF YOU ARE INTERESTED THE WORDED LAYOUT
Now i named my sheets
Sheet 1 = STEP 1_Customer Registration
Sheet 2 = STEP 2_Filter Registration
Sheet 3 = STEP 3_Invoice
Sheet 4 = STEP 4_Statement
Sheet 5 = Cell Modules
Step 1 is has a if function that gives a customer an ID and gets all their info
as in company last and first name apt and and and.
Step 2 Here we register the serial number of the product and
can also choose the
customer ID from step one therefore the product will be registered to the customer.
(However not all of our products have serial numbers therefore this one is only for products with serial numbers)
Step 3 the invoice. Here is were we can choose the customer ID and the customers fields will be filled out a quick quesiton
of is the customers address is the same as the shipping if yes then it will copy the address also into the shipping address
section. Also who the sales agent was
On the same sheet, the second page will be the shipping order page with no cost info but only a shipping form (whats inside
the package sheet)
lastly in this sheet there is a label page with the shipping address of the client.
STEP 4 The statement
At this sheet nothing should be touched.
It takes the sales agents name from Sheet 3 (The Invoice)
and has an Index and match function for his or her commission.
In this sheet there is a thank you for making this sale happen
the commission amount for this sale and detailed info about how much
he or she got for which sale. Agreed terms.
Well here is the list of parts we have
How much they cost
How much commission there is
and so on.
MY ACTUAL QUESTION
Now if you have read the above words on what i made you will understand
this if not i will try to summarize.
I got a sheet which is an invoice.
i have if statements there as well as lists
at times on top of each other.
Meaning that if i selected something from the drop down box the IF statement is gone.
(Drop down box here has products) The IF then statement on top of it is for
if you select a serial number from the list then the product is automatically selected.
Now then if i would save this invoice it would all be gone therefore
i would like to save this invoice as a separate excel sheet.
Now lets see.
Customer ID is 12001 and Company name is XYZ Co.
I would like the excel file to have the following name
Company name + Customer ID.xlsx
The file already exists
then it should add the sheet to that file.Basically like in invoice storage for that particular customer. Sheet naming could
be Customer ID + "-" +1 (i.e.: 12001-1 , 12001-2 etc.)
Now after that sheet is saved there, i need the
template invoice sheet (sheet 3) to be clear again with all if statements functional and so on, kind of like a reset
or maybe make it not.
Advancing this feature i would like to create a sheet in the same MAIN Workbook called
STEP 5 Invoice History.
Where i can see all references from different workbook sheets, lets say within a specific folder range like customers
in customers there would be several different xlsx files. each customer with one file
each file containing a sheet with there invoice, if the customer has more then one invoice the file has more then one sheet.
sheets should be labeled customer id "-" +1 like already described.
Is something like this possible with
Excel and Macros.
I think it is, i mean there are some amazing things you can make.
I thank you for your help.
Any time or help is appreciated
Please right click and save
Inventory and Invoice System.xlsx