Sequential Number Generator, Saving, and Linking

  • Thread starter Thread starter sushimichael
  • Start date Start date
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sushimichael

Hello, not totally familiar with Excel and trying to accomplish th
following within our sales department:

1. We have two basic Excel files that we have to access on a share
drive every time we issue a quotation:
FILE A: This is an Excel quotation form already built.
FILE B: This lists out the existing quotations that have been issued
listed by reference number. It includes basic fields like 'Sale
Person', 'Product' and 'Date', etc.

Every time we issues a quote we fill out the nessary information i
FILE A, reference FILE B to determine the next sequential number. W
save the quote as that sequential number, and add this new quot
reference number to FILE B and re-save.

2. Ideally, we would fill out a quotation form, the next sequentia
reference number would automatically be input based on the las
reference number saved of FILE B. When we save, it would save as th
new reference number.

Can this be done easily? Can anyone provide some information on how t
do this? It sounds simple enough, so i could sure use someboyd's help
I have a decent handle on computers, so i'm not totally compute
illeterate but could certainly use some help.

Thank you.

Michae
 
Hi,
I did something like that about four years ago for a Door
company in Canada.
It wasn't easy but this is how it worked - sort of:
A user opens the quote form. A macro automatically creates
a quote number, saves the quoteform as the new Quote
number and this is what the user uses - Quote_2344.xls -
for his/her client.

It has to create the quote number at the first instance so
the next user can get the next number.

When the user is finished, saves the file and it
automatically is filed in the quote folder. regardless if
it a valid quote or cancelled quote.

I haven't done this type of stuff for a while but you
could send me the worksheets (or sample sheets) and any
info that is relevant.

I will review the request and let you know if it is
viable. I will also try to create the macro for you.

It is free till it gets boring...

- Mark
(e-mail address removed)

My stuff:
http://www.geocities.com/excelmarksway
http://au.geocities.com/excelmarksway
 
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