Filling Invoice From Product Data When Price Goes Up
Feb 26, 2010
I have a worksheet that contains data on products including prices and I want to use that worksheet to fill out an invoice for every sale of those products. I know how to make the list/table dynamic and varify the data to "list", then use VLOOKUP to get the price to appear, but what I'd like to know is how to overcome the problem that will arise when a product's price has to change. Eg. if on 1/1/10 the price of product A rises from £15 to £20, how do I ensure that 2009 invoices do not change when I update/edit the price, but that the current price goes up? So far, the only thing I can think of doing is to create another product, but there are several other bits of data about each product on the worksheet which will not change (weight, height, width, supplier etc), so I don't really want to have to duplicate the unchanging bits and also leaving the productA with the old price in the list may lead to accidentally selecting the old price. What do you think? Is there a way of maybe fixing the price to date or something?
View 9 Replies
ADVERTISEMENT
Feb 3, 2009
I'm trying to create a supply order form. Is it possible to enter a product name in one cell and have the price for that product automatically appear in another cell? Is there a formula that I can use to make this happen?
View 2 Replies
View Related
Nov 23, 2009
i am currently working on cost analysis of large projects.
I have a worksheet with about 100 headings and i would like to sum up the totals of 'quantity x unit price' for each product.
I tried the sumproduct function but it did not work and i had to do the '=sum(b4*c4,d4*e4,f4*g4,..........) to get the result in the total column. I attach a small sample of the file.
View 9 Replies
View Related
Feb 26, 2009
On an order form the customer will be able to enter the width and projection of several products that they want to order. The way these products are priced are in a Matrix of Width over projection. The current system i have designed is:
1. The pricing Matrix's have all been put into one big table and given a unique id per product matrix.
2. An advanced filter has then been run and and it extracts the appropriate matrix and copies it onto the process sheet.
3. An Index/Match formula is used to find the price for the inputted width and projection. It does this by finding the intersect point of the width and projection on the table.
Currently this will be put into a macro and assigned to a button.
The problem is that up to 15 (or possibly more) products need to be able to be ordered in one order form. With the current system it means there will be a lot of Advanced Filters and there will be a macro button that will need to be clicked after every product order (and they're could be 15 or more). Obviously this isn't very professional, it is time consuming and must be the hard way of doing it.
I was wondering what over systems that could be used for this sort of thing. The more solutions there are to this problem the better. Attached is the file. If you do post a solution it would be preferred if you could also post a file with a working example in. I find it much easier to learn the solution if i can see it working.
View 9 Replies
View Related
Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
View 9 Replies
View Related
Sep 30, 2009
I am trying to use a PRODUCT formula to return the product of a list of numbers in a column, between 2 specified dates. The spreadsheet is arranged as follows:
Column BA list of dates
Column C & DNumerical data not used in any calculations
Column EThe numbers to multiply together
Cell A1Start date to be used in the PRODUCTformula
Cell A2End date to be used in the PRODUCT formula
The formula I have to multiply the data in column E, subject to the start and end dates in Column A is:
{=PRODUCT(IF(B15:B1000>A1,IF(B15:B1000<=A2,INDEX(B15:E1000,0,4))))}
This returns zero though works appropriately if I replace “PRODUCT” with a “SUM”.
View 2 Replies
View Related
Dec 24, 2008
I'm working on a order spreadsheet system, and I have one sheet called Product Details, where the product name, list price and product code are found, these link to the Sales order page, and I need them so that they can be added to.
So far, I have created a dynamic named range for the Product name on the Product details sheet, and linked the the range via a list validation on the Sales order sheet.
The drop down list displays the products and can be added to by typing new product names on the other sheet.
What I need now is that when a product on the sales order page is selected, it draws the the list price and product code data automatically from the sheet, I tried using a normal vlookup, but I couldn't get it to work. I also need the list price and product code columns to be 'dynamic' so new values can be added further along.
View 5 Replies
View Related
Jan 30, 2014
I would like to have a Macro to go from the first tab called "Start" and end up with the second tab "End" automatically. BAsically I need to take the product on each line under Tab Start and reproduce it for sizes 35-41 always ending with "-(size)". Then this new Product with Size needs to be multiplied one below the other for as many times as I have pictures (number shown under column B of the tab Start). Next to this value in column B of tab End I'd like the same name listed again but with the number 1, then 2, then 3, etc. as needed and the extension .jpg.
View 4 Replies
View Related
Sep 5, 2012
I need J22 to multiply based on years in B22 AND increase 5% for each of those years (compounding) after two years (excludes year 1 from 5% increase). In addition the cell needs to remain blank if D22 is blank. B22 = 1, then the stockprice needs to remain the same, and only increase by 5% after year 1.
Currently...
B22 = a number of years indicated by the formula: =IF(A22="","",DATEDIF(A22,I3,"y"))
J22 =IF(ISNA(VLOOKUP(D22,stockprices,2,FALSE)),"",VLOOKUP(D22,stockprices,2,FALSE))
Example:
If J22 stockprice lookup is $1000.00, and the number of years listed in B22 is 6, then the reported value in J22 needs to be $1494.40.
Windows 7 Ultimate / Excel 2010
View 1 Replies
View Related
Jun 9, 2008
I have calculated the implied volatility for different single options using the newton raphson method. But, I also need to calculate the implied volatility which minimizes the sum of squared differences between the observed market price and the model price for each day. I guess one needs to use vectors (jacobian matrix) to do this, but I do not know how to expand the code to be able to do this. Anyone have any idea how this can be done? I have attached the [code] I have used to calculate the implied volatility for one option.
View 2 Replies
View Related
Jan 4, 2010
The analysis basically has 2 data components to it:
The 1st part, is a basic transaction list of shopping items bought through the year. Each transaction's shopping item also has the quantity of that item purchased at that time.
The 2nd part, is a pricing sheet for all the different types of shopping items. The pricing sheet has different prices for different quantities at which the item is purchased.
What I am trying to do is to find the relevant price for shopping item, which depends on not only what the item is, but also the quantity. In point form, it should follow the logic below:
1) Identify the item in the shopping list (worksheet 1) from the list of prices (worksheet 2)
2) Find quantity in the prices worksheet that is closest to the quantity in the shopping list (i.e. where the difference between the quantity on transaction list and the quantity on the pricing sheet is the least)
3) Pull the price for this "closest quantity"
I have uploaded a worksheet showing the structure of that data.
[url]
Is there some VB code I need to do this, or can it just be a few simple formulas?
View 4 Replies
View Related
Feb 20, 2009
i need to look up a product based on the number and the qty. see the example attached.
On tab "Printer - S" 1 need to lokup the costs based on the product code 8 and the qty 100. How do i do this and make it adjustable for any range of priduct codes and qtys. Again, becuase this will be used on a Mac Office, i cannot use macros.
View 4 Replies
View Related
Sep 19, 2006
I have imported some files in to excel. I have attached the test document to give you an example of exactly what Im working with. Here is what I need to do.
1) On a separate worksheet I need to sort out the data by invoice number (Column E).
In the example I have on the worksheet titled "Main" I have listed what I would like it to look like. The purpose of this is that I don't want any spaces in rows. I just want a long list of invoice numbers and their information (Including the project number & customer on all rows). In long story short I want to erase all the information from A18:A25, and add project number and customer name to all the correlated invoice numbers. The way I think I can do this is that the first 4 digits of the invoice numbers are the same if their in the same project.
View 9 Replies
View Related
Jul 16, 2006
In the first sheet I have two columns, one for the product_id and one for the name of the product. So the Sheet1 is like a small database. The second sheet is for the orders.What I want is when I type the product id in the A column of the orders sheet(Sheet2) to auto insert the product name in the B column so i dont have to write it every time.
View 2 Replies
View Related
Dec 24, 2007
I have 2 Workbooks. One is invoice data extracted from SAP and the other is a workbook I have to send to the client (has about 10 worksheets containing 5-10 different branches in each worksheet). The layout of the one I send to the client can not change so I am trying to import the values form the 1st workbook (SAP) into the 2nd workbook. What I do now is copy the first 4 columns of data for each branch and paste it into the 2nd workbook.
I was playing with a VLookup formula but I don’t think that is the correct formula. I need the second workbook to be populated with all the invoice info (Number, Type, Date, Balance) that appears in the raw data workbook.
=VLOOKUP(H14,'[abcbank raw data sample.xls]Sheet1'!$A:$A+'[abcbank raw data sample.xls]Sheet1'!$A:$E,4)
H14 is the branch number on the client sheet (I cut the column containing the branch # on the raw data and inserted it before column A).
Raw Data From SAP
View 13 Replies
View Related
Apr 7, 2010
The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing.
I'm having a couple of issues logistically though. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about.
Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. how to automate that, as we have 100's of publishers and invoices are done every month.
Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped)... However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Some publishers may have sold 5-10 different products, while some may have only sold 1 or 2. How do i get word to insert a new bookmark (or something) based on the number of products a person has sold.
View 3 Replies
View Related
Aug 1, 2014
Following macro code is for copying Excel Invoice Data to Excel Database. Also cleans the specified cells after copying. Its working Perfectly.
But there are some issues that should be solved.
Problem 1: It copies empty cells(""), formula based cells and blank drop-down list.
Problem 2: After copying it cleans formulas too. Formulas must be remain their.
View 2 Replies
View Related
Nov 2, 2013
I have multiple rows of data. Some have single invoice number and some have 3. I want to find the rows with multiple same invoice number by filtering then selecting certain data and paste to another sheet.
sheet1 A:I
Name
PO
Chemical
C/T
Center #
[Code]....
View 5 Replies
View Related
Jul 24, 2006
All data is located within one book. I have two sheets with material codes in each sheet which include pricing (existing and current)
Sheet1 (has existing material codes plus existing pricing) Has about 1200 lines
Sheet2 (has current material codes plus current pricing), has about 36000 lines
I need to cross check if the material code (taken from sheet1) are still available in sheet2, and if they are, copy the current price back to sheet1. The current price needs to be pasted back into sheet1 (next to the existing price). If the material code doesn't exist (for whatever reason, in sheet2), the program needs to move onto the next line and leave the current price for that material code blank. The program should finish once all the lines in sheet1 are completed. I have attached a sample of what I'm trying to do,
View 7 Replies
View Related
Feb 12, 2010
I have have a large array of prices (across rows) and am looking for the closest price to match a price that I have been provided with. It's a basic benchmarking exercise on a row by row basis....and the price can be positive or negative. Is there a clean way to reference the closest price?
I have come across a fair amount of solutions, but none worked optimally - particularly the =INDEX(Data,MATCH(MIN(ABS(Data-Target)),ABS(Data-Target),0)) approach....it just didn't work for some lines, and only worked for values less than source price in other instances.
I would also like to reference the source on the next column.
View 12 Replies
View Related
Dec 5, 2012
creating an Excel invoice that would auto-populate from another Excel worksheet or file with data. The information that I would want to include are:
Company name
Name (person)
Email address
Start date
End date
Promotion description
Number sold
Price per item
Total charged
View 1 Replies
View Related
Mar 17, 2009
I am trying to do an if statement where I ask if the 2009 price is .50 or less away from the 2008 price, bring back "Check" See below:
2008 2009
$23.95 $24.15
Using excel 2007
View 3 Replies
View Related
May 15, 2014
Our business has a spreadsheet set up for invoicing. A Macro has been created to increase the invoice number, save to the desktop as a PDF with a file name taken from the cells
This is working on my colleagues mac but when we've loaded onto my computer it errors, when I debug I am getting the following error:
Sub Macro3()
'
' Macro3 Macro
'
'
Range("g10").Select
[g10] = [g10] + 1
[Code] .......
View 2 Replies
View Related
Jan 22, 2010
I’m looking to create an invoice-type format from data in a row but only when the client requests it.
So, if there is a Y in column R. i.e. the client wants an invoice format then.
I have been given a “template” format by the team manager that I have to use. Its far from ideal, well for me anyway, for moving things around and I’m struggling to get anywhere with it.
I’m trying to take the data from the row in the source / client worksheet, which will be created via a code from here, and transpose it to a copy of the “template” worksheet which sits within the same workbook. This is made more complicated because in some cases the data for the invoice will be in two or more rows, because there will be a few items on the same invoice, but they will still be on the same worksheet.
The source / client worksheet has data from columns A to T with a header in row 1.
The details will need to be transposed from the relevant row from each column to the “template” worksheet as follows
From column in source / client worksheet To cell in copy template worksheet.
From - To
CB2
AB3
BB5
HB7
IB9
GB11
EB13
FB15
RB19
SB21
QB23
OB25
PB27
This is where it gets messy, or more messy should I say
MB33
JB35
LB37
KB39
TB41
NB45
For each of the six sections M to N above there may be more than one relevant items which will be on rows 3 onwards of the source /client worksheet.
So, ideally I’m guessing based on if there is data in column A of the source / client worksheet then M to N above will need to copied downwards, i.e. below itself on the template worksheet say from column A and B rows 33-45 copied to A and B rows 47-59 until all the data is copied over.
Blinking eck ... this is a nightmare… a real nightmare. This more than one section above is really bad… I’m at a complete loss.
Although if its really not possible they may have to have another template worksheet with the second, third etc items on as I just can’t see this working.
View 9 Replies
View Related
Apr 16, 2009
I have a spreadsheet, in which I need to lookup invoice numbers from a raw data file with ~5,000 line items on a daily basis. The lookup is based on two criteria searches (1) search product type (2) search product make. In this example, I have 4 product types:
1 – car
2 – truck
3 – boat
4 – motorcycle
For this example I want to search invoices; (1) first search for cars only (2) search for product make. In my attached example, the first item (cell E2) would return invoice number 7147875-FRD from the raw data file. The second item (cell E3) would return invoice number 7147877-NSN.
View 2 Replies
View Related
Jun 11, 2014
My problem is a little more complex than sumproduct.
I have a ratings column and exposure column. I want to weight those ratings before doing a sumproduct, at the same time ignoring #value.
In the attached file, I want to achieve the green cell in one go, based on the orange raw data.
Attached File : Weight Data.xlsx‎
View 2 Replies
View Related
Feb 23, 2010
I have been using the sumproduct formula to count how many times a certain piece of data appears...which works fine...for text purposes such as names, initials etc...
I now need to amend the formula to count how many times a date appears in a range of dates.
I know when you use the sumproduct...dates must be input and formatted as text.
example
A1
01-Jan
02-Jan
5-Feb
7-Feb
12-Feb
formula to only count dates with feb in?
View 12 Replies
View Related
Mar 19, 2014
I have two spreadsheets full of products one of new products and the other of old products. I want to filter out the old ones that are discontinued but keep the ones that are still there. The old list has data I want to preserve for the new listings that would be duplicates from the old ones. I want to delete the new listings that already exist in the old list. I'm not sure exactly how to do it. I tried to delete dups based on product id or name but I'm afraid it's deleting entries I want to keep. Both lists contain over 5000 products each. I need to compare two lists and filter out the old products then work on removing the dupes.
View 3 Replies
View Related
Sep 11, 2013
I have a list of data in a column that has blanks along the way.However, I don't just want to fill it up with the one above, or the one below.
If the data is in column B, I want to fill it such that where the row above has the same criteria in column A, column B for the above row is returned.Otherwise, column B in the row below should be filled in instead.I have set up example data below to illustrate.
Initial Data Set:
A
B
1
Criteria
Number
2
a
1
View 7 Replies
View Related
Jul 9, 2014
I'm simply inputting zeroes and ones down Column A. Basically, I either put a "0" or a "1" in A1, then A2, then A3, etc. However, I want to create a Macro that allows me to simply type in a string of 1's and 0's and it automatically takes each 1 and 0 and fills it in down the column. This website has the basic idea (Automatically Moving from Cell to Cell when Entering Data (Microsoft Excel)) but I need only one number per cell and for it to move down the column, not across the row. Here's what I have so far:
Sub SAMPLE()
Dim str As String
Dim x As Integer
Dim y As Integer
str = InputBox("Enter string")
y = 0
For x = 1 To Len(str) Step 4
ActiveCell.Offset(y, 0) = "'" & Mid(str, x, 4)
y = y + 1
Next
End Sub
*I can't get it to only break down into one number per cell down Column A. I think the Mid function or something needs to change.
View 2 Replies
View Related
