Dynamic Form in Excel

[Lisa Beach]

I need to do a form in Excel and want to condense it to one form for several
departments to use instead of a separate one for each. I was thinking of
having a sheet with the customer data (name address, etc) a sheet with the
inventory data and a sheet showing just the shipping data which pulls from
the customer and inventory sheets. I am doing just a link for the customer
data which works just fine, but don't know the best way to handle the
inventory info. On the inventory data sheet it is just a table of every
part # available, description, qty, cost, price. On the shipping sheet I
only want to include the inventory items w/ qty's to be shipped. Is this
possible in Excel? I am recently familar w/ Vlookup and the form cannot be
in access. I have Excel 2003.

Thanks.

 

[Lisa Beach]

This is just a simple form in Excel and I'm trying to prevent data entry
errors and shorten the form for the shipping department. Currently it is
one form for inventory and shipping which includes the customer shipping
address, every inventory item and the user just fills in the qty and price
and sends it to the shipping department. This worked when we only had 6
items on the form. Now there are over 100 items and there is no need for
shipping to have a multiple page form when only shipping 1 item. The
person filling out the form is a sales person that can fill in the blanks,
but does not have knowledge on access or very good typing skills and if the
inventory # is entered wrong the wrong item will be shipped. The other
users of the form are billing, shipping and customer service. I am looking
to use just one form with a sheet for billing, inventory item list, and
shipping. I want the billing sheet to populate the shipping sheet with just
the ship to address and the inventory sheet to populate the shipping sheet
with just the items to be shipped not the entire list of over 100 items. I
want to train each user to view the sheet related to their deparment and
that's it. I will save the form as a template so the user can use a new
form for each customer order. The completed order form is sent to three
departments (shipping, customer service and billing) via email.

I need to know how to link or what formula to use to populate the shipping
sheet from the inventory sheet for items with qty's only (so if 2 items are
being shipped from the inventory list of 100 possible items only 2 items
will show on the shipping sheet, not all 100). Does that make sense?

Thanks again.

Lisa

It really depends on what the needs of the users are.

You mention about customers, products and shipping for which there is a
straight forward relatinship.

My initial concern is how is the data updated and what about multiple
accesses ie only one person can access the sheet at anyone time unless the
sheet are feed from a db and and changes update the db.

You probably need three forms one for each activity. But you could like the
forms to get the customer details for the shipping or list the customers who
have shippings for a product.

It also depends on the users who will use it the design requirments. Does it
need to be A1 design with security and error checking etc.

Good look. But consider your design and user requirments carefully before
you jump in.