Shums
08-04-2012, 01:23 PM
Hi All,
My main intention to create this automated Invoice processing in excel VBA to help all small retail business owner who can't afford to implement/purchase of expensive applications to record their sales, to control their inventory, to process quote for their customers and to produce their invoices.
Attached is the raw sample file.
I would request all the moderators to join our hands together to get this going.
Following are the sheet tabs:
1. Home Page
2. Customer's List
3. Product's List
4. Quotation
5. Invoicing
6. Sales
1. Home Page they can access all the sheet tabs.
2. Customer's List is their customer's database.
3. Product's List is their inventory.
4. Quotation: I would like this to be automated as per following requirement:
4a) If any new user find's difficult to memorize Customer's Code or Product Code, they must have msg box to find necessary field in their particular sheet tab.
4b) Once User found Customer's Code and Product's Code, they must have next msg box to add quantity, then another msg box to add this details to current quotation after adding this entry at B11, they must have another msg box asking to add next entry if any. Please advice of having all these options in one userform or msg box will be great. It must go on till he/she completes full requirement of any customer.
4c) Once quotation is complete, user must have 2 options; one to save and 2nd to print.
5. Invoicing: I would like this to be automated as per following requirement:
5a) User must have option to prepare invoice as per quotation saved.
5b) User must have option to record this invoice in their sales.
5c) User must have option to process new invoice, which must first record current invoice in their sales, then clear the content of this sheet tab of invoicing.
5d) Again user must have two options; one to save and 2nd to print.
6. Sales tab must have all the recorded invoices to give out accurate sales.
Overall these process must also effect their inventory system too.
I am missing one most important thing, once goods received they must have option to add up in their inventory list.
If any advice and suggestion, please add up your comments.
Thanking You in advance.
My main intention to create this automated Invoice processing in excel VBA to help all small retail business owner who can't afford to implement/purchase of expensive applications to record their sales, to control their inventory, to process quote for their customers and to produce their invoices.
Attached is the raw sample file.
I would request all the moderators to join our hands together to get this going.
Following are the sheet tabs:
1. Home Page
2. Customer's List
3. Product's List
4. Quotation
5. Invoicing
6. Sales
1. Home Page they can access all the sheet tabs.
2. Customer's List is their customer's database.
3. Product's List is their inventory.
4. Quotation: I would like this to be automated as per following requirement:
4a) If any new user find's difficult to memorize Customer's Code or Product Code, they must have msg box to find necessary field in their particular sheet tab.
4b) Once User found Customer's Code and Product's Code, they must have next msg box to add quantity, then another msg box to add this details to current quotation after adding this entry at B11, they must have another msg box asking to add next entry if any. Please advice of having all these options in one userform or msg box will be great. It must go on till he/she completes full requirement of any customer.
4c) Once quotation is complete, user must have 2 options; one to save and 2nd to print.
5. Invoicing: I would like this to be automated as per following requirement:
5a) User must have option to prepare invoice as per quotation saved.
5b) User must have option to record this invoice in their sales.
5c) User must have option to process new invoice, which must first record current invoice in their sales, then clear the content of this sheet tab of invoicing.
5d) Again user must have two options; one to save and 2nd to print.
6. Sales tab must have all the recorded invoices to give out accurate sales.
Overall these process must also effect their inventory system too.
I am missing one most important thing, once goods received they must have option to add up in their inventory list.
If any advice and suggestion, please add up your comments.
Thanking You in advance.