Template form

[Guest]

How can I create a Template Form "Invoice" where I use the form to fill out a
customers information from a list, then I type in the information or items
the customer is buying ect. then with this all filled in I can save the
information for recall later or to append to without having to save every
invoice as a new .xls file?

 

[Guest]

The idea of a template is to have a sheet set up as a master and then when
you add things to it it will ask you to save as a new file to keep the master
file from being altered.

Have you thought about using Access if you only want to keep a record of the
sales , printing the invoice from there. You would not have to then keep a
lot of excel files on your computer.
--
John
MOS Master Instructor Office 2000, 2002 & 2003
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Ice Hockey rules (especially the Wightlink Raiders)

 

[Guest]

I have thought about using Access and have used it before, but with all the
data I have stored in my excel file I was unsure how to accomplish what I was
asking. Or since my excel file is basically a data base full of different
tables I would guess that it could drive the forms and querries in Access.
The idea behind having a form for our products is to have a master form for
which you cold pick a certain model, when you have selected this model the
form wold populate with an area listing standard features specific to this
model and would also list any avalible options that would be allowed to the
model chosen. Then a person could pick any options they choose and the qty
by which the total price would update. After which the person finishes this
form they could then choose a customer from a lit of repeat customers in
which populates all the customers data. Then you can choose print or email
and the form would condense by hiding any options that were not selected and
snet an email or the printer. Then when that customer wnats to order or
change the quote, you select the quote number, as auto-generated, in which
all the information you entered weeks ago comes up like it was just yesterday.