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Newbie - Trying to make a quote with a quote log ( numbered) and then to convert to sale.

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    Smile Newbie - Trying to make a quote with a quote log ( numbered) and then to convert to sale.

    I am trying to make a quote with a quote log ( numbered) and then to convert to sale.

    I have very basic knowledge of Excel but I am learning fast.


    What I am trying to do is to create a quote that has a quote number- this to be logged on to a sheet for recall and reference to topics ( type of quote. only 4 headings)

    then. if accepted to convert to a sale ( this would have stage payments on it.

    then. on completion. share details to a service plan.

    Not much to ask on my first question is it?

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    Re: Newbie - Trying to make a quote with a quote log ( numbered) and then to convert to sa

    That isn't really a question, more a statement of your desire/intention ... hence, I suspect, the lack of replies.

    I think you first need to decide what information you will need at each stage ... and that would be the basis for the headings you would need for a record relating to a quote (and subsequent sale detail).

    This is more of a help forum and it's not really possible to help you until you have something to work on and some specific questions/problems.

    If you want someone to design and build a solution, you could try posting a question in the Commercial Services sub-forum. Or you could employ a consultant to do the work for you, but that would be more expensive.

    Excel works best with two dimensional tables of data, so one row/record for each quote. Don't be tempted to split information across multiple sheets as it becomes a nightmare to manage, analyse and report on.
    Trevor Shuttleworth - Retired Excel/VBA Consultant

    I dream of a better world where chickens can cross the road without having their motives questioned

    'Being unapologetic means never having to say you're sorry' John Cooper Clarke


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