Dynamic Form in Excel

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 was told that I could use VLookup or Conditional Formatting to do this, but I can’t figure it out.

Here’s what I have

Sheet 1 contains customer name and address

Sheet 2 contains a list of part #’s and names w/ a blank column to enter the qty.

Sheet 3 is the order which is a link to sheet 1 showing only the customer shipping address AND (this is the part I can’t figure out) the part #’s and names that have a qty greater than zero.

I have Excel 2003. Thank you in advance for your help.

How do you tie the customer information with the product information?

Or does each workbook have only data pertinent to a single customer?

If you could post a workbook that has a little bit of dummy data in it, it would be a lot easier to be helpful, I think.

Just save the workbook as a zip file before you try to upload it to this forum.

Each workbook is for a separate customer. The form will only be used when a customer places an order. Sheet 3 should look just like a simple order form, but with so many inventory items I only want the inventory items that are ordered to show on sheet 3. This will keep the form down to one page (they are doing this manually) and prevent shipping errors.

Included is a sample of the form.

Thanks for your help.

Lisa

another option for you.
i have added a macro that copies the data from sheet 2 to sheet3 but only if the order qty is > 0
it runs of a button, just fill in the information on sheet2 and hit the button.

the info will be copied to sheet3.
(the button is on sheet2 and 3, but it does the same thing)

hope this helps
let me know how you go

Thanks for the help. It looks like the validation list will work - but I've never done that before in Excel. The only problem is the Part # is completely meaningless to the person who is filling out the form, but means everything to the person shipping the order. I need to change the drop down list to the item description and then do the VLOOKUP on everything else.

I am new to the VLOOKUP function and was hoping that you can explain what the formula actually means. I know =VLOOKUP(Sheet3!A17,Sheet2!A8:G36,2,FALSE) where the first item is item that needs to be looked up (the part #) the 2nd item is the range of the lookup table (the inventory part # list) the 3rd item is the column # of the list and the last item I don't have a clue what it means.

I couldn't get the macro to work because of the security on their system. I'm just a temporary contract employee and they have everything very limited for me.

Thanks again for the great suggestions.

Lisa