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Invoice/Inventory merging ???

  1. #1
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    Invoice/Inventory merging ???

    Hi all,

    Quick question. I have an invoice template in excel. I want to create a drop down menu in the description column and have a list of all parts that I have so that I don't have to type each part out.

    Now I would also like to have another spreadsheet for inventory and I would like to reference the inventory to the invoice.

    Meaning If I have a sale, I'd like to go to the invoice and select the drop down parts list.....select part #1 and type in the quantity. Now if I sell 2 pieces of part#1, I would like to have the inventory automatically deducted as soon as I type in the sale in the invoice.

    Any helpo you can provide is appreciated.

  2. #2
    Forum Expert royUK's Avatar
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    I think you will need to use a macro to do this. You can get current stock using formulas, but to deduct sales from stock will more than likely need VBA because your input will not remain as you re-use the template.
    Hope that helps.

    RoyUK
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    Free DataBaseForm example

  3. #3
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    Re: Invoice/Inventory merging ???

    I am having the same problem. We are a tree farm and when we make an invoice we want to type in the Item# and then auto-fill the rest of the row with the tree's Common name & Cultivar (Both In Cell C14) and Price, then if we change the quantity, have it pull that from the inventory.

    What type of formula would we use? VLOOKUP? Macro's? GETPIVOTDATA? Filter?


    Much Thanks

  4. #4
    Administrator FDibbins's Avatar
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    Re: Invoice/Inventory merging ???

    @ Nash

    Welcome to the Forum.

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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