Looking to develop a Macro or Formula to Simplify Daily Process

I get Lists of Client names daily that I need to sift through to simplify. I spend a good amount of time doing this daily. I would much appreciate some pointers on how to simplify the process. I initially sort by Term to find items that match the criteria 1030-1060, for the purpose of simplification only 1030 is included in the sample sheets. If any of that criteria match I add a '10' next to the product requested. After this I match up the products ordered by the clients and delete the extra rows. Is there anything that would do this automatically? Sample Files are attached. Thanks.