Sales Ledger auto creates Customer account

**Point5** · 04-09-2011, 05:38 PM

Hi this is my first post so I would like to say hello and thanks for any help that is given to me.

I have a sales ledger sheet Tab 1 = Sales in Tab 2 = Sales out

the ledgers are composed of 7 columns;

PO NO Company Date Description Supplier Invoice Number Paid Date Total Out

in the company column i have several different suppliers of stock

what i would like to do is every time I order stock from say supplier "A" a separate tab would create an account with all the info from the 7 columns displayed. I have 20 suppliers so I need to do this for 20 different customer names; is this possible?

I also use sage for a different company I run if anyone should suggest but this is for my 1st company and i am very attached to the spreadsheet I have for it already so I am just trying to evolve the SS

**royUK** · 04-10-2011, 03:14 AM

Why put Q at the beginning of the Thread title, if it indicates Question then we know that already. Please stick to the Forum Rules & use thread formats that help the search engine

Can't see why you need separate tabs for each customer, try attachng an example workbook

**Point5** · 04-10-2011, 04:57 AM

Ok my Example SS works like this:

Sales In: shows 2 suppliers Global and DB

Sales Out shows 3 customers

I would like for when I enter a new purchase from a customer for their account tab to update with the new stock item I have purchased, if i can get that info I think I know how to do everything else like auto update payments e.c.t.

This will help me when it comes to providing customer statements.

Again very grateful for any help

**royUK** · 04-10-2011, 05:34 AM

I still can't see why you need individual tabs, you could use a PivotTable to get the data, or a statement template using formulas to populate based on the selected supplier. I would always avoid duplicating data in this way

**Point5** · 04-10-2011, 05:43 AM

My Main problem is getting the the info to automatically update after I enter it.

Am i right in saying if I use a pivot table then i have to keep updating the pivot table?

I have a customer statement worksheet I guess I' am stuck in thinking how I would get the statement to update, ideally I would want their statement to update every time I enter the customer name and PO Number.

**royUK** · 04-11-2011, 02:09 AM

You need to refresh a PivotTable, but you could use formulas based on customer & date. There isn't a statement sheet in the example

**Point5** · 04-11-2011, 07:58 AM

Thanks for your help I think I am going to use a Pivot Table and record it as a Macro instead of refreshing, well I am going to give it a go and see how it plays out.