Hi,
I work in a small office environment where we are three admin staff who purchase goods and services. We have a common design template for our purchase orders, and we manually enter the purchase order number, save, print and scan & send to supplier and we then populate another excel sheet to track the purchase order. Is there a way to automate this system? Because we manually enter order numbers, and some days we get overwhelmed with work, we forget to populate the tracking sheet and we have a large number of POs to enter, match against supplier invoices etc. We spend a lot of time going back and forth invoice files & the tracking sheet & reviewing supplier invoices etc and it is an inefficient, error prone method.
Would it be possible to:
1) Create a template on the shared drive that will open a file with a purchase order number that is automatically available?
2) Would it be possible for the user to be prompted to print the purchase order and save the file as a new worksheet in a shared location? (The value of the PO number will be constant once it is saved into a new workbook.)
3) Once the file has been printed, would it be possible to run a macro or a code that would populate a tracking sheet?
I have included a blank sample, I hope someone can look at it and give me suggestions.
Thank you so much
Sample.zip
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