Forum Discussion
Linking word document to excel sheet
Hello there,
I have these "Load Lists" that we list out products, that includes Description, Quantity, and Size, we print these out and give them to the driver so they know what they are going to deliver. My goal is for each listed item in the Load List (word doc) to connect with the correct corresponding description and size from the excel sheet, so that when a load list is finished, the quantity that we ship out will be deducted from the excel sheet and keeps inventory counts up to date.
The goal would be keeping the load list "blank" or hide all functions, so it just prints out the amounts for what they need for the shipment.
As a bonus maybe I can have a running list of links to each load list for the respective Items that we sed out, it seems possible to me.
I have tried doing vlookups and special formatting pastes, nothing seems to work out how i want it.
Can someone please help me out with this?
You've had nearly 50 views, no replies. I suspect the lack of replies is due to the vague description of the process you're working with. So let's see if we can clear some things up.
It sounds, from your description, as if the load list is produced in Word without coming from Excel (via Mail Merge). I come to that tentative conclusion because it appears that you're wanting to use the data on the Word document to alter data in Excel. Is that assumption or interpretation correct?
If my assumption/interpretation is not accurate, please describe how the Load List is generated in the first place.
If my assumption is true, have you ever considered reversing that process, using Mail Merge with Excel as the source of data used to generate the Load List in Word, doing so in such a manner as to update the inventory in the same process (by entering a quantity into the source data for Mail Merge, that quantity is automatically deducted from current inventory)?
Are you able to post a copy of your inventory workbook so that folks here in the forum can see it? If the data are not confidential, being able to see it would help greatly in coming up with a solution. Post it on OneDrive or GoogleDrive with a link pasted here that grants access.
mathetes Hello Hathetes,
Thank you for the response,
Yeah I am pretty new to using excel to this extent, but your assumption is correct i would like to use the Word Doc to alter the Excel doc numbers. Ill attach the load list but wont be able to attach the excel sheet.
We have a blank template to start with and each job will require different number of items. We input them From a list that is given to us day to day.
The Inventory is very simple in how its set up with description/size/location/on hand/ in the columns from A to G.
this is the link to the load list, hopefully will work.
Well, I'd strongly recommend you become acquainted with the Mail Merge process, which is available in Word (you'll find it on the tool bar under "Mailings"). First, though, there are quite a few YouTube videos that would help with the concept and process.
It should definitely be possible to create an Excel source sheet that would provide Word with the necessary info to fill in that Load List document, and also be used to modify the inventory. Without seeing the Excel, however, I can't give any more specific suggestions.
