Forum Discussion
Linking word document to excel sheet
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.
https://salmonfallslandscaping-my.sharepoint.com/:w:/g/personal/garrett_salmonfallsnursery_com/EatRxdty5oBLndRAs712OvcBKct6a_-VWLM0asSsZWxiHQ?e=s4bcBf
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.