Copying customer sales input data to separate workbooks

%3CLINGO-SUB%20id%3D%22lingo-sub-2020285%22%20slang%3D%22en-US%22%3ECopying%20customer%20sales%20input%20data%20to%20separate%20workbooks%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2020285%22%20slang%3D%22en-US%22%3E%3CP%3EHere's%20what%20our%20group%20does%2C%3C%2FP%3E%3CP%3EOur%20Sales%20worksheet%20headings%20as%20follows%3A%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%3CSTRONG%3ECUSTOMER%20NAME%3A%20%26gt%3B%26gt%3B%26gt%3B%20Enter%26nbsp%3BCustomer%20Name%3C%2FSTRONG%3E%3C%2FP%3E%3CP%3E%3CSTRONG%3EAMOUNT%3A%20%26gt%3B%26gt%3B%26gt%3B%20Enter%20Value%20of%20Order%20(%20this%20totalled%20in%20another%20Workbook)%3C%2FSTRONG%3E%3C%2FP%3E%3CP%3E%3CSTRONG%3EITEM%20A%3A%20%26nbsp%3BEnter%20AMOUNT%20%26nbsp%3Bin%20A%2CB%20or%20C%20item%20ordered.%20(%20totalled%20in%20another%20Workbook)%3C%2FSTRONG%3E%3C%2FP%3E%3CP%3E%3CSTRONG%3EITEM%20B%3A%3C%2FSTRONG%3E%3C%2FP%3E%3CP%3E%3CSTRONG%3EITEM%20C%3A%3C%2FSTRONG%3E%3C%2FP%3E%3CP%3EWhat%20we%20are%20trying%20to%20do%20is%20that%20when%20we%20enter%20the%20AMOUNT%20of%20the%20order%20that%20amount%20is%20automatically%3C%2FP%3E%3CP%3Eentered%20into%20another%20tabular%20worksheet%20under%20Customer%20Name%20giving%20a%20running%20total.%3C%2FP%3E%3CP%3EAt%20the%20moment%20we%20do%20this%20manually%20by%20switching%20between%20workbooks%20and%20entering%20data%20into%20customer%20form%20%2C%20but%20is%20now%20getting%20time%20consuming%20as%20the%20volume%20of%20orders%20are%20increasing%3C%2FP%3E%3CP%3EWe%20have%20approx%2015%20customers%20we%20are%20tracking%20this%20way.%3C%2FP%3E%3CP%3ESo%20how%20can%20we%20achieve%20this%20%22dual%22%20entry%20of%20data%20into%20Sales%20and%20Customer%20workbooks%3F%3F%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-2020285%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-2022655%22%20slang%3D%22en-US%22%3ERe%3A%20Copying%20customer%20sales%20input%20data%20to%20separate%20workbooks%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2022655%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F912654%22%20target%3D%22_blank%22%3E%40covehithe%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EIs%20it%20possible%20for%20you%20to%20post%20a%20copy%20of%20the%20workbook(s)%20you%20have%3F%20If%20it%20contains%20confidential%20data%2C%20then%20create%20a%20fictionalized%20version%20that%20replicates%20the%20layout%20and%20organization.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20ask%20in%20part%20because--from%20what%20you've%20written%20already--I%20suspect%20that%20there%20may%20be%20another%20way%2C%20possibly%20several%20ways%2C%20to%20organize%20the%20work%2C%20making%20a%20clearer%20distinction%20between%20the%20processes%20whereby%20you%20collect%20the%20information%20and%20enter%20it%20(the%20Input%20end%20of%20things)%2C%20and%20the%20Output--those%20customer%20specific%20summaries.%20As%20you%20are%20sensing%2C%20it%20shouldn't%20be%20necessary%20to%20enter%20the%20data%20twice.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThere%20are%20frequently%20in%20Excel%20two%20or%20three%20ways%20to%20accomplish%20a%20task....which%20way%20would%20fit%20best%20with%20your%20need%20depends%20on%20the%20bigger%20picture%20here%2C%20how%20you%20use%20the%20customer%20summary%20sheets%2C%20etc.%20Seeing%20a%20copy%20would%20help%20determine%20this.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-2026517%22%20slang%3D%22en-US%22%3ERe%3A%20Copying%20customer%20sales%20input%20data%20to%20separate%20workbooks%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2026517%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F425987%22%20target%3D%22_blank%22%3E%40mathetes%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3EWe%20have%20decided%20to%20completely%20%26nbsp%3Bredesign%20our%20methods%20of%20inputting%20the%20data%20and%20integrate%20it%20with%20an%20accounts%20module.%20We%20found%20that%20not%20only%20did%20we%20duplicate%20the%20sales%20input%20data%20but%20also%20other%20aspects%20of%20the%20business.%3C%2FP%3E%3CP%3EThanks%20for%20your%20interest%20in%20our%20problem%2C.%3C%2FP%3E%3C%2FLINGO-BODY%3E
New Contributor

Here's what our group does,

Our Sales worksheet headings as follows:

 

CUSTOMER NAME: >>> Enter Customer Name

AMOUNT: >>> Enter Value of Order ( this totalled in another Workbook)

ITEM A:  Enter AMOUNT  in A,B or C item ordered. ( totalled in another Workbook)

ITEM B:

ITEM C:

What we are trying to do is that when we enter the AMOUNT of the order that amount is automatically

entered into another tabular worksheet under Customer Name giving a running total.

At the moment we do this manually by switching between workbooks and entering data into customer form , but is now getting time consuming as the volume of orders are increasing

We have approx 15 customers we are tracking this way.

So how can we achieve this "dual" entry of data into Sales and Customer workbooks???

3 Replies

@covehithe 

 

Is it possible for you to post a copy of the workbook(s) you have? If it contains confidential data, then create a fictionalized version that replicates the layout and organization.

 

I ask in part because--from what you've written already--I suspect that there may be another way, possibly several ways, to organize the work, making a clearer distinction between the processes whereby you collect the information and enter it (the Input end of things), and the Output--those customer specific summaries. As you are sensing, it shouldn't be necessary to enter the data twice.

 

There are frequently in Excel two or three ways to accomplish a task....which way would fit best with your need depends on the bigger picture here, how you use the customer summary sheets, etc. Seeing a copy would help determine this.

@mathetes 

We have decided to completely  redesign our methods of inputting the data and integrate it with an accounts module. We found that not only did we duplicate the sales input data but also other aspects of the business.

Thanks for your interest in our problem,.

A good decision on your part!