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MARK13MARQ's avatar
MARK13MARQ
Copper Contributor
Apr 28, 2022

Creating a Pre-filled list

I am hoping to create an excel sheet to help the sales department calculate discounts for their customer easily. I created a basic table with our products and I would like to be able to select a client and have that table be pre-filled with the discounts for that client

 

Gah, am I making any sense? I am not a power user at all, but I thought it would be nice to have one place to have all the information handy for our sales reps.

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8 Replies

  • MARK13MARQ's avatar
    MARK13MARQ
    Copper Contributor
    Apr 29, 2022

    Thanks mathetes JKPieterse for the links, gonna be listening to it.

     

    So pretty this is what we are trying to accomplish:

     

    Is this doable for a novice like me?

    • mathetes's avatar
      mathetes
      Gold Contributor
      Apr 29, 2022

      MARK13MARQ 

       

      Is this doable for a novice like me?

       

      Is this doable? I'm confident it is.

      ... for a novice like me? That is another matter. It could be a good learning experience if you're up for it.

       

      Let me invite you to give us a link to the actual file (or a mockup)...the image you've shown doesn't have all the necessary moving parts. Where, for example, do the products that are being ordered for/by a given customer come from? Where does the info on the appropriate discount come from?

       

      So if you could post a link to a file in OneDrive or Google Drive or... and make sure it's editable and shareable... I or somebody else can take a look at it. 

      • MARK13MARQ's avatar
        MARK13MARQ
        Copper Contributor
        Apr 29, 2022
        Right, yes, there are actually a lot of moving parts. I am sharing the file that I am working with.

        The file "contract list" has 4 sheets inside
        - CLIENT DISCOUNTS - has the list of clients, their cust ID and contract numbers on the left. To the right is the price list that has the name of the products and their associated prices.
        -discounts - list the discounts given to specific contracts, I'm trying to get column E to populate on the price list when a customer is chosen
        - CLIENTS - you can just ignore
        - PRICE LIST - is where I was using VLOOKUP to test and see if the discount rate would populate, but I kept getting an error saying that it could not find the info from the "discounts" sheet

        Each customer has a dedicated excel sheet showing their discounts, i have added an example one as well

        https://drive.google.com/drive/folders/1yTS7jrYBxT7OzMPujyHZbWPefwQZ33es?usp=sharing

        If I can at least get it going with this samples, I believe that I can replicate for all out the clients. Like I said, right now, all the customer discounts are in different excel files. If I could link it without putting all the files in one sheet, that would be great.

        I have just never worked with anything this big, or this complicated in my head.

        Thank you all in advance!

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