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Producing sales history on point of sale

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    Producing sales history on point of sale

    Hi

    I'm kindly requesting for excel formula to produce sales history (in the SALES HISTORY WORKSHEET) and also that when I print the invoice it automatically save the invoice transactions in the sales history, and moves to he next invoice. It should automatically insert invoice numbers staring starting from 1. It should refuse to print when the name of cashier and the amount received is not entered.

    Thank you
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    Re: Producing sales history on point of sale

    You will need VBA to do this as you require to effectively "paste values" in the Sales History sheet for every invoice.

    Also the last Invoice Number will need to be recorded, either as value in (say) "Point of Sale" or determined by the last Invoice in the "Sales History" sheet.

    Is the Invoice to be recorded (stored) and then printed as a PDF file?
    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

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    Re: Producing sales history on point of sale

    Hi

    VBA is welcome. I wish all the invoices printed to be pasted to and stored in the Sales History worksheet so that I able to compute tax and produce financial reports at the end financial period.. The print function should work as print and save at the same time. The reason is that the cashier can print and not saved the document as a result fraud can be easy to commit.

    Thank you.

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    Re: Producing sales history on point of sale

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    "Print PDF" updates the "Sales History" and then creates a PDF file
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    Last edited by JohnTopley; 03-27-2024 at 12:08 PM.

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    Re: Producing sales history on point of sale

    Hi

    Thank you so much for the VBA. Let me test the POS and come back to you if I encounter challenges.

    Thanks again.

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    Re: Producing sales history on point of sale

    Hi

    When I click print the document is not printing but it displays 'Run-time error. Document not saved. The document may be open or error have encountered when saving".

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    Re: Producing sales history on point of sale

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    Code updated to cater for error condtion is "Point of Sale" i.e Cashier and/or Cash Received" data missing.

    Re the rror: Impossible to say without knowing what data you entered.

    Did you change the path:

    PDFPath = "C:\Users\johnt\OneDrive\Desktop\pdf\" & PDFName & ".pdf" ' Set the desired PDF file path
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    Last edited by JohnTopley; 03-27-2024 at 12:08 PM.

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    Re: Producing sales history on point of sale

    Hi

    It is still not working. How do I change the path? I just saved the document as Excel Mcro-enabled workbook.

    Thank you.

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    Re: Producing sales history on point of sale

    The path points to a folder (say on the desktop) where you are going to save the PDF files.

    Create a folder on your desktop called PDF (or any name of your choosing) , then right click on the folder icon, click "Show more options", click " Properties" and "Location" is the path

    Copy/paste "Llocation" into the macro as shown in my previous post

    For me, "Location" for a folder called PDF on my desktop is "C:\Users\johnt\OneDrive\Desktop" so

    PDFPath is "C:\Users\johnt\OneDrive\Desktop\PDF\ " & PDFName & ".pdf"

    Hope this helps

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