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VLOOKUP & pulling info from tables into Excel quote template

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    VLOOKUP & pulling info from tables into Excel quote template

    I am new to drop down lists and advanced functions and am trying to put together an Excel quote template that will pull information from a couple of worksheet tables into one spreadsheet. I have been pulling my hair out trying to figure out how to use named ranges or VLOOKUP to fill this form in based on the following:

    [/U]I would like the following action and results:

    *First Step: User selects "Territory" (cell E1, Calculation sheet) from Drop Down list and then cell C1 is populated with a drop down list that only contains the customers in the specified territory in E1.
    *Second Step: User selects the customer from Drop Down list in C1 and then cell C2 shows only the locations available for the specified customer in C1. Also, cells C20 & C21 are automatically filled in (VLOOKUP?) by finding the appropriate "price level" for the specified customer/location on the Contact worksheet then finding the appropriate "Customer Discount" and "Profit" for that price level in the Price Level table on the Calculation sheet. (whew!)
    *Third Step: We are currently typing a quote number in cell C4 based on the current day with our initials at the end. So for instance today is 5/30/13 and the first quote number would be 053013-01MS. The second quote that I did on that day would be 053013-02MS and so on. Is there a way to automatically do this?

    [U]I have attached the quote template that I am trying to put together.


    Thanks so much for your help on this!
    Attached Files Attached Files
    Last edited by Marvelous; 06-04-2013 at 04:38 PM. Reason: Better Title

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