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Need Help, Sales Report and Automation

  1. #1
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    Post Need Help, Sales Report and Automation

    I am creating a spreadsheet for my job in which we have a weekly sales report broken down into daily sales stock, cost price, sale price and mark up. I have the price lists for all the stock in our small business and want to make it so when im updating the spreadsheet (daily) it helps me by grabbing information and filling in the final information.

    e.g

    Monday 1st of whenever
    Size Product Cost Sell price Mark up
    3' bed 100 200 100%

    Now when we have around 40 pages of prices both cost and sell price it takes a long time to find the cost price and mark up of each item. I am currently manually finding the cost price and inputting the data onto a spreadsheet with size product and i have a simple formula to find the mark up. I was wondering if there is a way to put the product and size into the spreadsheet and it automatically find the information and fill in the rest of the data rather than manually searching for it.

    I appreciate any help or advice in advance.

    Thanks
    Jake

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    Forum Expert ben_hensel's Avatar
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    Re: Need Help, Sales Report and Automation

    Well, there are two answers.

    1) If your data is 40 pages when you print it out, but inside excel it's all one clean table, then it's not too hard. You'll need some kind of lookup operation but that is a well-explored functionspace with about five-six solutions that are obvious (well, "obvious" to someone that hangs around on help forums).

    2) If you have it split up into 40 different tables on 40 different spreadsheets, that's so complicated and hard you're better off rationalizing your data into a friendly database kind of setup so you change your answer to (1).
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  3. #3
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    Re: Need Help, Sales Report and Automation

    I have been given a folder with all the pricings on paper... i can manually input the data into tables etc but just need help knowing where to put the items and price to then link them with the summary sheet i need to send to my boss at the end of each week.

    1. All my information on stock and price is on paper, where should i put this data onto excel or Access?
    2. When i have all this information saved electronically (which will take a while) how do i link it to the weekly sheet i send to my boss.
    3. How should i lay out the tables... We are a bed company and i can provide an example of how it is currently being done.

    Thanks in advance

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