Quote Form - Quotes received over the phone

[Niclasfa]

Greetings,

I am currently in search of the most cost effective method in developing a type of form so that our sales team can take phone quotes and instead of hand writing the data to manually enter the data into a form that calculates a total once the list is complete.

Scope - We are a furniture removals company that provide interstate and local removals for both business and residents. As such we require an inventory list of items that a customer might like moved. The list can be quite large as you can imagine and doing it by hand can be very time consuming. The list is then looked at with each item measuring a default cubic meter. This helps us determine that amount of space those goods will require on a truck. A colleague recommended looking into excel and trying to utilize its complex calculating systems.


I hope the following makes sense and I am just trying to get a better understanding as to if this would be the best method

Example - An example of what we may need to do when dealing with a phone quote is a list of goods. Each item will have an estimated cubic size.

Customer Moving Quote Items

• 3 Seater Sofa
• 6 Seater dining table & Chairs
• Queen Bed
• TV Cabinet (Small)
• TV (Medium)
• Fridge (Standard)
• Bedside Table
• Washing Machine
• Dryer

I am going to try and add values to each box so that when you enter a number is should add to the total of cubic meter size.
for example. Entering 1 into the 3 Seater Lounge section should calculate 0.5 cubic meter to total. Entering 2 into the Bedside Table section should calculate 2x 0.1 so add a total of 0.2 to the final calculation. So after establishing all the items on the list we get a total of 7 cubic meters or so.

[shukla.ankur281190]

Welcome to Excel Forum,
Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

Remember to desensitize the data.

Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

[cytop]

Simple example attached.

Sheet 2 has a list of items and their volumes, Sheet1 has a table with a drop down list to select an item and add a quantity. A LOOKUP formula is used to get the unit volume for that item, and multiplied by the quantity to get total volume for the item. The total volume for all items is shown above the table.

Note this uses a Table/ListObject. To add a new row, click anywhere on the last row and use the Tab key until you move off the last column. A row will be added automatically and the cursor put in the first column.

Also, all formulas are static and need revising if the list on sheet2 has items added/deleted.