Connect two workbooks

[Eric Tsang]

Dear all

I would like to get some advice to solve one of my Excel file

I have two Excel files, which 1 is Product price , 1 is for the quotation.

I want to keep this two files separated , which Product.xlsx it keeps the current price (as it will have to update frequently) , Quotation.xlsx to do the quoation calculation and then it can send immediately to client. I do not want client to find my product net price.

Is there any way i can handle this.

Currently I have these 2 files in same workbook, and using xlookup to locate the price. After the calculation, i copy the quotation sheet and past "data" only to eliminate the formula, before i sent to client

I think there may be a better way

I do appreciate your help

Eric

[ORoos]

Hi Eric,

As you have your Prices and quotation templet in the same excel workbook at the moment, I think it is easiest to keep it that way.
You can add a macro to save the quotation as a new file (values only) in either a new excel file or as a PDF file.

See attached sample.

Generate the quotation, selecting items, quantity....

Click the button to either save the quote as an excel file or PDF file.

There are some variables that can be updated as required;
The name in value in cell "B5" (name) is used as part of the file name together with the current day's date.
The files are saved in the same folder as the template is.

Let us know if this works for you

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