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Salesman Daily Log Report

  1. #1
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    Salesman Daily Log Report

    Hello everyone,

    My name is Ricardo, I am writing from Portugal, I have resgistred here on porpose to see if someone can help me.

    I do not know if the excell is the program to do what I want (maybe acess?), but let me try to explain, what I need.

    The company where I work (printing business) has 2 salespersons, that spend most of the day on the road, looking for new costumers.

    They do a daily report on paper that has the fields like: km(miles) that the car had on departure, and arrivals, the adress of the custumer, the phone numbers, the name, and other observations.

    We need to make this process computarized. This is not the problem.

    Here's the issue:

    We need them to make a report at the end of the day, where they can put the info that they had on the previous map. But we want that the info companies they visit, get exported to a second sheet(or document).

    So we want them to fill only one sheet. Where they put:

    Company A Mr. B Km on departure 1 Km on arrivel Level of interest 2


    The we want that the fields Company/ Mr/ Level of interest get exported to a second sheet automaticaly, and the info company/mr only get copied once. and the level of interest gets updated, every time the client is visited.

    Can any one tell me how can I do this on excell (or other program that you know).

    I hope my english is understandable, and that i made my self clear.

    Many thanks,

    Ricardo Santos

  2. #2
    Forum Expert royUK's Avatar
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    Re: Salesman Daily Log Report

    Let's see what you have so far
    Hope that helps.

    RoyUK
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    Re: Salesman Daily Log Report

    Here goes what i have.

    And the Explanation.

    I need the salesman to fill only the sheet Daily Log.


    Then I need that on the sheet Client, the fields that have the titles blue colored, get filled automaticly from the sheet Daily log, but not repeating any client. On top of that I need that the fields on the sheet client, that have information colored red on the sheet Daily log, get updated automaticly, every time the salesman write a new entry refering to the same client. (the sheet dayli log would be fill from top to bottom until the excell had no more capacity, then a new document would be created).

    The client ID, would be a plus if possible, but it's not a fundamental issue. If possible, every new entry on the sheet client would generate a new ID, and the Id would be either auto-filled when the client was inserted on the sheet Daily log, or auto fill the name, when inserted on the sheet Daily Log.

    I hope I made my self understood.

    Thanks,

    Ricardo Santos
    Attached Files Attached Files

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    Re: Salesman Daily Log Report

    Can someone please help me on this post?

  5. #5
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    Re: Salesman Daily Log Report

    Hi there,

    If someone could give me at least a feedback sating that there's no way to do this on excell I would apriciate.

    I really need some feedback on this till monday.

    Regards
    Last edited by rickaragao; 04-29-2010 at 10:28 AM.

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