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Would like help setting up this Quotation to Invoicing conversion!

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  1. #1
    Registered User
    Join Date
    04-23-2010
    Location
    Scotland
    MS-Off Ver
    Excel 2003
    Posts
    12

    Smile Would like help setting up this Quotation to Invoicing conversion!

    Hello.

    I currently have a Quotation template, please see attached. (Filename: Quotation1)

    My idea.

    When required, I would like to open up my excel 'Quotations' workbook, enter in the details for the new quotation
    (each quotation would be a new worksheet within the workbook). Simple, I can do that.
    I would probably just have a macro set up that would auto open a new worksheet.

    However, IF the quotation is accepted by the customer, I would like to have a command to "convert" the quotation into an invoice. (Preferably in a seperate workbook named 'Invoicing')

    Would this be possible?
    Attached Files Attached Files
    Last edited by excel-with-excel; 09-03-2010 at 12:15 PM.

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