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Create Interactive Order Form (VLOOKUP, Email Function, Calculate Balance)

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    Create Interactive Order Form (VLOOKUP, Email Function, Calculate Balance)

    I started a non-profit to help those in low-income, minority and underserved communities. One of my projects is Project F.E.E.D. (Friends Ensuring Every Dinner) that addresses food-insecurity. I was recently awarded a grant from my State to provide 90,000 meals throughout NJ to those food-insecure and to fight hunger. I do not have the funds to purchase an ERP system, and need to create an ordering system. I have partnered (awarded) other non-profits throughout NJ in order to expand the reach of this program to feed more individuals and families than I could on my own. Each partner (site) would place orders that would go to a partnering restaurant to make meals and provide to the sites.

    The form that I've tried to create would have some user inputs, vlookups for menu items, organization sites, and restaurant partners to place orders. It will also track the available meal balance they can order from their original meal awards. And finally, it will allow them to click a button to "PLACE ORDER" (brings up email) and "CREATE NEW ORDER" (creates new worksheet to begin the process again).

    I'm not sure if this type of functionality even exists, but I know that the SMARTEST PEOPLE who would know is right here in this forum. You've helped me out of tough situations before, and I'm looking for that same help again -- YOU ROCK AND THANK YOU IN ADVANCE.

    In the first tab "INSTRUCTIONS" I provided step-by-step tasks that outline how the functionality of the form would operate. In the tab "ORDER FORM" I've already created the Master Order form with sample VLOOKUPS for the data inputs. The file is attached.

    We launch this program this week and I'm hoping to train our sites on this form within the next 1-3 days.

    Last edited by COGICPENNY; 09-13-2021 at 07:58 AM.

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: Interactive order form

    Administrative Note:

    We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

    Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

    Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

    (Note: this change is not optional. No help to be offered until this moderation request has been fulfilled.)

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