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User Form - create sales sheet and email as PDF

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    User Form - create sales sheet and email as PDF

    Hiya.
    I am almost finished building a form based Accounting app for an Art Gallery I help run. I just need one more form to build a monthly sales sheet where by selecting a start and end date and an Artists name we can pull the sales data i.e
    Sale date:
    Description of Artwork:
    Price:
    From the Incomes sheet by date range and write it nicely into a table on the form along with logo, artists email address etc and send as email via a button.

    I dont know whether it can all be done in a form if possible?
    or whether to create the sales record template in a worksheet, and use a userform to collect and write the date to the sheet and email it.
    Any advice or example code would be great.

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    Forum Expert dflak's Avatar
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    Re: User Form - create sales sheet and email as PDF

    Your second suggestion: use the form to query the data and then fill out a template is the way I would design this project.

    However, that's about as far as any of us can take it without a sample workbook. Please attach one with some non-sensitive data and pictures and maybe even a mock-up of what you want the end result to look like.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: User Form - create sales sheet and email as PDF

    Thanks dflak, that was the direction I was thinking of going. I should be able to sort this ok, as I already have many of the functions I need in my other forms.
    I may need some help if it goes wrong, but I will ask.
    Cheers

  4. #4
    Forum Expert dflak's Avatar
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    Re: User Form - create sales sheet and email as PDF

    Here is some code that will help you with the email assuming you use Outlook.

    It's a BAS file which means it is a module that you can import. There are comments at the start of the code that tells you what parameters you need to pass to it. All you should have to do is write some code to feed it these parameters.
    Attached Files Attached Files

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