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Excel Quotation template that requires auto sequencing serial number

  1. #1
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    Excel Quotation template that requires auto sequencing serial number

    Hi, and thank you for reading my thread,

    I need some serious help here, I am not experienced with VBA, I only know how to get to Alt+F11 screen and that's about it.

    My file is located on a server and 2-3 users will be accessing the form, and saving to various locations.

    We are currently using Excel 2007

    Our folder setup looks like this:

    M:\Estimating\Estimating 2012


    Private Invitation Estimates (Folder)
    Service Estimates (Folder)
    Tender Invitation Estimates (Folder)
    Estimate Template 2012 TEST.xltmEstimate Template 2012 TEST1.xlsx

    What I would like to achieve is the ability for our quotation sheets to automatically generate a sequenced serial number.

    The reason for this is that our quotations department generates many quotations per day and we would like to keep a paper file of all quotations in number order so that we are able to retrieve them whenever our customers call and reference the quotation number.

    any advise or help will be greatly appreciated here,

    Thank you very much everyone

    Have a great day
    Last edited by johnnysiphone; 01-12-2012 at 03:55 PM. Reason: insert file

  2. #2
    Forum Contributor mccrimmon's Avatar
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    Re: Excel Quotation template that requires auto sequencing serial number

    Microsoft Access would be your best place for this kind of work, however, do you have another sheet that keeps track of all your quotations as that is just a template I presume?
    McCrimmon

  3. #3
    Valued Forum Contributor scottylad2's Avatar
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    Re: Excel Quotation template that requires auto sequencing serial number

    Please Login or Register  to view this content.
    this part will give you an ancrementing number, whatevers in A1 will be incremented by 1, if nothing there to start with then it will start at 1

    Please Login or Register  to view this content.
    this part will save to the directory mentioned with an xlsx format, change to earlier version if you require then just allocate a button to run the macro
    Last edited by scottylad2; 01-12-2012 at 04:20 PM.
    Windows 7 using Office 2007 & 2010

    Remember your [ code ] [ /code ] tags, makes reading soooo much easier

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