Hi Everyone, my first post here so go easy on me
I want to use excel to create an automated quoting package for my business, here is my concept and the issues I'm having.
Parts list
We have various types of systems that we sell that are made up of several parts, and so we effectively have part families so for each tab I want to create a part list for example 'Type A product' tab will list all the parts and prices for the equipment used to build a type A product and next to each piece of equipment the labour involved, and the same for B, C etc.
The quote tab
I want to put together a quote tab that is the main quote, my idea is that I would set it out so it has quantity field on the left that I can alter, this multiplies the line item in the centre to reach the sum of the price on then left.
Now as we have many different system types rather than list all of the products in a drop down list I want to have a column that is product family, from this you select the product family for that line item, then when you click on the line item column the list will only give you the products from that product family to save going through a massive list looking for them, and that the bit I'm stuck on, how can this be achieved?
Thanks
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