Quote, Invoice, or Workorder

[pwtechmn]

I am creating an accounting spreadsheet. I have and product sheet that i can
add and subtract products or adjust my mark up. On my main menu sheet I
select what type of job i am doing via a button and it takes me to a new
sheet where i fill in all my products and labor that will be need for that
job using drop down lists and pulling the info from my product/inventory
sheet. At the bottom of the job sheet i have 5 buttons. button 1 is clear
all fields, 2 is cancel and exit back to main menu, but the other three are
create quote, workorder, and invoice. When i fill in the info i would like
to use a create button to send that info into a quote, workorder, or invoice
sheet. Any help would be great,
Thanks

 

[Kassie]

Hi pwtechmn

The easiest would be to first design your 3 documents, obviously. Then
click on Macro | Record New Macro, and take the info from your sheet to a
specific form, eg the invoice. You can then either repeat this excercise for
the other 2 forms, or just adapt the recorded code, obviously in a new macro
every time. Now assign these macros to your 3 buttons, and it should work
fine. With a little experimenting, you will be able to number your forms
consecutively, have them printed out and saved, or even emailed, as you wish.