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Estimate and Invoicing within Excel

$100-500 USD

Completed
Posted almost 21 years ago

$100-500 USD

Paid on delivery
Making 2 files with Microsoft Excel. By 2 files (corresponding to 2 companies), you will have 1 and only one customer. Best is to make 1 file where you will store customers information and from this file you will create new customer or select existing one, and go to create or load the 2 files for Estimate form or invoice. The goal is to enter information only once. In each file, you will have specific documents within the invoice, and we must have possibility to make "letters" with header from company. I know that we can send information in OLE from Excell to Word but I must have only ONE file with all sheets included. The Layout for invoice and other documents will be changed by me. Steps to make a new project (by customer) 1) Making new customer with several information such as File number, Customer Name, Customer address, tel, fax, insurance police number, email, Customer Name 2 (where disastre took place), address 2 (idem), insurance company name, ... (the goal is to have possibility to take information and add it to the Estimate sheet or invoice sheet. I can do this myself manually, we will see) 2) The big part ! One Excell sheet per work (work for carpet, work for painting, work for stonefloor, work for wallpaper, ... In this sheet, you will have several kind of work. Examples for Carpet : Cleaning floor, coating, placing of carpet, evacuation of waste, work hours,... For each step you will have the quantity, the type of quantity (m2, m3, hour, ...), the cost price by quantity, the sell price by quantity, the total of cost, the total of sale and finaly the benefit (sale-cost). For each line, you must select before "V" to "validate line" or X to "eXclude line" (total ZERO). If you forget V or X, the benefit must be negative (it's to not forget a work). With All "V" Lines, you will make the estimate form from each "work"sheet. My idea:Make a loop for all sheets where you find the word "DEVIS". Examples: Take lines from sheet 'DEVIS Carpet', 'DEVIS Painting' ## Deliverables 1) Complete and fully-functional working program(s) in Excel file well as complete source code of all work done. 2) Complete ownership and distribution copyrights to all work purchased. ## Platform Excel 2000 or 2002 with VB
Project ID: 2949213

About the project

18 proposals
Remote project
Active 21 yrs ago

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Member since Mar 16, 2003

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