Sales Order and Report Excel

stavrosiona

New Member
Joined
Apr 17, 2015
Messages
22
Hi I am creating an excel where in 1 sheet I will take lets say the order:
i.e:
Date, Customer Name, Product Code, Qty

and on the sheet 2 I will have on the A column all the products and on A2, A3,A4, A5 .. all the customers.

What I want to do is to be possible the Sheet 2 to read from Sheet 1 and do the following:
Add the qty order in sheet 1 for specific customer in the sheet 2 under the raw and line of the product for the specific customer.
Step 2 is in case a customer order today on the 28/05/2019 1 piece pf product 2 and after some days i.e 10/06/19 one more of the same product so the sheet 2 to do the ADD and show in sheet 2 under specific customer i.e Cust 2 the qty of Product1 to be 2.


Example f Sheet 1 :
Date, Customer Name, Product Code, Qty
28/05/19 Cust2 Product1 1
10/06/19 Cust2 Product1 1


See example of sheet 2 bellow:

Product Orders Cust1 Cust2 Cust 3 ...
Product 1 2
Product 2 1 1 1
Product 3 2 1
Product 4 3
 

Excel Facts

Difference between two dates
Secret function! Use =DATEDIF(A2,B2,"Y")&" years"&=DATEDIF(A2,B2,"YM")&" months"&=DATEDIF(A2,B2,"MD")&" days"
another way
with PivotTable

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Date[/td][td=bgcolor:#5B9BD5] Customer Name[/td][td=bgcolor:#5B9BD5] Product Code[/td][td=bgcolor:#5B9BD5] Qty[/td][td][/td][td=bgcolor:#DDEBF7]Sum of Qty[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
28/05/2019​
[/td][td=bgcolor:#DDEBF7]Cust2[/td][td=bgcolor:#DDEBF7]Product1[/td][td=bgcolor:#DDEBF7]
1​
[/td][td][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7]Cust1[/td][td=bgcolor:#DDEBF7]Cust2[/td][td=bgcolor:#DDEBF7]Cust3[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
10/06/2019​
[/td][td]Cust2[/td][td]Product1[/td][td]
1​
[/td][td][/td][td]Product1[/td][td][/td][td]
10​
[/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
12/06/2019​
[/td][td=bgcolor:#DDEBF7]Cust1[/td][td=bgcolor:#DDEBF7]Product2[/td][td=bgcolor:#DDEBF7]
5​
[/td][td][/td][td]Product2[/td][td]
9​
[/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td]
14/06/2019​
[/td][td]Cust2[/td][td]Product1[/td][td]
3​
[/td][td][/td][td]Product4[/td][td][/td][td][/td][td]
11​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
16/06/2019​
[/td][td=bgcolor:#DDEBF7]Cust1[/td][td=bgcolor:#DDEBF7]Product2[/td][td=bgcolor:#DDEBF7]
4​
[/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td]
18/06/2019​
[/td][td]Cust2[/td][td]Product1[/td][td]
5​
[/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
20/06/2019​
[/td][td=bgcolor:#DDEBF7]Cust3[/td][td=bgcolor:#DDEBF7]Product4[/td][td=bgcolor:#DDEBF7]
11​
[/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]
[/table]


is that what you want?
 
Upvote 0
As in sheet 2 column A I want to write all the Products from Product 1 until product 100 and row A I want to write all the opticians name and not only customers that ordered products I.prefer not to be pivot table

Also becaue like the sheet 2 (which will had all the products and customer order) i will have another sheet 3 that has all the invoiced products in cystomer and a sheet 4 that will have the pending (sheet2 - sheet 3)
But first I want to be able in sheet 2 to read data from sheet 1 and add them in sheet 2 ( product order table correctly)
 
Upvote 0
Last edited:
Upvote 0
Hi Sandy666 sorry my mistake, I will try to be more cleared of what i want:
Lets say the exact what I want to do:
One sheet should have in ROW 1 all the customers: Customer1, Customer 2......
In Column A should have all the products: Product1, Product 2.....
This sheet should be named: Orders.
what I want to do is to have another sheet that I will add the orders:
and in Row 1 will have these details:
Date. customer Name. Product Code Qty

so every day when I receive an order i will add it in this sheet 2 i.e
Date. customer Name. Product Code Qty
28/05 Customer 1 Product5 1
29/05 Customer 3 Product4 1
10/06 Customer 1 Product 5 1

Then I want in the Sheet 1 where my table is to have the following:
for customer 1 in column B6 where is the product5 for customer 1 to be qty 2 which is the total qty a customer ordered all the dates.

[TABLE="width: 859"]
<colgroup><col><col><col span="5"><col><col><col><col></colgroup><tbody>[TR]
[TD]orders[/TD]
[TD]customer1[/TD]
[TD]customer2[/TD]
[TD] customer3[/TD]
[TD]customer4[/TD]
[TD]customer5[/TD]
[TD]customer6[/TD]
[TD]customer7[/TD]
[TD]customer8[/TD]
[TD]customer9[/TD]
[TD]customer10[/TD]
[/TR]
[TR]
[TD]product1[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product2[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product3[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product4[/TD]
[TD][/TD]
[TD][/TD]
[TD] 1[/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product5[/TD]
[TD] 2[/TD]
[TD="align: right"][/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]product6[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product7[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product8[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product9[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product10[/TD]
[TD][/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]

[/TD]
[/TR]
</tbody>[/TABLE]

The same sheets will have for Deliveries and for Pending will have a sheet that will deduct from Order Sheet the Deliveries.
So if I am able to manage a sheet 2 to place the order and then to calculate and add for each customer and each product the quantities then will be great.
 
Upvote 0
Hi FLUFF sorry my mistake:
Lets say the exact what I want to do:
One sheet should have in ROW 1 all the customers: Customer1, Customer 2......
In Column A should have all the products: Product1, Product 2.....
This sheet should be named: Orders.
what I want to do is to have another sheet that I will add the orders:
and in Row 1 will have these details:
Date. customer Name. Product Code Qty

so every day when I receive an order i will add it in this sheet 2 i.e
Date. customer Name. Product Code Qty
28/05 Customer 1 Product5 1
29/05 Customer 3 Product4 1
10/06 Customer 1 Product 5 1

Then I want in the Sheet 1 where my table is to have the following:
for customer 1 in column B6 where is the product5 for customer 1 to be qty 2 which is the total qty a customer ordered all the dates.

[TABLE="width: 859"]
<tbody>[TR]
[TD]orders[/TD]
[TD]customer1[/TD]
[TD]customer2[/TD]
[TD] customer3[/TD]
[TD]customer4[/TD]
[TD]customer5[/TD]
[TD]customer6[/TD]
[TD]customer7[/TD]
[TD]customer8[/TD]
[TD]customer9[/TD]
[TD]customer10[/TD]
[/TR]
[TR]
[TD]product1[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product2[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product3[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product4[/TD]
[TD][/TD]
[TD][/TD]
[TD] 1[/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product5[/TD]
[TD] 2[/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product6[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product7[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product8[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product9[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]product10[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: right"][/TD]
[/TR]
</tbody>[/TABLE]

The same sheets will have for Deliveries and for Pending will have a sheet that will deduct from Order Sheet the Deliveries.
So if I am able to manage a sheet 2 to place the order and then to calculate and add for each customer and each product the quantities then will be great.
 
Last edited:
Upvote 0
Did you try the sumifs?
Hi I cannot manage to do it with Sumif
I have 2 sheets:
One that I place the orders:

Date Cust Name Product Code Qty

28/05 Customer1 Product5 1
10/06 customer 1 Product5 1


And one other sheet that has all the products in Column A and all the Customer in Row 1 and that will manage to calculate from sheet 2 and place the order quantities in the cell and rows for the selected product and customerlike the example that for Customer 1 the product5 has been order 2 quanities in total.

Customer 1 2 3 4 5 6

Product1
Product2
Product3
Product4
Product5 2
Product6
 
Upvote 0

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