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Order Tracking Spreadsheet Automation

BrianOrtega Posted messages 5 Status Member -  
BrianOrtega Posted messages 5 Status Member -
Hello,

I am reaching out to the community to get help in creating a more productive Excel file.

It's a tracking table for orders from different suppliers where I would like to have an automated email sending to suppliers to obtain delivery times on backorders or when orders are delayed.

I would also like to have an automated color-coding system based on the order status (quote requested/to order/ordered/received)

All ideas for improving tracking are welcome.

Thank you all in advance for any assistance.

Best regards.

Brian.

https://drive.google.com/file/d/1Z3Vqi6EEFRYZPC8-1qsl9vP18e5i5iSd/view?usp=sharing

2 answers

  1.
    PapyLuc51 Posted messages 4569 Registration date   Status Member Last intervention   1 511
     
    Hello

    Please provide clarification:

    •Are you working on Google Sheets or directly on Excel?

    •Why do columns C to J have a dropdown list that seems to relate only to column
    B    ?

    For the conditional formatting, please confirm or modify what follows:

    •"Order to be placed" color columns B to D based on the entry in D

    •"Quote requested" color columns B and C based on the date entered in C

    •"Ordered" color columns B to F based on the date entered in F

    •"Received 1" color columns B to H based on the date entered in H

    •"Received 2" color columns I and J based on the date entered in J

    Best regards
    0
    1. BrianOrtega Posted messages 5 Status Member
       
      Hello,

      I am working on Excel and Excel Online. I used Google Drive to post the file on the forum.

      If columns C to J have a drop-down list that concerns only column B, it means I rushed my work.

      Regarding the color coding, it is exactly what you described.

      I sincerely thank you for your interest in my table!

      Best regards.
      0