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Order Tracking Spreadsheet Automation

BrianOrtega Posted messages 5 Status Membre -  
BrianOrtega Posted messages 5 Status Membre -
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 réponses

Réponse 1 / 2
PapyLuc51 Posted messages 4566 Registration date   Status Membre Last intervention   1 509
 
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
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BrianOrtega Posted messages 5 Status Membre
 
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.
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