How to Make an Excel Order Form

[@stewartwilkinsonsnr]

Hi Debra, being a retired gentleman I have taken up learning Excel to keep my brain active and to have a purpose to get up in the mornings. So enjoy watching your very informative videos and using them to learn, at the same time designing useful projects. Thank You for you guidance, even at 70 I get excited when I see the results. Kind Regards Stewart Huddersfield UK 🇬🇧 😁👍

[@contextures]

You're welcome, Stewart, and you for your lovely comment! Glad to hear that you still love Excel projects.

[@cassiedavis189]

Thank you so much for this!! Took me all day but I just used your tutorial to make my job easier!!! I have been writing out my material lists and estimating my jobs totals by hand for the last 4 years. You have no clue how happy I am right now

[@contextures]

You're welcome, Cassie, and thanks for your lovely comment! It's great to hear that you stop doing these estimates by hand now!

[@runciblemoon1194]

Thanks so much for this - really clear and concise. As someone who's taught themselves to use Excel on a strictly "as needed" basis, named ranges have come as a complete revelation to me!

[@Abiprague]

Hi Debra, Love your confidence and how simple you explain this. Thank you for sharing your knowledge.

[@emiliahunt_]

Brilliant! Thank you so much

[@contextures]

You're welcome, Emilia, and thanks for your comment - I appreciate it!

[@ravipanjwani1833]

Nice tutorial 👍

[@kjkilojoules]

This was perfect. Thank you!

[@contextures]

You're welcome, and thank you for your comment!

[@babiewaffles4026]

so helpful! thank you so so much!

[@contextures]

You're welcome, and thanks for letting me know that the video was helpful to you!

[@wayneedmondson1065]

Hi Debra.. nice video lesson on making an Excel order form. You outlined some good tips and presented a logical structure and construction for a useful template. Thanks and thumbs up!

[@contextures]

Thank you, Wayne! I'm glad you liked the order form template

[@ferozuddin2473]

Good Morning, Debra Thanks for the your efforts, helps alot. Your explanation is excellent.

[@contextures]

You're welcome, Feroz, and thank you for letting me know that the video helped you!

[@dafpnp]

Hi Debra, Thanks for putting this together. I would like to see the orders stored separately in rows on a sheet. Also, I would like to see data for each item in order to segregate them for sales analysis. Any pointers?

[@contextures]

Thanks, Lalit, and I don't have a video, but there's a page on my Contextures site that might help you. It shows how to enter rows of data, then click a button to store that data on a different sheet, and see summary of the stored data: www.contextures.com/excelcaloriecounter.html

[@vanjennifer48]

Hi Debra, thank you for your clear explanation. I want to know how to retrieve the orders into the same worksheet?!

[@contextures]

Thanks, Jennifer, and you'd need to store the data for each invoice and its items. I don't have a sample for that, but something like my parts order example: www.contextures.com/exceldataentryupdateform.html -Debra

[@Niicoriva]

Fenómena!

[@contextures]

Thank you!

[@gigiscrafts1259]

Fantastic! I want to also track inventory numbers in another worksheet inside the same Excel file, such that when I complete an order form, the inventory totals will automatically adjust. Have you added this demo?

[@contextures]

Thanks, Gina, and I don't have any videos on that topic.

[@rblack2k17]

Thank you for the tutorial. This was very informational. I do have a question. When I create names of each order, how do I capture the save order so that when I pull the name up it captures what they chose from my dropdown?

[@contextures]

You're welcome, and to store the order info, you could manually copy the customer names and items to a different sheet, or create a macro to do that. Then you'd need formulas to create a list of items for the selected customer name, and use that list for the drop down.

[@rblack2k17]

@@contextures Thank you for your quick reply. In the interim, i will do a manual copy customer's name. I would like to learn how to do this. Do you have any tutorials on creating macros?

[@contextures]

@@rblack2k17 The "Record and Test a Macro" page on my site has a few videos that could help you get started: www.contextures.com/excel-macro-record-test.html

[@pushpayerraguntla3250]

Thank You!

[@contextures]

You're welcome!

[@mismaillucky1339]

thnk u somuch you solved my big probolm

[@Sean-on9uy]

So helpful!!

[@chinkuan1430]

Hi, thanks for the named range and using the table as the source for the drop-down. However, I have 1 issue with the drop-down not appearing in the auto extend row in the table. The formulas remain intact, but the cell with drop down list has its data validation missing.

[@contextures]

Thanks, and is there a drop down in every row of the table? If it's been accidentally removed in some cells, that might cause the problem.

[@RodrigoVirgilio]

Congratulations!

[@xiandavis]

Hi, Debra. Thank you for posting this! I followed your steps and achieved the same results using Google Sheets; the only issue was I couldn't figure out how to utilize named ranges in the Data Validation dialog box, so instead for Data Validation Criteria I used: List from a range, Products!A2:A6 for ProductList and later used Customers!A2:A5 for CustList. However Google Sheets did make ProductLookup and CustLookup available when typing the formulas.

[@contextures]

Thank, Christian, and it's great to hear that you were able to get this working in Google Sheets too, with only a minor change to the setup.

[@ScientistMike]

Thanks for this, I adapted this heavily for stock taking. Couldn't have done it without this tutorial though :) :) :)

[@contextures]

Thanks, Mike!

[@MrEms333]

Very Nice Excellent

[@silos71]

Hello. I was wondering how I could protect the formulas? Do you have a video with that topic? Thank you.

[@mohsenuddin6529]

thank so much ....respected sister......

[@tatyanavega6]

Hi Debra, I followed each step as explained and when i tried to put another product on my order form the price does not show up. Can you please try to help me out? I do not understand what is going on.

[@Glindagood04]

Can you show how the order form can generate an order number?

[@contextures]

Thanks for your question, but I don't have a video that shows how to do that

[@CarterQuibell]

How would you go about adding colour options to the products?

[@contextures]

Add another column, with a drop down list of colours. If colour choices depend on which product was selected, use a dependent drop down, similar to what I show in this video: kzbin.info/www/bejne/oni4nIusnrWsfac

[@thehantus9774]

This is like programming. And I failed that subject. Btw thank you for the tutorial

[@contextures]

Oh no! Sorry to bring back bad memories for you!

[@laurapenny1107]

Do you have an excel video showing how to create inventory tracker sheet

[@contextures]

Thanks for asking, Laura, but I don't have any videos on that topic

[@ulyrosegarina6087]

HI Debra- is it the same when you do it on google sheet?

[@contextures]

Thanks for asking, Lilyrose, and I've never tried this in Google Sheets.

[@pvadhel7871]

Hello ma'am, very useful video. But i have a question that if i want to save the entered details in other sheet and make the form blank, can it be done?

[@AicxMedina]

How can this excel order form be an interactive pdf? Thanks

[@karinbarnard6114]

Does anyone know how to insert the product list as data validation source on a mac? F3 does not do the job

[@contextures]

Type an equal sign, then the product list name

[@alfrednobelmanuel4800]

Hi good day please help me to have a excel operation system how can i create a orders same time a inventory to know the products are good please help me on this. Thanks

[@kinmatias2794]

Hi, what if I want to add another order form? Can I join it with the first form or I have to create another sheet?

[@contextures]

Try my multi-item order form sample file instead. It's in the download section here: www.contextures.com/xlForm03.html

[@yusufadam9538]

I am struggling with the vlookup

[@susantakumar8330]

Hi Debra, Apologies for asking an offtopic.. It's been quite long time I have been searching for a solution but failed to do so. Do you know how to make a "Project Unviewable" module? Bcz I have developed an add-in I don't want someone to penetrate to my script. Could you please make a video. Bcz it will help lot of developer. I have seen an add-in where the developer has protected his project. I am just curious to know how it can be done?

[@contextures]

Thanks, Susanta, and that's a great idea for a video topic! Here are some written instruction from the Microsoft site, that might help you until there's a video ready: answers.microsoft.com/en-us/msoffice/forum/all/how-do-i-lock-my-vba-project/66c8eb3f-38b5-45d9-8b7a-66952790df37

[@susantakumar8330]

@@contextures Thanks for quick response. Hope you understood my query. To remind you I am looking for "Project is unviewable" feature for xlam file. Please make a video on it.

[@contextures]

@@susantakumar8330 If you make the workbook shared, then protect it, people will see that message. You could do that, and save a copy as xlam. Or use a product like Unviewable+ that will add the protection for you. Be sure to make a copy of the file, before doing this!

[@sahabzadaintizar]

hi dear good job but i want my all entries save in an other workbook please tell me as soon as possible dear i am waiting please

[@mismaillucky1339]

make vedio how to excel data convert to andriod app without coding on appsheet

[@anamee5290]

I followed all the steps, but when I put the =IF(B10="","",1) it says that the formula contains errors.... Can someone help please?

[@kf6776]

Try this =IF(B10="";"";1)

[@MeepRoadrunner]

=IF(A6="";"";1)

[@shellyclark887]

They sat. Tricounty does not have program even explain

[@shellyclark887]

Chinese put my child back, you and.

[@shellyclark887]

My head hurts. No formulas