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Parts Orders Data Entry -- Instructions

Input Sheet
The Input sheet is protected, with no password.
Use the Navigation Buttons
Click the arrows to view the first, previous, next or last record in the database.
OR -- Type a valid record number in the yellow cell, and press the Enter key.
Select a Specific Record
Select an Order ID from the drop down list in cell J3, to see that order
In cell K3, the formula calculates the record number for the selected Order ID.
Hide column M before using.

Update or Add Records


Select an existing record and edit it, then click Update to modify the record on the PartsData sheet.
OR -- Enter a new parts order, then click Add, to add it to the PartsData sheet.
In cell L3, the formula calculates if the Order ID is already in the database
A warning will appear if you try to enter a duplicate ID number, or update an Order ID that is not in the d

Mandatory and Optional Entries


In column E, mark any required cells with an X.
Formula in column F tests for data in required cells.
Hide columns E:F before using.
All required cells (green) must be filled in. Optional cells (grey) can be left blank. Conditional formatting
Setup

There are 2 named ranges -- InputA and InputB -- for data entry on the Input sheet.
The InputLinks sheet shows the data from these cells, arranged horizontally; data is copied from here to
There are dynamic named ranges for the lists on the LookupLists sheet (used for the data validation dro
The SelRecordLinks sheet pulls data from the PartsData sheet, for the current record. This is copied an
when navigating through the records

n the PartsData sheet.

Order ID that is not in the database

nk. Conditional formatting controls the cell colour.

data is copied from here to the PartsData sheet


d for the data validation drop downs on Input sheet)
nt record. This is copied and pasted onto the Input sheet,

Select Order ID

Parts Orders Data Entry


Order ID
Part
Location
Qty
Price
Total

10105
Blank cap
Shop
10
$5.00
$50.00

Developed by Contextures Inc.

10105
Color
Req By
Dept

0
Bea
Warehouse

www.contextures.com

View Records
6
of
6

Input
InputSheet
Sheet
Parts
Database
Parts Database
Entered
09/29/2012 12:29:20
05/02/2013 15:53:23
05/02/2013 14:34:01
05/02/2013 15:53:03
10/17/2012 13:31:14
05/02/2013 16:04:45

Entered By Order ID
Debra Dalgleish
10100
Debra Dalgleish
10101
Debra Dalgleish
10102
Debra Dalgleish
10103
Debra Dalgleish
10104
Debra Dalgleish
10105

Part
Lock lever
Blank cap
Spring
Insulator
Spring
Blank cap

Location
Warehouse
Store2
Shop
Warehouse
Shop
Shop

Qty
Price
575
$12.00
111
$5.00
400
$1.00
123
$4.00
500
$1.00
10
$5.00

Total
$6,900.00
$555.00
$400.00
$492.00
$500.00
$50.00

Color
black
black
black
silver
silver

Req By
Joe
Joe
Sam
Sam
Sam
0 Bea

Dept
Admin
Admin
Maint
Maint
Maint
Warehouse

Start Column
3

Mand Fields
#REF!

D5
D6
D7
D8 D9 D10 J5
J6
J7
Order ID Part
Location Qty Price Total Color Req By Dept
#REF! #REF!
#REF! ### ### ### ### #REF! #REF!
Mandatory Field Check
#REF! #REF!
#REF!

### ###

###

###

#REF! #REF!

DB Row

Field
Column Value
Order ID
3
10105
Part
4
Blank cap
Location
5
Shop
Qty
6
10

Field
Color
Req By
Dept

Column
9
10
11

Value
0
Bea
Warehouse

PartDesc
Door
Spring
Lens
Blank cap
Eject knob
Lock lever
Insulator
Screw caps

Price
75
1
15
5
7
12
4
3

Location
Warehouse
Shop
Store1
Store2

Contextures Products
PivotPower Premium Add-in
UserForms for Data Entry ebook Kit
Contextures Excel Tools Add-in
Data Validation Multi-Select Premium Kit
30 Excel Functions in 30 Days eBook Kit

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