Hi, this is my first post on here.
I am looking to create a simple and easy to use quote form so our sales guys can rapidly generate a quote for our customers. Ideally I would like to be able to have the user select a product name/number from a drop down menu and have information from that product filled into the appropriate categories of the form. (For example the price section would be linked to our price book, and would dynamically update if a different product was selected). If possible I would also like to be able to edit those entries as well in case of custom orders etc.
I'm not sure if this would require linking to Excel or what the best way to accomplish this is.
Also because we haveso many products, I was wondering if it was possible to create some kind of a "drill-down" menu system; so that instead of seeing a list of 1000 products there's something like Category 1 -> Subsection 5 -> Poducts (1-54) (I stole the term from NewEgg)
I've looked at office online help and haven't come up with much. Not even sure if this is the right forum, but if anyone has any information, or could point me to a locale where people would, I would GREATLY appreciate it!
Thanks!
Jalex
I am looking to create a simple and easy to use quote form so our sales guys can rapidly generate a quote for our customers. Ideally I would like to be able to have the user select a product name/number from a drop down menu and have information from that product filled into the appropriate categories of the form. (For example the price section would be linked to our price book, and would dynamically update if a different product was selected). If possible I would also like to be able to edit those entries as well in case of custom orders etc.
I'm not sure if this would require linking to Excel or what the best way to accomplish this is.
Also because we haveso many products, I was wondering if it was possible to create some kind of a "drill-down" menu system; so that instead of seeing a list of 1000 products there's something like Category 1 -> Subsection 5 -> Poducts (1-54) (I stole the term from NewEgg)
I've looked at office online help and haven't come up with much. Not even sure if this is the right forum, but if anyone has any information, or could point me to a locale where people would, I would GREATLY appreciate it!
Thanks!
Jalex