Clients call me (a developed database of stores) and place orders, which I record in notes by dictation. I want to structure this and make the process more comfortable for myself.
Technical task for the development of an Excel file for order automation
1. General description
An Excel file needs to be created for order processing that will work in the mobile version of Excel. The file should have automatic data filling and prompts during input.
2. Functional requirements
2.1. Main sheet “Invoice”
• The table should contain four main columns:
1. “Product Name” – entered manually, with auto-suggestions.
2. “Quantity” – entered manually.
3. “Price” – automatically pulled after selecting the product.
4. “Total” – automatically calculated as Quantity × Price.
• When opening the file, the table should be empty.
• Auto-suggestion of product names: if the user starts typing a name, Excel should offer options from the product database.
• After entering the product name, the cursor automatically moves to the “Quantity” field.
• After entering the quantity, “Price” and “Total” are automatically filled in.
2.2. Product directory (sheet “Products”)
• A separate sheet with two columns:
1. “Product Name” (A)
2. “Price” (B)
• The directory should be used to pull prices into the “Invoice”.
• There should be an easy way to add new products.
3. Technical implementation
• The implementation must work in the mobile version of Excel (Android/iOS).
• Use of Excel formulas and possible application of VBA macros (if supported by the mobile version).
• If VBA does not work in the mobile version, then the implementation is only on formulas and drop-down lists.
4. Additional wishes:
Make everything as convenient as possible so that even while driving, one can work calmly with the program.
This is my technical task. If there are any more interesting ideas for implementing my request, I would be happy to discuss)