Dear all,
I have one source table in Excel which contains all important information and summary for each order that we have in our company (Customer Name, Price of product, Current Status - produced, in progress etc.). We are also tracking the status of the order via this table incl. invoicing, payment etc. The data in the table are updated manually and the main purpose of this table is to track the process for each order we have from our customer (from quotation, realization nad invoicing). We work with this table in order to have all the important information consolidated in one place. What I would need is to automatic generate from these source table following forms: price offer, invoice, delivery note). I have the templates for these documents and I would need to fill them automatically from this table based on selected data (rows). As I wrote the table contains all the necessary information in order to generate these documents. So it could work like this. I would select in the source table (e.g. via thick element) the rows with the data and from the data in these rows the needed document should be generated (selected and relevant data from these rows should be automatically filled in into my template). I would select e.g. through the button which kind of document should be created (price offer, invoice or delivery note). In general I need to generate specific document from source table (database).
Thank you