En curso

Build Excel Data enrty and management forms - TWO seperate forms required

1) Daily DATA form that creates several different required 'printable' and easy to collect information

- SHEET 1

The USER sheet to enter the data, possibly by using a "User Form" for fast and accurate data verification as it's entered.

~ Collection Fields

a) Customer / Contract

Possible a drop down box on "User Form" with most common entries (updated after first entry of that data)

b) Location / Warehouse

Possible a drop down box or text entry on "User Form" with most common entries (updated after first entry of that data)

c) Day & Date (Date, Day, Month & Year)

Possibly a calendar 'Date Picker' on "User Form"

e) Numbers 1 - 20, numerical reference of daily deliveries

f) Booking Allocation, requested time slot eg. 8am-10am or AM (7:30am - 12:30pm) Possible a drop down box or text entry on "User Form" with most common entries

g) Invoice / Account #, the original document reference

"User Form" MUST receive (x) characters and applies correct format eg. 6003200200 appears on table as 6003 200 200. if character is missing 'Alert' and request correction

h) Customer Name

i) Full delivery address

j) Contact number

k) Delivery type

Possible a drop down box or text entry on "User Form" with most common entries

l) Number of Items / Cartons

Possible a drop down box with fixed options 1 - 25

m) 2 Persons Delivery?

Possible a drop down box with fixed options Yes or NO

n) C.O.D Is there cash to collect on delivery

Possible a drop down box with fixed options Yes or NO

o) Install / Assembly item

Possible a drop down box or text entry on "User Form" with most common entries

p) Comments / Notes

q) Email

r) Additional Phone #'s

s) Lead information, Description of where lead was created eg. Contract, Type of work,

SHEET 2

Daily Run Sheet

Created from data collected in SHEET 1

Layout will be supplied after project awarded

** TO BE PRINTABLE**

SHEET 3

Time Record Sheet

Created from data collected in SHEET 1

Layout will be supplied after project awarded

** TO BE PRINTABLE**

SHEET 4

Data Record Sheet

Collects fields from SHEET 1 for quick reference

Delivery type DATA eg. Bronze, Silver, Gold, NO ATTENDANCE, REFUSED totals

DATA

h) i) j) q) r) s) easy to cut to data base in correct formats

2) Quote Costing Calculator

Excel Sheet

SHEET 1

Drop down boxes, ALL Perth WA suburbs to choose from SHEET 2

Check Boxes x3 must choose one

<25kgs

<120kgs

>121kgs

Tick Boxes

Stairs

Excessive Decline / Incline

Bulky / Odd Shape or size

Requires "Physical Lifting" not manoeuvred on hand trolley (eg. Couches, Mattresses)

Uneven ground or Sand

Clear access and Cartons will fit through ANY openings?.

DISPLAY COSTING TOTAL

SHEET 2

Area to Area DATA

Sheet will have a table of

Headers eg. a, b, c, d, e and so on

Columns will have the allocated data for the specific area

ALL ROWS & COLUMNS will be DATA for Drop down boxes on SHEET 1

SHEET 3

Costing DATA

Headers eg. Booking fee, Pick up fee, deliver fee and so on

ALSO require (But NOT PRICED or IMPORTANT)

3) Public Pricing Brochure (Printable)

4) Quotation Template

Habilidades: Formularios electrónicos, Excel, Formato y diseño

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ID de proyecto: #11322833

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