This is a Microsoft Excel stock management program designed by Trevor Easton to help you to improve your Microsoft Excel skills. As the name of this project suggests with Invoice and Inventory in Microsoft Excel we are going to demonstrate how you can create a simply awesome invoicing program that you may be able to modify the suit your own small business or personal needs. There are several brilliant features to this program that really make it worth looking into. If your order is large you can go to the product list and just fill in the quantities next to the list and then click a button and your invoice will be populated with all of those products instantaneously. The interface sheet contains a dashboard that really stands out and shows clearly the stock levels the customer sales and what needs to be reordered.
Invoice and inventory in Microsoft Excel is a project that will increase your Excel VBA skills very quickly . The purpose of this project is to help with your VBA and general Excel skills in basic application development.
The most important feature is the free template and instructions on how to create the application. This application has been designed by Trevor Easton for training purposes.  You are able to use this for your personal use. The first thing we need to do to create the invoice in invoice and inventory is to add this code to the VBA Editor. Put the cursor inside the code and push F5 to run the macro that will set the new named ranges. With this named range we are picking up a list of our customers and also the list of customer ID in the next column. This is an except from the macro below that shows the part of the code that does all of the work.
Again notice that this named range will pick up the blanks and grab all of the pieces that have data down to the last value.
The named ranges in these formulas are created from the modules added earlier Update and Items. For the purpose of this project I’ve chosen to filter by customer name and between to date periods. Now that we have all our formulas in place we are in a position to go and add the VBA code that is necessary to be able to first filter our data and then group it on our statements sheet. The reason we are doing this is because our dataset for the statement will vary in length depending on customer and timeframe that we choose. These formulas below link to the product sheet to make sure that our headers are all the same which is imperative when you're running an advanced filter. These formulas linked to the sale sheet to make sure that the headers are the same which is imperative when we running an advanced filter. More advanced filter links to ensure that our headers are correct.This is the headers criteria for our category totals. I’m going to take a moment to share with you the simple method I have used that can accelerate and enhance your learning experience with Microsoft Excel VBA.
Remarkable effects can be achieved when you challenge yourself with project based learning.
I have put together this 30 page eBook resource to guide you through the Simply the best phone book project  that will help you to quickly become efficient in Microsoft Excel VBA.
A template is available for download from the link in the eBook or from the website that will help you get started quickly.
Coupled with that are the step-by-step videos that visually show you what you need to do to learn VBA fast.
Welcome to Online PC LearningOnline PC Learning offers Windows based projects with video support and comprehensive instructions. Enter your email address to subscribe to this blog and receive notifications of new posts by email. Application UsageThese applications have been designed by Trevor Easton for training purposes. Open the VBE by holding down the Alt+F11key and enable these windows in your editor.  Click on the View tab and select the windows that you to appear in the editor. As you look at the Visual Basic Editor you will notice that the name given to each workbook by the Visual Basic Editor is “Project-VBA Project”. Below the name in the Project Explorer the hierarchy or tree with all of the objects for each project exist. If you double click an object you will be taken to the code for the procedure in the VBA Code Editor.
It is good practice to change the name of the Project to more accurately reflect what that project does. If you do not want your precious code altered or perhaps you want to keep it secret, then you should protect the VBA part of your application. When you next go to the VBA Editor you will need to supply tour password to open it so do not forget what the password was. It is necessary to save your file to a .xlsm (Macro enabled) file if you are using 2007 plus versions. To dock the window to the left hand pane, first maximize the VBE editor then drag the window to the left hand side of the screen. If you put all of the procedures that filter ranges into a Module, you could call that Module “MyFilters” or something descriptively similar. When you do this you will notice that that line of code will change color to let you know it is not part of the executable code. This window is very useful in testing small parts of the code as you are developing the procedure.


In a future project I will show you how to filter the data from that data set using a userform to create a receipt or invoice driven program. There are three dynamic named ranges that need to be created for the expense calculator to work.
The illustration for the “Summary “dynamic named range shows that the headers are included in this range. With a dynamic named range called “Summary” created for our dataset on the database sheet it becomes very easy to create our pivot table and pivot chart. Here is an illustration showing the pivot table options that need to be selected from this project.
If you would like to offer a suggestion, request a tutorial or make an observation then please feel free to do so. If you need help with a tutorial please  give specific details of your needs and I will try to respond as soon as possible. Trevor, many thanks for the great effort you have put in this tutorial, though i am a beginner in excel VBA, not sure, where to use the above codes, hopefully a template would be much helpful. The userform is a multipage userform where one page is exclusively dedicated to simply adding new employee information. Take the time to watch the video below to see all of the features from this project in action. This video demonstrates how our three static named ranges and one dynamic named range is added to the template. Just in case you are having any trouble with adding the dynamic named ranges or you would like to understand further how dynamic named ranges can be used effectively in Microsoft Excel then here is a link to a tutorial with a downloadable file that will give you a lot of information about dynamic named ranges, the variety that can be used and their application.
ID  Is the name of a static named range that will be using as a hyperlink to be able to return to our data sheet at any time.
Start  Is the name of a static named range that will be using as a hyperlink to be able to return to our data sheet at any time. In order to edit and delete our data accurately we need to make sure that each row for our employee database has a unique ID.
Note: When adding formulas from a website to an Excel workbook make sure that you paste the formula into the formula bar after selecting the cell.
Note: This is not the finished code that we will be using but rather what I am trying to do is to show you how you would go about starting to develop the code.
Note: I thought it would be interesting to show the process involved in getting started with solving a problem.
It is now time to test your macro by using the shortcut key CTRL+Shift+A and the various criteria.
As we move on to creating a userform and adding our more complex code you will be in a better position to understand how it all works.
I have question that i want to make a small business data base could you please suggest me about the programs Excel or MS Access which one is more suitable. Please help me solve a problem, hanging such as; Excel not response when I use a UserForm look for Name, username,post and Department, basic salary,SSO and Tax by using VBA language. Are you working on the project using the template and the code unmodified or have you changed it. I am working on the project with the template without any changes cuz it seems to meet my needs.. I am working on the Macro 2, but when I hit F5 it tells me "The macros in this project are disabled. You'll be able to create consecutive invoices with invoice and inventory that auto populate and adjust to the size that you need. This little application contains some features that we've used before but there are many new things here to learn. First look at the Overview video to see if this is something that you may be interested in.
If a spaces left between items on the invoice it will not matter as this named range will pick up the blanks down to the last value.
When we add new values to our invoice database or to incoming stock then we call these procedures and the named ranges are automatically updated.
I just thought was an easy way to establish a unique code without having to figure a new one at each time that is unique. We are going to combine the ability to use the advanced filter of our dataset and XL’s built-in data grouping feature. In fact you could expand this to be able to even filter by invoice number or whatever criteria that you wished to have included on your statement. That being the case we need to make sure that our print area and the area that we send to the PDF vary along with the dataset. I have had many emails and comments from users who are using this to manage their contacts and the great benefit is that they have enjoyed the experience of learning VBA fast. You will be able to hyperlink to the website videos, download the template file and simply start to work. I will run you through the standard setup and some of the key options you will need to understand. These options are available from the View tab on the menu bar of the Visual Basic Editor as illustrated below.
If you cannot see the Project Explorer then click on the View tab at the top of the VBE and click on Project Explorer. So in essence you will be protecting your code from the honest and less experienced Excel user.
You will be prompted (as shown below) with a warning and if you continue without choosing .xlsm all of your code will be deleted from the workbook.


To undock (float) the window, hold down the left mouse button on the title and drag the window to the location of your choice.
It is a good idea to keep them manageable by categorizing the procedures and limiting the number within each Module. IntelliSense appears when you type a period (Dot) to separate the levels of the object members in that hierarchy. It is a good idea to add comment to your code so that others who view and edit it can understand what is happening. I have set this up to calculate expenses from a project involving the renovation of a house. If you are uncertain how to create dynamic named ranges here are two references to to tutorials that discuss this in more detail. This video shows how to use the various properties for single and multiple controls on userforms. The codes allows you to click “Add Entry” even if there is no data in the field is there a way to spot adding empty rows in the database? What is really exciting about this database is that we will be not only running it from a VBA userform but that we will be using the advanced filter to look up across multiple columns. Some of this information has been covered in the tutorials before but much of it is unique to Online PC Learning. You can then make a decision as to whether you wish to proceed and download the template and work your way through the learning pathways that will be involved in our VBA project.
Those who experience problems with a project almost invariably are those who do not use the template or modify the template before completing the project.  So I can assure you that you will be saving yourself both time and heartache if you use the template and follow the instructions on this webpage to complete the project before modifying it. We are also adding three hyperlinks that will enable us to move around our application freely.
We will be using a little trick here that will enable us to find the greatest number that is already in our database and then when we add a new employee will be simply augmenting that number by one.
I am now going to demonstrate the initial processes that I used to create the VBA code that enables us to filter across any column in our database. Record that the macro for your advanced filter by following the video instructions above while using the template.
Note that we also have recorded a shortcut key  CTRL+Shift+A that we will use to run a macro quickly when we are testing. If the match is not found for your variable (criteria) you will at this stage get an error message appearing. Could you tell me approximately when the Adv filter (in particular how the code works for which column the search string was found in) works please. If you are using a work computer talk to some one with administrator rights and change this setting. Please feel free to contact me if you have any suggestions or problems through the comments at the end of this blog or with the contact form in this website. In versions of Microsoft Excel prior to 2010 you would need to create a static named range for the first reference in cell E5. The first piece of code scroll's to the top on the sheet is activated and the other two procedures are for your spin button. What we mean by properties is that the object can have a name or a color or a size and so on.
I personally like to have the properties window somewhere on the screen as I am writing code.
Open a draw and select the tab for “Rates” and you should expect of find all of the rate bills.
If these elements are not visible click the view tab and then select the options to display.
Lastly there is one formula that needs to be inserted that will be used for our unique ID for each row. I'm going to demonstrate this by using the macro recorder and if you are interested in learning I would encourage you to grab the template above and follow along with the video. Then I will demonstrate how we can with just a small amount of change , these two macros can accomplish the results we are looking for to achieve.
You can create statements for any customer in any time period and those statements are flexible enough to allow you to show just the totals for each invoice or invoice totals and all items on the invoice. If you are using Microsoft Excel 2007 then you will need to change the reference to a static named range. It is very good practice to add comments throughout your procedures and name them intuitively. Put the curser inside the code and press enter and you will see True appear in the next line in the immediate window. The main focus of the project shows how to move values from the fields on a userform into a data set.
When you open the VBE you should quickly be able to locate your specific procedure by the name of the module.
Now, that is not all because I have also added the features for editing an deleting data in the database from our user form. Notice here we have Sheet2 selected and the relevant properties are displayed for that object.



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