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Internet connection billing format for Procurement

Hello friends welcome back to my YouTube channel if you have watched my previous Microsoft Excel series video where we created an automated Excel invoice you can find the link in the description or by clicking the IE button in the top right corner in this video I will show you how to connect the automated Excel invoice to a database first we will enter some record in the invoice format fill in the description and quantity and the rest of the work will be done automatically as a result we will have an invoice record for the customer you will notice two buttons on the screen if we press the submit button our record will be saved in the database after clicking submit we will check the database to verify if the record has been updated as you can see the invoice record is successfully updated in the database to clear the record for entering new information simply click the clear button once you click clear the record will be cleared and the invoice will be ready for new entries let's dive into the video and learn how to achieve this don't forget to subscribe and like this video first we will create the datab format start by opening a new Excel sheet and naming it [Music] database next into headings such as invoice number date customer detail name contact address select all three headings copy them with control+ c then navigate to the database sheet and press contr + all + v a paste special dialog box will appear click on transpose and then press okay this setion will easily transfer the customer detail into the headings now take a look at the Excel enice and identify which headings are compulsory for the data datase header for example if you want to include total amount GST and grand total copy them with crl + C move to the database sheet click on the desired cell and press crl + r + V once again the paste special dialog box will open this time click on transpose and then press okay now that all the necessary headings are in place adjust the column width ingly with the headings in place we need to create a table to create a table you will need at least one record under these headings after entering the record select the entire range where you intend to apply the database format this choice is up to you once the range is selected go to the insert Tab and click on table then press okay please take a moment to comment under this video sharing what the shortcut is for table Creation in Excel right in the comment now you can see that the database format is ready to connect this database with the invoice start by creating a new Excel sheet in the Excel invoice collect all the essential data and place it in one location select a cell write is equal to and then reference the invoice number cell and press enter repeat this process for all database header record once all the data is Consolidated connect these record to the database to do this we will record a macro a set of instruction that we record once and can execute multiple times if you can't see the developer tab click on the drop- down arrow select more commands go to customize ribbon and enable the developer tab now click on record macro give it a name and optionally assign a shortcut to run the macro in our case we will create a sub submit button and assign the macro to it press okay but be cautious as all steps will be recorded first select the record copy it withr + C move to add new sheet click on the first cell press crl + all + V open the paste special dialog box click on values so only text appears without formulas then click transpose and press okay repeat the process by copying the record again with crl + C moving to the database sheet selecting a cell going to the Home tab and click on insert copy itself finally return to sheet one and click on an empty cell the macro record ing go to the developer tab and select stop macro your macro is now recorded next create submit and clear buttons pay close attention to how I create these buttons and follow these steps [Music] carefully [Music] now that the submit and clear buttons are ready assign the recorded macro to the submit button right click cck on the submit button click assign macro and remember the name you gave to the macro click okay to check if the recorded macro Works quickly enter our record when you click the submit button you will see that some action are performed visit the database sheet and you will notice that the database record is updated your Excel device is now connected to the database you can also create a PDF file to this invise to do so click on the file tab select save as choose a location folder enter a name for the file select the PDF option and click save now you have a PDF ready to be sent to the customer as a soft copy or or as a hard copy depending on their preference now if you want to enter a new record you will need to clear the previous one clearing record one by one can be challenging so we will record Another macro go to the developer tab click on record macro select the invoice number and press the delete key one by one select all records and press delete delete finally click on the invo number cell go to the developer tab and stop the macro your macro is now recorded assign this macro to the clear button to check if the recorded macro Works enter a record click the submit button to update the database and click the clear button you will see that the enice is ready for entering a new record I hope you have enjoyed this video it's valuable resource for small businesses looking to create their own invoice format and maintain a database without the need to purchase specialized software if you found this video helpful please subscribe to my YouTube channel to access more informative videos additionally consider sharing this video with your friends if you encounter any problems please mention them in the comment box I look forward to seeing you in the next video thanks for watching