I have list of clients, products they ordered, and requested delivery date (attached). I use the list in the “orders” worksheet at the time when client calls in to confirm the quantities they order, and the next delivery date in front of each client (highlighted cells) .
Since there is only one row for each client, and the dates and the orders are changing each time a new call is received, I need to keep track of history of all orders as they gets placed in the "log" worksheet.
When a new order is received and confirmed in the form below (i.e. new delivery date, quantities etc.), I need to click the button to record any new order information (i.e. date is not previously recorded in the log sheet) in the log sheet (appended to the end) and keep the log worksheet as a reference for all orders’ history.
It would also be great if I can generate a monthly report for all orders in the log worksheet by summing up all quantities ordered by month for each client. I attached an example in the “Monthly Report” worksheet.
I appreciate if somebody can provide help in any or both requests above … Thanks a lot