Catering Workbook

Job ID: 32466112

Budget: $250 – $750 USD

I currently am using the enclosed workbook to keep track of and to invoice my client for catering services. It is a rather large workbook and sometimes needs to be expanded to include more catering invoices during busier times. In order for me to use this workbook, it must be kept as a master file and changed according to the month it is being used. It is a time consuming process, including data entry for the current month, especially when being expanded, (lots of copying and pasting). I would like to be able to use this workbook quickly as I enter data and use each month. Each month is kept separately, and I stated, copied and pasted if need be. What I am looking for is for this workbook to be used at its' full potential. I put a lot of work into, but I am no expert on Excel and most of the input is manual, which I know Excel can automate most of the work, whether with VLookup's, VBA's or other functions that Excel can do but I am not the one to understand how they are worked. I have put in some VLookup's as you will see with the drop down lists (I have removed some information marked in yellow in order to keep my clients information private such as names, email addresses and phone numbers, which I can restore once completed and accepted). I would like to see dependent drop down lists that would change the menus depending on the end customers being catered too, for example, if the catering is for "in-house" guests, than the menu would be different if there were say "out of company VIP guests". I also cater to the executives daily, and their menu is different, so I use the term "Healthy Lunches". Also with this, I would like a companion form for the end user to order catering with it matching the Catering Workbook, so that I can easily input data from the order form to the workbook. The Catering Order Form (which will need to be created) would be posted or available through my clients intranet. I would also restore the names of the most commonly used guests for easy processing of the workbook (a drop down list of names, phone numbers and email address with a VLookup which already exists in the workbook). Lastly, after these projects are completed, I have one more workbook I use to keep track of food products ordered for my client as a giveaway by my client. But I will get to that workbook later. I would like to see as much automation by Excel as possible and accuracy of the prices being carried over to a final "Client Backup Sheet", which may need revision as to its' look and capabilities. So much information needs to be manually input when changing from month to month, I would like to see some automation there as well. I hope this helps you see some of my vision for this workbook and I look forward to seeing what you have to offer. If you could, give me an explanation of your vision of the workbook, what can and can not be automated, some suggestions you would like to see in the workbook, some ideas you may have surrounding the look and automation of the workbook and your ideas surrounding the need for an end user form to be used for ordering catering (which will need to created from scratch). I thank you for your time and I look forward to your ideas.
Related categories: Visual Basic Data Processing Data Entry Excel Excel VBA