I work as an operations manager at at small business and I'm trying to set up an order sheet that is easy for the salesman to use. In the order sheet, I've used the OFFSET function to refer to a master list containing customers and prices. Under Customer, I type the customer and it draws it from the master list via an auto-complete drop-down. The same happens with the product.
Here is the order sheet:
My issue is I'll begin typing in the product e.g. 'prawn'. We have over a dozen prawn lines, but a particular customer will only take one. All of the other prawn results have no prices for that customer. However, the auto-complete function will offer up all the 'prawn' results.
In the Master list, I've entered prices for only the products that the particular customer uses. Take a look at what the Master List looks like:
Without an excellent memory of what customer wants what, it's an exercise in trial and error. In the above example, I could type 'topside' and if I select the wrong one, no price comes up.
This is frustrating.
I was hoping for a way to limit the auto-complete so that when I type 'prawn' or 'topside' for that customer, it only comes up with auto-complete fields that have the price in it. Can anyone help? Or does anyone know of any work-arounds? I'd be really thankful, the current order system is quite difficult.
I believe this will do what you want. It is a little difficult to tell from your sample data. It uses google apps script and sheet names and/or columms may need to be changed in the script for your data. I am attaching a sample spreadsheet you can copy then try. You will have to approve the script in the copy you make.
function onEdit(e) {
var cust=e.value //The value of the edited cell
var sh=e.source.getActiveSheet().getSheetName()//Name of the active sheet.
var col=e.range.getColumn()//The edited column
var r=e.range.getRow()//The edited row
var row=e.range.offset(0,1).getA1Notation()//Cell A1 notation of cell in same row one column to the right.
var ss=SpreadsheetApp.getActiveSpreadsheet()
var s=ss.getActiveSheet().getSheetName()//Name of active sheet
var s1=ss.getSheetByName("Sheet1")//Variables for sheets
var s2=ss.getSheetByName("Sheet2")
var s3=ss.getSheetByName("TEMP")
var rng=s2.getDataRange().getValues()//Customer/Products
if(sh=="Sheet1" && col==1){//If sheet1 is active sheet and Customer (column A) is edited.
var array=[]//Array to hold customers products
for (var i=0;i<rng.length;i++){
if(rng[i][0]==cust ){
for(var j=1;j<rng[0].length-1;j++){
if(rng[i][j]!="" ){//If customers product has $ entry add to Array.
array.push([rng[0][j]])
}}}}
s3.clearContents()//Clear old product list from TEMP.
s1.getRange(row).clearContent()//Clear product dropdown
s3.getRange(1,1,array.length,1).setValues(array)//Set new customer product list in TEMP.
drop(row,cust)// Call drop function to build new dropdown.
}
if(sh=="Sheet1" && col==2){//If sheet1 is active sheet and Product (column B) is edited.
var cust1=e.range.offset(0,-1).getValue()//Get customer in A
var prod=e.range.getValue()//Get selected product
for (var i=0;i<rng.length;i++){//Get the customer/product price
if(rng[i][0]==cust1 ){
for(var j=1;j<rng[0].length-1;j++){
if(rng[0][j]==prod){
price=rng[i][j]
s1.getRange(r,5).setValue(price)//Set the price in column E
s1.getRange(r,2).clearDataValidations() //Remove the data validation dropdown in column B
}
}}
}}}
function drop(row,cust){
var ss=SpreadsheetApp.getActiveSpreadsheet()
var s3=ss.getSheetByName("TEMP")
var s1=ss.getSheetByName("Sheet1")
var cell = s1.getRange(row);//set validation in B
var ocell=s1.getRange(row).offset(0, -1).getValue()//evaluate value in A
var cellVal=cell.getValue()
if(ocell==cust){
var lr= ss.getSheetByName("TEMP").getLastRow()
var range = ss.getSheetByName("TEMP").getRange(1, 1, lr, 1)
var rule = SpreadsheetApp.newDataValidation().requireValueInRange(range).build();//Build the dropdown
cell.setDataValidation(rule)}//Set the validation rules (Customers
products)
}
Test spreadsheet: https://docs.google.com/spreadsheets/d/1u86sdf1_mO-Mv7hQM_hRZl3Gma-Y2lsu9ZvxSW4jA1U/edit?usp=sharing