Data Sheet
The first sheet in the Job Sheet Workbook, should always be the Data sheet - this is where the raw Order data is placed from your processed order.
The Data sheet has a “DataSettings” named area "Named Area" and this sets the areas of your Sheets that have formulas and enables them to Grow. It sets the pages and the amount of pages that you want to print in the PDF.
The “Check Measure” Sheet is set as below with False in the Include in PDF column but it will print in PDF when a Check Measure is required.
Starting at column AV is where BUZ sits the Data from the Order that you are Printing, this information is not saved on the Job Sheet but exported to the template each time. The Customer information sits at AV5 and across and the Ordered Items sit from AV11 and below.
The data Tab has 4 areas of interest
Data Settings - DataSettings (Named Field)
Customer and sales rep Information
Key Word headings
Group options - Cust OrdOpt (Named Field)
Data Settings
First thing you will notice is the Data Settings table,
This is part of a "Named field".
Any time you add a new tab to the Job Sheet you must include the sheet details here, if you add any extra tabs to the job sheet you will need to make sure that they are within the "Named field" table.
To see if the data is within the Named area,
- select the name box
- a drop down will appear with all of your current named fields
- Select DataSettings
- The whole area will be selected
If your data does not lie within the area (the Example shows that Fabric cutting and Tube cutting are not in the area) you will need to extend the named field, click here for instructions.
Example of a Job sheet with extra tabs.
The Tables in each job sheet may vary in size as they may not all require the same information, you will annotate the size of the table here so that the table populates the data correctly.
Breakdown of the Data Settings
Sheet name - relates to the corresponding Tab,
First Row, Last Row and Right Column
These values dictate how big the table will be in each page (If a table exists).
First Row
Last Row
Right Column
The table is deisgned to expand if there is more products than lines. BUZ will use the formulas in the "Last Row" and copy them down.
Factors that may affect the population of information in the table
If there is formula's in the rows below
Nextthe table they will stay and will even populate, but the information will be a duplicate from an existing Row causing more products to be made then required.
If there is formulas on the right side that are not within the data table they will populate but will not expand if there is extra products
The example above has data in Row 20 and in Column H, which will cause the table to be inaccurate.
Include in PDF
Some of the Tabs are only required for calculations like a deductions Tab or for printing Labels, these are not required to be printed out with the job sheet.
To select which documents are printable use the value "TRUE" in the "Include in PDF" Column.
No of Copy in PDF
This lets you set the value for how many copies of the Tab you need. There may be times when you require more than 1 Job sheet, if so you can change the value in this column.
Customer and sales rep Information
Data in Row 5 (between Columns AV - DU) contain Customer and Sale rep information.
Getting this information to other tabs is as simple as =Data! + Cell number (example - Customer.Description would be =Data!BF5).
Commonly used (but not restricted to) cells are
- Quote No. - Concatenate of BC5 & BD5
- Customer Name - BF5
- Address - Concatenate of BH5, BI5 & BK5
- Email - BR5
- Customer Order Reference - AX5
- Sales Rep - CE5
Note: Please ensure you test any formulas in the setup stage, these cells may have moved or changed since the time this help was written.
Key Word Headings
Key Word headings have a special significance and generally serve an additional purpose like a calculation. (This sentence needs re writing)
For more information relating Key Word Headings click here.
Row 11 - Between Columns AV and BW if all 3 Descriptions have been utilised in the Group inventory Questions. If one of the Decriptions is not used there will be less columns.
Not all of the product information is here so we tend to not use this information wholly.
A significant constant is that the first Product is always on row 11 and the unique Identification key is in Cell AV, so commonly use AV11 to preform look up searches.
Group options - Cust OrdOpt
The Group Options area contains all the data that pertain with an order, this information will populate in a "Named Field" called CustOrdOpt - can be populate in Rows CC - CK. This is dependant on the use of the description fields and if they have been utilsed. This may change from product to product but will generally stay in the same area once the product has been setup.
If you have any questions about the data page that are not answered here contact support@buzsoftware.com.au.