Hi

I am seeking some help from the members here with a mail merge that I am trying to accomplish



Please find attached a sample list that I am looking to merge into the attached invoice sample.

There are multiple products and their respective description under each customer name. How do I merge them so that I can automatically group the orders for each customer in the invoice

Many thanks in advance

MS Office - 2013

Attached Files

	Sample-doc.docx (12.5 KB, 15 views)
	Sample-list.xlsx (10.2 KB, 15 views)

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial:
https://www.msofficeforums.com/mail-...-tutorial.html
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: Many to one email merge using tables - Microsoft Community
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: https://www.msofficeforums.com/mail-...html#post67097

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at Merge Many To One or
Doug Robbins at Microsoft services

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Hi Paul

Thank you so much for your prompt help.

I have never done a directory merge before and so all this information is a little overwhelming for me.

I will start with the tutorial in the word doc and then proceed with the rest of the links you have provided. I could straight away download the plug in, but I guess if I don't know the logic behind this, I won't be able to do much with the plugin either.

Thanks once again for your help. Highly appreciated

The http://www.gmayor.com/ManyToOne.htm add-in, briefly referred to in Paul's reply, is explained on the web page and comes with an example file and worksheet (while Doug's add-in includes all the mentioned supplementary functions, I provide similar functions, should you require them, as separate compatible add-ins.

The things to remember when using the Many to One add-in it is that only the fields that are repeated in the table should be designated as 'child fields', and a new document begins whenever the common key field changes, so the data should be sorted on that field.

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com