Microsoft Office Forums Merge multiple orders for same customer

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 02-07-2017, 11:02 PM
blackystrat blackystrat is offline Merge multiple orders for same customer Windows 7 64bit Merge multiple orders for same customer Office 2013
Novice
Merge multiple orders for same customer
 
Join Date: Dec 2015
Posts: 9
blackystrat is on a distinguished road
Default Merge multiple orders for same customer

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
File Type: docx Sample-doc.docx (12.5 KB, 4 views)
File Type: xlsx Sample-list.xlsx (10.2 KB, 3 views)
Reply With Quote
  #2  
Old 02-07-2017, 11:13 PM
macropod's Avatar
macropod macropod is offline Merge multiple orders for same customer Windows 7 64bit Merge multiple orders for same customer Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 19,486
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

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, available at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
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
http://windowssecrets.com/forums/sho...l=1#post928391

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: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
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 http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB

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
[MS MVP - Word]
Reply With Quote
  #3  
Old 02-07-2017, 11:23 PM
blackystrat blackystrat is offline Merge multiple orders for same customer Windows 7 64bit Merge multiple orders for same customer Office 2013
Novice
Merge multiple orders for same customer
 
Join Date: Dec 2015
Posts: 9
blackystrat is on a distinguished road
Default

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
Reply With Quote
  #4  
Old 02-08-2017, 09:32 PM
gmayor's Avatar
gmayor gmayor is offline Merge multiple orders for same customer Windows 10 Merge multiple orders for same customer Office 2016
Expert
 
Join Date: Aug 2014
Posts: 2,764
gmayor is just really nicegmayor is just really nicegmayor is just really nicegmayor is just really nice
Default

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)
Visit my web site for more programming tips and ready made processes www.gmayor.com
Reply With Quote
Reply

Tags
grouping, mail merge

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Merge multiple orders for same customer Summarizing data in a workbook which the sheets contain verndor names in different orders. pad Excel 3 10-14-2015 07:33 PM
Merge multiple orders for same customer merge multiple files shmu Word 1 01-05-2015 02:34 PM
How can I calculate price discounts and also identify top customer? cwarfox Excel 2 12-25-2014 04:42 AM
Merge multiple orders for same customer Customer questionnaire Dean PowerPoint 5 05-04-2011 04:40 AM
Merge multiple orders for same customer Customer selection in Word Jackissimus Word 2 02-27-2011 12:56 PM


All times are GMT -7. The time now is 02:46 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2019, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2019 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft