Combining Access and QuickBooks data in Excel using user defined functions
Managing customer specific pricing in a fast moving market to ensure that margins are maintained even when sales may be in different units (Imperial and Metric)
Use user defined functions (programmed equivalents of =SUM(A1:C2) to extract the information from whatever source is suitable. Thus:
=GetStandardPrice(ProductCode) retrieves the latest purchase price of a product from Quickbooks, =GetStandardPortionPrice(ProductCode,PortionCode) gets the pro-rated portion purchase price for the product, =GetStandardCustomerSalePrice(CustomerCode,ProductCode) – gets the Customer agreed price from an SQL Database.
Using these functions (among others available) spreadsheets can be built that check margins and can be refreshed with the latest information at the press of a button
The same calculations were able to be used in the manufacturing side of the business to check the profitability of recipes.