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The first step is to get the product and pricing information for your quote. You know your product lines, and you know that prices fluctuate. Your company frequently updates its standard price list.

Here’s a fast and easy way to check on prices.

Screenshot shows a Microsoft Excel worksheet with sample products.

Paste Function button Paste Function button

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Use the Paste Function button to enter the VLOOKUP function   Click the Paste Function button, and then click the VLOOKUP function. Follow the instructions on the screen.

Use the Lookup Wizard   The Lookup Wizard is an add-in that helps make using the LOOKUP functions easier. Click Add-Ins (Tools menu), and then select Lookup Wizard. If the Lookup Wizard does not appear in the list of add-ins, you’ll need to rerun Office Setup. For more information, see Install and Start Microsoft Office.

Use named ranges to make your formulas easier to read   Select the range you want—for example, A7:D17 in the illustration on the previous page, and then type the name you want to use, such as price_list, in the Name box.

Create a drop-down list   You could use data validation to create a drop-down list of product names in cell B1. For more information, see Validate Your Data as You Enter It.

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Is Your Price List Stored in a Database?

Use the Query Wizard to get the data from your company’s database into a worksheet. Query can read most database formats and update the data for you as it changes. For more information, see Get Sales Information from a Database.

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Office Assistant button Office Assistant button

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Want to know more?   Look up Getting Results - Customer Quote in Help.


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