Macros: Level VI Program
We
have prepared several Excel macros for use with the Level VI
program. They have been designed to be used with some of the key
reports generated by the program. In particular, they make the
reporting process easier by formating the report: adding headers,
calculating subtotals and totals, sorting products and customers,
placing data into groups, and otherwise sprucing things up for
printing. If desired, you can also customize the macros for your
own special purposes.
Note
that because of changes made by Microsoft, AnyOrder's macros may not run
on all versions of Excel. We are happy to provide the macros but
we can make no guarantees on whether they will run or not on your
version.
From time to time, we may add new macros, and you might want to check back occassionally to see what's new.
Download Macros
To download macros, click on the link:
AnyOrder Macros
The
macros come in self-extracting zip file. Download the file.
Remember the directory where you save the downloaded file. Double
click on the name of the file. You'll be asked to enter a
password. Your password is found by starting AnyOrder and
selecting HELP >> OBTAINING REPORT MACROS. Enter the
password and also indicate where you'd like to extract the files to.
Information on adding AnyOrder's macros is found here: Adding Macros to Excel
Macros Available
Two
macros are currently available. The first creates an inventory
report which is broken down by category. The other creates
AnyOrder's most detailed consignment report. Here's more
information:
Inventory Category Report.
If you have created categories for your products, this macro will
manipulate the raw data from an inventory report. It will sort
all of the products into their respective categories, and provide
subtotals of all columns in each category. Along with the
subtotals, it provides a grand total of all activity. The
columns provide a great amount of detail on sales activities including
starting inventory, the value of the inventory, the ending inventory
level, the value of the ending inventory, returns, damages, promos,
revenues, cost of goods sold and more. It also neatly formats
the report for printing purposes.
To
create the data for the macro, start AnyOrder. Select PRODUCT
TOOLS >> INVENTORY FUNCTIONS. You can either run a "Current
Inventory" or "Choose Starting and Ending Dates." Let the
inventory run and the "Sales Activity and Inventory Report Screen"'
will appear. Select FILE >> EDIT/PRINT FROM
SPREADSHEET (BY CATEGORY).
This
will open up Excel with the data in place. In Excel, select TOOLS
>> MACRO >> MACROS. If you following the
directions in Adding Macros to Excel, you'll see
"Sales_Inventory_Report_By_Category." Select it. Then
click on "Run." You'll see the report being
formatted. Wait until the process is completely finished.
When finished, you can review and/or print it.
Consignment Report.
If you have more than one location where products are placed on
consignment, this is an invaluable report. When you run this
macro, it will group all activity for each of your customers
together. After grouping the customers, it will work its way
through each of the products and determine starting consignment
levels. It will calculate all sales, returns and
ending consignment levels for each consigned product under each
customer. At the same time, it formats the reports, add
spaces here and there for readability, and bolds subtotals and
totals. It would be very time consuming to manually do all the
calculations and formatting, but the macro enables you to do it in
minutes.
To
create the data for macro, select PRODUCT TOOLS >> PRODUCT
REPORTS. Then click on "Consignment Sales and Activity Report."
Indicate the dates you want the report to cover. Then click on
"Start Process." AnyOrder will generate the data and start
Excel.
In Excel, select TOOLS
>> MACRO >> MACROS. If you followed the directions, below (Adding Macros to Excel), you'll see
"Consignment_Report." Select it. Then click on
"Run." You'll see the report being formatted.
Wait until it is completely finished. When finished, you can review
and/or print it.
Adding Macros to Excel
The
best procedure is to add the Macros to a worksheet in Excel called the
Personal.xls. When macros are placed in this worksheet, they are
available in all worksheets. In other words, as soon as you
create a new spreadsheet in Excel, you'll be able to access AnyOrder's
Macros. If you don't add the macros to Personal.xls, then you'll
need to import the macros each time you create a spreadsheet that requires the use of the macros .
(We have had
at least one user report that the newest version of Excel requires you
to import the macro each time you create a spreadsheet. We
haven't been able to check this out thoroughly, but, nonetheless, if
you have a choice, you may wish to keep your older version of Excel
available for AnyOrder purposes. You never know what Microsoft
will do with the latest version of Excel and whether macros that worked
in older versions will work in the latest version.)
First . . .Check for Personal.xls
First, check to see if you have a personal.xls file. Start
Excel. Click on the Window menu. Do you see it listed
there. If not, click Window >>Unhide. Do you
see it there? If you do see it, skip the next step..
A. Creating a personal.xls file (If necessary)
If you don't have a Personal.xls, do the following:
1.Start Windows Explorer.
2. Navigate to C:\Program Files\Microsoft Office\Office 10\XLStart. If you
installed Excel or Microsoft Office in another location, navigate to the
\XLStart folder in that location.
2. In the right pane of Windows Explorer, right-click. Select New >> Text Document.
3. Rename the file as Personal.xls.
4. If Windows asks you to change the file name
extension, click "Yes."
5 .Start Excel and open personal.xls.
6 . Select Window >> Hide. Exit Excel.
7. When asked if to save your changes, click "Yes." The
new Personal workbook will be available the next time you start
Excel.
B. Add AnyOrder's macros to Personal.xls
1. Start Excel. Select Window >> Unhide.
2. In the Unhide dialog box, make sure that "personal.xls"
is selected. Click OK.
3. Select Tools >> Macro >> Visual Basic Editor. When the Visual Basic Editor has started, select File >> Import File.
4. Navigate to the folder where you have saved AnyOrder's macros. The macros will have a .bas extension, ie Consign.bas, Inventory.bas. Click on the desired macro,
and then click "Open."
5. Save the module, quit the
Visual Basic Editor. Hide personal.xls by selecting Window >> Hide
6. Quit Excel and save your changes.
C. Using AnyOrder's macros
1. Follow the special directions for each macro above. AnyOrder will start Excel with the data in place.
2. Once Excel has started with the data from AnyOrder, select
Tools >> Macro >> Macros.
3. Select the macro you want to run, and then click "Run."
AnyOrder is another carefully crafted software program from:
.
 Great Rift Software
 Innovation, Excellence and Service
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