We have a sheet to track our quotes we send out to customers and part of our quotation process is to credit check them, a successful credit check is recorded with a tick box in a column. Currently this is a manual process each time we send out a quote.
What I'm hoping to do is use a vlookup so I can look at the customer name and quote value on our quotations sheet and refer to another sheet (Credit checked) where I can record customer names and their credit limit. If the customer exists on the credit checked sheet and the quote value is below their credit limit then I'd like to automatically tick the checkbox on the quote sheet.
On my quote sheet I have the following columns: CUSTOMER(text number), VALUE (text/number), CREDIT CHECKED (tickbox).
On CREDIT CHECKED sheet I want to refer to I have the following columns: CUSTOMER(text/number), CREDIT LIMIT(text number).
I'm at a total loss as to how I achieve this😴
