I want to populate a Quote with information from a price list sheet

Veshlin

Hi

Is there a formula or functionality that would enable me to to create a quotation using data from a price list on a separate sheet ?

For instance on the price list sheet Column A ( SKU / Stock Code ) , Column B ( Description ) , Column C ( Unit Price ) .

I want to fill the SKU / Stock code into the quote and have the description and unit price auto populate ?

Kelly Moore

Hey @Veshlin

Yes, you can do exactly as you desire. You will use a cross sheet formula to do this - you can see the link at the bottom for more information on creating the cross sheet reference. Since these are cross sheet references you cannot simply copy paste these formulas into your sheet

In your Description column on your Quote sheet

=INDEX({Price List sheet Description column}, MATCH([SKU / Stock code]@row, {Price List sheet SKU / Stock code column},0))

In your Price columns on your Quote sheet:

=INDEX({Price List sheet Unit Price column}, MATCH([SKU / Stock code]@row, {Price List sheet SKU / Stock code column},0))

Will these work for you?

Kelly

Create cross sheet references to work with data in another sheet | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482644-create-cross-sheet-references

Each cross sheet reference links to a single sheet. You can create multiple references to pull data from multiple sheets.