Excel-AI IMPA Quotation Automation

Заказчик: AI | Опубликовано: 25.02.2026

Our quoting file has outgrown manual fixes: more than 48,000 product lines, each tied to an IMPA code, plus several price columns that change weekly. I need a single, reliable solution—preferably an Excel-based model with an AI layer—that removes the human bottleneck. Key objective The first thing the system must do is validate every IMPA code against our master list; any mismatch should be flagged instantly by turning the cell red. Until that red flag is cleared, the line must stay out of all downstream calculations. What the finished workflow should cover • Automated price and margin calculations that recalculate as soon as cost data is refreshed • Seamless import of new product lists straight from our database (CSV or SQL export is fine) • Auto-generation of clean quote templates, ready to email or save as PDF • A clear, minimally manual correction path when a code is flagged Tech expectations Excel formulas, Power Query, VBA, Office Scripts, Python add-ins, or an AI to use whatever combination gets the job done accurately and fast. You’ll also be working with our existing product database, so familiarity with basic database management is important. Deliverables 1. Working Excel (or hybrid) solution with the IMPA validation, red-flag logic, automated calculations, and template generator fully integrated 2. Connection script or query for importing new data sets 3. Short hand-off document or loom video so my internal team can maintain it I’ll supply the current workbook, the full IMPA master list, and a sample database export as soon as we start.