Positive Printing and Promtions CAS WIZARD

I need to create Request for Quote/ In House Quote / work order (1) /purchase orders (2 or 3 types) /order acknowledgement forms/ Packing Slips and Carton Labels using excel databases to pull customer info /vendor lists / as well as material lists and possibly other similar type databases. Whenever possible, I want to use dropdowns when choices are required, as well as if possible, generating a unique number based on the date with a sequential number after the date which would change with each set of forms (so we can use that number to file the job and also the "artwork" (or all files related to the job, which we currently store using a very basic spreadsheet, (primarily intended to eliminate repetitive data entry and also possibly provide some sort of visual reminder to users that "highlighted" orders have not been updated as the order goes through a "standard" production sequence, i,e order entry then proof if required, then date of proof approval, then projected ship date and possibly tracking numbers and ship method if possible.