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Welcome Welcome! Rental Inventory & Order System Welcome to Microsoft Access Developer Level 23. In this course we will work extensively with record sets as we cover scanning rental items in and out, building a rental inventory system, adding serial number tracking with barcode scanning, and processing batch check-ins. We will also discuss creating an order entry system with a subform and printable invoices, copying customer addresses to orders, adding products to orders, and tracking inventory by auditing product history and order shipments. I will show you how to prevent duplicate shipments, check for payment before shipping, and ensure inventory quantity before processing orders. NavigationKeywordsAccess Developer, record sets, rental inventory, barcode scanning, order entry system, printable invoice, inventory tracking, serial numbers, customer checkout, product history table, order list form, batch check in, ship order button, inventory audit, su
IntroWelcome to Microsoft Access Developer Level 23. In this course we will work extensively with record sets as we cover scanning rental items in and out, building a rental inventory system, adding serial number tracking with barcode scanning, and processing batch check-ins. We will also discuss creating an order entry system with a subform and printable invoices, copying customer addresses to orders, adding products to orders, and tracking inventory by auditing product history and order shipments. I will show you how to prevent duplicate shipments, check for payment before shipping, and ensure inventory quantity before processing orders.TranscriptWelcome to Microsoft Access Developer Level 23 brought to you by AccessLearningZone.com. I am your instructor, Richard Rost.In today's class, we are working more with record sets. Today we are going to cover scanning in and out rental items, building an order entry system with a printable invoice, and tracking inventory. I will be using Access 365, which is roughly close to Access 2019. Everything I cover in today's class should be good going back to, I am going to say, 2007. This class follows Access Developer 22. I strongly recommend you watch that class first, and of course, all of my previous classes from the beginner, expert, advanced, and developer series, especially 16 and on, where we start covering record sets. If you have any questions regarding the material covered in today's class, just scroll down to the bottom of the page that you are on and post them there. Also, take a minute to read through any of the other questions that have been posted as your question may have already been answered, and make sure you click on the big red subscribe button to get notified if any other questions or comments are posted for this class. If you have any questions that are not about the material covered in today's class, feel free to post them in the Access forum on that website. Now let's take a closer look at what is covered in Developer 23. In lesson one, we are going to build a form to do rental inventory. This is where you have either books, videos, tools, or a library, whatever rental inventory you need to track. You have a specific item like a book. You have a list of customers. The customers will check out those items. They are due back in on a specific date. You check it out and check it in. You have to lock the customer field, lock the buttons, and do all kinds of things. We will scan in and out rental items in lesson one. In lesson two, we are going to take our rental inventory database and add serial numbers to the items. These serial numbers can be whatever you want. You can print out barcode labels if you choose to, and you can put those on your items. Then we will scan those out by scanning in the barcode number or the serial number. We will be able to scan them back in and in batches. If a whole bunch of books come back, you can just go scan, scan, scan, scan into a text box right there, hit the process records, and then our record set will loop through all of the items. It will check them, make sure they were out, check some other rules, and then scan them back in. In lesson three, we are going to build a simple order entry system, including an order entry form with a subform and a printable invoice. In lesson four, we are going to continue with the order entry system. We are going to build an order list form so we can see all the orders in the system. We are going to copy the customer's address information to the order when the order is placed. That way, you have a history of where that order was shipped to. We are going to add a product selection box so you can pick a product from a list, hit add, and it adds it to the order. You do not have to type in the order information and the pricing and all that stuff. In lesson five, we are actually going to track inventory in our system. We will create a product history table so we can audit the transactions. Every time product goes out, I want to know about it. We will add "is shipped" to each order, so I know if this order has been shipped or not. We do not want to ship the same order twice. We will lock down that order once it has been shipped, so they cannot change any of the details or delete it. Then we will make our ship order button. We will check to make sure the order has been paid first and that it has not already been shipped. We will run through all of the items first with a record set and make sure we have enough quantity to ship all the products on this order. If so, we will ship it and tell the user the order shipped successfully. Then we will remove those products from the inventory. QuizQ1. What is the main focus of Access Developer Level 23?A. Working more with record sets and building order entry and inventory systems B. Designing database user interfaces C. Building web applications with Access D. Creating charts and graphs in Access Q2. Which version of Access is primarily used in this class? A. Access 2013 B. Access 2016 C. Access 365 D. Access 2003 Q3. What feature is being added to the rental inventory system in lesson two? A. Automated email notices B. Shared cloud access C. Serial numbers and barcode scanning D. Video streaming capabilities Q4. What is the purpose of the product history table in lesson five? A. To store customer information B. To audit inventory transactions C. To design user forms D. To manage employee schedules Q5. When is an order locked so it cannot be changed in the system? A. After it has been paid B. After it is created C. Once it is shipped D. When it is reviewed by a manager Q6. What is the benefit of copying the customer's address information to the order table? A. It automates the payment process B. It saves a history of where the order was shipped C. It allows multiple addresses per order D. It tracks order returns Q7. What is required before shipping an order in the system built in lesson five? A. The customer's email must be verified B. The order must be paid and not previously shipped C. The customer's credit limit must be checked D. An invoice must be printed Q8. What feature is added to make it easier to add products to an order? A. Auto-complete address lookup B. Product selection box with Add button C. Importing data from Excel D. Direct SQL queries Q9. What should students do if they have questions not related to the material in the current class? A. Email the instructor directly B. Post in the Access forum on the website C. Call customer support D. Contact Microsoft Q10. What is the purpose of scanning multiple barcodes into a text box during batch processing? A. To sort products alphabetically B. To process item returns in large quantities C. To generate price reports D. To analyze customer demographics Answers: 1-A; 2-C; 3-C; 4-B; 5-C; 6-B; 7-B; 8-B; 9-B; 10-B DISCLAIMER: Quiz questions are AI generated. If you find any that are wrong, don't make sense, or aren't related to the video topic at hand, then please post a comment and let me know. Thanks. SummaryToday's video from Access Learning Zone is Developer Level 23, and I am Richard Rost, your instructor for this class. In this session, we will continue our exploration of working with record sets in Microsoft Access. I will be demonstrating everything using Access 365, but you should be able to follow along if you are using versions as far back as Access 2007, and of course, anything in between such as Access 2019.This class picks up directly after Developer 22, so if you have not watched that class yet, I highly recommend completing it first. It's also important that you are familiar with my earlier courses, especially starting from Developer 16 where we begin working extensively with record sets. If you have any questions about what we cover today, please post them in the comments section at the bottom of the class page on my website. It's a good idea to read through other questions as well, since your question may already have been answered. Be sure to subscribe so you receive notifications if there are new replies or updates for this class. If your question isn't directly related to the topics covered in Developer 23, you can post it in the general Access forum. Let's go over the specific topics covered in Developer 23. In lesson one, we create a form for managing rental inventory. This could involve tracking books, videos, tools, or any kind of item you rent out. Each item is associated with a unique identifier, and you will have a list of customers who check these items out. The system records when an item is checked out and when it is due to be returned. You'll see how to lock certain fields and buttons to ensure proper workflow, and how to scan items in and out as customers borrow and return them. Lesson two builds on this by adding serial numbers to each rental item. The serial numbers can be anything you choose, and you'll have the flexibility to print barcode labels and attach them to the items if you want to simplify scanning. The process of checking items back in can be handled in bulk as well. For example, if several items are returned at once, you can quickly scan each one into a textbox and then process them all together. The system will check each item's status, confirm it was checked out, apply any specific rules, and record the return in the database. Lesson three introduces a simple order entry system. Here, we construct an order entry form that includes a subform for order details and a way to print invoices. This foundational structure will let you enter new orders and generate professional-looking invoices for your customers. In lesson four, we expand the order entry system further. We build an order list form so you can view all orders in your database conveniently. When an order is placed, the customer's address at that time is copied into the order to preserve a historical shipping record. I will show you how to implement a product selection box. This lets you quickly pick products from a list, click an add button, and automatically populate the order with the right details and pricing, removing the need to enter information manually. In lesson five, we focus on tracking inventory. We add a product history table, which creates a full audit trail of every transaction. Anytime a product goes out, the system records it. We also introduce an "is shipped" field for orders, allowing you to identify which orders have already been shipped. Once an order is marked as shipped, it becomes locked to prevent any further edits or accidental deletions. I will also guide you through creating a ship order button that checks to make sure the order is paid and not already shipped. The system will confirm that all items in an order are in stock before shipping, and once it ships, it deducts the appropriate quantities from your inventory. You can find a complete video tutorial with step-by-step instructions on everything discussed here on my website at the link below. Live long and prosper, my friends. Topic ListScanning in and out rental itemsBuilding a rental inventory form Tracking rental due dates Locking customer fields and buttons Adding serial numbers to rental items Printing and using barcode labels Batch scanning items for check-in Processing scanned items with record sets Building an order entry system Creating an order entry form with subform Generating a printable invoice Creating an order list form Copying customer address to orders Adding product selection to orders Automating product and price entry Tracking inventory in the order system Creating a product history table Auditing inventory transactions Adding is shipped status to orders Locking shipped orders from changes Validating payment and shipment status Verifying inventory quantity before shipping Updating inventory upon shipment |
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| Keywords: Access Developer, record sets, rental inventory, barcode scanning, order entry system, printable invoice, inventory tracking, serial numbers, customer checkout, product history table, order list form, batch check in, ship order button, inventory audit, su PermaLink How To Build a Rental Inventory, Order Entry, and Inventory Tracking System in Microsoft Access |
