Order Entry System with Invoice Report Template

This is the TechHelp video a lot of you have been waiting for. In this one, I will show you how to create a basic order management system for Microsoft Access. We'll build an order entry form with the related tables and queries. We'll link it to our customer database. We'll create a fully printable invoice report. This one is over an hour long and PACKED with useful tips!

Scarlett from Atlanta, Georgia (a Platinum Member) asks: I know you have lots of lessons on creating an order entry system with invoices. I don't have time to learn all of that or watch 20 hours of video. Can you show me how to put together something quick and simple? I just need to be able to invoice my customers for a few products and my labor. That's it. I plan to watch all of those lessons eventually, but I'm doing my billing now with Word and Excel and it's getting cumbersome. Help.

Members

I'll show you how to create an order list so you can see all of your orders sorted by date and double-click on one to open it up. We'll copy the customer's address info to each order, so you know where the order was shipped or billed at the time it was placed. We'll also create a product list so you can pick a product and add it to the order with one click. This video alone is worth the cost of membership for a year!

•  Extended Cut Video - Silver
•  Member Template Download - Gold

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•  TechHelp Free Template - Free

Watch These First...

This video is based on the databases built in these other lessons. Watch these first if you haven't already:

• Blank Template
• Contact Management

Updates

• Set a default value for the customer combo box on the order form here: Value From a Form
• Create the Product Form and calculate markup, margin, sale price, etc.: Markup
• Switch from Quote to Invoice to Receipt: Quote, Invoice, Receipt

Links

• Relationships: https://599cd.com/Relationship
• Sequential Order Numbers: https://599cd.com/Counter
• Hiding Customer IDs: https://599cd.com/CustomerCode
• Calculated Query Fields: https://599cd.com/Calculated
• Concatenation: https://599cd.com/Concatenation
• Relational Combo Boxes: https://599cd.com/RelationalCombo
• Sum Function: https://599cd.com/Sum
• Form Footer Totals: https://599cd.com/FormFooterTotals
• Outer Joins: https://599cd.com/OuterJoin
• Sorting & Grouping: https://599cd.com/Grouping
• Open Form Specific Record: https://599cd.com/OpenFormSpecific
• Open Report Specific Record: https://599cd.com/OpenReportSpecific
• Query Criteria: https://599cd.com/Criteria
• Forms FormName Notation: https://599cd.com/FormName
• Double Double Quote: https://599cd.com/DoubleDouble
• Sales Tax: https://599cd.com/ACX8

Recommended Course

• Beginning of my Order Entry System: https://599cd.com/ACX8
• Selecting a product from a list to add to invoice: https://599cd.com/ACX22

Feature Requests

So a bunch of people have so far asked me to make this into more of a full-featured Template, which I'm going to do. Yes, I cover more in-depth order entry in my full Expert classes, but a lot of people don't want to watch 20+ hours of lessons in different courses to add order entry to their databases. So, if you have an idea for what you'd like to see added to the Template, then post your comments below.

• Consecutive Order Numbers per Customer
• Obscured Customer IDs
• Developer students are getting Inventory tracking in their classes. I'll add it to this
• Sales tax by product / customer 
• Accounts receivable

Learn More FREE Access Beginner Level 1 FREE Access Quick Start in 30 Minutes Access Level 2 for just $1 Free Templates TechHelp Free Templates Blank Template Contact Management Order Entry & Invoicing More Access Templates

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