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.
Watch These First...
This video is based on the databases built in these other lessons. Watch these first if you haven't already:
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!
Silver Members and up get access to an Extended Cut of this video. Gold Members can download the database template from class plus get access to the Code Vault. If you signed up on YouTube you have to contact me so I can set up your account here on my web site. If you're not a member, Join Today!
- 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
Sequential Order Numbers: https://599cd.com/Counter
Hiding Customer IDs: https://599cd.com/CustomerCode
Calculated Query Fields: https://599cd.com/Calculated
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
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