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Order Database
Tim Slade 
    
4 years ago
So here is what I am trying to work out.

Customer list & Item list I can do.

Now I want to be able to make a form that brings the customer information from a dropdown box using customer table to populate the information on the order form. Then enter an item number and it populates other fields ie. description, cost, price from item table. I think I understand that.

Now I want to enter quantity and then the line is totaled by multiplying the price times the quantity and display the result on the entry form. Then total all of the line totals to an order sub-total. Then calculate and add sales tax and shipping/handling charge then total the order. I would then want to print an invoice or sales receipt. Then store the order number, order date and order total associated with the customer to be able to later look at the customer record and see the orders for that customer.

Then when I open the customer form, I would like to see the orders for that customer and be able to select an order and see the order detail and maybe reprint the invoice or sales recript.

Then to really make it fun I want to be able to build a query/report to show customers that have not ordered in a given period of time.

I have been doing some of this in Excel, but it lacks the ability to do some of the things I want to be able to do.

I know, I could buy an order/entry inventory software but that is far too expensive for a home-based business (Avon, Amway). I think access can do it for me, I just don't know enough yet to know what I don't know.

Thank you in advance for any help. I imagine I will need to take expert and developer classes, which I intent to do, in time.
Richard Rost  @Reply  
          
4 years ago
You just described the database that I build in the Expert classes, starting with Access Expert 8. I also have an Invoicing database which is free, but the "automatically copy data" part is covered in the Extended Cut for members. I've actually been thinking about taking all of the Order Entry stuff from my Expert classes and putting that together in one database as a Seminar or Template for people who don't want to watch 20 hours of video. Stay tuned for that. Probably going to be at least a few weeks though.
Tim Slade OP  @Reply  
    
4 years ago
Thank you for the information. I will look forward to future training.

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