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Sales Data
Tim Slade 
    
4 years ago
I have a small home-based business (Avon). I do not inventory. I order from the supplier as the customer orders then deliver to the customer upon receipt.

I would like to be able to look at a customer record and see their last few orders by date and order total. I have watched the videos from Beginner through Expert, and I think I have that figured out with sub-forms.

The additional function I would like is to be able to look at a particular item and see the customers that have order it and date ordered. This way I can remind customers that it is time to order again or to contact the customer when a particular item goes on sale.

This is where I am stumped.

Thank you for any advice.
Alex Hedley  @Reply  
           
4 years ago
Create a Query that joins the Product with the Sales.
Have a Criteria of the ProductID
Make this a Continuous Form
You could then have a Double Click event on your ProductF which opens this.
Or anywhere you have that a product showing in a Form.
Scott Axton  @Reply  
        
4 years ago
I would check out the Inventory Management video.

Even though you are placing the order for Customer 1 you may also have customer 3, 5, and 12's items in the same order.  Correct?

Even though you have the items from the catalog at a certain price - you pay a lesser price and that is how you make your income correct?  I would want to be tracking my income / profit as well as being able to have the history for the individual customer.

You say that you don't inventory but in actuality you do.  The time of turn over is just very low.
In my mind, you need to separate out the order of the product(s) from your vendor - Avon - from the Sales of those products to your customers.

So you bring in inventory.  Then you sell it, or move it out of inventory, to your customer.  Two different transactions.
Scott Axton  @Reply  
        
4 years ago
Are you able to download a list of products and / or prices from Avon?
That would be very helpful to you as far as maintaining your product list and placing orders with them.
Richard has videos on updating product lists that we can point you to as well.

In addition if you can upload orders vs having to type in things you could consolidate what you need from your individual customers and upload the total order to Avon.

Tim Slade OP  @Reply  
    
4 years ago
Thank you all for the feedback. I will dig in using the suggested solutions.
Richard Rost  @Reply  
          
4 years ago
"Reminding customers it's time to order again" is actually one of the topics I have on my TechHelp list for an upcoming video. Hang in there. :)

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