Add Customer Name Into Table Each Time Unique Customer Added To SaleTable
Dec 11, 2013
I have a Table Sales - that lists customer and order information
Most of the customers are new - is there a way to populate Customer Name Table with a new entry each time a new customer is input into the Sales Tale
(Without having to add the custome to Customer Name Table - then going to Sales Order)
OR
Failing that - is there a way to use a list box that points to Customer Name Table (and if it doesn't find the one you want, will allow you toadd a new record) In the SAME form as you use to add to Sales Table.
So:
Date (textbox linking to form.Sales) Customer Name (List Box linking to form.CustomerName + adding the info to form.Sale)
create a check on a feild(customer id) of customer table in MS Access , as "Customer ID is of 8 characters, the first 4 are alphabets and the last 4 are digits"
I have a DB set up with a debtors table (Customers) and a Customer Contacts table, I was thinking of combining these two tables into one.Most of the Debtors are companies, but a few are actual people. With the current setup, i need to have both a debtor and a customer in two different tables, but with exactly the same data.
So I have this field in a form/table called "CustomerID". This is to be an ID number for our customers that includes the first four letters of their last name (LastName field) followed by four digits.
This ID is created when a button is pressed in the form. After that, code needs to grab the first four letters of the last name (LastName field in the form and table) and then go to the Contacts table and see if there is already a CustomerID that starts with those four letters. If there is not, then the CustomerID will be those four letters followed by "0001". If there is, it needs to be those four letter followed by the next number sequence that still does not exist for those four letters.
For example: First four letters of last name = zabo Check to see if those four letters exist in CustomerID returns negative then CustomerID assigned = zabo0001
Another example: First four letters of last name = zabo Check to see if those four letters exist in CustomerID returns zabo0001 and zabo002 then CustomerID assigned = zabo0003
I am in the process of creating a DB for customer names, job numbers and document numbers, but have run into a problem right from the start.We are using a naming convention of the first 3 letters of the customer name, and 3 numbers after that. Eg. Customer names Allstar, Allpro would be All001 and All002 respectively.
The job numbers would then be sequential numbers, for each customer. So the first job for Allstar would be All001-001 and so on.How do I get Access to check/create the customer ID's? And then how do I get Access to check for the next job number for each customer?I was able to do this in Excel with the following;
=LEFT(B12,3)&COUNTIF($B$3:B12,LEFT(B12,3)&"*") in one cell =IF(B12="","",LEFT(D12,3)&TEXT(RIGHT(D12,1),"00")) in another to add the preceding zero's. Obviosuly , Excel is not the best way of tracking customers, jobs, documents etc.
I am creating an access database for recording calls and follow ups for a company
relevant tables mst_customers card_call
ID from customers and customer_id from card_call have a one to many with all records of card_call
Although its more elaborate than this, lets get down to the problem
I created a form with a subform that should basically allow selection of customer and based on this, the creation of records in card_call as per customer selected. form and subform are linked by customer_id
Everything is working except a peculiar issue where if i select a customer_id it shows all relevant records + an additional record (usually 1 or 2) that just changes the customer_id for that record.
Example
customer_ID = 2 (combobox bound to column1 and showing name/column2)
output call_ID | Customer_ID 1 | 2 2 | 2 3| 2
changing customer_id to 4 will change to 1 | 4 (new) |
the job table needs to store who BOOKED the job, and who was the PASSENGER in the job.
i want to use the person ids in the job table..
im having trouble here with the whole relationships and forms..
i need my user to be able to simultaneously add a booker and a customer to the person table and assign them both to a job and i dont know the best way to do it..
a few rules
job1 can be booked by person 1 have passenger as person 1
job 1 can be booked by person 1 have passenger as person 2
also the booker and/or passenger may be unknown.. which is why i want to create an unknown person in the person table.. with id 1 for example.. and anytime the booker or passenger isnt known my user can just type in id 1
Hi guys. I got unbounded form that I want to add searching functionality by utilizing indexes. I would like to know how to add indexes for my customer table so that I can use it for searching records. I be happy if some one help with make indexes. Thanks
When I open one of my tables or queries and look at the customer Id, the displayed info is a single digit. On my customers table my primary key is the customer Id with auto number with the format like this: "ID"000. This is great however, when you look up the customer id in other tables it only displayes the single digit. I want it to show up like ID001 or ID002. In the customers tables it looks just like that, but if you click in that cell/field it takes away the ID and just shows the 001 or 002. I changed the format in my other tables under customer id to "ID000" but that didn't seem to make a difference. I would like to be able to do a search lets say by customer ID in one of my products table and when I type ID005 or ID012 it takes me to those records. But right now I would have to enter 5 or 12. Datatype in my other tables on field customer ID is set to text. Do I have to do a validation rule? How can I get it to show up the way I want it?
I am trying to create a database for farm auditing. The idea is you gather information monthly from the same farms and enter this into the database.So as time pogresses for example, farm 1 will have 6 entries for each field in each table, in 6 months time. But i need to be able to see each entry that was put in each month. I do not want it to just show the most recently modified information, and I want it to show the date f these.
I need to create a form that automatically populates Dealer_ID in my Customers table when a user selects Dealership from a dropdown box.
The form is updating all of the user controlled fields in the Customer table as the user inputs the information. I have a separate Dealership table who's Primary Key is Dealer_ID where dealership information (including the dealer name) is stored. A one to many relationship is in place that connects Dealer_ID from the Dealership table to the same field in the Customer table. The user inputting the information will know what the dealership name is but will not know their ID. I need a solution that will allow the user to select a dealership name in the form and auto-populate the Dealer_ID field in the Customer table with the appropriate ID from the Dealership table.
I'm creating a db for customers and each customer can have many service orders.
In the customer form I have two buttons, one to create a new service order and one to open existing service orders.
Both buttons work as they are supposed to although I am doing this with custid, so both the customer and serviceorder tables have a field called custid and when the button is clicked to show existing service orders it matches both custid's and shows the corresponding records. However it onlt works at the moment with me manually entering the custid in the field in the serviceorder table. When a new service order is created I need the custid to be entered in both tables.
I hope this makes some sense, any help is grately appreciated!!
I currently have a "customer" form (which displays client details from a table - name, address etc) I would like to add history comments for each customer.
Does anyone know how i would go about doing this.
I image i could press a button on the current "customer" form that will open a history form which after typing a comment would be displayed on the main "customer" form, with date, time and comment. I would obviously be able to add lots of comments to each record.
Currently my design consists of a table for customers and a table for suppliers. At first it seems logical. Or so I thought!
As my design is evloving I have noticed a problem. What if a supplier calls and says "I want to purchase a..." they then also become a customer!
Obvoius I know but do I leave the design (attached) as is or disolve the supplier table and then just add one field called [CustSupp] and have three options to choose from "Customer", "Supplier" or "Both"
I could then base any other forms like the [FrmCustomers] on a query that looks at the [CustSupp] field and has a Like "Customer" criteria
Whst is the best method. Any advice greatly received.
i need to create a customer database, which i would like to be able to generate invoices from, nothing fancy or complicated, just name, address phone number etc. with a button to put this detail into a template word .doc file.
i would also like to be able to import all names and addresses at the end of the year to send a christmas card maybe or promotional e-mail.
how difficult is this to do? i kinda remember doing something similar at school years ago but can't remember how i did it.
any help/information would be greatly appreciated.
Hi There, I have created this query and i want to return the top 5 suppliers per LOB. It is returning something but it is not the top 5. I want to limit only to return the top 5. Pls. help and thanks. See attached file.
Thanks in advance for any help with this situation.
I have a table that contains all my customer information. Name, address, phone etc. The primary key for the table is an account number I assign to each customer. I am trying to make a section on my form where it displays a list of each interaction I have with my customer. A date and an interaction or case number. I made a second table with the same account number as a primary key to link them.
I have a tabbed form, on the first tab is all the information from my first table (name, account number, address phone etc.) and on the second tab I want to display the interactions for only the customer who's account number appears on the first tab of the form.
I tried putting a subform under the second tab, when I scroll through to records on the first tab, the interaction records for that account number do not appear on the second tab subform.
I currently have four tables:Customer, Timepurchased, Ideas, and Projects. Is it possible to have a form or something that would allow me to choose a customer by their email address(which is the unique identifier in each one) and delete them completly from the db. Thank.s
Hi, I am new to access and have just started to build our first database. We are an engineering company who sells automotive components. I have set up the database to process customer orders. Some of the products we sell are remanufactured and sold on an exchange basis. So, once a unit has been sold at some point in the future the customers original unit comes back to us to be remanufactured - but this is not the case with all products we sell.
The exchange units are booked in using a tracking number and then given a unique reference number. I want to create a database that enables me to book an order and be able to enter a courier tracking number for the old unit when a return is required. The tracking number is given to us by our couriers. I want my staff to be able to enter the tracking number and the original customer order to then appear, they then need to enter the unique number given to the return unit.
The problem I have with this is that the exchange unit is normally returned weeks after the original order was sent, and that not every product requires an exchange. Is there a simple way of dealing with this?
I checked the sample DB section, but could not find what I am looking for: a anonymous customer satisfaction database. Just a shell I can build upon. Does anyone here have anything similar I might be able to use?
A friend pointed me in the direction of this site, and I sure hope someone can help. I need to build databases that will primarily be used for creating sales quotes. I know my way around, a little bit, but I am having trouble building this database. Would anyone be interested in helping me?
Hi, I'm not even sure how to describe my problem in the proper terms in order to look it up in any faq or tutorial.
I have one table, customers. Their name, number, etc. Another table, products: Name, id, department, etc. And the final table being orders. Customer bought product when, etc.
However, I'm only able to attach one product to each customer per order. I need to be able to attach any number of products, and I don't know how to go about doing that.
Also, when I create a form for entering all the data to these tables, the information doesn't stick. I create a form using the order table, enter the order and customer information, and have the products as a subform. The information will stick for each table, but they won't connect to each other. If that makes any sense...
Any pointers would be great thanks, I don't even know where to start.
