Building A Quoting System?
Sep 2, 2011
I need to create a quoting system!
I work for manufacture company, we tried to upgrade to a new CRM system, 'Netsuite' but upper management decided to quit the project because it required more customizations then previously expected...
So on a daily basis I have to create quotes using excel.I look at the prices printed out on paper and type in each option and price for each unit. I've had to do this for 8 months and the company doesn't seem very eager to change this process.
I attempted to build a quoting system in Excel, using simple lookup and if statements. But what I need in my quotes was machine option filtering. If I select a model I need all options filtered based on the model selected. Each machine has 9 different options.
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Sep 23, 2006
I've been trying to figure this out, but it looks like a no go.
I wanted to give my users the ability to create/modify queries, but NOT create/modify tables.
Does anyone know if this is possible in Access 2002?
Thanks,
Earl
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Feb 1, 2007
Hi,
I am starting to design a Quoting database and would like some advice on how to set up my tables.
I would like to record all quotes received with all relating sales, purchasing and despatch/invoice details included.
I am thinking of having following tables – Am I on the right track ????
Customer Table - With all details relating to customer
Customer ID
Name
Address
Phone
Contact
Products Table – With all details for quoted products
Product ID
Part Nbr
Description
Price
UOI
Quote Table – With all details Specific to Quote
Quote ID
Customer ID
Qty
Sales Price
Product ID
Date Received
Date Required
Dated Quoted
Purchase Table – With all Purchase details
Purchase ID
Purchase Order
Supplier ID
Date Ordered
Date Received
Sales Table – With all final sales / Invoice details
Sales ID
Product ID
Customer Purchase Order
Po Date
Invoice date
Invoice No
Total Invoice Amount
Paid Date
Despatch Details
Payment Terms
Delivery Terms
Please let me know if I am on right track or any advice you could give would be appreciated.
Tks
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Feb 28, 2008
I'm trying to develop an application to help me generate quotes. Right now I have a spreadsheet with all of our products and their prices. When I need to generate a quote I have to find each line item on the spreadsheet, manually type in the item and its price in a quoting spreadsheet, and repeat until I've entered all the items. This is tedious and error-prone.
I'm a software engineer with experience with relational databases but have hardly any experience with Access, and I'm hoping that it is a good tool for this application. I'm thinking that I can create a table with all of our products and their prices, and to generate a quote I simply enter the quantity of each item in a form and have a report generate the quote. I'm not sure how to go about designing this though. I've searched far and wide for a template or tutorial on a similar problem but have come up short. Can you guys help me get started?
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Oct 24, 2004
Could someone tell me if I need to break this select statement down? I'm running into problems with the DMax statement since it requires double quotes around it's arguments. When the parser hits the first argument, it closes the string like it's supposed to, but not the way I want it to.
In essence, the query returns 4 fields: unique ID, week number, computed score (TotSum), and the computed handicap (which is half the difference between your score and the high scorer):
Quote: strSQL = "SELECT tblRoster.HEDR, tblScores.WeekNo, " & _
"[A1T1]+[A1T2]+[A1T3]+[A2T1]+[A2T2]+[A2T3]+[A3T1]+[A3T2]+[A3T3] AS TotSum, " & _
"Round(((DMax("[TotSum]", "[qryHandicap]") - [TotSum]) / 2) + 0.1) AS Handicap " & _
"FROM tblRoster LEFT JOIN tblScores ON tblRoster.HEDR = tblScores.HEDR " & _
"WHERE (((tblScores.WeekNo) = " & inpWeekNum & ") And (TotSum > 0)) " & _
"ORDER BY TotSum DESC;"
What would the proper syntax be and/or is there a better way to obtain this information. After acquired, it is being salted away in a table which is recomputed after each competition.
Thanks for the input.
-Brian.
p.s. I know storing computed fields is a big no-no, but if you do not compete in a given week, the handicap from the last time you participated is used. This table will store the participants handicap as well as the last competition they were in. It seemed easier this way.
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Mar 13, 2014
I have our primary web based inventory system that I am exporting to Excel and using this as an import to Access for the main raw data for my database. This being inventory it changes daily so I am updating this table every day. When I try to append the table it ads all the records. I am wanting an easy way to add only the new records/take out the ones that are no longer there. Basically update the table with what is currently there.The only have I have found to do this is by running non-matching queries and update queries.
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Jan 2, 2006
Hi, I am desparate!! I work for a high school and need a database to record student community service hours over their high school careers. I have been trying to do this on and off since the summer. I promised I would have it done by the end of winter break but........I may have to go back to a spreadsheet if I can't get this right. That has proved to be a royal pain in the past few years.
I have set up tables but getting the relationships right is a problem. I dont know if it is possible but I would like to set it up so that I have a student form with 4 subforms for each school year. Each subform (4 tabs) will have the title of the school year (i.e. 05-06). We don't allow them to get credit if they go over on their hours for a given year. In other words, they can't do all their service hours in say, freshman year. They have to do 10 as freshmen, 20 as sophomores, 30 as juniors and 40 as seniors.
Each year I can refresh from the school db (for new students, etc.) but I can't go in and create a report in that program as we don't have the capability.
I am trying to teach myself but every tutorial I come across doesn't give reasons why you do something so I can figure out how to convert that info to help me. I have been researching this for a long time and looking at sample dbs.
Can anyone help? I am going to try to attach a copy of the mess I have made so far, Hopefully
Thanks in advance.
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Oct 17, 2006
Hello all,
I need some assitant in building a simple check reconciliation database. I was wondering if anyone can guide me in doing so? Or if anyone has some kind of sample i can use that would be great. thanks
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Nov 7, 2006
Hello,
I want to build a agenda, like the one shown in the image below.
I have no idea how to start.
Any help would be greatly appreciated.
Thanks in advance
http://www.wega.nl/images/scherm/agenda.gif
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May 8, 2006
I have made an Access database containing contract names and addresses. I need to have each of these contracts linked to another table which shows the allocated engineer for the particular contract. I used a "one 2 many" relationship using a field "LinkID" to do this. Each engineer has a unique "LinkID" in the engineer table but the engineer changes each day. The engineer for each particular day comes via an excel spreadsheet. The way it works at the moment is that the engineer name has to be manually changed each day, and this takes time. I have tried importing a linked excel table which looked like it would work, but was not able to use the linked table in the same "one 2 many" related table format as above.
What i need to do, is find a way for the fields containing the engineer name to be automatically updated somehow, possible by reading the values from the excel sheet.
Anybody know of any way for this to be done?
Thanks, and hope this makes sense got its got me baffled.
*** Edit **** Thinking about it, i could have an imported execl sheet which contains all of the engineers for each day. Would there be a way using a macro, to update the data in the engineers table that is related to the contracts, by overwriting it with the data from the linked spreadsheet?
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Jun 20, 2005
I have at least 15000 records and all of them should be corrected if there is existing duplicates with same EMBG and different name. More precisely if there are 2 persons with same EBMG lets say 123456789 but one with name Naim Arifi and other one Naum Arifi then query should present to me Naim and Naum. Example
1. Naim Arifi 123456789
2 Elton John 123456452
3. Naum Arifi 123456789
4. Naim Arifi 123456789
* *
* *
* *
* *
722. Naim Arifski 321546798
* *
* *
So the record 1 3 and 4 and 722 should be highlited because they have same EMBG and I need to find where is the mistake manualy (correcting from Naum to Naim). In this case row number 4 is mistake instead of Naim is Naum. I need to correct it manualy.
Could someone provide me some help
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Jun 21, 2005
I'm running a 9 parameter query, where values for the criteria are drawn from a form. I'm confused as to how I build an "if, then" string so that if one of the parameters is left blank, the program will skip it and go to the next.
Any suggestions?
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Nov 8, 2004
Ok, I currently have a query built with requests. What I want to do is initially set each request with a priority.
Then when one request is closed the query will take the requests with priority 2 and change it to priority 1, change the request with priority 3 to priority 2 and so on. Also any new requests that are entered I want to be able to set their priority as well. Can anyone help me with this, or is it even possible?
Any help would be greatly appreciated!
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Mar 11, 2005
I need to create an sql statement where the having statement can grow depending on how many conditions I pass to it. There maybe 10 conditions or there may only be 1 condition statement. I guess I'm really looking more for proper structure. Should I use "if" statements or is there a way to structure a variable with "OR" statements in it and use that.
conditionStr = "Rental"
autoSeg = -221205415
strSQL = "SELECT tblSubSegments.fkSegment, tblSubSegments.fkType, " & _
"Sum([tblSubSegments]![Quantity]*[tblSubSegments]![Units]) AS Expr1 " & _
"FROM tblSubSegments " & _
"GROUP BY tblSubSegments.fkSegment, tblSubSegments.fkType " & _
"HAVING (((tblSubSegments.fkSegment)= " & autoSeg & ") AND " & _
"((tblSubSegments.fkType)= '" & conditionStr & "'))"
rst.Open strSQL, gblEstDataCnn, adOpenKeyset, adLockPessimistic
With rst
count = .RecordCount
End With
This works fine and returns a record count of 1 however if I change the conditionStr to:
conditionStr = " '& PMTravel & 'OR' & Rental &' "
This of course does not work. Thank you for any help.
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Feb 23, 2006
Hi,
I am hoping this is the right place to find some help.
I have just started access (2003) and i am trying to build a list.
Let me explain.
I have a table that contains
cartcode, description, price
and another containing
manufacturer, model
I then created a new table that links these tables together so that if i click the little + next to a cartcode i can see a list of models linked with that cartridge.
What i want to do though is create a query/table/anything that will create me a list of cartridges and then in the second column a list, hopefully seperated by a comma or all the printers models related to that cartridge.
I hope that makes sence.
So my question is how do i create the list which included related printers?
Thank you
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Mar 17, 2006
Hi all, i'm new here and I have a query about a database i'm building with which any help would be appreciated.
I'm designing a form and I need to be able to have an option to save to a temporary table for retrieval by users so that they can continue their saved record at a later time. Does anyone have any ideas on the best way to do this as I am relatively inexperienced and I have to have the whole database complete before Wednesday:confused:
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Feb 21, 2007
I have been asked to add a building entry log (Session Log) for a gym members database I created 2 years ago, unfortunately having racked my brain for the last week I am no nearer a solution.
Background:
I am a novice with a little knowledge (Dangerous I know), the main structure of the database is Contact [Storing address and name], Payments [Storing membership info - renewal date etc] and Sessions [Storing session date & time] this sessions table was recently added as a stop gap measure to allow the staff to enter user sessions manually.
Problem:
System needs to log user as IN and record the current time on first entry of userID (5 digit number), then the second time userID is entered it must log user out and record the time.
Resources:
I have just a single laptop running windows 98SE, and a USB numeric keypad. I should be able to get hold of a second monitor if required, but beyond that it is a case of beg, borrow, or steal as my budget is ZERO.
Any help, or suggestions to get me on the right track would be greatly appreciated.
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Jun 28, 2007
Hi i have a assignment in which i have to build a database with documentation (attached file has details about the assignment) I have no prior database experience, and have no idea where to start.I want to build the database for a computer store which sells computer products. I don't want to make it very complex, since my database skills at this stage are very poor. I will appreciate if someone gives me a run down or steps in building this database. I have no clue where to start, since this is probably the first database i have ever built.
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Aug 15, 2007
Hi,
I want to build an access application for a bicycle shop, I have a little access knowledge and would like to get more information on doing this.
Is there a place to look for on the web on how to build an application like this ?
thanks.
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Jun 19, 2007
Hey Guys
Great Forum and another newbie here
I have created an invoicing system for my business, as i was unhappy with MYOB.
Basically i have Product ID and Desciption in 1 table.
In another, called registry, this is where i input the data for the order.
What i basically want to do is?
When i type in the Product ID in the registry table, i want the description field to automatically appear in the cell next to it. As this would save a lot of time
Any help would be much appreciated
Thanks
Tarek
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Sep 20, 2005
OK, here's the deal. I have two data tables, one of which holds many types of customer information and has a very large number of records, including, name, address, phone, and email. The other table contains only email addresses. Each email in the second, smaller table corresponds to a record in the larger list , by virtue of both records sharing the same email address (primary key?). I need to be able to take a short list of email addresses from one table and produce all of the records from the larger table that have corresponding email addys, essentially. Can somebody shed some light on how I can structure a query to solve this dilemma? Sorry for the newb question, just getting started out using db's.. Thanks!
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Jan 23, 2007
Hello,
I have a query where I would like to include names from a name table. The problem is that I get this "ambiguous outer joins" error when I try to include it in my query.
I have a main table, the name table, and a join table with the IDs from both of the other two tables in order to model a many-to-many relationship between main table and name table.
Is there a way around this?
Right now the query contains the main table and the join table so I get the name ID, just not the real names.
Thank you.
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Mar 7, 2005
Hello.
I'm building a history table to keep track of some changes that occur on one of my forms.
Here is what I'm using to build my history table:
Dim rs As DAO.Recordset
Set rs = CurrentDb.OpenRecordset("tblDateCycleTestingChanges", dbOpenDynaset)
With rs
.AddNew
![CycleTestingDatesID] = Me.CycleTestingDatesID.Value
![Changed] = Now()
![ClientID] = Me.ClientID.Value
![ProjectID] = Me.ProjectID.Value
![TaskID] = Me.TaskID.Value
![TaskStartDt] = Me.TaskStartDt.Value
![TaskEndDt] = Me.TaskEndDt.Value
.Update
End With
Set rs = Nothing
End If
I have 2 questions:
1. I'm not sure where to insert this event. I'm thinking on Before_Update on the updated field? (I don't want to put it into Before_Update for a form event as I have other things that are being filled out/changed and I only want to keep track if certain fields on the forms are updated/changed.
2. I would also like to keep track of Old and New values for those specific fields. Is that at all possible?
Thanks.
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Apr 21, 2005
Hi Guys,
Iam doing an Access project And i have poblem in calculation in a form. This calculation basically is between a form and a table. I have a form called "Yearly _Amount" in which there is a field called "Total_Hours". Now i want to calculate this Total_Hours as "Sum of Hours" (Hours is record in "Time_Sheets" table) Whenthree fields are equal ie., Employee_#,Fiscal_Year and Project_# in Yearly_Amount form is equal to
Employee_#,Fiscal_Year and Project_# in Time_Sheets Table.
Please guys help me out. Iam struggling too hard but iam not finding a solution.
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Nov 21, 2005
I am very new at all of this. I am trying to build a filter form to just pick out one item. I am trying to filter out Box Numbers that have been entered into the database to run reports on them. I think that I am missing the correct code to do this. I have tried to create a form off the query by just using the box number and then creating a command button to apply the filter. But this doesn't work. I'm sure that I'm missing a step along the way. Help!
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Mar 15, 2006
Hi,
My users wish to have a feature in my db that allows them to compare the records within it and view a report on it.
I have implemented such a form but the functionality is not great. Basically it's a form with two subforms - the top where you choose the projects and the bottom where you view a list of the projects you've chosen. You can search the top subform using combos and select all the records currently in view (a button runs an update query based on the combo box values)
To add them to the list the user is setting a yes/no field to true. So the top subform is where yes/no field is false (and bottom subform is where yes/no is true).
They can then report on this as the report has a criteria of where the yes/no is true.
This works brilliantly, so long as there is only one user!! Otherwise they would interfere with eachother's list-building.
Does anyone have any ideas for an alternative method so that multiple users can use it? I was thinkin of making tables or something to store IDs in but don't know much about this or where to begin!!
Hope that makes sense!
Thanks in advance,
Bobadopolis
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