Creating A Product Quotation

Jul 18, 2005

I have started a type of CRM database in which all my customer information and product info is stored.

In order to create quotations for each customer, I want to be able to search and select products by product ID, adding quantities if necessary, to be printed as a report.

Any ideas?

Many thanks

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Tables :: Creating A New Main Table - Quotation Tracker

Nov 7, 2012

My Main Table in my Database is "Quotation", what do i need to do in order to create a new Main Table called "Quotation Tracker" and "Quotation" would now be under "Quotation Tracker"

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Mar 13, 2013

creating a product catalog over a range of products.

I want to create a catalog where each page of the catalog contains a product, describing; Performance data, pictures of the product, technical drawings, and documents on the product e.g.

Also it should be possible to search in the performance data, so that one or more parameter from all products can be compared used for benchmarking the products to each other.

I am using the 2007 version, because it's the one that I have available at the current time. My questions are mostly related to the possibilities of creating such a product in Access 2007, or if I need to upgraded to a newer version or even use another software program?

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Removing Quotation Marks ....

Dec 6, 2005

Hi,

This is probably real easy to do, but ........ I have a field in Access that looks like this:

"12:12:01 PM 12/5/2005, 5:00:01 AM 12/6/2005, 7:00:25 AM 12/6/2005"

From this string, all I want is the last Date entry (mm/dd/yyyy). Thus in this result, it would be 12/6/2005. I know how to use the Right(), Left() and Mid() functions, but I do not want quotation marks included in my result.

Any help would be great ......

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Nov 4, 2007

I have a statement which is driving me nuts...i'm a beginner with using SQL:

Private Sub Command45_Click()

Me.Graph0.RowSource = "SELECT (Format([Date],""" """mmm""" ''yy')) AS Expr1 FROM Chart_Unsafe_Daily GROUP BY (Format([Date],'mmm'' '''yy")), (Year([Date])*12+Month([Date])-1);

End Sub

The statement is RED for an error, i'm sure it is because the quotation marks within the statement are incorrect.

Can anybody help me out?

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Oct 13, 2004

Hello I am trying to design a CD label 'report', it's going well except that the title field of our productions has to print with quotation marks around it'. The name of the field is, yes you guessed it, TITLE. I know it must be a simple solution but I'm at a loss to find it or understand it. I'm just a dumbo. Thanks for your time and expertise.

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Jan 27, 2014

I am trying to add a quotation mark on the end of my textbox value using this code : =[BuildResolution] & " " "

It will not work because it thinks I am adding a string. Is there any way to do this? The value displayed in the textbox would look like 0.01" ....

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Forms :: Create A Quotation Form?

Dec 18, 2013

The current database has the following tables (fields):-

1. Salesman List (Salesman, Supervisor)

2. Customer List (Customer No, Customer Name, Salesman)

3. Product List (Product Name, Product No, Price)

4. Quotation list (Quotation No, Salesman, Customer No, Customer Name, Product Name, Product No, Price) - The data of this table is input by a quotation form.

I'm trying to create a quotation form (by using the quotation list) for others to input. My questions are:-

1. In the quotation form, there's a Supervisor field (which is not in the quotation list table). I want the value in the Supervisor field to show up according to the Salesman selected in the form. So, I'm using the sub-form method (Main form:Quotation form; Subform: Salesman List form). Am I doing correct?

2. While inputing data into the form, one should select Salesman first and then Customer Name (by doing so, only the customers of which the Salesman is responsible are shown in the list for selection - this will need to link up the customer list table). How can I do this?

3. For Product No and Product Name in the form, we assume one customer may ask for quotations of many items. When I just copy and paste the Product No and Product Name several times in order to create several fields, I find that when I input one field (let's say Product No), all other Product No fields will show up the same product no as well. They are not treated separately. How should I fix this problem?

4. For the product price, I want the price in the Product List will show up according to the product I choose in the form. But then, it will allow me to amend as needed.

5. Finally, I want to place the save and submission buttons at the end of the form. Once it's done, the form will be sent to the Supervisor. The supervior will review and approve if correct. The Salesman can look up the database and be able to see the status of the quotation as:new/ waiting for approval/ approved by.... by opening the submitted quotation form (the status will be shown on the top of the form).

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May 15, 2013

How do I put " " into a form text box?

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I have a Dell keyboard at work and I am trying to find the keycode to the apostrophe/quotation key. I want to disable this when pushed with the ctrl key. I've searched online but could not find anything that shows that specific key. I only see apostrophe keys or quotation keys but not the combination of both which is what I have.

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Jun 17, 2014

In the highlighted line of code attached I am comparing two strings one from a snapshot recordset and one from an array.

The logic fails, you can see in the watches window both values equal "DESIGN and the elseif statement should execute but it does not.

The only reason I can see for this is that the values are equal to "DESIGN and not DESIGN. Where this single quotation mark comes from I do not know. It is not visible in the tables and it does not appear when the values are printed into excel.

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Apr 8, 2014

I am using an access program with a form with detail section. I would like to create auto sr.No when i am creating a new quotation. Using Autonumber didn't work because it start numbering from last quotation.

Snap shot is also attached.

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Jun 15, 2014

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How do you tell the format property to add this?

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Modules & VBA :: Quotation Marks With DCount And Multiple Parameters?

Apr 14, 2014

I created a query in Query Builder which contains a DCount with multiple parameters and it runs as it should. I am trying to convert it to VBA, but my inability to put in the quotations marks correctly is frustrating me terribly.

Here is the SQL version from Query Builder:

UPDATE [Daily Status Update Table] SET [Daily Status Update Table].NumberOfChases = DCount("[ChaseOtherID5]","[Chases_View_ALL - TX_Mbr 9 Digit]","[ChaseOtherID5] = 'U - Initial Contact' AND [ChaseStatus] = 'A'"), [Daily Status Update Table].ChaseStatus = "A", [Daily Status Update Table].NewStatus = "A", [Daily Status Update Table].ChaseAssignment2 = "Unscheduled"
WHERE ((([Daily Status Update Table].ChaseOtherID5)="U - Initial Contact"));

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Aug 20, 2015

I am having a frustrating problem with a report filter I have been using for years. The filter works fine if the data is a number, but I am using it for text this time and it simply will not filter the report because I am unable to have the text display as per below. I need to be able to put a qutotation mark before and after the text so that the report filter will recognise and apply the filter appropriately.

The report filter requires this [RA] = "MT"

and this is what I currently have [RA] = MT

This is what the code looks like -

DoCmd.OpenReport "Rpt AMR", acViewPreview, , "[RA] = " & RScoloumdetail(5)

I just need a quotation mark before and after RScoloumdetail(5)

This filter does not work....

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Jul 1, 2014

I have a table in Access 2010 containing the results of a survey. One of the fields in table is the actual quotes from customers who gave direct feedback. I have created a simple report containing all of the quotes. My manager would liek them included in a summary Word doc but wants quotation marks around every quote. It's too many to manually after the report is exported to Word. Is there a way to include quotation marks around the field in the report design view?

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May 15, 2014

I have around 3000 numbers in an excel sheet. I need use those numbers in a query (Field Name: Package_Qty), the data type is text.

I need to add these numbers with " ". Someone told me to use ^ symbol and something else, I forgot.

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Mar 25, 2014

I found this code on a website that uses a form to search all tables in my database. Problem is that when I click "search" I get an invalid argument error. I am guessing that there is a problem with my SQL string. Missing space? Missing quotation marks? etc etc.... Anyway, here is the code:

Dim tdf As DAO.TableDef
Dim fld As DAO.Field
Dim rs As DAO.Recordset
Dim strSearch As String
Dim strTableName As String

[Code] ....

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Jun 27, 2014

I import data through different files into a table, the data comes in different formats. I have a problem sometimes some records have double quotation marks and carriage returns. I know how to replace them as

Carriage Returns

Replace([FieldName],Chr(13) & Chr(10),""

Double Quotation Marks

Replace([FieldName],Chr(34),""

But if i want to use an iif statement because in the field there could be a Double Quotation Mark or Carriage return then it does not find the record

iif([FieldName] like Chr(34),Replace([FieldName],Chr(34),"",[FieldName])

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Add Product

Mar 17, 2006

Hi..

I have a form called 'add product' and when the form is accessed it opens up a blank form.. the user scans the barcode of the product.. heres my question..

I want it to check the products table first to see if the barcode is already in there.. if it is... to bring the correct record up.. so that the quantity can be updated..if not.. to return an error message.. stating that the product already exists..

Any suggestions.. its been one of those days today.. cant think straight!
Cheers

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Sum/Product In Query

Nov 11, 2007

Hi,

I have to calculate the quantity of the ordered products, grouped by Product_ID, and I have to be able to print this totals for specific dates.

For this query I need data from 3 tables:

tblProducts
Product_Name

tblOrders
Product_ID
Ordered_Quantity

tblCustomers
Delivery_Date
Products_Ready (Yes/No type, used for showing only those records which I need, in this case I will set it in my query to "No")

Whithout including in query Delivery_Date, everithing it's simple. I made a query, grouped by Product_ID, and running a sum on Ordered_Quantity.

But if I include Delivery_Date, because it can be different from order to order, the query doesn't show the totals the right way, once/Product_ID.

Can anyone help me on this? A piece of SQL code or everithing else is greatly appreciatde.

Thank you in advance, Attila

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Oct 2, 2006

Hi,

Can some help, I have got a form with a field showing different product number on there, how is it possible to calculate the total of each product on the form?????

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Oct 26, 2006

Thank you in advance for any assistance you be able to provide.

I would like some help on searching for product codes or serial numbers and formatting this into an order form a current customer form.
I have 4 main tables

CustomersID (PK)– Name, Address, City, Post Code, Tel Number
OrdersID(PK) – CustomersID(FK), Order Date,
OrderDetailsID(PK) - OrdersID(FK), ProductID(FK), Quantity
ProductsID(PK) - Code Number, Serial Number, Description, Color, Unit Price

I think I have all of these linked correctly

Here's what I am trying to achieve (so far with little success)
I have a customer form that I fill in name address etc; I then have a button that will take me to a customer order form, easy so far.

In my product table there are about 2000 separate products (spare parts for electrical appliances) so what I would like is for a popup box to appear when the order form is loaded (as a drop down or combo box isn’t practical ) so I can search for the product by code number or serial number only for a particular spare part. The description and price are fixed in the products table and should not be changed on the customer order form, I would then like the selection of the code to transpose to the order form.

In other words I would like when the code number has been entered and the product found that the info should then be added to the order form (model or serial number, part description, color and price all taken from the products table) I would like it that when the product has appeared on the order form that it cannot be changed, only by being deleted.

I know this appears to be rather basic but for some reason I am hitting a brick wall, I have looked at many db's and even tried to dissect Northwind to do what I want but cannot make it happen, now after 8 days in the wilderness I need help or guidance.

Thanks in advance
Kim

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Oct 20, 2006

I have been away from access for a while now and I am sure that this is simple. I tried a search but found nothing.

The issue:
A)The user enters in a product number, if not found then a message appears to tell them so...this I know how to do
B)If the product is in the table then I would like it to display some of the fields on the form.
EX: Prd # 0659875
MSG = does not exist

ExB) prd #: 0584785
Reason No.:1
Description: abcdefg hijklm nopqr stuvwxyz

So the whole this is how do I populate the text boxes that display the fields with the proper searched critera (prd. no.)

Thanks,
viper

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Product Multie Pricing

Jan 13, 2007

Hi
I've been trying to get my head around this and after coming up with no search results Gonna ask for ya help.

I've attached a jpg which uses sample data so nobody needs worry as the program displayed will still be available free.

What I'm trying to do is:-

Should a user build programs for general sale they can then sell the first copy at full price but should a customer wish to install other copies then the user will have the option of selling additional copies at decreasing rates depending on how many copies a client purchasesHas so saying that looking at the jpg if I was to bye a program for a network of 20 systems and want to install legal copies on each I would pay the full price for copy 1 and £75 For copies 2-20

My thinking is I first check for any multiie prices for a product when the productID is selected then if that returns >0 then I need to check the invoice system to see if a client has already payed for X copies that way I can get the correct price for the EstimateInvoice.

The Problem I'm having is I can't seem to get my head around the getting the correct record as it uses a low and high number with a listed price Please see Jpg I have been thinking of using Between Low and High of Low >= X And High<=Y But that's bothering me as I'm not sure if it would just return one record.
If returned more than one record maybe I could use sorting to get me the lowest price for X & Y but I don't feel happy with that?.

Hope that makes sense

Many Thanks

Mick

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Feb 23, 2007

I'm new to Access (2002) and have been trying to learn by reading books, posts, forums and practicing with models. I've set up a database for inventory, primarily to track the cost of goods sold as raw material costs change from month to month. So far I have tables for raw materials, container sizes, suppliers, and finished products. But I have a problem - in some cases a finished product is also a raw material, so cannot appear in both tables. (Let's say we make cookies and we make ice cream, and we also make ice cream with cookies on top as a third/separate finished product!) Should cookies have two records ('CookieFinished' and 'CookieRM') and can they be linked together so cost is determined before it's part of another? Is there a better way? Thanks in advance!

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