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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