Building a successful Sales Tracking Program with Access?

N

Norm

I have the responsibility of building my bank's Sales Tracking program
through Access 2003. I have to keep track of various areas: employee's,
location, new customer, why they opened their account, what product they
opened, how many, how much did they open for, & where the money is coming
from. My big issue is that customer's can open more than 1 product at a time
and use multiple checks to open their products. I can not figure out how to
link the different products and multiple checks. I have built only 1 table
for our products & 1 table for possible funds sources. Do I need to build
multiple tables for products & funds sources or I am just over thinking the
entire process? Please let me know.
 
F

Fred

Norm,

Step 1: Start by getting a clear picture / making decisions on what data you
want to databases. You might start by thinking about what entities your are
going to need "lists" of. Your post contains bushels of nouns that are
prospects for this. This includes clear definition of terms (like do
"account" and "product" mean the same thing, or is one a subset of or related
to the other) etc.

Step 2: THEN start thinking about a table structure to do that. Your work
in step 1 will either provide a foundation for you to do that, or the ability
to post enough in a forum to get more specific help. (the Access Database
Design section of the forum would probably be best.)
 

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