I'm looking for a particular DB - please help!!

P

paul

Hi all,

The scenario is this; I have a client who visits site to offer a kitchen
installation service. Whilst there he notes on a piece of paper the things
that need doing, however insted of writing 'They need a new worktop' for eg,
he has a system that cross matches a number with a description, ie a worktop
= 12. He walks through the whole proposal process this way till he has a
long shopping list of numbers.

He then brings this list back to the office where he gives it to his
secretary who then types up a standard quote by referring his numbers to a
book (yes a book!) which has the write up of each number. This write up
could be anything from a 10 word sentance or a 300 word block of text.

We are now managing to bring him into the IT age and have compromised that
he carries on visiting site walking through and writing down numbers, but
insted of the secretary typing each one out, insted can work from a database
which will pull in the client details and then allow the secretary to select
from a drop down list (or something) the numbers, one at a time, he has
written down each one making a seperate sentance/paragraph. After this she
would be able to export the file to a word document to be stored safely on
their new network, and obviously to be sent out to the client in the form of
a quote.

Has anyone seen a database out there that might do the job, or any ideas how
to get started in creating one. I'm not an access developer but 'know my way
around' so any ideas would be really appreciated.

Many thanks

Paul
 
M

Mark Andrews

Our CRM template is very close. Tracks customers and allows you to build
invoices
which are very close to your concept of quotes. Invoices use the product
catalog (which is your book).
Also tracks some other items related to customers (which you could hide if
you want to keep things simple).

Try it out and if you like it you can get the source code and tweak from
there.

We also have a free version which is scaled down a bit.

You could also steal the table design of accounts, invoices and invoicelines
from the crm template and program it yourself
(although probably not the best use of time/money).

HTH,
Mark Andrews
RPT Software
http://www.rptsoftware.com
 
J

John... Visio MVP

Steve said:
If you choose option 3, I can help you. I have been building Access
applications for over ten years. My fees are very reasonable. I would work
closely with you to develop a database that has all the functionality you
want. If you elect option 3, contact me.

Steve



These newsgroups are provided by Microsoft for FREE peer to peer support.
There are many highly qualified individuals who gladly help for free. Stevie
is not one of them, but he is the only one who just does not get the idea of
"FREE" support. He offers questionable results at unreasonable prices. If he
was any good, the "thousands" of people he claims to have helped would be
flooding him with work, but there appears to be a continuous drought and he
needs to constantly grovel for work.

A few gems gleaned from the Word New User newsgroup over the Christmas
holidays to show Stevie's "expertise" in Word.


Dec 17, 2008 7:47 pm

Word 2007 ..........
In older versions of Word you could highlght some text then go to Format -
Change Case and change the case of the hoghloghted text. Is this still
available in Word 2007? Where?
Thanks! Steve


Dec 22, 2008 8:22 pm

I am designing a series of paystubs for a client. I start in landscape and
draw a table then add columns and rows to setup labels and their
corresponding value. This all works fine. After a landscape version is
completed, I next need to design a portrait version. Rather than strating
from scratch, I'd like to be able to cut and paste from the landscape
version and design the portrait version.
Steve


Dec 24, 2008, 1:12 PM

How do you protect the document for filling in forms?
Steve


One of my favourites:
Dec 30, 2008 8:07 PM - a reply to stevie
(The original poster asked how to sort a list and stevie offered to create
the OP an Access database)
Yes, you are right but a database is the correct tool to use not a
spreadsheet.


Not at all. If it's just a simple list then a spreadsheet is perfectly
adequate...




John... Visio MVP
 
T

Tony Toews [MVP]

paul said:
Has anyone seen a database out there that might do the job, or any ideas how
to get started in creating one. I'm not an access developer but 'know my way
around' so any ideas would be really appreciated.

Several tables

Contact table

Quote Details table
- detail # which maps to his book number
- summary field - his short text
- detailed quote text - secretary's long text
- various $ amounts, labour times, etc.

Quote table
foreign key for contact
- date

Quote Details table
- foreign key to Quote table
- foreign key to Quote Details table

Design the forms with subforms.

Give him a tablet PC so he can do all this while at the customers site.

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/
 
P

paul

Thank you all very much for your help.

Tony, I'd love for him to use a tablet PC, but as he is scared stiff of
using a run of the mill desktop, I dont think he'd ever get his head around
a tablet!

Steve, thanks for the offer, but no thanks.

John, thanks for the heads up.

Gina, thanks for the link, I think I have found what I'm looking for. What a
lot of DBs! I'll need to find a way of crediting the developer

Mark, thanks for the offer, if the above one doesnt work, then I will take a
look!

I'll post back to let you all know how I got on.

Paul
 

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