Thanks! We'll email you
when relevant content is
added and updated.
I am creating my first database. It will hold quote, job write up and invoicing information. We currently have two spreadsheets. One Spreadsheet is for quotes. It has the following info:
Date - Quote # - Customer - Cust Quote # - Part # - Part Name - Quote Due Date - Qty - Lead Time - Price - Unit
The forms we use for quoting include:
Cust Quote #
Quote Due Date
As you can see we don't have the info for Buyer in our current spreadsheet.
The second spreadsheet is for jobs. It contains the following information:
Job # - Qty - Quote # - Customer - PO# - Part # - Part Name - Est Hours - Start Date - Due Date - Price
The forms we use for Job Write ups include:
I was thinking we would have three tables- Quotes, Jobs & Invoices. I would use the Quote # as the primary Key in the Quote Table and the Job # for the primary key in Job table.
My question is since a lot of the information for quotes and jobs are shared - how should I set up the tables. For instance the Customer, Part #, Part Name is actually shared information. Would I put the majority of the information in the Quote Table and share it with the Job Table. Sometimes we don't create a quote when we receive a job.
How would you set up your tables? I am using Access.
November 16, 2012 11:39 PM
November 19, 2012 1:41 PM