create a sales form

[shutzy]

first of all a big thanks to everyone that has helped so far(nearly there).

i would like to create what i call 'a client departure form'

what i want to do is click 'depart' button, select a client, and go to a form that lists the treatments that client has just had. tally the cost of the treatments and display that total. that is just the start.

then i would like to be able to add further treatments and product that they wish to buy.

i know that it is possible but i dont know where to start with tables, qry forms etc.

i really need some guidance on this.

thanks

ps. if you need me to uploa my database for you to know how it got here i will try but it is getting large.

 

[GinaWhipp]

Without the database all one can do is guide you thru the process...

Step 1. Create a query that includes all the data you want to see on the form. Make sure the query is updateable.
Step 2. Create the form using the query you created in Step 1 as the RecordSource.
Step 3. Create a button on the form you want to call the form you created in Step 2, using the Unique Idenitfier that connects the two forms together as the link.
Step 4. Test the button...

Note, if you Compact and then zip your database it might be small enough to upload so we can take a look. Please remember to remove any personal information.

 

[shutzy]

ive uploaded the database. can you explain step 3 a bit more concerning the button. i know what one is but i dont know what you mean by 'you want to call the form you created in Step 2'.

also what does the button do or is that the same question?

its amazing how small my database is when there is not personal data in it

 

[GinaWhipp]

Looking now...

 

[GinaWhipp]

Okay... which form did you put the button on?

 

[shutzy]

sorry but i havnt even tried it. thought that i would start with a fresh head first thing this morning.

 

[shutzy]

hi gina, ive been at it for about 5 hours. i dont really know what i should be doing. i have tried to follow your instructions and i am lost. i uploaded a database to show what i have done so far.

ill try and explain what i have done.

i created a frm(frmClientDepartures) in this form there is a listbox and a button. the list box gets its info from a qry(qryClientDepartures) this query searches tblClientTreatments;TreatmentStatus for any records that have a value of 2. the reason behind the value is that arivals frm's and qry's enable me to arrive a client. which is where value=2 comes from.(it means they are in the building). back to frmClientDepratures. click on a name that is currently in the list and click the button.(this is to select the correct client for occasions when one or more are in the building). on clicking the button a form(frmPaymentTotal) is opened and the ClientDetailsID from previous from is passed to ClientDetailsID on the new form. a qry(qryPaymentList) uses this to filter through the tblClientTreatments and also return the correct client and the treatments with Value=2. now i am stuck.

i though that i would have a datasheet or something similar(better presentation) that displays the info i need. i then want to calculate the list(treatment cost) display it in a box below. that part is easy. i can do that but i dont know how i will be able to add items to the list easily. display them instantly and requery the total cost.

i thought that maybe i needed a receipt table to gather this data and have the queries run off this but that to me is backwards.

can you tell im lost on this. i dont even seem to be able to get my head round it and i know that once i see it it'll be 'why didnt i think of that'.

thanks

 

[GinaWhipp]

I am just getting started this morning... a little late, but I will look at it in a bit.

 

[GinaWhipp]

Okay, so I see the form and the button but I am unclear... If you want to add items to the List Box then you are either going to need a seperate form to add the data and then refresh the List Box OR are you saing you want the data from the Payment form to be added to the List Box? If the latter is what you want then you need to add a reuery to the List Box on close of the Payment form.

 

[shutzy]

no neither. the first form(ClientDepartures) is just to select the client that i want to go through the payment process with. the from PaymentTotal is where i want the individual treatments to be displayed and be able to add further products and treatments that may not have been schelduled before.

 

[GinaWhipp]

Then why not attached Payment form to Treatments table?

 

[shutzy]

first of all how do i attach the ClientTreatments tbl to the payments form. how do i filter out the treatments iw want from that table. how will it it display. is it possible to delete treatment records if the client didnt have that treatment and chose something else instead and then add that instead treatment. also is it possible to add products to the same form.

as you can probably tell and are getting frustrated by(i would be) i dont really know how this can logically all fit together. i know it can be done but cant get my head round it.

 

[GinaWhipp]

I think your main problem is you are trying to enter Payments ANDTreatments at the same time when they are actually two seperate functions. Why not have two buttons, one for payments and one for treatments.

 

[shutzy]

ye i know what you mean. i do plan on having some buttons on the payment form. gift vouchers / products / courses(which is ambitious) / extra treatments. yes all these buttons will open another form or sbform to add the details but i am unsure of how i will be able to remove treatments.

ive just wrote that last bit and figured it out. does it make sense to have a list box displaying the treatments and products etc that are to pay for and if any are to be removed then have a button that applies a value of 0 to the treatment status etc.

 

[GinaWhipp]

AND you need a tblPayments.

You know you are using a List Bix which does not make it easy to remove items. I'm not saying it can't be done, you could probably put it on the Double_Click event. So when a User double clicks it will ask, do you want to delete, and if they answer yes it will delete it.