Help need with a sale's management database

dave007uk

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Hello All,

I have recently taken over as sales manager at an engineering company. The quoting system they have is almost back of a fag packet stuff, what i would like to do is build an access database that can log customers,contacts, save costings against part numbers, generate quotes and track won and lost business

has anyone got any experiences in this ?
 
Sure, I've used sap.

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I am not sure we are big enough for SAP!!
 
I would imagine not. It can be done, what specifically is your concern or what do you need help with?

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Welcome to the forum Dave.

The people who answer your questions here (and most other forums also) are unpaid volunteers. So, although everyone will bend over backwards to help you understand and correct problems, you can't really expect people to build your application for you for free.

What you want to do is well within the capabilities of Access and I've developed several systems that do similar things. You shouldn't have any trouble finding an example or a template that manages contacts and you should probably start with that. Contacts is pretty standard stuff. Your quoting and sales process is more custom and although you might find something close to what you want, it is not likely that you will find anything that exactly matches your requirements.

Do you have any experience with Access? Do you have any development experience at all? Even though Access is the easiest tool you will find to develop this type of application, it is still not trivial and you have a steep learning curve ahead of you.

Depending on what version of Access you are using, you might actually see templates from the opening screen. Feel free to download and examine any others that you find interesting.

I hate to recommend these to you because I find that the templates use poor naming standards macros (which no professional would use), and are simplistic at best. But, at least in the case of Contacts, they will give you a step up.
 
I second Pat's suggestions. I will also point out that the first thing you need to do, before you try to use Access at all (other than experimentation), is to do a deep dive into your problem so you can break it down into components. You need to specifically identify what it is that you will be tracking. Since you are in a design/search phase, I will give you a couple of useful rules.

Old Programmer's Rule #1: If you can't do it on paper, you can't do it in Access.

More specifically, Access is like a hand tool. A carpenter builds furniture with tools but has blueprints as a guideline. If you don't have a good guideline, you are not ready (yet) to build anything. Or, if you prefer another metaphor, you need a good roadmap in order to know where you are going and how to get there.

Old Programmer's Rule #2: Access won't tell you anything you didn't tell it first (or tell it how to tell you).

This means that if you want XYZ in your outputs, you need a way to get XYZ as input unless you can get X, Y, and Z separately for computation. And that means that your roadmap has to include desired outputs. Then you have to assure that every possible output has an input source. This can sometimes include working backwards for every obscure field to assure that your guidelines include how to get that info.

A good design is the sine qua non for a successful project. Success starts with a usable design. Or, there is the infamous 6-P rule: Piss poor planning produces pathetic projects. So don't be afraid to stop and THINK about your project up front. That's the right time to do it.
 
Welcome Dave. I agree with the comments from Pat and Doc ---get all your requirements on paper and don't be too quick to jump into physical database. Analysis of the business issue(s) to be solved is critical to design of the database.
Here's a link to some info on Database Planning and Design that may be helpful.

Good luck with your project.
 

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