Help needed with a simple(ish) jobsheet database

[rossco]

Hi, and thank you in advance for any advice that may be provided here.

First I'll give you a run down on what we do.
We are a wholesale company that imports and distributes bicycle suspension for our country, New Zealand.
In turn we have to provide service and support for all of our customers (bicycle shops) which means servicing any/all suspension units that come standard on new bikes and any after market sales.

What I would like to do is create a very simple data base to store all of our individual workshop jobs in.
I have created an excel spreadsheet for any job that comes through our door. It has a macro behind that creates a new job number every time the template is opened.

Is it possible to save the filled out job sheet to a referenced folder created in Access for a specific shop?

Ie: there could be up to 300 "shop/customer folders" in the database, and I would like to have a specific cell (shop/customer on a drop down list) on my job sheet reference the folder in the database and save it to there as a single job file.
Would it also be possible to have file name of the job referenced to two specific cells ie: the date and job number of the sheet?

I hope this makes sense, fire away if it doesn't.

Thank you, Ross.

 

[Isskint]

hi ross

I assume when you say referenced folder created in Access you mean a table? And when you refer to cells you mean Fields?

It should be a fairly simple task to create this database. If your spreadsheet is designed well, it should save you a bit of time. Can you post the spreadsheet or a screenshot?

 

[rossco]

Thanks for the reply, Sorry about my terminology I'm pretty fresh to this.

So here is a screen shot of the sheet. Hope this gives a bit more clarity.

So the "Shop/business/cust:" field is the table that I would like to save to, and the fields "Todays date (date out):" and "Job#" I would if possible like to use the entries of these two fields combined as the file name in the above table.

Thanks again, Ross.

 

[Isskint]

Are you planning to just use Access or will you be using Excel still, just recording the individual jobs and path file path to the excel sheet on Access (a sort of reference library?)

 

[rossco]

Yes still use excel for each job.

work flow would be some thing like -

Open .xmlt to create job file
fill out and record
on completion of the job - SAVE
excel then saves to the specified access table according to what is in the fields explained above.

Hope this makes sense. Or should I save myself the grief of setting up with access and just save to shop folders set up on the hard disc?

Thanks for you time again. Ross.

 

[Isskint]

I would suggest going down the shop folders route. Using Access is just an extra step that really is not going to be of much benefit. All you would have is 1 table with a list of customers, job dates and job#'s. i suppose you could add a link to the jobfile but it will still be quicker just going to the relevant customter folder

 

[rossco]

Thanks for all your help. Ross.