ValleyGirl
New member
- Local time
- Today, 16:11
- Joined
- Nov 19, 2012
- Messages
- 5
I am brand new to building a database. I am not even sure that a database is what I am looking for.
What I want is a database to store Quote, Job and Invoicing information. We receive quotes first and then they can, but don't always, turn into jobs. We can also receive a job without quoting it.
We currently have two spreadsheets. One is for Quotes and the other is for Jobs.
QUOTES INFORMATION
Quote #
Date
Customer Name
Part #
Part Name
Quote Due Date
Qty
Lead Time
Price
Unit
JOBS INFORMATION
Job #
Qty
Quote #
Customer Name
PO#
Part #
Part Name
Est Hours
Start Date
Due Date
Price
As you can see a lot of the information in the Quote spreadsheet is also used in the Job spreadsheet. (Bold represents duplicated items) We currently type the information into each spreadsheet.
Then there are different forms that are filled out for quotes and jobs that contain the information in the spreadsheets.
Is there a way that I can have the QUOTE Table automatically populate the JOB Table information?
I hope this makes sense.
What I want is a database to store Quote, Job and Invoicing information. We receive quotes first and then they can, but don't always, turn into jobs. We can also receive a job without quoting it.
We currently have two spreadsheets. One is for Quotes and the other is for Jobs.
QUOTES INFORMATION
Quote #
Date
Customer Name
Part #
Part Name
Quote Due Date
Qty
Lead Time
Price
Unit
JOBS INFORMATION
Job #
Qty
Quote #
Customer Name
PO#
Part #
Part Name
Est Hours
Start Date
Due Date
Price
As you can see a lot of the information in the Quote spreadsheet is also used in the Job spreadsheet. (Bold represents duplicated items) We currently type the information into each spreadsheet.
Then there are different forms that are filled out for quotes and jobs that contain the information in the spreadsheets.
Is there a way that I can have the QUOTE Table automatically populate the JOB Table information?
I hope this makes sense.
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