Quotation Generation

[ahtiram]

Hi guys,

I own a small company made up of about 20 people.

The problem is that we are making quotations everyday. Normally by copying a previous quotation and changing the customer details, payment details, mode of shipping, using different bank accounts for different currencies, etc.

I Have noticed that my workers keep on making small mistakes like currency is different but our bank details are different. Date will be somehow different. Small mistakes but it has a negative effect on the company.

Now I want to design a program or use access where my employees just type in the customer details or if it is a previous customer returning back for a quotation, they just choose the right customer. enter the date, select the correct currecny and bank details. choose which product it is, its price, whether it is CPT or FOB to a certain country and with a press of a button a quotation should be generated. this should be in pdf or word formatt which should be sent to a customer.

I have two queries. one the quotation we normally generate is about 4 to 5 pages long and has a few pictures of the products and its accessories. I want to use this quotation text because my customer like it but how do i implement this in access? i.e a template or something?

2dnly when i press the generate quotation button how do I make sure that the information I entered in the form is assigned to a specific location on the word document? For example if i entered in customer details and I want to make sure this appears right at the top of the quotation how do I do that? or if i have enter the payment details how do I ensure that the payment detailss appear right at the end in a specific manner?

I can send you guys a quotation which we are currently using to give u guys an idea. And I appologize if this post has been posted in the wrong section but as u can see am newbie to this forum so dont actually know where I should be posting.

I have basic knowledge of access and vb and programming. I have lots of time on my hand and am willing to learn. I could pay $150.00 and get a software. But I want to design this according to my needs and if in the future i need to apply some changes I can do so myself.

so please guys do help me.

u can contact me on aulhuq@hotmail.com with your advice.

cheers

 

[Uncle Gizmo]

Welcome to the forum, and I commend you on your decision to learn MS Access.

There is a demo database that comes with MS access called "north wind" I suggest you examine this example database as it contains some functionality that I think you will want.

 

[DCrake]

The concept is well known and frequently discussed. Nothing of which you have said could not achieved by Access and Word. When referring to your quotations you would start of with a quotation template with predefined bookmarks. Access would look for these bookmarks by name and replace them with the desired text from the Access database. These would then be saved in a predefined location for retrieval at a later date via hyperlinks or whatever. My only comment is on the value you came up with of $150.00 for software. Were you talking about for the product itself or for houlry programming time for bespoke systems.

David