bnickelsen
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- Jan 6, 2005
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I am building a database and need a little push in the right direction.
This database will be used to build estimates for our customers.
Here are the steps.
1. Sales Person turns in a request for a new estimate to one person who will log the request and setup the basic info for the request, Customer, Type of request, Salesperson ect.
2. The logging person assigns the request to one or more Estimators depending on the type of request. And sends the request to the proper estimators.
3. (Here is where my question sits) the estimator will then "login" to the database. Select the request they need to work on and proceed. (I am thinking it would be "nice" to have a "popup" show want requests the Logged in estimator has currently assigned, and let them click to open the one they want to work on.)
So to round this out when the estimator is finished the logging person is notified who then send a notice to the salesperson, which can then access the estimate and build a quote to present to the customer. (The same thing would apply here Selecting from just there own requests.)
Thank you in advance for any comments.
This database will be used to build estimates for our customers.
Here are the steps.
1. Sales Person turns in a request for a new estimate to one person who will log the request and setup the basic info for the request, Customer, Type of request, Salesperson ect.
2. The logging person assigns the request to one or more Estimators depending on the type of request. And sends the request to the proper estimators.
3. (Here is where my question sits) the estimator will then "login" to the database. Select the request they need to work on and proceed. (I am thinking it would be "nice" to have a "popup" show want requests the Logged in estimator has currently assigned, and let them click to open the one they want to work on.)
So to round this out when the estimator is finished the logging person is notified who then send a notice to the salesperson, which can then access the estimate and build a quote to present to the customer. (The same thing would apply here Selecting from just there own requests.)
Thank you in advance for any comments.
