Quote/Invoice Access Database

Aug 25, 2004

Hi

I am after a MS Access Database that will allow me to do up quotes and invoices for my small computer business does anyone know of any free access databases that will allow me to do this

If you know of any can you please let me know via email matthew01@gmail.com

Thanks

Matthew

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Designing A Proposal/Quote Reporting Database

Feb 2, 2006

As a basic user of Access I believe I have identified a use for the program for the purposes of a reporting task which I am charged with at the moment. We undertake the weekly tracking of proposals, which involves in brief, the action required for the bigger proposals, the teams involved in writing the proposals and follow up information as well as registration of wins and losses etc.
At the moment we use Excel but I am finding it extremely labour intensive with entries having to be removed and captured by only one person on a weekly basis and when you are talking about 40 to 50 new proposals registered nationally in a week and about 100 updates on existing jobs it becomes a perpetual case of chasing your tail.

Am I right in thinking that if we were to design a simple, effective database with a form design that all our research directors could use with ease, and we could merely run reports off each week that this would not produce a far quicker reaction time when it comes to pooling international resources but also far more effective reporting system with which to produce our management summaries?

I am aware that this will probably require quite a bit of consultation on design but before I go shouting the merits of Access to any of my superiors I wanted to make sure I could be confident of Access's capabilities first?

Can anyone advise? point me in the right direction?

Many thanks!

Lisa H.:confused:

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Invoice Database Examples

Jan 8, 2006

Hello,

Does anyone know where I can find Invoice Database Examples.

I am creating a Invoice Database at present and am having difficulties trying to work out how to do the final total.

I have many records for each inoice all linked by invoice number. I need to do a query of this table to show me all the invoice items for a particular invoice number then add all the individual item totals together to get a final total.

Any help greatly appreciated.

Regards
Nathan

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Forms :: Save Record For Invoice Before Saving Invoice Items From Subform

Jul 30, 2013

I have a main form and subform. The main form is bound to a table of invoices and the subform to a table of invoice items. I'm picking up the invoice number from the form to save it to the invoice items table, so I need to save the record for the invoice before saving the invoice items from the subform.

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Invoice Form (invoice Master + Invouice Detail) Using Dao

Jan 19, 2006

I have to add an invoice how can I do it.
Desgn of the ms access form is


Date (suggest me)
ShipMode (option button)
Buyer (combo)
Supplier (combo)
Indentor (combo)

Product UnitPrice UnitOfMeasurement Quantity
(combo) (textbox) (combo) (textbox) (btnaddrow) (btndeleterow)



(btnAddInvoice) (btnCancel)


Please suggest me how to do it.Any code or sample like this.
I don't know how to add new row of product e.t.c.
Please help me as I have never done any programming in ms access before
(Done most of web development,asp.net,jsp,coldfusion)

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How To Combine Products Of Invoice Into Single Invoice

Oct 10, 2012

I am practising making relational databases as I haven't used them before.

The mock database I am creating is based around a cleaning company.

I am trying to make a form which will display all of the bookings a certain cleaner has in the future. I want it to be able to display a booking along with the services (Windows cleaning, vacuum cleaning etc...) the customer wants.

At the moment, it is displaying each service (Window cleaning, vacuum cleaning etc...) as separate result on the form and it is not combined. They both have the same booking_ID from the booking table. How can I combine them?

It is far easier to understand what I mean by looking at the database (Attached). Take a look at the form I have created and then click the > arrow at the bottom to see what I mean.

Test DB.zip

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Copy Existing Invoice Done In Access

Mar 29, 2013

We have a program in Access that makes invoices. I am interested in copying one of the invoices to be used as a new invoice..How do I add a 'copy' button?

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Quote Generator Help

Feb 28, 2006

I've been asked if I can create a database which will act as a quote generator.
There will be 5 components to make up the whole product. However, the options available for components 3, 4 and 5 will be dependant on the components chosen for 1 and 2.
i.e. there may be 5 options for each component.
If part 1a is chosen, then only parts 2c, 2d and 2e will be available. If part 1a and 2c are chosen, then only parts 3a and 3d are available and 4b, 4d and 4e are available.
...does any of this make sense?????

My question is... can anyone tell me how I should create the tables and the relationships to enable me to create a database like this. I am completely stumped.
It may be that this is completley beyond me, but i'd like to at least be able to give it a try.
Any help would be appreciated.
Thanks

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Quote Form

Feb 17, 2005

I have been trying to create a Quote form in my Database. I have a list of products, each product then has a table that details prices based on quantity breaks (i.e 500 to 999 and 1000 to 1999 etc.).

In my Form I am unable to create a subform in datasheet view that will enable me to select a product from a combo, type in a quantity and for the price to be displayed based on the quantity?

Has anyone managed to achieve this? I would love to see the code and put it into practice.

Many thanks

Nik

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How To Eliminate A Double Quote

Nov 13, 2007

I have a string with one or more double quotes in it. How can I remove the double quotes? (I was able to remove single quotes.)

Example: Purchase "other items". (This the data in a column.)

I want to change it to Purchase other items

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Single Quote Glitch

Jan 6, 2005

Hi,

When trying to update an access membership db where expired members are
being set to 'inactive' the script keeps hanging up with a runtime error
when the first or last name of the member
has a single quote in their name (eg O'Neil)

Any ideas where to look to fix this would be appreciated.

Regards
Justin

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Single Quote Dilemma

Aug 31, 2003

i have an error:

Error Type:
Microsoft OLE DB Provider for ODBC Drivers (0x80040E14)
[Microsoft][ODBC Microsoft Access Driver] Syntax error (missing operator) in query expression 'Products.Catalogs LIKE '%[a-z]%' AND (Products.ItemName LIKE '%t'ai%') AND ((Products.NewItem = True) OR (Products.HotBuy = True)) ORDER BY Products.ItemName'.
/webdev/flaghouse/NEWITEM_List_Main.asp, line 149

this results when search terms contain a ' (SINGLE QUOTE). i've tried to double up all of the SINGLE QUOTES in the code and still get an error.

heres the CODE:

' check if keywords entered, split comma-delimited list into array of keywords

If Request("Keyword") > " " Then
theKeyword = Request("Keyword")
listKeywords = split(theKeyword,",")
maxCounter = ubound(listKeywords)
whereClause = "Products.ItemName LIKE '%" & listKeywords(0) & "%'"
FOR counter=1 TO maxCounter
theKeyword = listKeywords(counter)
whereClause = whereClause & " OR Products.ItemName LIKE '%" & theKeyword & "%'"
NEXT

SQLString = SQLString & " AND ("
SQLString = SQLString & whereClause & ")"
Else
theKeyword = "None"
End If


if anyone sees anything amiss, please let me know. i'm at wit's end!!

thanks. please email me at: URL. again, thank you in advance for your help.

kwc

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Mar 16, 2008

I am using DoCmd.TransferText to import a CSV file to a new table.
The problem is some of the fields contain quotation marks which really messes things up for me later on.
Is there some way I can go through the whole table and remove them?

Maybe a Query?
Or VBA?

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Oct 24, 2013

I am trying to isolate a field with quote marks (").

WHERE (((dbo_AC_ECONOMIC.SECTION)="));

but that does not work..

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Table Layout For Airport Minicab Quote System

Jan 3, 2006

ok basically im creating a quote system that will show users prices from one destination to the other destination based on the size of the vehicle..

you can see a similar quote system used on the following website..
http://www.londonairporttaxi.co.uk

there will be three main tables..

Airport Table
airportID - primary key, autonumber
airportNAME - text

the airport table will consist of 5 records..Heathrow,Gatwick,Stansted,London City, Luton

Town Table
TownID - primary key, autonumber
TownNAME - text

the town table will contain a list of postcodes, maybe 50 or so (n1,n2,n3,n4,e1,e2...)

Car Table
CarID - primary key, autonumber
CarNAME - text

the car table will consist of 4 records..Saloon,Estate,MPV,Executive

now what i need to do is create a similar quote system like there is on the url above..

my original idea would be to do something like this..

Have three tables that contain the quotes for each type of car..the first two listed here will work i think..


Airport2TownQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
airportID - the airport Pickup, foreign key
townID - the town Destination, foreign key
price - currency

Town2AirportQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
townID - the town Pickup, foreign key
airportID - the airport Destination, foreign key
price - currency

however.. for airport to airport quotes.. the resembling table would look something like this..

Airport2AirportQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
airportID - the airport Pickup, foreign key
airportID - the airport Destination, foreign key
price - currency

but you cannot place the airport id twice in the same table..(this maybe a case of simply renaming the airport fields in this table such as airport1, and airport2.. but can you still link them and enforce integrity if the fields have different names?)

also one example may be Heathrow to n1 is £30... this does not mean however that n1 to heathrow will be £30.. this is why i need to separate the quotes in this way.. for the 3 possible journeys (airport to airport, town to airport, airport to town).. also the quotes will be different for each car type..

anyway.. i shall be using asp to create a similar quote system on my website.. but i just need to get the final layout of the database sorted.

thanks in advance for any help.

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Parameter Query With An Embedded Quote String Problem

Sep 19, 2006

Hi Folks,
I'm sorry to be stupid, here, but I can't get this to work. I have a parameter query that forms the basis for a report. To get the value for the query, I have a form on which the user selects the value they want from a combo box (cboProgram). The values in the combo box include all of the programs used in the file plus a value called "All" which means - just include all the records. My problem is that when "All" is selected in the combo box, no records are returned.

Things to mention:
"All" has a value of 1 in the lookup table.
I tried the query with the actual values and it works fine. The problem is when I try to do it from the combo box.

My first attempt was to put:
iif([forms]![frmFormName]![cboPrograms]=1, "*", [forms]![frmFormName]![cboPrograms]) in the criteria for that field in the criteria box for lngPrograms.

Access' response was that the criteria value was too complicated to resolve.

So, I noticed that I wasn't saying 'Like "*"' in the first part, but if that's the problem then I can't get the numbers of quotes right. I also tried switching the iif statement around and saying <>1,[forms]..., else some version of 'Like "*", but that didn't work either.

Then I queried around the forum and found a recommendation to make a function to return the value, so I did the following:

In the criteria for the field in the query:
IfAll([forms]![frmFormName]![cboPrograms])

And in a module:

Public Function IfAll(ProgSel)
Select Case ProgSel
Case 1
IfAll = "Like ""*"""
Case Else
IfAll = ProgSel
End Select
End Function

I'm still not getting it. If "All" is selected, value = 1, then no recorsd are returned. Can anyone help me out please?

Gratefully,
-D

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Apr 28, 2005

I've been searching all the forums and unable to find my answer. What I want to do is show on a form the average quote for the specific model number.

On the form there is customer info, product info, etc. I want to see the average of what we have quoted every other time we have seen this product (we do repairs). The identifer for the product is the model number, Model#, the quoted cost is PRICE. I've used this function before, DAvg("[Price]","Repairs","[Model#]='013003020'") - which of course gives me the average for one specific model number (013003020). How would I use a similar function but have it do the average for the model number that I am viewing on the form?

If I am able to do that - I also need to find a way to not include nulls and zeros from the Price field.

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General :: Create A Form That Allows To Search For Particular Quote Numbers

Jul 8, 2013

I am creating an access database to store customer details as well as quote information. I have created a form to input quote details that our office can complete when a customer calls to complete a quote. I need to create a form that opens as a new form every time we click on the form to input a new quotation. How do I do this? At the moment when I click on the form, the form opens but the details of the last quotation are stored on the open form.

I have no training in access at all and am self taught so far so by no means an expert.I also want to create a form that allows you to search for particular quote numbers, so if someone calls and asks about a particular quote number we click on a page that says 'search quotes', input the quote number and the form opens with all the details of that quote.

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Feb 5, 2015

I know that you can insert comments and notes in VBA code using a singular quote, like the following:

Code:
'Comment about what the code does

Is there a similar way to insert comments in the SQL of queries? I found other forum posts that say this isn't possible but those were all for pre-2010 Access. Has this changed at all?

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Jun 5, 2014

I have a main form with 3 sub forms. The main form is tied to a table called QUOTES_MASTER. The first sub form is tied to a table called QUOTE_ LINE_ ITEMS_DIRTGLUE. It calculates the subtotal when selecting items. The relationship is one-to-many linked on QUOTE_ID.

The second sub form adds up total of all line items and is not tied to a table.The third sub form adds ESTIMATED FREIGHT to the PRODUCT TOTAL and is not tied to a table. how to get the values from the line items form inserted into the QUOTE_LINE_ITEMS_DIRTGLUE table as they are added.

I also want to insert the total value from ESTIMATED DELIVERED into the LINE_TOTALS field in the table QUOTES_MASTER.I tried this code on the product total sub form but it doesn't do anything and there are no errors:

Private Sub PROD_SUB_AfterUpdate()
DoCmd.RunSQL "UPDATE QUOTE_LINE_ITEMS_DIRTGLUE SET QUOTE_LINE_ITEMS_DIRTGLUE.SUBTOTAL = Me.PROD_SUB WHERE QUOTES_MASTER.QUOTE_ID = " & Me.QUOTE_ID

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Nov 7, 2006

I need help on this, from what the best concept is, to what I need to look into using:

I store Quote data from phone calls into tblQuotes. There is a seperate table that holds much of the same information except that it is for actual orders called tblOrders.

As far as function goes, I have each working much the way I need it to except for one thing... If a sales person is on the phone with a customer with a quote already in the system, right now they re-enter the data into the Order table. Most times, the order is what was quoted, but maybe with a few small changes (so I will wnt to keep a historical record of the quote). How could I copy the contents of the quote recordset into the recordset for an order, where all the sales rep does from there is edit the quote to the actual order?

Would I use VBA or an update query that is executed via VAB? Honestly, I am unsure how to do this at all, I hope someone has seen this before and has a good suggestion...

Thank you.

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Jan 18, 2006

I have to add an invoice how can I do it.....

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Jan 18, 2007

Hi,

I don't know whether you can help :D But i am in need of some code/guidence, or a way to go about trying to do what i want to achieve.

Basically, i am creating a invoice producing software in Microsoft Access, based upon Computing parts resaleing.

Because the supplier, i use changes the prices daily, when i type the products into the Parts Table, the price being typed in will change for the next customer to have the same part.

Basically because i am using this software to produce Profit and Loss, The invoice will be looking back at the Parts table, and changing the unit costs for invoices which are say weeks old.

I am wondering whether i can "lock" the invoice so it cannot be updated from the Parts list and keep the profit the same, so i get an accruate result when i come to look at it.

I will apprechaite any help or guidance.

Regards

PC_Doctor

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Invoice Form

Nov 23, 2007

hi all .. i'm new here , I'm not familier with the access so i found it's better to ask the profi. pplz and here i come to u
i'm better in Excel
anyway
here is the steps of what i try to do and i already attached a simple example
this invoice form will include the sales throught the month . so it's monthly
and here is what i try to do
1-a form to Enter in it the
Coustmer name | project |product descp. |measure|uni.price|total
2-i may have more than 1 item in the same invoice.
3-invoice serial no. to be like yyyymm######
i don't know is that able cause when i tried to make an invoice it make on a WEB Page and saved it in some place , i thought i can be in the program it self , and i attached also the form of how the invoice could be ,
anyhelp ??

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Jun 28, 2006

Hi, I have Three tables
the first is a ContractTable
the second is a Monthly Invoice Details Table
and the third is a Detailed Payments table

Contract 1 -> Many Monthly Invoice 1 -> Many Detailed Payments

what I would like to do is ensure that there arent any duplicated Months for a Contract in the Monthly Invoice table

in other words For Contract 00023 I NEVER want it to have more than one invoice record for the month of JUNE 2006....

It may be easy but it has me all tied up, please assist.

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Mar 7, 2007

This may seem very simple but I need some help.

I have two tables I want to use:

Table 1: open invoices
I want to use this as the base table to check against

Table 2: invoices for a month containing all details.


I want to use column 5 in table 2 to bump against 1 and matching numbers from table 2 will be returned in a query with all the column details from table 2. The problem is column 5 has duplicate invoices so it can't be set as PK. If these duplicate invoices match on the open invoice report they must be included as well...

I also ran into problems importing table 2. I had some type conversion errors when importing... I tried to change all columns to text in excel it helped a little bit.... In Access when importing the data type is greyed out... any suggestions...


Like I said I am sure this is easy for you pros...

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