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Create quotation system and generate quotation

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Reference no: EM131297167

Design a new access database and eliminate the use of multiple excel based trackers and job managers.Goal: To eliminate the use of excel and create a quote tracker and job tracker database on top of that able to generate quotation. Basically ALL-IN-ONE system

Task

1) Create Quote Tracker (using Access FORM)

2) Create Job Tracker (using Access FORM)

3) Create Quotation System and generate quotation to email it to customer (using Access FORM)

4) Whole access should be simple and straightforward to use

Scenario:

Quote and Job tracker

1) Adam receive email (quotes) from customer include Reference Number then Adam has to create quote list on quotes tracker

2) Adam then send the email to John

3) John review and make the quotes (set pricing) then send it back to Adam

4) Adam then attached quote and email it back to customer

5) -If Won job Adam will update quote tracker as (Won) status and create job into Job tracker

-If Lose job Adam will update quote tracker as (Lost) status

Quotation System Form

Product(*This column should be using ComboBox)

UOM (Units of Measurement)

Quantity

Price

Supply 32mm Subduct as per Telstra standards

Per metre

1

$6.00

 

Supply and install 32mm Tdux system into subducts, conduits

Each

2

$35.00

Supply and install 64mm Tdux system into conduits and pits

Each

1

$45.00

 

 

 

= Total Price

*Product able to choose from hauling, splicing, and traffic management list.
*UOM and Price should auto update when product are chosen.
*Able to insert new product on "FORM" and product will auto update in the database.

Attachment:- Prototype.zip

Verified Expert

The solution file is created in ms access. All excel data are imported into ms access and created relationship between all tables. The forms are created for project tracker, quotation tracker and quotation form. All forms are attached in proect1.accdb and it has all basic operations such as create new record, save record, delete record, clear record etc.

Reference no: EM131297167

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Reviews

inf1297167

12/13/2016 7:35:51 AM

Thank you for your trustworthiness in your confinements, rather than conveying a second rate item. It is refreshing and I will remember you when I require another exposition. Much obliged to you.

inf1297167

12/13/2016 7:23:28 AM

As for quotation system, I have attached the example for that. what it does is the supervisor can just select the item and come up with a total price then send it to customer. so the using of Microsoft access is like all in one. act as quotes tracker , project job tracker and able to generate quotation Goals: Design a new access database and eliminate the use of multiple excel based trackers and job managers. Currently using https://docs.google.com/spreadsheets/d/1HRWyStSQhBBQe5msjF4SyIpLrY0f7WtwyxKEC3_fhEA/edit?invite=CL2ok-cL&ts=5834e227#gid=1642313589 As Project Tracker and Quotes Tracker and wants to change it to Microsoft access database. Attachment of : - Scenario - Project Tracker FORM - Quotes Tracker FORM - Quotation template (item and price) - Quotation FORM

inf1297167

12/13/2016 7:19:49 AM

in the prototype access file you sent the form is already implemented. 2) The excel file that you sent doesn't match with the prototype access file 3) In excel file there are many Quotes whose columns vary from one another. 4) Please explain clearly what needs to be done in each form 1) Create Quote Tracker (using Access FORM) 2) Create Job Tracker (using Access FORM) 3) Create Quotation System and generate quotation to email it to customer (using Access FORM) the solution is missing out the quotation form. Where the form used to make generate quotes. for example look at attachment 19716361_1Example of Quotation Form.PNG that prototype file may be wrong. the whole point is just eliminate the use of excel and implement everything in access. quote tracker form my initial idea is to let user input/update/delete the data from there without having to look at the datasheet, same goes to job tracker.

len1297167

12/1/2016 6:48:39 AM

Design a new access database and eliminate the use of multiple excel based trackers and job managers. As Project Tracker and Quotes Tracker and wants to change it to Microsoft access database. Attachment of : - Scenario - Project Tracker FORM - Quotes Tracker FORM - Quotation template (item and price) - Quotation FORM

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