Access: Building a Sales Database

Find out how to use Microsoft Access to build your sales solution. Learn to build a custom CRM for sales or customer service.

Introduction

• Building a sales database

1. Planning Your Sales Solution Database

• Storyboarding
• Brainstorming

2. Creating Your Sales Solution Tables

• Table-building tips
• Choosing the right data type

3. Field Customization

• Validation rules and defaults
• Input masks
• Lookup tables

4. Relationships

• Laying the groundwork for relationships
• Creating basic relationships between tables
• Editing relationships

5. Forms

• Create a form for each table
• Adding interactive data entry controls to a form
• Adding related table-based controls to a form
• Creating lookup controls
• Multiple-customer record form
• Create a read-only form
• Adding a field to a form
• Using tab order to change interactive form order
• Creating navigation buttons for forms

6. Queries

• Customer status
• Customers reviewing quotes
• Customers last order date
• Products by vendor
• Customer orders over a specific amount
• Concatenating/combining fields in a query

7. Reports

• Customer directory
• Product price list
• Adding record counts and net profits
• Order report
• Formatting: Add graphic, change background colors, and add lines

8. Macros

• Creating a macro that opens a form
• Adding macro buttons on forms and reports
• Creating a macro to display a report that contains a button that runs a query

9. Sales Solution Interface

• Sales solution navigation form
• Edit the navigation form
• Make a navigation form that opens when you open Access

Conclusion

• Next steps