Access database templates download

The buttons that are filled with can be assigned to any new reports you create. A report called Products to be order can be found in the Product Tab. It s a reminder that shows which product have reach there minimum quantity. From there you can take action and create an order for these products. The quote form with the Advanced CRM version The quote form enables you to create 2 types of quote: A summary quote and a detailed quote. A summary quote In this type of quote the task list is independent from the item list.

This means that when you print the quote, the list of works is displayed and at the bottom of the quote, the total and taxes are displayed. The total and taxes are calculated from the list of items you choose. You also have the option to print a list of items like if you where printing an invoice.

You can choose the works from a drop menu. In the masters form accessible from the main menu you can fill new entry that will populate this drop down menu. Secondly you enter all the products and quantities that you need to build the quote. You can do that manually or you can generate those entries based on a quote model see the quote model help section for more details.

All you have to do is to choose a model from the drop down list and then click on the 'Model generator' button. If the model contains formulas based on a superficy you need to enter them in the corresponding fields before proceeding with the generation.

You can use the 'Delete all items' button to delete all the products for the current quote 2. A detailed quote The main difference is that you have sub-totals within the task list. In the quote form there is a button question mark beside the 'Quote type' option group box.

This button will open a graphical example of the differences between the 2 types of quote. If you try to enter a product without firstly choose a summary and detail work section the system will prompt you with a message.

The summary and detail work sections are the outlines of the quote. As in the summary quote type you enter all the products and quantities that you need to build the quote. For the detailed quote type those fields are assigned to a summary and detailed work section. Here is the logic behind using those fields: First the system will look in the detailed work section if there is superficy parameter.

If there is then it will take this parameter. If not, the system will look for a value at the detailed work section level. If there is a value it will take it if not it will set it to 0. The models form with the Advanced CRM version The model form enables you to create a list of products that will be used to help you when creating a quote. On the quote form there is a 'Model generator' button that will copy the product list from the selected model into the current quote you re working on.

In addition if the products in the model have related superficies formulas associated to them, the generation will proccess a calculation accordingly. The first column is a line number that will be generated beginning with 1.

The second column is where you select products from the product table. The third column can be left blank or you can choose a formula from a drop down list. There are five possible formulas: 1. If the third and fourth columns are left blank the quantities will be left to 0. If you want to create a new invoice, use the 'New invoice' button.

If you want to open existing invoices for the selected customer, use the 'Existing invoices' button. At this point you can either modify the invoice or create a new one by clicking on the 'New Invoice' button.

The taxes rates are set at 2 level: Global level you set them with the 'Parameter manager' which can be open with a button on the main form. There is also specific tax rates that can be implemented at the product level you set them in the 'Product form' that can be open with a button on the main form.

When you select an item in an invoice the system will set the tax rates following this logic: 1- It will check if taxes are applicable set in the Parameter manager 2- If tax are applicable it will get the tax rates set in the Parameter manager. If there is one it will take this tax rate. Also there is a discount column on the item part of the invoice form. This field will populate itself from the 'Discount on invoice' field on the general tab of the customer form which is also the main form.

The purchase order form When you open the purchase order form, all the orders are retrieved and you can access them with the navigations button at the bottom of the form. You can also access directly an order by using the field Go to at the right of the navigation button. The inventory adjustment form.

It can be use at any time but typically it s used either to show the initial qty in stock for a product or when you take a physical inventory of your products and you then want to adjust the value in the database. The image manager with the Image option CRM version. To access it, click on the image button at the bottom of the main form or in the application ribbon.

The image manager opens on a window with a main image and a subform with additional images. To perform an action on an image, use the context menu right-click directly on an image field. When an image has been added you can always left-click on it to open a zoom window of it. The images are saved externally in the images folder that must exist in the same folder then the backend database TemplateData. Paste: Pastes an image from the clipboard if available , replacing the current image.

Load: Loads a new image from the filesystem. Save As : Save the current image to a file. Zoom In: Zooms in to the center of the image by a factor of 2. Zoom Out: Zooms out by a factor of 2. Zoom to Fit: Zooms the image to fit entirely inside the area of the control. Zoom to Width: Zooms to fit the width of the image inside the control. Zoom to Height: Zooms to fit the height of the image inside the control. The Data Base form. Just select a form in the left part of the windows. You can customize this form and add new groups of data to it.

Just go in design mode and explore the way it s done. It s very straight forward and easy to customize. The Manager. The first thing you want to do is to choose if you want to use an already existing template or to create a new one.

The drop down menu beside the ID label in the top left corner of the window let you choose a template. This will be our starting point for creating our database.

Next, choose the source of your template from the left pane, as shown in the image above. If you wish to use a template on your local system, click 'Local Templates. After you select a template source, the right window pane will display all of the templates available from that source, as shown in the image above. Click once on the template you'd like to use to begin the database creation process. After you select a database template, a new pane will appear in the right portion of the screen, as shown in the image above.

You must now name your Access database. You may either use the name suggested by Access or type in your own name. If you'd like to change the database location from the default, click the file folder icon to navigate through the directory structure. In addition to maintaining student ID, level, room, special circumstances, and contact details on each student and guardian, you can take advantage of numerous queries such as Attendance, as well as generate all manner of useful reports, from Allergies and Medications to Emergency Contact Information.

Create and maintain an events database to manage upcoming events using this Access database. Powerful built-in and customizable event navigation and filtering let you track events by time for example, Current Events, Events by Week, and Today's Events as well as type, as you collect data in real time via email and generate and distribute useful and timely reports.

Create a task tracking database to track multiple tasks, including, owners, start and due dates, and percent complete values using this popular Access template. Query by contacts, open tasks, and overdue tasks, keep an eye on task details, priorities, and status, and assign tasks, while producing useful reports such as Tasks Due Today.

Create and maintain a robust database to manage your organization's assets using this popular Access template. Keep up-to-date information on asset details including ownership, condition, location, purchase price and current value, as well as take advantage of the powerful query and data collection functionality to generate comprehensive reports. Log, track and resolve bugs in your project using this Access database, which has video training on how to configure and use it.

Create and maintain a comprehensive inventory transaction database of your organization's stock, employees, suppliers, and transactions using this robust Access template.

In addition to maintaining details on each item, transaction type, quantities, and location, you can generate many useful reports, from Inventory Stock Levels by Supplier to Inventory to Reorder. Use this template to create your own nutrition tracking database to keep track of how much you exercise and what you eat, including detailed nutrition information and recipes.

Create a marketing projects database to track time-sensitive deliverables, employee roles, and vendors using this intelligently designed Access template. Navigate by project, deliverables, and employees, keep an eye on budgets, owners, costs, and status, and generate focused reports such as Project Balance Sheet and Deliverables by Assigned.

Create a project tracking database to track multiple projects, including time-sensitive deliverables, owners, and budgets, using this popular Access template.

Navigate by projects, tasks, and employees, keep an eye on costs, priorities, and status. Create a personal account transaction database to track income and payments across domestic categories from groceries to healthcare to charitable donations using this Access template. Search and view income and expenses by category and view tax reports. A field for memos helps you remember handy details for every transaction.

Create a customer service database to manage multiple issues tracking assignments, priority, status, customer, and resolution using this Access template. Navigate by open cases using multiple criteria, create and manage knowledge base articles, and manage customer details while producing useful reports such as Open Cases by Assigned To and Overdue Cases. Create and maintain an up-to-the-minute database of your business contacts and call history using this simple yet effective Access template.

In addition to maintaining details on company, job title, and contact information, you can navigate and search by contacts, calls by contact or subject, as well as add contacts from Outlook. Assign and track status of customer calls using this dynamic Access template. Navigate by customers, employees, and calls, as well as track by priority, status, and assignment. And you can generate useful reports in real time such as Open Calls by Assigned To that can give you the extra edge you need when things get busy.

Create and manage a home inventory database to retain and manage vital data on your personal belongings using this Access template. Search by item name, category, or location, while retaining important details for insurance purposes, such as condition, acquired date, and value.

Attach photos of items to each entry to help ensure reimbursement in the case of loss or damage.