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  1. #1
    Vicki231 is offline Novice
    Windows 10 Access 2016
    Join Date
    Jan 2019
    Posts
    2

    Customer CSM and Sales Tracking Database

    Hello all!



    I am part of a small Rep firm for a variety of product lines - I have been tasked with creating a database that will house the following information:

    Customers
    Manufacturers
    Quarterly Sales
    Customer Service Case List

    Each Customer can purchase from a variety of Manufacturers.
    Each Manufacturer may have different multipliers or special programs depending on the customer
    The CS case lists will also contain information from both the Customer and Manufacturer tables, as will quarterly sales.

    In the end I would like to have data displayed in the following way:
    Current (unresolved) customer case lists by customer
    Current (unresolved) customer case lists by manufacturer
    On customers, I'd like to be able to see which manufacturer's they buy from, and which multiplier or special program is in effect
    On Manufacturers, I'd like to be able to see which customer's they sell to, and at what multiplier

    It would be the same for the Quarterly Sales, I would need to see each Customer by Manufacturer, and each Manufacturer by Customer (If that makes sense)

    I have the following tables and relationships, but now I'm stuck as to how to work with the data itself - I need to have easy forms (would it be subforms as well) so that if one of the salesman needs to look up a Customer or Manufacturer, they can see the corresponding data

    Can anyone help me finalize this?

    I have the following tables and relationships set up - but that's as far as I got, as I am unsure how to work with the data (It's been years since I've had to work with database design.

    Click image for larger version. 

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  2. #2
    ssanfu is offline Master of Nothing
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2010
    Location
    Anchorage, Alaska, USA
    Posts
    9,664
    Welcome to the forum.


    What is a "Customer Service Case List"? What info does it contain?


    Maybe consider this design:
    Click image for larger version. 

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    It would really help to see some data examples.
    (and maybe I am sitting on my head??? )

  3. #3
    Vicki231 is offline Novice
    Windows 10 Access 2016
    Join Date
    Jan 2019
    Posts
    2
    Customer cases would be a log of customer service issues. We wouldn’t need freight or detailed order fields, as we are tracking monthly sales totals only

Please reply to this thread with any new information or opinions.

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