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  1. #1
    keyboard is offline Novice
    Windows 10 Access 2016
    Join Date
    Aug 2016
    Posts
    5

    Need a good beginning !!!

    Hi

    I am a novice User who is just starting my learning curve with Access.... I am running 2016 version.

    What I hope to accomplish/Record :
    - record First and Last Name
    - record which Country they are from
    - record which Plan they picked ( choice of 9 plans)
    - record whether the payment is recurring or not.

    So I am thinking that I need two tables.........CustomerTable and PlanTable.....

    if this is correct, this is where I am struggling. I am comfortable with the mechanics of Access ( creating Tables, Formatting, Forms, etc..) If someone can just tell me exactly what fields I need to put in what table, I would be most appreciative...

    One Table
    Customer Table
    - Customerid
    - First Name


    - Last Name
    - Country
    - Plan ( choice of 9 on dropdown menu )
    - Recurring Payment or not ( checkbox )

    Or Two Tables
    Customer Table
    - Customerid
    - First Name
    - Last Name
    - Country

    Subscription Table
    - Plan ( choice of 9 on dropdown menu )
    - Recurring Payment or not ( checkbox )


    Please advise.

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,870
    Please advise.
    You have many Customers. You have many Plans.
    Can 1 Customer have 1 or Many Plans?
    What exactly is a Payment?
    Need more info about Plan and Payment. Are there Payment options eg Cash/Check, Monthly repayment???

    It would be helpful to you and readers if you gave the 30,000 ft overview of the Business in simple English,


    We are a small XXX company who sells Lawn Maintenance Plans to Customers. Customers can have a 1 time "Lawn fix", or a monthly maintenance plan..Each Plan has up to 3 Payment options........

    Do not use field names with embedded spaces.

    Get a diagram/model of your tables and relationships before jumping too deeply in to Access.

  3. #3
    keyboard is offline Novice
    Windows 10 Access 2016
    Join Date
    Aug 2016
    Posts
    5
    Thank you for your response.... I shall try to explain better....

    I have 3 Web Sites. To join, you need to subscribe. Each Site has Three Subscription Plans. You have a choice of having recurring payment or not. Everything is through PayPal.

    Site A One Month $9.00
    Six Months $14.00
    One Year $19.00

    Site B One Month $10.00
    Six Months $15.00
    One Year $20.00

    Site C One Month $11.00
    Six Months $16.00
    One Year $21.00

    I would like to record First Name, Last Name, Country, Date of Purchase, which Plan they chose and if recurring or not.



    Much appreciated
    Ron

  4. #4
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,870

  5. #5
    keyboard is offline Novice
    Windows 10 Access 2016
    Join Date
    Aug 2016
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    5
    Desktop application

  6. #6
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
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    16,870
    How do you reconcile your data with Paypal--some batch activity?
    What exactly is the "business" to be supported by your database?
    Do you email customers re renewal?

    Does it make sense for a Customer to have Contracts with you for multiple sites?

    Could you lead us through an example using your data -say site A?

    A Customer contracts with you to have access to some service on Site A.
    They may choose a contract for 1 month; or for 6 months or for 1 Year.


    Customer ----> CustomerContractForService <------ ServicePlan

    I'm still not sure where your Payment fits.

  7. #7
    keyboard is offline Novice
    Windows 10 Access 2016
    Join Date
    Aug 2016
    Posts
    5
    How do you reconcile your data with Paypal--some batch activity?
    A user registers at one of the Sites, Chooses a Subscription Plan and pays by PayPal. The money is recorded in my PayPal account minus fees. Then I receive an email from PayPal that I have received payment.


    Do you email customers re renewal?
    Yes. My Forum's Subscription Module has this ability.


    Does it make sense for a Customer to have Contracts with you for multiple sites?
    Yes.... The three Sites are different but same genre.


    Could you lead us through an example using your data -say site A?
    A user goes to Site A, registers, gets directed to the Subscription Module, they choose a plan, Pay by Paypal then have access for as long as the Plan allows.... When they are at the end of a Plan, they will get a message that their subscription will expire and give them a chance to renew before it expires.


    I hope that I have explained it right..

  8. #8
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
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    OK. Where exactly does the desktop application fit? Seems everything is handled by PayPal/email and your subsription module.

  9. #9
    keyboard is offline Novice
    Windows 10 Access 2016
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    Right now , I record everything myself... I was hoping that Access would allow me to find out things like, how much income is each site bringing in ? How many recurring Subscribers I have ? and such.......

  10. #10
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
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    For clarity. Where do you record everything???
    Do you have a data base or are you in the early stages of trying to design one???
    What exactly is the issue you are trying to solve?

    If you are new to database,then I recommend you watch these 3 free tutorials by Daniel Soper.
    #1,2 and 4 of the series on Database that starts here.
    Good luck.

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

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