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  1. #1
    bcbbab is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Mar 2015
    Posts
    2

    Post First Time Access user! Need help with creating database for CRM and Job costing!

    Beginner access user! Now that that's out of the way, I need help. I am trying to create a database that will have a CRM and the ability to do construction job costing, proposals and queries. I build swimming pools. So, I need to know how to set up the tables. If I have to figure the cost of a job, I need the ability to enter costs for 1 item sold from different subs. For example, if I sell a customer a bench, it will COST me an amount from my excavator, my steel crew, my gunite crew and plaster. These are different vendors. But, since I am creating a proposal, I need to be able to have a retail price for this bench (per foot) and have the database figure my exact cost. How would I set up the tables?

  2. #2
    ranman256's Avatar
    ranman256 is online now VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,524
    This is a BIG job for a beginner. I hope you know some about related tables and basic SQL.
    with that, I think you will need a
    Crew table:
    _________
    steel
    plaster
    etc

    Also:
    Vendor table
    Supplies table
    Jobs
    proposals

    Start there. This is not a trivial db. Complex even for a pro designer.

  3. #3
    bcbbab is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Mar 2015
    Posts
    2
    I am not opposed to hiring someone to do it. If I can't figure it out, I just might have to!

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

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