I'm working on a database that will be used for entering and tracking our customers quote requests. I may be overthinking it, but I am lost on how I should structure it.
There are different components to the quote requests:
- Customers
- Salesperson
- Estimator
- Dates
- Date Requested
- Date Completed
- Quote Submitted
- Price Submitted
- Project Info
- Jobsite Name
- Jobsite Location
- State
- Project Name
- Bid Types
- Market Types
- Tracker Number (for each quote request)
- Various other info (don't want to make such a long post)
What I am confused on is the workflow for the various users. I need a data entry person to enter certain information when we get a new quote request, then I need the estimators to be able to view all of the quote requests and assign themselves to them, then mark when they complete them.
Should I use a one table database that puts all of this information in one table and create a form for data entry. Or have multiple tables and create forms and sub-forms for data entry, viewing, and assignment? Again, this database will really only be for entering and tracking this information.
I have created 3 separate databases so far and find sticking points with each one.