Creating a quote form

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  • Start date Start date
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Guest

I'm trying to create a quote form for my company. What is the easiest way to
get information from a combo box onto a report (multiple selections from the
combo box)? I want to make a form so that you can select a tree(the plant),
enter a quantity, and have it saved somewhere so it can be later sent to a
report. On each quote, there will be multiple tree selections. Where do I
store the selected information?
 
Hi, Eric.

You will need four tables at a minimum:

Customers
===========
CustomerID AutoNumber (Primary Key [PK])
CustomerName Text
Address
Phone
etc.

Products
===========
ProductID AutoNumber (PK)
Product Text
etc.

Quotes
===========
QuoteNumber AutoNumber or Number (PK)
CustomerNumber Number (Foreign Key to Customers [FK])
QuoteDate Date/Time
Any other fields that are strictly related to the Quote itself, not the
specif items quoted

QuoteItems
===========
QuoteItemID AutoNumber (PK)
QuoteNumber Number (FK to Quotes)
ProductID Number (FK to Products)
Qty Number
UnitPrice Currency
Discount Number
etc.

There is a one-to-many relationship between Quotes and QuoteItems. Create a
main form based on Quotes, and a continuous subform based on QuoteItems.
Drag the subform to the main form in form design view.

To print the report, which will no doubt have the Customer Name, the Product
name, that is, fields from many tables, create a multi-table query, linking
each table's primary key to the corresponding foreign key in its related
table, and base your report on it. Group the report on QuoteNumber.

Hope that helps.
Sprinks
 
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