Access: Building A Sales Database

By: Laurie Ann Ulrich

Duration: 2h 14m

Released: Aug 14, 2018

Description:

Whether you work in sales or customer service, you need a way to track your sales activity, relationships, and contacts. Microsoft Access is a powerful relational database program that can help you do all that and more. In this course, Laurie Ulrich shows you the ins and outs building a customized database solution, designed for the way you go about selling. If you don’t have a satisfactory customer relationship management (CRM) application, you’ll appreciate the power Access puts literally at your fingertips to design a completely customized tool. The sales solution database you design—with Laurie’s help and examples—will allow you to build and store customer data, look up customer orders, and generate reports such as product price lists and order totals. Along the way, you can learn more intermediate and advanced Access features, such as validation rules, lookup tables, and macros. Plus, learn how to build a navigation form that puts key forms and reports in a single, easy-to-access location.

Topics include:

• Planning your sales database
• Building tables
• Choosing data types
• Setting up field validations
• Creating lookup tables
• Building and editing relationships
• Creating forms
• Designing queries
• Creating sales reports
• Generating useful macros
• Designing a convenient navigation form

Contents:

Introduction

1. Planning Your Sales Solution Database

2. Creating Your Sales Solution Tables

3. Field Customization

4. Relationships

5. Forms

6. Queries

7. Reports

8. Macros

9. Sales Solution Interface

Conclusion

Author:

Laurie Ulrich is CEO of Limehat & Company, an instructional design and training firm.

Her career has included roles as a systems administrator, a database designer, a marketing and sales manager, a graphic artist, a teacher, an instructional designer, and a writer. Laurie has written and co-authored over 30 internationally published books pertaining to her fields of expertise, is adjunct faculty at several colleges and universities, and beginning in 2004, Laurie’s classroom expanded to include students from all over the US and throughout the world, via online courses on Microsoft Office, Graphic Design, Adobe Photoshop, and Google Analytics. She provides voiceover performances for training and promotional videos, designs training programs for a wide variety of industries and organizations, creates web and print graphics, and is an expert in photo and document restoration and retouching.

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