Select a customer from the drop-down list. Available Click Edit Categories or Edit Suppliers to edit the lists of categories and suppliers. Click (New) at the bottom of the ID column to enter a new supplier, or just begin typing on the last row of the datasheet. If you already have some orders on hand, you can enter basic information about them on the Orders sub-tab. Each order moves through several different statuses, which are automatically updated as you perform the tasks of entering, invoicing, and shipping an order: When you first click the Orders tab, the datasheet displays all active orders (all those with a status other than Completed). For more information about purchasing, see the section Manage purchases. Note:You can also view, edit, and add employees on the main Employees tab.

On the Orders tab, click New Order. This view is the same as the Inventory Levels datasheet, except that the records have been filtered to only those that are at or below their specified reorder level. Check that the products, quantities, and prices are accurate, and then click Submit Order. The Goods database allows for either scenario. The Product Detail form appears, in which you can view and edit the information about the product. In the Purchase Order form, select a supplier. If the order has already been marked as Shipped and you now consider the order complete, click Mark as Completed to complete the order. To edit the details of an existing product, click the product code in the datasheet.

For example, you cannot delete the Beverages category if there are any products that are still assigned to that category. If an order is large enough to put a products inventory above its Reorder Level setting, the product is removed from the Needs Restocking list. The number of items that you have ordered to replenish stock, but which have not yet been received. When new inventory is received, the next step is to mark it as such. When you are finished editing inventory information, click Next. Note:Access prevents you from deleting any suppliers that are connected to products. The Goods database marks the order as Invoiced, and displays an invoice for you to print. Categorizing your products helps you to organize them on forms and reports. Note:You can also view, edit, and add products on the main Products tab. On the Orders tab, click Awaiting Payment. For more information, see the See Also section. To delete a category, click the gray box just to the left of the ID, and then press DELETE. Purchase The database marks the purchase order as Submitted and updates the On Order quantity for the products being ordered. This updates the inventory totals so that you know how much inventory is on hand.

Shrinkage The database will also display products that need to be reordered, based on thresholds you specify. To delete a supplier, click the gray box just to the left of the ID, and then press DELETE. If you are ordering from a new supplier, click New, fill out the information in the Supplier Details form, and then click Save & Close. You can also edit the information that you see on this tabjust click in the cell that you want to edit and begin typing. For information about finding, filtering, or querying data in Access, see the following: Apply a filter to view select records in an Access database. If you are a sole proprietor, the database will work fine with just a single employee. Click this button to delete the sample data so you can begin entering your own.

When you are finished editing product information, click Next. The following video shows a brief scenario of how this template might be used. Alternatively, on the Dashboard tab, click New Customer Order. Click an ID to open an existing supplier record and edit their information. View Invoice, Ship Order or Mark as Completed. For each product received, select the Post To Inventory check box. The Goods database stores contact information about all your customers.

On the Orders tab, click Need Invoicing to see all orders that are ready for invoicing. Others allow shipment to occur before payment is received. On the Products tab, click Categories to customize your list of categories. To see at a glance which products need to be ordered, on the Products tab, click Needs Restocking. On the Company Info sub-tab, you can enter information about your company, such as name, location, phone, and email address. On the Products tab, click Inventory Levels. On the Products tab, click Discontinued Products to view a list of products that have been marked as discontinued. Note:Access prevents you from deleting any categories that are connected to products. On the Purchase Details tab, select the products that you want to order, and enter quantities for each. If you now consider the order complete, click Mark as Completed to complete the order. You may also discover that you want to modify the database to better suit your needs. Access displays the report in the preview pane. The next step for a new purchase order is to submit it for purchasing. On the Employees sub-tab, you can begin adding employees to the database. For more information, see Access 2010 web databases roadmap. Allocated Shipping and payment information must be entered before order can be marked as completed. On the Inventory sub-tab, you can enter the amounts of inventory that you have on hand, as well as the minimum and target levels of inventory that you want to keep in stock. Click Yes, and then fill in the information you have. When a new customer order comes in, you use the Customer Order form to enter the details.

For more detailed information about creating new database objects, see the following: And finally, an important article about safeguarding your data: Protect your data with backup and restore processes, Protect your data with backup and restore processes. You cannot complete the order until all items have been received and posted to inventory. Some reports let you customize filters and grouping options at the top of the preview pane. These are the products that your business sells. The Products tab is where you manage all aspects of the products you sell, such as: When you click the Products tab, it initially displays a datasheet listing of all products currently being sold by your business. To close the Customer Order Form without making any further changes, click Save & Close.

The Getting Started tab includes links to videos and other resources that will help you begin using the database quickly. For each order, enter the information you have, such as Order Date, the employee who took the order and the customer. On the Shipping Information tab, verify that a shipper has been selected in the Ship Via box. The Dashboard tab provides a convenient place to view active orders, as well as any products that are running low on inventory and need to be reordered.

Click this button to open the database and work with the sample data. If all the items on a purchase order have been posted to inventory, and payment information has been entered, you can mark the purchase order as Completed. To quickly reorder a product, scroll to the right and click the Purchase link. The Advanced tab provides a convenient place to manage the following lists: Each list is displayed as a datasheet, where it is easier to spot inconsistencies and make bulk changes to data. This will help you track who was the salesperson on each order, who submitted an order, and so on. If this is a new customer, click New, fill in the customers information on the Customer Details form, and then click Save and Close. Delete the suppliers products first, and then delete the supplier. The difference between the number of items on hand and the number allocated. You can also edit the lists of categories and suppliers on this sub-tab. On the Orders tab, click Ready To Ship to see all orders that have been marked as Invoiced. When you first create the Goods database, some sample data is included in the database so that you can get an idea of what types of data each form or report contains.

Current Level

On Order Double-click the order that you want to ship. Note:All fields and controls in the Goods template that display currency data use a dollar sign ($) as the currency symbol. Click the Payment Information tab and make sure that the correct payment information has been entered. To keep track of your suppliers contact information, on the Purchases tab, click Suppliers. The Access 2010 Goods web database template creates a ready-to-use database that lets you track orders, products, invoices, inventory, and other data associated with running a business that sells goods. To enter detailed information about new customer orders or purchase orders, click New Customer Order or New Purchase Order, and then fill in the form that appears. On the Purchases tab, click Inventory Receiving. On the Purchase Order form, click Complete Order. On the Purchases tab, click Awaiting Approval. This datasheet displays current inventory levels and other thresholds for each product as follows: On Hand The number of items that you currently have in stock. In addition to providing assistance for using the database, the Getting Started tab contains additional tabs that let you set up the database for its initial use. In the Customer Order Form, check that all the information is correct. The Customer Order Form appears. The Goods database lets you create and track purchase orders, and automatically updates inventory numbers as purchased items are received. Note:Access prevents you from deleting any suppliers that are connected to products. Below Target Some businesses require payment before an order can be shipped. If your business obtains its products from wholesalers or other businesses, it is necessary to make purchases to restock inventory.

Clear this check box to prevent the dialog box from appearing next time you start the database. This step updates the inventory totals so that you know how much stock is currently on order.

Read on to learn how to use the template to make your own database and start using it to help run your business. Suppliers are the businesses and individuals from whom you purchase your inventory. If your locale uses a different currency symbol, you should consider adjusting the affected fields and controls before you remove the sample data. Click the Orders tab, and then scan the list for any order that has dates in both the Shipped Date and Payment Date columns. On the Products sub-tab, you can begin adding products to the database. Click Open in New Tab, and then on the File tab, click Print, and select the print options that you want. Select a value from the Payment Type list, and fill in any other payment information you have. This indicates that an order has been shipped and that payment has been received. On the Purchases tab, click New Purchase Order. This also prevents this dialog box from appearing the next time you start the database. For example, you cannot delete Supplier X if any products are still listed as coming from that supplier. Note:This filters the datasheet to show orders that are marked as Invoiced or Shipped. As you begin to use the Goods database to manage your business, you will most likely think of new ways in which you want to query or filter your data. The number of items that have been ordered by customers, but not yet shipped. This is the number of items that have been lost due to damage, spoilage, loss, and so on. However, these sub-tabs give you a convenient way to get started entering data. Click Ship Order, and then click OK on the confirmation message. Therefore, the Goods database does not enforce a rule requiring payment before shipping. If you enter a customer that has not yet been entered into the database, Access prompts you to enter the new customer. However, you can still view completed orders by clicking the Orders tab, and then clicking Completed Orders. You can enter and edit product information directly into the datasheet. You can add new customers as part of the process of entering a new order, or you can manage your customers by using the following procedure: To edit an existing customer, click in the field you want to edit and then start typing.

When you are finished viewing the information on the Welcome tab, click Next. For each product, type the number of units you want in the Initial Level, Reorder Level, Target Level, and Min Reorder Quantity columns. In the Customer Order Form, click Mark as Completed, and then click OK on the confirmation message. To delete a supplier, click the gray box (record selector) just to the left of the ID, and then press DELETE. If your business requires payment before shipping, and you see an order marked as Shipped in this view, you will probably want to investigate why the order was shipped before payment was received. In the Customer Order Form, click the Payment Information tab. Note:You can also view and edit inventory levels, categories, and suppliers on the corresponding sub-tabs of the main Products tab. To reinstate a discontinued product, click its product code, and then in the Product Detail form, clear the Discontinued check box. The Product Code field can contain any combination of text and numbers, as long as you use a unique value for each product. The number of available items minus the number of items on backorder, plus the number of items currently on order. Target Level This removes the purchase order from the active purchase order lists, and moves it to the Completed Purchases list so that you can refer to it later if needed. After an order has been shipped and payment has been received, you can mark it as Completed. Otherwise, to keep the purchase order in New status so that you can make changes to it before submitting it, click Save & Close. On the Purchase Order form, click the Inventory Receiving tab. Important: Microsoft no longer recommends creating and using Access 2010 web databases. Double-click a purchase order to open the Purchase Order form. To add a new customer, click (New) at the bottom of the ID column, or just begin typing in the last row of the datasheet.

Alternatively, click New Product to open the Product Detail form, into which you can enter the product information. After an order has been taken, the process flow is as follows: When an order is first entered, it is marked as New. When you are finished editing order information, click Next. For example, you cannot delete Supplier X if any products are still listed as coming from that supplier.

Click Invoice Order, and then click Yes to confirm. Click thePurchaselink to enter a new purchase order. A dialog box appears which allows you to choose whether to keep the sample data or delete it so that you can begin entering your own data. This article shows you how to start using the Goods web database. Type each employees information into the datasheet, and then click Next. If your business requires payment before an order can be shipped, click the Payment Information tab and verify that payment information has been entered. When you have finished filling out the order, click Save & Close. Enter each category on its own line. Suppliers are the businesses and individuals from whom you purchase your inventory. The Orders tab is where you go to enter new orders, view orders by status, and track information about customers and shippers. To add a new shipper, click (New) at the bottom of the ID column, or just begin typing in the last row of the datasheet. When you close the datasheet, the customer will be available in the Customer drop-down list. Marking an order as Completed removes it from most of the views in the database. If the purchase order is ready to be submitted, click Submit Order. All of these tasks can be done from the Purchases tab: Creating a purchase order is the first step in buying new inventory. If the order has not yet been shipped, and you want to ship the order now, click Ship Order.

The database creates the purchase order and marks it as New. If some items on the purchase order have not been received yet, click Save & Close. The current number of items at which you are below your target level. The links in this section take you to more information about the typical tasks and modifications that you can do. The following table provides a quick reference for which orders are displayed in each view, as well as the actions you can take on those orders: you can perform the following task(s) on the Customer Order form: A shipping company must be specified before order can be invoiced. Double-click the order that you want to invoice. To keep track of your suppliers contact information, on the Products tab, click Suppliers. Note:It is not necessary to enter all of your data by using the Getting Started sub-tabs. The Goods database template provides automatic tracking of inventory; whenever an order is shipped, or new products are purchased, the database automatically updates the inventory so that you know how much stock you have on hand at any time. The next step with a new order is to send an invoice. If you havent already, download the Goods Template. To add a new product, type it into the datasheet or click New Product to open the Product Detail form. Getting started: Add existing data to your Goods database, Enter products, categories, and suppliers, Dashboard: View orders and purchasing status, Products: Manage products, inventory, and suppliers, Check to see which products need restocking, Advanced: Manage customers, employees, suppliers, categories, and shippers.

The Goods database template includes six reports, which you can view and print by clicking the Report Center tab: Under Select a Report, click the report that you want to view.

This will populate the Goods database with data from the fictional company Northwind Traders. You can manage your customers by using the following procedure: To edit an existing shipper, click in the field you want to edit and then start typing. Type in your companys information into the boxes, click Save and Apply Company Settings, and then click Next. If all items have been received and payment information has been entered on the Payment Information tab, you can click Complete Order to mark the purchase order as Completed. Type each products information into the datasheet, and then click Next. The number of items that you want to have on hand to accommodate the predicted level of orders. As mentioned in the previous section, some businesses require payment before an order can be shipped, whereas others allow shipment to occur before payment is received.

• Initial Public Offering
• Hickory Hardware Craftsman Collection
• St Philomena Catholic Church
• Kettlebell Sumo Squat Gif
• Canon Selphy Cp1000 Vs Cp1300
• Invisible Friends Rarity
• Artillery Officer Army
• Java Path Environment Variable Windows 10
• Andrea Horwath Partner
• Pink Frigidaire Mini Fridge
• Past Tense Of Stare Italian