MS Access Quoting Production Database
Budget: $250 – $750 AUD
I want to replace several scattered spreadsheets with a single MS Access database that covers three core areas of our shop: quoting, job production, and material tracking.
Quoting
The quoting module must let us enter customer details and job specs, calculate pricing automatically, then generate a branded PDF quote that can be emailed to the client straight from Access. I am not asking for quote-status tracking at this stage, so the interface should stay focused and streamlined.
Job Production
After a quote is accepted, I need a smooth hand-off into production: create the work order, place it on a schedule, and allow real-time updates so we can see which jobs are in progress, completed, or waiting. A simple calendar or Gantt-style view is fine as long as filtering by date, machine, or operator is quick.
Material Tracking
The system must maintain current inventory levels and deduct material usage automatically whenever a job consumes stock. Flagging low inventory is essential; full purchase-order logic can come later.
Technical Notes and Deliverables
• Relational tables, input forms, queries, and printable reports for each module
• Split front-end/back-end design for multi-user access on our network
• Clean, commented VBA where needed (especially for PDF generation and email)
• A short user guide so staff can begin using the database on day one
No third-party add-ins—just native Access (current Office 365 desktop version). If something in my outline is unclear, feel free to suggest the best practice before you build it; otherwise, I’m ready to get started.
Quoting
The quoting module must let us enter customer details and job specs, calculate pricing automatically, then generate a branded PDF quote that can be emailed to the client straight from Access. I am not asking for quote-status tracking at this stage, so the interface should stay focused and streamlined.
Job Production
After a quote is accepted, I need a smooth hand-off into production: create the work order, place it on a schedule, and allow real-time updates so we can see which jobs are in progress, completed, or waiting. A simple calendar or Gantt-style view is fine as long as filtering by date, machine, or operator is quick.
Material Tracking
The system must maintain current inventory levels and deduct material usage automatically whenever a job consumes stock. Flagging low inventory is essential; full purchase-order logic can come later.
Technical Notes and Deliverables
• Relational tables, input forms, queries, and printable reports for each module
• Split front-end/back-end design for multi-user access on our network
• Clean, commented VBA where needed (especially for PDF generation and email)
• A short user guide so staff can begin using the database on day one
No third-party add-ins—just native Access (current Office 365 desktop version). If something in my outline is unclear, feel free to suggest the best practice before you build it; otherwise, I’m ready to get started.