Question

Help needed on inventory database architecture in Access 2003

Asked by: hitcher_lt

Hi all,
I need to develop Access inventory database for a small family business shared on the network between two computers.
What it needs to do is:
Manage customers and their credit accounts (broken down in periods of 0-30 days, 30-60 days, 90 and over)
Account customers can be assigned to a discount percentage so when generating invoice price is automatically deducted for each product.
Manage suppliers
Create PO's for suppliers.
Manage products
Receive products
Manage sales
Invoice customer (there will be counter sales "cash" customers as well as credit account customers)
Multiple users? (since database will be shared over network although there will be no security issues as it is isolated from the Internet)

Cost price for products is constantly changing, which means today I buy a certain product for one price, next time more than likely will be new price for the same product.

What I am looking for is database architecture, list of tables, possible fields, list of forms and queries. Also general experts advice on what to watch out for and best practise in development.
Also I would be looking for an advice on what reports are "must" have reports (sales history, product movement, customer account balance...?)

At the same time I'm trying to keep it as simple as possible without any unnecessary stuff. Samples I've found on the Internet were either too simple or overcomplicated systems. And can't spend anymore time looking for something that is possibly not there. I'm relying on you experts.
It didn't allow me to give you more than 500pts for this question :((

Thanks!

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Asked On
2009-03-09 at 17:12:55ID24214504
Tags

invetnory

,

access 2003

,

database

Topics

Microsoft Access Database

,

Databases Miscellaneous

Participating Experts
2
Points
500
Comments
5

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Answers

 

by: LSMConsultingPosted on 2009-03-10 at 04:18:46ID: 23845277

Have you looked into the NorthWinds sample that ships with Access? It sounds like it'd be a good starting point for this.

That said, what you're asking for is a pretty tall order. You're looking for a full Inventory application with AR/AP capabilities, Purchase Orders, etc etc ... this is way beyond the scope of any internet forum.

Have you considered off-the-shelf products? Developing a full app as you describe will take quite some time, even for an experienced developer. There are some packages that are based in Access:

http://www.databasecreations.com/

And Tony Toews has a page devoted to accounting stuff:
http://www.granite.ab.ca/accsacct.htm

 

by: jennynoverPosted on 2009-03-10 at 17:04:16ID: 23852855

Unfortunately you are really asking "please can your write this for me", which indicates that you may really be in need of either: the assistance of a db consultant if you really want a home grown solution - and youre talking a chunk of change to develop this - you are asking for much more than a simple inventory database - definitely will cost more than 500 points :)

If you decide to build your own, it would be much harder to support long term, as you see omissions and changes needed.  Also, if you don't have it professinoally designed you will likely make some design errors, and it is much more costly to fix a db in current use which was poorly designed then to get it right at the start.

So instead of going down this path I would recommend you look at QuickBooks which is the industry standard product for small businesses trying to do what you do, and has an inventory management component as well as everything else you outlined.  

The cost of purchasing, learning and implementing with a QuickBooks consultant will be less in the long run then the DIY solution.  It also has an upgrade and development path that your application will not, and there are plenty of people in the workforce who know the product - so this would be much more sustainable for getting book-keepers and employees up and running faster than having to train them in a one of a kind Access db.  And you can be focused on getting a known product to work well with your business instead of learning how to become a db developer.

Northwinds Sample database is a starting point if you are determined to DIY it, but it is not a sustainable long term solution.  Northwinds was developed back in the mid 90s and probably hasn't changed since then.  What about email integration?  online bank account integration? etc.

If you want a hint of what you are getting into for Architecture: this is a 2 minute highly simplified version
Tables and relationships:
Customers
Suppliers
Products
Purchase Orders
Sales Orders
SO Product Join
PO Product Join
Discount types
Term types

but that's scratching the surface.  YOu need to put these in a relationship diagram, and then you may also see other tables and relationships you need.  Then as you point out you will need to build out input forms with appropriate lookups, procedures for running invoices, updating fields based on actions (eg paid).  You'll have to build out ar/ap tracking, get really good at building queries from multiple tables, and reports from queries.

Have I put you off yet?  try QuickBooks!


 or to look again at the off the shelf solutions.  I agree with the previous poster that this is a very tall order, especially if you have limited knowledge of database design.

However if you are

 

by: hitcher_ltPosted on 2009-03-11 at 09:23:06ID: 23859122

Thank you for your replies. You didn't put me off at all :) I have some experience in Access and I am familiar with database modeling although would not call myself an expert, far from it. I probably should have broken down into separate questions. I quite comfortable with creating tables and forms, where I would get stuck is calculations and reports, processing orders, posting received items into stock and so on. Whatever happens I'm gonna go for it :)

 

by: jennynoverPosted on 2009-03-11 at 10:14:06ID: 23859683

Don't mean to overegg the pudding - but if you are not fully conversant in data modeling, calculations, queries, reports, and setting up the kind of action queries you will need, then again - i'd question why you are taking this route when there are so many very well developed products in this space.  

Making the tables and the forms is a small part of what's needed for this app.   Unless you are doing it as a self-education exercise - so it could be a learning and self-development benefit for you - but possibly at the expense of your business in the longer term.... and I'm speaking as someone who done a lot of mop-up jobs for folks in the shoes your might be in, after few years.  In fact I'm working on one right now that I really should get back to, and starting a data manipulation/import/export/cleanup/overhaul for another organization tomorrow - same thing!  Poorly thought through Access DB.  Keeps me in a job anyway ;)

 

by: jennynoverPosted on 2009-03-11 at 10:16:59ID: 23859712

... but if you are determined then I agree with LSMconsulting - at least start out with NorthWinds.

20120131-EE-VQP-002

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