A Customer Management MS Access Database Template - Advanced version

News: Version 4.5 is shipping now !

Access 2007 and 2010 only

With Access Ribbon functionnalities and a new email manager with a followup window on the main form ! The advanced version include a quote manager that enables you to create different kinds of quotes depending on the level of details you want your'e customer to see.

What do you get ?

The product you get is a Customer Management Microsoft Access Database Template with a pdf documentation.

You can start a project with this database and use it as it is or you can modify it to suit your needs. You could also import the desired objects into your project to perform what you need. The code is commented and you can easily follow the data flow. You will save a lot of time plus it’s a great way to learn different techniques regarding Microsoft Access queries, forms, reports and vba programming. You have access to all the source codes. It’s yours to use in your project. Plus you get a 1 year's worth of free upgrades when improvements and/or corrections are made to the software.

It runs

• clients (with billing address, delivery address, contacts, tasks(with a task summary on the main panel, notes)
• suppliers
• products (with minimum and maximum quantity, quantity in stock, value and a sub-window showing the products to be ordered)
• inventory
• quotes (with different levels of details)
• invoices (with discount field, delivery fees field, two tax fields)
• orders (with quantity ordered and delivered, a sub-window showing the products to be ordered)
• mass mailings (to be used with MS Outlook or SMTP direct )
• and much more ...

You will learn:

• How to use a scheduler in the form of a calendar
• How to design a security system (With a login and password form)
• How to use a calendar
• How to create a rolodex manager for customers or anything you like
• How to send emails from access (via Outlook)
• How to create a startup form 
• How to manage a To Do list
• How to manage reports and labels
• How to use a combo-box, a list-box, a switch box
• and much more ...

Here's a few screenshots. Click on an image to enlarge ...

It comes in an .accdb format. You have access to all the objects in the database container. You can use them in your own project.

Remember, you can take this MS Access sample and quickly learn from it, improve your productivity, reduce your work load and be more competitive.

Download the free trial

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