#BOOK QUOTES DATABASE HOW TO#
#BOOK QUOTES DATABASE DOWNLOAD#

On the Employees tab, you can begin adding employees to the database. Type in your companyРІР‚в„ўs information into the boxes, and then click Next.Р”В®mployees tab: Enter employee information This information will be displayed on invoices and other reports created by the database. On the Company Info tab, you can enter information about your company, such as name, location, phone, and email address. When you are finished viewing the information on the Welcome tab, click Next to proceed to the Company Info tab.Р”В¬ompany Info tab: Enter your company information Although the links do not change, the link targets are updated as new resources become available. The links on the Welcome tab point to the most current resources to help you make the most of your Services database. However, you can only enter your company information (which will appear on quotes and invoices) by using the Company Info tab. Most of the information that you can enter on the following Getting Started tabs can also be entered on the main tabs, such as the Quotes tab or the Invoices tab.

The tab is there for your convenience in getting started quickly.

You donРІР‚в„ўt have to use the Getting Started tab to enter all your data. When you click Start entering my data on the startup dialog box, Access takes you to the Getting Started Welcome tab, where you can begin the process of entering your data into your new Services database. Two datasheet views: your quotes, and your invoices You can add these products to quotes and invoices The logged-in employee is recorded on new quotes and invoicesР”Вatasheet view of the services you can add to quotes and invoicesР”Вatasheet view of materials you resell or use. The Getting Started tab includes the following other tabs to help you get your business data in place and ready to go:Р”Р‡ields to store information about your company for use on invoices and other reportsР”Вatasheet view of employees. Getting Started: Add existing data to your Services database If your locale uses a different currency symbol, you should consider adjusting the affected fields and controls before you remove the sample data. Note:Р’В All fields and controls in the Services template that display currency data use a dollar sign ($) as the currency symbol. Clear the check box to prevent the dialog box from appearing again later. Click the button on the right to delete the sample data so you can begin entering your own.Р”Вeleting the sample data also prevents the startup dialog box from appearing again later.Р”Р€.

Access will populate the Services database with data from the fictional company Northwind Traders.Р”Сћ. Click the button on the left to open the database and work with the sample data. Getting Started: Add existing data to your Services databaseР”Вashboard: Track active quotes and invoicesР”Р„dvanced: Manage services, products, employees, and customersР”Р„ 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:Р”РЋ.

#BOOK QUOTES DATABASE HOW TO#

Read on to learn how to use the template to make your own database and start using it to help run your business.

#BOOK QUOTES DATABASE DOWNLOAD#

If you havenРІР‚в„ўt already, download the Services template.

Book quotes database