Order Entry System with Invoice Report Template for Microsoft Access. Print Receipts, Bills, More.

This is the TechHelp video a lot of you have been waiting for. In this one, I will show you how to create a basic order management system. We'll build an order entry form with the related tables and queries. We'll link it to our customer database. We'll create a fully printable invoice report. This one is over an hour long and PACKED with useful tips!

Scarlett from Atlanta, Georgia (a Platinum Member) asks: I know you have lots of lessons on creating an order entry system with invoices. I don't have time to learn all of that or watch 20 hours of video. Can you show me how to put together something quick and simple? I just need to be able to invoice my customers for a few products and my labor. That's it. I plan to watch all of those lessons eventually, but I'm doing my billing now with Word and Excel and it's getting cumbersome. Help.

BONUS FOR CHANNEL MEMBERS:
Silver Members and up get access to a NEARLY HOUR LONG EXTENDED CUT of this video. I'll show you how to create an order list so you can see all of your orders sorted by date and double-click on one to open it up. We'll copy the customer's address info to each order, so you know where the order was shipped or billed at the time it was placed. We'll also create a product list so you can pick a product and add it to the order with one click. This video alone is worth the cost of membership for a year!

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KEYWORDS:
microsoft access, ms access, #msaccess, #microsoftaccess, order entry, order form, order details, billing, receipt, invoice, invoicing, invoice report, order template, invoice template, purchase order, accounting, order management, order entry form, invoicing template, invoice template, quotation

QUESTIONS:
Please feel free to post your questions or comments below. Thanks.

[schleylynch]

You are giving a awesome service out for a really good price.
Iv been self employed all my life and my family ran a few different business just before the 2008 crash.
The Information you basically give out at as cheap as a price as if you were paying the monthly fees of Microsoft access. I spend more on one class at a local College and only pick up half as much as what I have learned off your you tube.
Keep it up please.

[astradyne]

You`re the best, I`ve ever found in this ! Please keep it up!!! You make my day!
In contrast to German forums, where most of them are just arrogant and annoying, you explain everything with an ease that is second to none. Very delightful!
Please please please, keep up your excellent service!

[Mamu]

Hi Richard, firstly, thank you for the pool of knowledge that you put forward, and where ever you are in the world, I hope you are safe and well. It takes me quite a bit of pass throughs to understand, but I get them by the end of the videos and it all makes sense and I learn new methodologies to implement in my own database. Your way of getting technical things across is clear and you use the correct terminology for the app which I also am OCD about and enjoy. I wanted to contribute to the last bit of this video, where you mentioned that it can't open a Report directly from the button click, the following seems to work in my use case. I used the 'Macro Design' tool with the 'Open Report' action, Report Name = (The report you want to open), View = (Print Preview), Filter Name = (leave empty), Where Condition = (="[Job_ID]=" & [Job_ID]), Windows Mode = (Normal)...Making sure to remove the () open and close round brackets/parentheses. This seems to open the report to the Job_ID to match the report, as the Job_T is my junction table (essentially) connecting the Employee_T, Customer_T, and Billing_T...Hope this helps someone who doesn't want to use the code builder and wants a simpler way to do this (I know you personally avoid this)...I believe the syntax for the 'Where Condition' reads the name of the current form from the first 'Job_ID', then takes the report name from the and reads the 2nd 'Job_ID' from the report to match them (I might be wrong here as you are the MVP)...Hope this helps someone. Be safe, thank you, and continue your great work, wishing you and your loved ones a merry x-mas.

[DelaynaRogers]

I want to thank you so much. I have been learning Access strictly from watching your videos and i have learned a lot. I have been struggling on what video I should watch and I am hoping you can help. I would like to learn how to adjust a price on a product without altering previous records. Any information would be helpful!! Thank you again for your guidance your videos are fantastic!

[dimerciabaruani]

real informative content. only discovered how powerful access is today and I'm already making databases for my own apps that I wrote in C#. Thats how much I learnt from just watching your videos today. Thank you man

[Normambo]

Well ah... Richard, it's my first viewing of one of your videos, got to say that it's really great! I'll be back for more. You have the know how and you're blessed with a radiophonic voice. Overall, Great job.!

[tony]

Your videos are so helpful! Thank you for sharing your extensive knowledge of Access. I am using the Northwind Traders template to build an order entry database for selling cabinetry. Every product on the Product table is available in six different colors. I created a new table called 'tblColors' and assigned each color to a ColorID. I added the 'ColorID' field to the 'Orders' table and the 'OrderDetails' table as well as created a combo box on the frmOrderDetails form to select a color. I created one-to-many relationships with the ColorID field in my Colors table and the newly added ColorID fields on the Orders and OrderDetails tables. When I create an order and select a Color from the combo box, the record is updated in the Orders table but not the OrderDetails table. I have tried many different things but I cannot get the ColorID to update on the OrderDetails table. What am I doing wrong?

[marcdathird]

Your channel is so amazing, I keep learning new short cuts and tricks with all your video and couldn't have done anything without them. Thank you again 👍

[GigDave]

Thanks a span. Really helpful. Explanation on spot.

[hichemboudali]

Thank you very much You helped me a lot to resolve my problem (print invoice for each customer). So thank you again .

[moodkn]

Thank you very much Sir!
Taught with great detail, quality and hard work
Very helpful exercise

[tfoepe]

I would like be joining you pretty soon after i do all the basics before going advance.. thanks sir

[virtualaviator]

I have been watching some of your videos on and off for the past two years and learned a lot. I used one great teacher Bruce Myron from Udemy and also learned a lot. I took some college level classes as part of my degree but it does not compare to the level of great examples to different processes from you guys. Thanks for the great work...
Well let me get to the Ext Cut for this video... : )

[anotherusername]

Thank you very much for all your inspriring videos (a new Ms Access french developer)

[bonywahab]

I'm from Africa i always use your video for evening study! Thank U!

[KendallSmithFPV]

NO FREAKING WAY!!! DOUBLE-CLICK the "FORMAT PAINTER" - this is going to be SO handy in my day job! Also, thank you for these videos [Silver member on Day 1] - super helpful going from zero Access skills for my Master's Degree database project.

[stefosters]

Your videos are amazing. I've been binge watching and learning so much alongside my uni study. So much information, ideas and inspiration.

I've setup a demo database prospecting for work off my old boss. Trying to convince him of the benefits of a database system instead of dozens of linked spreadsheets. My tables are on a Linux server VM running Lamp stack, and use the ODBC 8.0 unicode driver to connect my Access front end. Did consider standalone access, but plan to develop some website connection for customer enquires, and wanted to learn Linux and Mysql too.

I'm looking to subscribe at Christmas when I get some time to really get stuck into the higher vba stuff.

I've never really understood and got Access until I went to uni, learnt about relationships and normalisation, and watched your videos to put a front end on it all. My old job I used excel vba to create entry forms and enter into sheets, and also doing my PDF invoice/del note/orders constructed painstakingly on the sheet.

I'll never use Excel as a database again 🤣

Access is amazing. Thanks. Atb👍

[captainkeyboard]

That was a nice video showing how invoice forms are created in Microsoft Access. I enjoyed the way that Richard Rost used all the database objects to create an effective invoice.

[stevehow]

New subscriber, From Canada, great presentation, this should help me understand Access better. Thank you

[MelodieLicht]

I wanted to download the free templates for the Invoice Order program I spent the day watching and creating. I lost my incentive at the end... where you started adding buttons to get the right invoice to print. Anyway, do love your tutorials but trying to download your information just keeps taking me around in a circle and right back where I started. I'll have to watch the end of this video again. Thanks for all your detailed contributions! :)