Hi guys,
just wondering if someone could point me in the right direction please. I have been using excel for a few years now and consider myself to be an above average user but I just can't seem to fathom out where to start with a project I want to do. So her goes:
My Scenario
I currently sell Software to Businesses and education. I currently have around 7 different variations of the software and also offer different discounts depending on who the customer is and what product they are buying.My customers buy software from me on either a 1year, 2 year, 3 year or 5 year licence. When purchasing the customers buy anything from a 1 user to a 1000 user licence.
My Project
I want to creat a user friendly interface where I can select from a list of menu's and have all of the information calculated for me, ie. I select a customer and get a list of their current licence details back on display. From here I can alter there details to either upgrade the amount of users, change their product or offer a different discount for them and then have the prices calculated automatically for me.
What would also be beneficial to me would be a to have a button to click and have quotations automatically created for me for customers with licences that are due to expire within the next 3 months, 2 months, 1 month.
What I want from here
I would like people's thought on the best way to go about doing this and then slowly but surely, bit by bit I can learn how to go about doing this and implement it into my business.
The only reason I have posted this on an excel forum is because of the calculations that I require doing. Would I be better creating this in an access database or something else?
Many thanks for your thoughts.
Bookmarks