first screen

Order Entry

Estimate-entry

Customer- history 

Park history

Paid invoice screen

Databases

Future considerations

Important notes

List of databases

excel file with sample db perquisites. 

open customer file

customers in the schedule not yet invoiced 

exportable to excel spreadsheet.

Field maddress mcity mst mzip last first
Desc Mailing address Mailing city Mailing State Mailing Zip Last Name First Name
hphone cphone wphone email ipark iadderss ist
Home # Cell # Work # email add park Install Add Install State
izip order odate installer enter edate etime
Install Zip Order # Install Date Installer User entry date entry time

 

history customer file

all invoiced customers
lookup customers from this file 
exportable to excel spreadsheet.
possible add index of last names and phone numbers for look up
fields needed but not limited to:
Field maddress mcity mst mzip last first
Desc Mailing address Mailing city Mailing State Mailing Zip Last Name First Name
hphone cphone wphone email ipark iadderss ist
Home # Cell # Work # email add park Install Add Install State
izip order invoice odate idate installer nindex c-hist
Install Zip Order # Invoice # Install Date Invoice Date Installer notes index customer invoice history
 

parks file

exportable to excel spreadsheet.
lookup parks from this database
possible add index of names and phone numbers for lookup
fields needed but not limited to:
Fields Park Address City State Zip Phone
 
Sample 88 SHADES RV PARK BUSINESS RT 10 QUARTZSITE AZ 95346 (520)927-6336

 

master item file

exportable to excel spreadsheet.
lookup items from this database
cross items with windshield and dash cover matrix for materials 
fields needed but not limited to:
Field item desc cost um vitem retail
Description Item Item Description COST U/M Vendor ITEM # Price
wgt os vdesc cogs inacct asacct
     
Weight Oversized Vendor Description COGS INCOME ACCT ASSET ACCOUNT
  used in Quickbooks  
order tohand t1onhand t2onhand t3onhand t4onhand t5onhand
 
On Order Total Onhand Truck 1 Onhand Truck 2 Onhand Truck 3 Onhand Truck 4 Onhand Truck 5 Onhand
etc out to 20 trucks
 

Estimate File

exportable to excel spreadsheet.
lookup Estimates from this database
records transfer to orders when authorized (ok'd by insurance etc)

windshield cover app database matrix

exportable to excel spreadsheet.
lookup windshield cover from this database
 

Dash cover app database

exportable to excel spreadsheet.
lookup Dash cover from this database
 

notes

exportable to excel spreadsheet.
lookup notes from this database
Field order inv est notes1 notes1 notes1 notes1
Description Order # Invoice # Est # Notes Line 1 Line 2 Line 3 Line 4

 

sales tax to zip code

exportable to excel spreadsheet.
lookup sales tax  from this database
importable from excel spreadsheet. 
Field zip code rate
Description Zip Code Tax Code Tax Rate

 

inventory database

exportable to excel spreadsheet.
lookup inventory from this database -implement later
part of or separate from master inventory file

Invoice history

Field invoice idate installer labor nontaxable
Desc Invoice # Invoice Date Installer Labor Non Tax Amount
taxable slstx total txcde
Taxable Amount Sales Tax Amount Total Invoice Tax Code
cust-c park-c tender
customer # park # tender paid with flag

cash, check,

credit card