I have a user that is using Calc as a means of providing a quotation. This is working well enough except for a few niggly bits. One of which is my user's habit of keeping his head down while beavering away on the keyboard - yes I know this is a bad habit but he's a bit set in his ways and trying to change him is
. He invariably eventually picks his head up and see's he's gone over a few columns and has to backspace to get to the right format and go to the next line(wrapping is not an option as it puts off the format of the template). I wanted to address this issue and it was indicated that Calc may not be the best tool for the job. I should look into Base forms.I'm looking but I need some pointers and advice please.
The quotation template in Calc is mainly preformatted text ie logo, address, borders etc etc. What he needs to input is Company name, number of pages of quote, Fax number, contact person, date and then go onto lines which specify product and price - both constantly change.
I am looking to have the Company name as a dropdown list which then puts in the rest of the details. However what do I have to do if he needs to modify existing customer details or add a new customer? Can he do this on the same form?
Like in calc, he would need to save the quote for future reference and possibly change the quote if the customer comes back for an adjustment.
In all of this there needs to be a copy kept of all quotations and an easy method of retrieval and modification. This includes old customer details before modification to new details in subsequent quotations.
Like in Calc there should be an easy method to send as a pdf to the mail client like by going to the menu and select send-as-pdf.
Oh yes the form design also gives you the ability to issue a loud beep if you reach the end of the input line I have read - which is the feature I want in the first place!
In the interest of progress I am willing to explore new avenues to make the system better.
I hope I have explained this clearly enough. Thanks in advance.
