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.Ĭompany 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 don’t 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 invoicesĭatasheet view of the services you can add to quotes and invoicesĭatasheet 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:įields to store information about your company for use on invoices and other reportsĭatasheet 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: 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.ĭeleting the sample data also prevents the startup dialog box from appearing again later.ģ. Access will populate the Services database with data from the fictional company Northwind Traders.Ģ. Click the button on the left to open the database and work with the sample data. Getting Started: Add existing data to your Services databaseĭashboard: Track active quotes and invoicesĪdvanced: Manage services, products, employees, and customersĪ 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:ġ. Read on to learn how to use the template to make your own database and start using it to help run your business. If you haven’t already, download the Services template.
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