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New and need drastic help with customer database setup

Question asked by PMRMMS on Jan 15, 2010
Latest reply on Jan 15, 2010 by PMRMMS

Title

New and need drastic help with customer database setup

Post

Hi everyone,

I am new to FM and have limited database knowledge from use of a poorly designed, antiquated Access database and am under a major time crunch to set up a FM customer database with the goal of  being able to have a record of every customer (wholesale & retail) and all consecutive orders they place.

 

So if there is a customer that calls in and wants the same thing they ordered 3 months ago or 3 years ago their record can be pulled up and everything they ordered in the past can be seen and the new order added to their record.  And at some point this database would also be used for emailing specials and to create a catalogue mailing list from.

 

I just am not sure which is the best way to break the needed info into tables or fields for what I need to accomplish.

 

ID #

Acct Type

Business Name

Last Name

First Name

Billing street

Billing City

Billing State

Billing Zip

 

Day Phone  (Ext)

Evening Phone

Email Address

 

Shipping Street

Shipping City

Shipping State

Shipping Zip

 

Date Ordered

 

Quantity 1

Item #

Color

Imprint Line 1

Imprint Line 2

 

Quantity 2

Item #

Color

Imprint Line 1

Imprint Line 2

 

Nail Quantity

Item #

 

Subtotal

Tax

S&H

Res Del

Total

 

Any help is extremely appreciated.  TIA

 

Edited to add:  I am using Win XP pro SP 3  and FM Pro 10

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