Using Pre-populated records/table as a template for new table for quote
As part of my new job I am trying to create a quotation system where I can generate quotes for customers quickly and easily.
To that end I have a Table "Wireless Plans" where I keep a master record of all available Wireless Plans and the features/prices they offer. I also have a table called "Customer Quotation System (QC)" in which I have identical fields as the "Wireless Plans".
My goal is to have a script available via a button where a sales rep could use one of the master records as a template for a new quote. That way the master records are only copied.
But I'm struggling. I've been able to solve other issues before with equations etc., but this one has me stumped. I don't quite understand some features. I do have a relationship setup between both tables with identical fields, but am unsure how to utilize this feature as each plan doesn't have any unique identifying data.
Any pointers would be helpfull!