Rosetta Technologies manufactures printers. They wanted an automated solution to create price books and quotes for their customers. Previously, they had to painstakingly create these reports by hand in Excel. This could take up to an hour each time, and they sent hundreds of these every month.
AEO came in, analyzed the company’s needs, and built an Access database that would create both reports automatically. The front end of the database allowed the user to select which models to include in the report(s), and at which preset price level(s). It also allowed the user to save preset combinations of models and price levels so that common quotations could be created without having to select them every time. The user could then output the reports to either Excel or PDF format, whichever he preferred.
All of the data was linked to the company’s existing databases so as to avoid any redundancy. The product and price data came from the accounting and inventory database, and customer data came from a separate CRM database. The Access database served to seamlessly combine both data sources.
We made the mapping and order of parts, pages, and categories entirely customizable by the user through a series of tables in the database. And we have provided detailed documentation as well as ongoing support.