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Quote Database: how to create a quote in the system with 3 tables?

In more complex solutions the master-detail table supports features that use data from 3 tables. For example in the Quotation database:

• in the quotes table you can have a master detail field (ITEMS data field) that displays items included in the quote (QUOTES table)
• this field lets you add new items from your product/service list table (PRODUCTS_SERVICES table)
• selected items will be saved in the transaction table (QUOTE_TRANSACTION table)

• Click New (1) and enter data for a new quote.
• Click Save (2).
• When new quote record is saved it activates ITEMS (3) data field (Master-Detail field).
• Click Add (4) to add a new item to the quote.

• The Add/Edit Record window is opened.
• The top section (1) displays predefined items from the PRODUCTS_SERVICES table. Click on the product/service to select and display information in the form (2). You can use search to find the item.
• The middle section (3) displays details of the selected product/service. Enter additional data into this form. In this case enter QTY (quantity) and transaction note (TR_NOTE). Click Add (4) to add the item to the quote.
• The bottom section (5) displays the list of items already included in the quote.

• The new item (1) is added to the quote.
• You can select a new item from the products/services list or click Close (2) to return to the main screen.

• The new item (1) is listed at the end, all numbers are recalculated (2), you can print the quote.

How to edit the item?

• Select the item (1) in the ITEMS.
• Click Edit/View (2).

• The Add/Edit window is opened.
• In the middle section the selected item details are displayed; modify values.
• The quantity (1) is changed to 6. Click Save (2) and then click Close (3).

• All numbers are recalculated (1), you can print the quote.

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