Voucher
Creating a voucher in Microsoft Access typically involves setting up a database that can store voucher information, and then designing a form to enter and manage these vouchers.
Step 1: Set Up the Database Table
- Open Microsoft Access and create a new database. You can choose to create a blank database.
- Name your database and save it in a location of your choice.
- Once the database is created, you will be prompted to create a table. Start by clicking on "Table Design."
- In the Table Design view, you'll define fields relevant to your vouchers. For instance:
- VoucherID (Data Type: AutoNumber) as the primary key.
- VoucherCode (Data Type: Text).
- IssueDate (Data Type: Date/Time).
- ExpiryDate (Data Type: Date/Time).
- Amount (Data Type: Currency).
- Status (Data Type: Text or Yes/No) – to indicate if the voucher has been used.
- Save your table by clicking the save icon or pressing Ctrl + S. Name it something relevant, like "Vouchers."
Step 2: Create a Form for Data Entry
- Go to the "Create" tab in the Ribbon.
- Choose "Form Design" or "Form Wizard." The Form Wizard is more straightforward for beginners, as it guides you through the steps.
- If using the Form Wizard, select the table you created earlier, then add all the fields from your table to the form. Click "Next."
- Choose a layout for your form. "Columnar" is often a good choice for data entry. Click "Next."
- Choose a style for your form. Click "Next."
- Name your form, for example, "Voucher Entry Form," and choose to open the form to view or enter information. Click "Finish."
Step 3: Entering Data
- Your form should now be open. You can enter data into each field according to the vouchers you wish to create.
- After filling out the fields for a voucher, save the record by navigating to another record or closing the form.
Step 4: Creating Reports (Optional)
If you want to generate reports based on your vouchers (e.g., all vouchers expiring soon), Access has a Report Wizard that makes this straightforward:
- Go to the "Create" tab.
- Click on "Report Wizard."
- Select your "Vouchers" table, choose the fields you want to appear in the report, and follow the wizard's steps to format and title your report.
