Saxon’s Department
Store
You have been hired as a database specialist for Saxon’s Department Store.
Your job will consist of preparing and maintaining a customer database,
along with querying, sorting, and reporting.
You will be asked to generate some documents for which you have not
been formally trained, however, with the assistance of your co-workers
and Access on-line help, you should have no difficulty adding these
valuable new skills to your already well-rounded computer application
proficiency.
Good luck!!
Job #1 – Creating the Database
1. Create a new database named Saxon’s. Using the attached input
records, add records 001-0036 to the new database.
2. Proofread the records carefully after entering, then print a copy of the
table. Be sure to proofread the table printout as well.
Job #2 – Preparing Reports
Saxon’s accountant sent you a memo requesting 3 reports.
1. The name and account number of all customers living in Louisville, KY
2. The account number and balance of all customers who owe more than
$2000.
3. The account number, credit rating and balance due for all customers with
a poor credit rating and whose balance due is greater than $500. Use the
following codes to determine credit rating:
1=good
2=fair
3=poor
Job #3 – Searching the database for inquiries
1. The marketing department is planning to do a promotion for customers in
the area. They would like to know how many customers:
a. live in Ohio
b. live in Indiana
c. live in Kentucky
d. do not live in Ohio, Kentucky, or Indiana
2. Record your answers on the attached sheet.
Job #4 – Adding new customers
The credit manager asked you to add four new customers to the database. Use
input forms 037-040.
Job #5 – Modifying existing records
The credit department and the customer relations department have sent you
updates for customers already in your database. Use input forms 041-044.
**Notice that only the customer’s name or account number and specific changes
are listed on the form.
Job #6 – Preparing mailing labels
The advertising department has a special promotional mailing which must be
sent to the customers living in Louisville. Prepare mailing labels for these
customers only, sorting by zip code to save postage.
(Hint: Label Wizard can be found in the Report object)
Job #7 – Creating a report
The credit manager wants a report sorted by account number for all customers
whose balance due is more than $1000. Include the following fields in the report:
Account number
Name
Address (including city, state, and zip)
Credit rating
Balance due
Job #8 – Answering phone inquiries
Write your answers on the attached answer sheet.
a. The credit manager’s secretary needs the credit rating for a (unsure of last
name), Mr. Hallstrum? Halstead? Halstrom?
b. An assistant in the credit department wants the balance due for Roberto
Manuel.
c. A salesperson asks for an approval to grant credit to Joel Allen for $159.
(HINT: Find his record, look to see if adding $159 to his existing balance
due would still be less than his credit limit. If so, it is all right to grant him
credit.)
d. The credit manager wants the account number of Sandra St. James and
the address of James Fuller.
Job #9 – Deleting inactive customers
From time to time, you are asked to remove inactive customers from the
database. Use forms 045-048 to delete the appropriate records.
Job #10 – Alphabetized list
The credit manager needs an alphabetized list of names and account numbers of
any customers with a zero balance due.
Job #11 – Preparing a report
Print a report of all customers who have a credit limit of $500 and a credit rating
of 1. Saxon’s might increase the credit limit of these to $1000. Include the
account number, name, and balance due—the list should be alphabetical by last
name.
Job #12 – Update records
More customers need to be updated. Use forms 049-052.
Job #13 – Adding new customers
Once again Saxon’s has acquired new customers. Use forms 053-056.
Job #14 – Answering inquiries
Answer the following inquiries on the attached sheet.
a. A salesperson requests an approval to grant credit for $450 to account
number 23244. Approved or not approved?
b. The credit manager wants the balance due, credit rating, and credit limit
for Bezzini.
c. A salesclerk asks for an approval to grant credit to Jeron P. Saunders for
$150. She is unsure of the spelling of his last name. Approved or not
approved?
d. The credit manager requested the address for Patrick Grogan.
e. The credit manager needs Lt. Allen’s credit rating, credit limit, and balance
due.
Job #15 – Merging records into a form letter and mailing labels in Word
Design a letterhead for Saxon’s Department Store. Using this letterhead,
compose a preferred-customer special letter to be mailed to all Saxon’s
customers with a credit limit of $5000. Sort the letters by city.
(Print only the original form letter with merge fields—do not print each individual
letter—I will check on your monitor.)
Prepare mailing labels using the mailing label option in Word.
Congratulations!! You have successfully completed
time at Saxon’s Department Store.
your