Lore N More Database Management Project

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Lore 'n' More Project 5 Kathy Vinatieri Jonathon Jordan Robert Sellers MIS 372 Washington State University

Transcript of Lore N More Database Management Project

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Lore 'n' More

Project 5

Kathy VinatieriJonathon JordanRobert SellersYasir Mangrio

MIS 372

Washington State University

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Table of Contents

Introduction.................................................................................................................................................1

Contact........................................................................................................................................................2

Primary Business Activity.............................................................................................................................2

Strategic Planning Factors...........................................................................................................................3

Goals........................................................................................................................................................3Critical Success Factors............................................................................................................................3Problem Areas.........................................................................................................................................3

Corporate Planning Objects.........................................................................................................................4

Organizational Units................................................................................................................................4Location...................................................................................................................................................4Entity Types.............................................................................................................................................4

Enterprise Data Model................................................................................................................................5

Organization’s Data Needs..........................................................................................................................6

Database Application Description...............................................................................................................7

Data Analysis and Design Specifications......................................................................................................8

Database Implementation...........................................................................................................................9

Book Table...............................................................................................................................................9Properties............................................................................................................................................9Datasheet View...................................................................................................................................9Design View.........................................................................................................................................9

Customer Table.....................................................................................................................................10Properties..........................................................................................................................................10Datasheet View.................................................................................................................................10Design View.......................................................................................................................................10

Customer Shipment Table.....................................................................................................................11Properties..........................................................................................................................................11Datasheet View.................................................................................................................................11Design View.......................................................................................................................................11

Customer Shipment Line Table..............................................................................................................12

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Properties..........................................................................................................................................12Datasheet View.................................................................................................................................12Design View.......................................................................................................................................12

Fiction Table..........................................................................................................................................13Properties..........................................................................................................................................13Datasheet View.................................................................................................................................13Design View.......................................................................................................................................13

Non Fiction Table...................................................................................................................................14Properties..........................................................................................................................................14Datasheet View.................................................................................................................................14Design View.......................................................................................................................................14

Sales Order Table...................................................................................................................................15Properties..........................................................................................................................................15Datasheet View.................................................................................................................................15Design View.......................................................................................................................................15

Sales Order Line Table Properties..........................................................................................................16Properties..........................................................................................................................................16Datasheet View.................................................................................................................................16Design View.......................................................................................................................................16

Shipment Table......................................................................................................................................17Properties..........................................................................................................................................17Datasheet View.................................................................................................................................17Design View.......................................................................................................................................17

Shipment Line Table..............................................................................................................................18Properties..........................................................................................................................................18Datasheet View.................................................................................................................................18Design View.......................................................................................................................................18

Supplier Table........................................................................................................................................19Properties..........................................................................................................................................19Datasheet View.................................................................................................................................19Design View.......................................................................................................................................19

Supply Order Table................................................................................................................................20Properties..........................................................................................................................................20Datasheet View.................................................................................................................................20Design View.......................................................................................................................................20

Supply Order Line Table.........................................................................................................................21Properties..........................................................................................................................................21Datasheet View.................................................................................................................................21Design View.......................................................................................................................................21

Relationship Window.............................................................................................................................22

Interface Design........................................................................................................................................23

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Main Menu............................................................................................................................................23Customer Entry Form............................................................................................................................24Sales Order Entry Form..........................................................................................................................25Retail Sales by User Criteria Report.......................................................................................................26Customer Sales Inquiry Report..............................................................................................................27Book Order Report.................................................................................................................................28Total Monthly Sales Report...................................................................................................................29Customer List.........................................................................................................................................30

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Introduction

Lore 'n' More is a bookstore that has been operational for about six months. We have a great location in the heart of downtown Vancouver, Washington across the street from an established café. We all pitched in an equal investment and remodeled the location to fit a cozy bookstore.

When we started this bookstore six months ago we all thought it would take a couple of years to recuperate our initial investment. However, business has been better than expected and we have already broken even on our initial investment. None of us thought it would so successful that we would have our personal debts paid off in less than a year let alone six months.

The four of us are book enthusiasts who wanted to own our own business. Kathy is the General Manager and has done a great job of keeping us all in the loop as well as understanding the big picture. Bob is in charge of accounting and is one of the main reasons why Lore 'n' More has broken even in the first place. Jonathon's marketing techniques are another main reason why we are successful.

When we opened our bookstore we used a basic card system to keep track of our books. Due to our overwhelming success, the card system has become inefficient and is becoming too much to handle. There are three main reasons things that need to be kept track of; inventory, sales, and suppliers. The last main problem is that we have no way of tracking customer satisfaction. This is why this business is in desperate need of a good database.

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Contact

Name Title Email AddressKathy Vinatieri General Manager kvinetieri@lore_n_more.comBob Sellers Accounting bsellers@lore_n_more.comYasir Mangrio PR Manager ymangrio@lore_n_more.comJonathon Jordan Marketing jjordon@lore_n_more.com

Primary Business Activity

The bookstore sells new books. Books are bought from suppliers and sold to customers either at the store or online. If it is purchased online we ship our products wither through the US postal service or through FedEx if the customer is willing to pay extra.

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Strategic Planning Factors

Goals

Increase 20% sales before July 2014 Reduce costs by 10% before December 2014 Expand book selection by at least 15% at the end of every year Introduce Loyalty Programs for customers in 2015

Critical Success Factors

Wide selection of books Customer satisfaction rate Knowledgeable staff members On-time deliveries of books ordered online Great ambience and feel of bookstore

Problem Areas

Inability to find customer buying habits Inefficient customer tracking and shipments Inaccurate data of titles and suppliers Unable to quickly determine inventory Lack of loyalty program

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Corporate Planning Objects

Organizational Units

Human Resources Procurement IT System Operations Sales and Marketing

Location

Lore 'n' More1929 Main StreetVancouver, WA 98660

Entity Types

Customer Sales Order Ordered Product Supply Supply Order

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Enterprise Data Model

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Organization’s Data Needs

Lore'n'More bookstore needs an up-to-date database management system to improve the overall customer satisfaction and profitability of the business. The ability to manage the large amounts of data efficiently will enable the staff members and end users to access and update the business data efficiently.

The advantages of successfully executing the organization needs will result in an immediate return on the investment. The benefits include:

Flexibility: The Database management system will enable the staff members to adjust product trends and inventory in real-time.

Optimal Performance: The newly designed database will allow fault tolerant storage technology to be utilized, quick access to accurate and less redundant data.

Scalability: As the business unit increases profitability and growth, the need for scalability with become more important. With the access to hardware resources, server databases etc., Lore'n'More will be able to expand and adjust the database management system as needed.

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Database Application Description

The database application that we plan to implement will be a cloud-based system. A cloud based system will allow access by all users at all hours and cause a minimum of administrative headaches. Also, using Internet based resources will allow the system to scale with future growth.

Application users include customers and book store employees. Customers will be able to order books online via our website or by coming into our store. When online, customers ordered will interface with our system’s web interface. When books are ordered in the store, staff employees will access the system from a computer in the store.

We need a data entry order form for book sales and an entry form for inventory. Output reports will include invoices, sales reports and inventory reports that will let us monitor inventory. Customers will be able to track their orders via the order tracking system.

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Data Analysis and Design Specifications

Entity-Relationship Model

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Book_Type

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Database Implementation

Book Table

Properties

Field Name: Book ISBN Book Title Book Type Book Author Book Version Book Qty

Primary Key: Yes

Required? Yes

Data Type: Number Text Text Text Text Number

Format: General Number N/A N/A N/A N/A

Field Size: N/A 255 255 255 255 N/A

Datasheet View

Design View

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Customer Table

Properties

Field Name: Customer ID Customer First Name

Customer Last Name

Customer Street Address

Customer City

Customer State

Customer Zip

Primary Key: Yes

Required? Yes Yes Yes Yes Yes Yes Yes

Data Type: AutoNumber Text Text Text Text Text Text

Format: General Number N/A N/A N/A N/A N/A N/A

Field Size: Long Integer 100 100 100 50 2 10

Datasheet View

Design View

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Customer Shipment Table

Properties

Field Name: Customer Shipment ID Customer ID Customer Shipment Date

Primary Key: Yes

Required? Yes Yes Yes

Data Type: AutoNumber Number Date/Time

Format: Long Integer General Number Short Date

Field Size: N/A Long Integer N/A

Datasheet View

Design View

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Customer Shipment Line Table

Properties

Field Name: Customer Shipment ID Customer ID Book ISBN Quantity Shipped

Primary Key: Yes

Required? Yes

Data Type: Number Number Number Number

Format:

Field Size: Long Integer Long Integer Long Integer Long Integer

Datasheet View

Design View

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Fiction Table

Properties

Field Name: Book ISBN Genre

Primary Key: Yes

Required? Yes No

Data Type: Number Text

Format:

Field Size: Long Integer 255

Datasheet View

Design View

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Non Fiction Table

Properties

Field Name: Book ISBN Media Type

Primary Key: Yes

Required? Yes No

Data Type: Number Text

Format: N/A

Field Size: Long Integer 255

Datasheet View

Design View

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Sales Order Table

Properties

Field Name: Sales Order ID Customer ID Sales Order Date

Primary Key: Yes

Required? Yes Yes Yes

Data Type: AutoNumber Number Date/Time

Format: General Number General Number Short Date

Field Size: Long Integer Long Integer N/A

Datasheet View

Design View

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Sales Order Line Table Properties

Properties

Field Name: Sales Order Line ID Sales Order ID Book ISBN Book Qty Ordered Book Retail Price

Primary Key: Yes

Required? Yes Yes Yes Yes Yes

Data Type: AutoNumber Number Number Number Currency

Format: General Number General Number General Number

General Number Currency

Field Size: Long Integer Long Integer Long Integer Integer N/A

Datasheet View

Design View

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Shipment Table

Properties

Field Name: Shipment ID Supplier ID Shipment Date

Primary Key: Yes

Required? Yes No No

Data Type: Number Number Date/Time

Format: N/A N/A N/A

Field Size: Long Integer Long Integer N/A

Datasheet View

Design View

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Shipment Line Table

Properties

Field Name: Shipment Line ID Shipment ID Book ISBN Quantity Shipped

Primary Key: Yes

Required? Yes

Data Type: Text Number Number Text

Format: N/A N/A N/A N/A

Field Size: 255 Long Integer Long Integer 255

Datasheet View

Design View

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Supplier Table

Properties

Field Name: Supplier IDSupplier Name

Supplier Street Address Supplier City

Supplier State

Supplier Zip

Supplier Phone Number

Supplier Email Address

Primary Key: Yes

Required? Yes

Data Type: Number Text Text Text Text Number Text Text

Format: N/A N/A N/A N/A N/A N/A N/A N/A

Field Size: N/A 255 255 255 255 N/A 255 255

Datasheet View

Design View

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Supply Order Table

Properties

Field Name: Supply Order ID Supply Order Date Supplier ID

Primary Key: Yes

Required? Yes

Data Type: Number Date/Time Number

Format: N/A N/A N/A

Field Size: Long Integer N/A Long Integer

Datasheet View

Design View

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Supply Order Line Table

Properties

Field Name: Supply Order Line ID Book ISBN Supply Qty Ordered Supply Order ID Book Wholesale Price

Primary Key: Yes

Required? Yes No No No No

Data Type: Number Number Number Number Currency

Format: N/A N/A N/A N/A N/A

Field Size: Long Integer Long Integer Long Integer Long Integer N/A

Datasheet View

Design View

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Relationship Window

The relationship window shows how the tables are related.

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Interface Design

Main Menu

The main menu is the first interface that is displayed when the application is run. The main menu for the Lore 'n' More application will display seven buttons that will launch the Customer Entry Form, Sales Order Entry Form, Sales Display Form, Customer Inquiry by Month report, Book Order report, Retail Sales Report.

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Customer Entry Form

The Customer Entry Form allows sales associates to enter new customer into the database, update existing records, and delete records. The Customer Entry Form affects data in the Customer table. The Customer Entry Form will contain a New Record button for adding new customer record, six fields, a Save / Update button and a Delete button for deleting unwanted records.

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Sales Order Entry Form

The Sales Order Entry Form allows sales associates to enter new sales into the database. The Sales Order Entry Form affects data in the Sales Order and Sales Line tables. The Sales Order Entry Form will contain one Add New Sales Order button that will clear the form and set the form to the next new record line in the database, five fields, and a Save button. The Date field will be automatically populated with the current date when the user opens the form.

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Retail Sales by User Criteria Report

The Retail Sales report allows sales associates to query the database by entering a range of dates at run time. The Sales Display report will query data in the Sales and Sales Order Line tables. To access the query the end user will click the Retail Sales by user criteria button on the Main Menu. When the menu button is clicked the user will be prompted to enter beginning and end dates. After the criteria has been entered the query results will be displayed in the Access table.

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Customer Sales Inquiry Report

This report displays the Sale Date, Sales Order ID, and Customer First and Last names who have ordered within the last month. To create this report we query data from the Customer table and Sales Order table. To select the appropriate dates we will query the date field in the Sales Order table. This report is sorted by date and grouped by the customer Name.

SELECT Customer.[Customer First Name], Customer.[Customer Last Name], Customer.[Customer Street Address], Customer.[Customer City], Customer.[Customer State], [Sales Order].[Date], Customer.[Customer ID], COUNT(Customer.[Customer ID]) AS [Number of Orders]

FROM Customer INNER JOIN [Sales Order] ON Customer.[Customer ID]=[Sales Order].[Customer ID]

WHERE ((([Sales Order].[Date])<#12/8/2013#))

GROUP BY Customer.[Customer ID], Customer.[Customer First Name], Customer.[Customer Last Name], Customer.[Customer Street Address], Customer.[Customer City], Customer.[Customer State], [Sales Order].[Date];

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Book Order Report

This report displays the book title, ISBN, Supplier ID and quantity ordered for all books were ordered within the last month. The query will select only orders where the order date is between now and 30 days ago. Tables used include Book, Supply Order line, and Supply Order. In addition the query allows an individual to search for all books currently on order. This will aid the researching of book order statuses to ensure accurate delivery times are met by the suppliers. The query is derived from the Book, Supply Order Line and Supply Order tables.

SELECT Book.[Book Title], Book.[Book ISBN], [Supply Order].[Supplier ID], [Supply Order Line].[Supply Qty Ordered],[Supply Order].[Supply Order Date]FROM [Supply Order] INNER JOIN (Book INNER JOIN [Supply Order Line] ON Book.[Book ISBN]=[Supply Order Line].[Book ISBN]) ON [Supply Order].[Supply Order ID]=[Supply Order Line].[Supply Order ID]WHERE ([Supply Order].[Supply Order Date] > Date() - 30) AND ([Supply Order].[Supply Order Date] <= Date())GROUP BY Book.[Book ISBN], [Supply Order].[Supplier ID], Book.[Book Title], [Supply Order Line].[Supply Qty Ordered],[Supply Order].[Supply Order Date];

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Total Monthly Sales ReportThis report display the total retail sales for the previous month. The report will display Book ISBN, Book Title, Sales Order ID, Quantity Sold and Retail Price. At the bottom of the report the total sales will be displayed. Tables used are Book, Sales Order Line, Sales Order.

SELECT Book.[Book ISBN] AS [Book_Book ISBN], Book.[Book Title], Book.[Book Type], Book.[Book Author], Book.[Book Qty], [Sales Order].[Sales Order ID] AS [Sales Order_Sales Order ID], [Sales Order].[Customer ID], [Sales Order].[Sales Order Date], [Sales Order Line].[Sales Order Line ID], [Sales Order Line].[Book Retail Price]FROM [Sales Order] INNER JOIN (Book INNER JOIN [Sales Order Line] ON Book.[Book ISBN] = [Sales Order Line].[Book ISBN]) ON [Sales Order].[Sales Order ID] = [Sales Order Line].[Sales Order ID]WHERE ((([Sales Order].[Sales Order Date]) Between [start date] And [end date]));

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Customer ListThe Customer List is a list of all customers in the Customer Table.

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