Click thebutton on the worksheet to open the window.
Thetab is where you can create new databases, connect the current workbook to a specified database, and define rules for generating IDs.
The Enterprise edition of Invoice Manager for Excel supports two types of database, Access and SQL Server. To connect the template to an Access database file, clickbutton under the tab. To share data with others on a Local Area Network, choose a common location to store the database file.
To create a new Access database:
To open an existing Access database:
Opening a database means connecting the current template to a different database. The information about which database the workbook is connected to is stored in the template. After opening a database, it is very important for you to Save the template if you desire the template to open the database automatically next time you open the workbook.
To create a New SQL Server database:
To connect to an existing SQL Server database:
Although you can enter new IDs by yourself when creating new invoices, products, and customers, you can also leave the ID fields blank and the system will generate IDs for you. The following rules specify how the system generates new IDs when necessary. These rules are intrinsic to the database, so each database can have its own specific rules.
An ID value is comprised of two parts: a prefix string, and an integer. Thevalue specifies how many digits the integer value has. For example, if the is A, the is 1028, and the is 5, the next generated ID will be A01028.