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System for a small business


igana
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Hi guys, so me and my friends started a new business and I wanted to have a system for it. I don't know yet where to start and I'm not very good at programming but I'm willing to learn if this system will ease our jobs a little. So, I wanted to have a system where we put all our expenses and sales, and weekly or monthly, we could generate a report from it. We might also need a POS. My question is, where do I start? Can I just use MS access for the database? What should I learn first?

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@igana 

:welcome:to logo_autoit_210x72.svg forum.

As @Danp2 said you should use one of already developed, maintaned, by other companies.
It is not recomended to write such project from scratch.

Also this two mentioned by @Danp2

43 minutes ago, Danp2 said:

Take a look at Wave or Quickbooks

could not fit to your needs, as they are related to country-specific accounting rules.
 

You have not specified in which country you conduct your business activity.
And here, rather, no one is a tax and accounting specialist.... I suppouse even you are not .

 

For example I use:
https://www.faktury-ok.pl/mr-faktury-pro

Also I have many things in EXCEL and in TeamViewer management console.
For this reason in few cases I automate them with AutoIt.

But it would be very unwise to create a separate financial and accounting system from scratch.

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19 hours ago, mLipok said:

It is not recomended to write such project from scratch.

I totally disagree. 

Start a project for his own business is a "must", if he wants to grow his skills to make more complicated things later without the need of spend money for it.

But I will add a precision... 

It depends on if you want to do your own spreadsheet. 

 

To answer, I recommend you to simply use office as all enterprise do.

And then if you do so, to learn water's UDFs to understand how to manipulate office with AutoIT. 

And how to manage data Output and post process them. But it's not logic to make a tool to make stats with office, if office is a tool to make stats. 

 

But if you want a start :

-Try to make a simple GUI.

-To read data into Office.

-And how to calculate what do you want. If office can't do it already for you.

 

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21 hours ago, mLipok said:

It is not recomended to write such project from scratch.

 

22 hours ago, Danp2 said:

I wouldn't recommend writing from scratch.

 

45 minutes ago, Earthshine said:

You do not have time or resources to sink into software development at this point

 

As I said buy already developed solution to Invoce, raporting system,
EDIT/ADDED: You should buy one which will fit to your needs.


If you need you can Automate them with AutoIt.

 

Edited by mLipok

Signature beginning:
Please remember: "AutoIt"..... *  Wondering who uses AutoIt and what it can be used for ? * Forum Rules *
ADO.au3 UDF * POP3.au3 UDF * XML.au3 UDF * IE on Windows 11 * How to ask ChatGPT for AutoIt Codefor other useful stuff click the following button:

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Any of my own code posted anywhere on the forum is available for use by others without any restriction of any kind. 

My contribution (my own projects): * Debenu Quick PDF Library - UDF * Debenu PDF Viewer SDK - UDF * Acrobat Reader - ActiveX Viewer * UDF for PDFCreator v1.x.x * XZip - UDF * AppCompatFlags UDF * CrowdinAPI UDF * _WinMergeCompare2Files() * _JavaExceptionAdd() * _IsBeta() * Writing DPI Awareness App - workaround * _AutoIt_RequiredVersion() * Chilkatsoft.au3 UDF * TeamViewer.au3 UDF * JavaManagement UDF * VIES over SOAP * WinSCP UDF * GHAPI UDF - modest begining - comunication with GitHub REST APIErrorLog.au3 UDF - A logging Library * Include Dependency Tree (Tool for analyzing script relations) * Show_Macro_Values.au3 *

 

My contribution to others projects or UDF based on  others projects: * _sql.au3 UDF  * POP3.au3 UDF *  RTF Printer - UDF * XML.au3 UDF * ADO.au3 UDF SMTP Mailer UDF * Dual Monitor resolution detection * * 2GUI on Dual Monitor System * _SciLexer.au3 UDF * SciTE - Lexer for console pane

Useful links: * Forum Rules * Forum etiquette *  Forum Information and FAQs * How to post code on the forum * AutoIt Online Documentation * AutoIt Online Beta Documentation * SciTE4AutoIt3 getting started * Convert text blocks to AutoIt code * Games made in Autoit * Programming related sites * Polish AutoIt Tutorial * DllCall Code Generator * 

Wiki: Expand your knowledge - AutoIt Wiki * Collection of User Defined Functions * How to use HelpFile * Good coding practices in AutoIt * 

OpenOffice/LibreOffice/XLS Related: WriterDemo.au3 * XLS/MDB from scratch with ADOX

IE Related:  * How to use IE.au3  UDF with  AutoIt v3.3.14.x * Why isn't Autoit able to click a Javascript Dialog? * Clicking javascript button with no ID * IE document >> save as MHT file * IETab Switcher (by LarsJ ) * HTML Entities * _IEquerySelectorAll() (by uncommon) * IE in TaskSchedulerIE Embedded Control Versioning (use IE9+ and HTML5 in a GUI) * PDF Related:How to get reference to PDF object embeded in IE * IE on Windows 11

I encourage you to read: * Global Vars * Best Coding Practices * Please explain code used in Help file for several File functions * OOP-like approach in AutoIt * UDF-Spec Questions *  EXAMPLE: How To Catch ConsoleWrite() output to a file or to CMD *

I also encourage you to check awesome @trancexx code:  * Create COM objects from modules without any demand on user to register anything. * Another COM object registering stuffOnHungApp handlerAvoid "AutoIt Error" message box in unknown errors  * HTML editor

winhttp.au3 related : * https://www.autoitscript.com/forum/topic/206771-winhttpau3-download-problem-youre-speaking-plain-http-to-an-ssl-enabled-server-port/

"Homo sum; humani nil a me alienum puto" - Publius Terentius Afer
"Program are meant to be read by humans and only incidentally for computers and execute" - Donald Knuth, "The Art of Computer Programming"
:naughty:  :ranting:, be  :) and       \\//_.

Anticipating Errors :  "Any program that accepts data from a user must include code to validate that data before sending it to the data store. You cannot rely on the data store, ...., or even your programming language to notify you of problems. You must check every byte entered by your users, making sure that data is the correct type for its field and that required fields are not empty."

Signature last update: 2023-04-24

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1) Hi guys, so me and my friends started a new business and I wanted to have a system for it.
2) I don't know yet where to start and I'm not very good at programming but I'm willing to learn if this system will ease our jobs a little.
3) So, I wanted to have a system where we put all our expenses and sales, and weekly or monthly, we could generate a report from it. We might also need a POS.
4) My question is, where do I start? Can I just use MS access for the database? What should I learn first?

ok, so, you can not code point 3 without prior experience. For point 2 I recommend reading the help file, run the examples and modify them to gain experience.
If you read on SQLite from the help file, you'll answer point 4.
As for point 1, is better to go with some industry standard due to the lack of know how, that in the end will give you the experience to come up with your own if so you wish.

The learning curve for coding can reach years for proficiency.

You have not shared the business type or country or ages of you and your friends, but regardless, the above is my answer :) 

Follow the link to my code contribution ( and other things too ).
FAQ - Please Read Before Posting.
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Nah, pencil and paper are the best method.  Just kidding.  First, take advice from your accounting consulting firm.  They will tell you what is best for you.  Forget about the technology, focus on your business strategy and marketing.  To be honest, if you require help from this forum to guide you thru your startup, well...I'd say good luck.

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It is all about managing resources.

You will find you need the following:

1. Money

2. Time

3. Experience

4. Enthusiasm

All of which when you are starting out you do not have much of (except point 4).

Best surround yourself with expertise and focus on what you are best at - the business, and leave the backroom stuff like programming to the experts that have been there before, solved the problems you are about to encounter, and focus on maximising point 1 and point 3 will come with passage of 2. Point 4 will possibly fade if the previous 3 are overwhelming.

If you wish to save money by coding your own software to run your business, the software will eventually become your business, and you will not have any time to actually work towards your business goals, and the money will dry up. Getting experienced people on board will save you the grief of learning from your own mistakes as they have learned from other people's mistakes and can bring that knowledge to benefit you.

Comment: Cashflow is king. Always pay yourself first. Pay good money for good people. Always listen and continue to ask questions. Your workers are an asset, not an expense. Lawyers and accountants are expensive, but not using them is vastly more expensive.

At the risk of being shouted down in these forums, writing accounting and database packages in AutoIT is not an efficient use of resources. In a business environment, it is useful for wrapping around other mature packages to make them jump through hoops, but not as fundamental software to perform large data processing needs.

Best of luck.

Edited by Confuzzled
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11 minutes ago, Confuzzled said:

Always pay yourself first.

I disagree: always pay yourself last! That will keep you away from financial disaster.

This wonderful site allows debugging and testing regular expressions (many flavors available). An absolute must have in your bookmarks.
Another excellent RegExp tutorial. Don't forget downloading your copy of up-to-date pcretest.exe and pcregrep.exe here
RegExp tutorial: enough to get started
PCRE v8.33 regexp documentation latest available release and currently implemented in AutoIt beta.

SQLitespeed is another feature-rich premier SQLite manager (includes import/export). Well worth a try.
SQLite Expert (freeware Personal Edition or payware Pro version) is a very useful SQLite database manager.
An excellent eBook covering almost every aspect of SQLite3: a must-read for anyone doing serious work.
SQL tutorial (covers "generic" SQL, but most of it applies to SQLite as well)
A work-in-progress SQLite3 tutorial. Don't miss other LxyzTHW pages!
SQLite official website with full documentation (may be newer than the SQLite library that comes standard with AutoIt)

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I agree, don't make your own accounting system. As you learn what your processes are, write them down somewhere, and break them down into small steps. Eventually, try to automate the small steps. Since our accounting is busiest at the end of the month, those tasks were the hardest for me to automate due to time constraints. For the first year, I made sure to take a few minutes extra minutes each time I ran them to automate them a little more. Now everything I do is nearly completely automated and I have extra time to finish the remaining tasks.

All my code provided is Public Domain... but it may not work. ;) Use it, change it, break it, whatever you want.

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My Humble Contributions:
Personal Function Documentation - A personal HelpFile for your functions
Acro.au3 UDF - Automating Acrobat Pro
ToDo Finder - Find #ToDo: lines in your scripts
UI-SimpleWrappers UDF - Use UI Automation more Simply-er
KeePass UDF - Automate KeePass, a password manager
InputBoxes - Simple Input boxes for various variable types

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On 10/27/2020 at 3:10 AM, seadoggie01 said:

Now everything I do is nearly completely automated and I have extra time to finish the remaining tasks.

 

Beware you don't automate yourself out of a job! Bread on the table is always more important than a nice layout on a financial report.

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Ha! I won't be able to do that. (Most of) Everyone refuses to run my programs so I run them instead. And my boss is extremely supportive of me and my work. She wants me to automate her job as well :D

All my code provided is Public Domain... but it may not work. ;) Use it, change it, break it, whatever you want.

Spoiler

My Humble Contributions:
Personal Function Documentation - A personal HelpFile for your functions
Acro.au3 UDF - Automating Acrobat Pro
ToDo Finder - Find #ToDo: lines in your scripts
UI-SimpleWrappers UDF - Use UI Automation more Simply-er
KeePass UDF - Automate KeePass, a password manager
InputBoxes - Simple Input boxes for various variable types

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