Data Files samples / Used car dealer
Copperbeech Motors
Stock, preparation costs, test drives, sales, finance, warranties and part-exchanges for a used car dealer.
How the tables are related
A line runs from a field that points at another table's record to that table. Data Files keeps a record from pointing at one that is not there, and a query with both tables joins them by it.
- Vehicles.Supplier points at Suppliers
- Vehicle Features.Vehicle points at Vehicles
- Preparation.Vehicle points at Vehicles
- Test Drives.Vehicle points at Vehicles
- Test Drives.Customer points at Customers
- Test Drives.Staff points at Staff
- Sales.Vehicle points at Vehicles
- Sales.Customer points at Customers
- Sales.Salesperson points at Staff
- Sale Lines.Sale points at Sales
- Finance Agreements.Sale points at Sales
- Finance Agreements.Lender points at Lenders
- Warranties.Sale points at Sales
- Warranties.Plan points at Warranty Plans
- Part Exchanges.Customer points at Customers
- Part Exchanges.Valued By points at Staff
- Part Exchanges.Sale points at Sales
- Part Exchanges.Taken In points at Vehicles
Start Here
The guide to this database: the everyday tasks a step at a time, each step saying which table, form, query, report or print template to open. Open its report, Start Here, to read or print it. Delete the table when you no longer need it; nothing else uses it. (33 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Order | Whole number | The order the steps are read in. |
| Task | Short text, required | The everyday task the step belongs to. |
| Step | Whole number | The step's number within its task. |
| What To Do | Long text | What to open and what to do there. |
Business
The business's own details, in one record. Every document it prints, an invoice, a receipt, a statement or a letter, takes its name, address and payment details from here, so they are changed in one place. (1 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The name printed at the top of every document. |
| Address | Short text | The street address. |
| City | Short text | The town or city. |
| Postcode | Short text | The postcode or ZIP code. |
| Country | Short text | The country. |
| Phone | Short text | The phone number customers call. |
| Short text | The address customers write to. | |
| Website | Short text | The website, if there is one. |
| Tax Number | Short text | The VAT or sales tax registration number, printed on invoices. The sample has a placeholder. |
| Company Number | Short text | The registered company number, where the business is a company. The sample has a placeholder. |
| Bank Details | Short text | Where customers pay by transfer: the bank, account name and number. The sample has a placeholder. |
| Payment Terms | Short text | The words printed under an invoice's total, such as "Payment within 30 days". |
| Tax Rate | Number | The usual rate of VAT or sales tax as a fraction: 0.2 is twenty percent. Lines may carry a rate of their own. |
| Currency | Short text | The currency the business trades in, as its three-letter code. |
| Document Footer | Long text | A line or two at the foot of every document: thanks, opening hours, returns policy. |
Staff
The people who work at the dealer: sales, workshop, valeting and the office. (7 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| First Name | Short text | Their first name. |
| Last Name | Short text, required | Their family name. |
| Role | Short text | Their job, such as Sales Executive or Workshop Technician. |
| Phone | Short text | Their work phone. |
| Short text | Their work e-mail address. | |
| Started | Date | The day they joined. |
| Sells | Yes/No | Ticked for those who sell cars and take test drives, so they appear in the sales queries. |
Suppliers
Where cars are bought: the auctions and the trade sellers. Part-exchanges come from customers and have no supplier. (5 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The auction or trade seller's name. |
| Kind | Short text | Auction or Trade. |
| Address | Short text | The street address. |
| City | Short text | The town or city. |
| Postcode | Short text | The postcode. |
| Phone | Short text | Their phone number. |
| Short text | Where invoices and queries go. | |
| Account No | Short text | Your account or buyer number with them. |
Customers
Everyone who has test driven, bought or had a car valued, one record each. (1,527 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| First Name | Short text | Their first name. |
| Last Name | Short text, required | Their family name. |
| Address | Short text | The street address, printed on the invoice and agreement. |
| City | Short text | The town. |
| Postcode | Short text | The postcode. |
| Phone | Short text | The number to call them on. |
| Short text | Their e-mail address. | |
| Heard Of Us | Short text | How they found you: Website, Walk-in, Recommended or Returning customer. |
| Added | Date | The day they were first entered. |
| Marketing Consent | Yes/No | Ticked when they have agreed to hear about offers and warranty renewals. |
Vehicles
Every car the dealer has bought, one record each, in stock or sold. (489 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Registration | Short text, required, unique | The number plate. Each is used once. The sample's begin ZZ, which is never issued. |
| Stock No | Short text, unique | Your own stock number, given in the order cars are bought: STK-1042. |
| Make | Short text | The maker. The sample's are invented. |
| Model | Short text | The model, engine and trim, as it is advertised. |
| Body | Short text | Hatchback, Estate, Saloon, SUV or MPV. |
| Year | Whole number | The year it was first registered. |
| First Registered | Date | The day it was first registered, from the registration document. |
| Colour | Short text | Its colour. |
| Fuel | Short text | Petrol, Diesel, Hybrid or Electric. |
| Transmission | Short text | Manual or Automatic. |
| Doors | Whole number | How many doors. |
| Mileage | Whole number | The mileage when it came in; for a sold car, when it left. |
| Owners | Whole number | How many keepers it has had before you. |
| Service History | Short text | Full, Part or None. |
| MOT Expiry | Date | When its MOT certificate runs out. |
| Keys | Whole number | How many keys came with it. |
| Source | Short text | Auction, Trade or Part-exchange. |
| Supplier | Points at Suppliers | The auction or trade seller it was bought from; empty for a part-exchange. |
| Bought On | Date | The day it was bought or taken in. Days in stock are counted from here. |
| Purchase Price | Currency | What was paid for it, or the allowance given for a part-exchange. |
| Buying Fee | Currency | The auction's buyer's fee, nought for other cars. |
| Prep Cost | Currency | What preparing it has cost: its jobs in Preparation added up. Add each job's cost here when you enter it; the query Preparation by vehicle checks the two agree. |
| First Asking Price | Currency | The price it first went on sale at. |
| Asking Price | Currency | The price on its window card now, lower than the first when it has been reduced. |
| VAT Qualifying | Yes/No | Ticked for a car bought with VAT shown (usually from a business or a lease company), sold with VAT shown. Others are sold under the margin scheme. |
| Status | Short text | In preparation, For sale, Reserved (a deposit taken) or Sold. |
| Notes | Long text | Anything worth remembering about it. |
Vehicle Features
The features listed on a car's window card and advert, one record each. (2,993 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Vehicle | Points at Vehicles, required | The car. |
| Feature | Short text, required | One feature, such as Rear parking sensors. |
Preparation
Every job done to get a car ready for sale, with what it cost. (1,422 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Vehicle | Points at Vehicles, required | The car the work was done on. |
| Done On | Date | The day it was done. |
| Kind | Short text | Valet, Service, MOT, Repair, Tyres or Bodywork. |
| Description | Short text | What was done. |
| Done By | Short text | In house, or the garage that did it. |
| Cost | Currency | What it cost, before any VAT you reclaim. |
Test Drives
Every test drive, taken or booked, and how it ended. (1,569 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Vehicle | Points at Vehicles, required | The car driven. |
| Customer | Points at Customers, required | Who drove it. |
| Staff | Points at Staff | Who went out with them. |
| When | Date and time | The day and time. |
| Outcome | Short text | Booked (not taken yet), Bought, Thinking it over, Not for them or Bought elsewhere. |
| Notes | Short text | What the customer said, for the follow-up call. |
Sales
Every car sold or reserved: the order, and the invoice when it is handed over. (471 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Order No | Short text, unique | The order's number, given when the deal is agreed: ORD-2026-0042. |
| Invoice No | Short text, unique | The invoice's number, given at handover in date order: INV-2026-0042. Empty while the car is reserved. |
| Vehicle | Points at Vehicles, required | The car sold. |
| Customer | Points at Customers, required | Who bought it. |
| Salesperson | Points at Staff | Who sold it. |
| Agreed On | Date | The day the deal was agreed and the deposit taken. |
| Handover | Date | The day the car is collected, or is to be. |
| Price | Currency | The agreed price of the car itself, after any discount. |
| Total | Currency | Everything on the sale: the car, the warranty and any extras, VAT included. The sale's lines add up to it. |
| VAT | Currency | The VAT within the total that the invoice shows: on the extras, and on the car itself only when it is VAT qualifying. |
| VAT Scheme | Short text | Margin scheme or VAT qualifying, printed on the invoice. |
| Part-Ex Allowance | Currency | What is allowed for the customer's car taken in part-exchange. |
| Deposit | Currency | The deposit paid when the deal was agreed. |
| Finance Amount | Currency | What the lender pays, when part is paid by finance. |
| Balance | Currency | What the customer pays at handover: the total less the part-exchange, the deposit and the finance. |
| Status | Short text | Reserved (agreed, not handed over), Completed or Cancelled. |
| Notes | Short text | Anything to remember, such as why a sale was cancelled and when the deposit went back. |
Sale Lines
What is on each sale: the car, the warranty and any extras, each with its price. (1,112 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Sale | Points at Sales, required | The sale the line belongs to. |
| Line | Whole number | The order the lines print in: the car first. |
| Kind | Short text | Vehicle, Warranty or Extra. |
| Description | Short text | The words printed on the invoice. |
| Amount | Currency | Its price, VAT included. |
| Tax Rate | Number | The VAT within it, as a fraction: 0.2 for extras and a VAT-qualifying car, 0 for a margin-scheme car and for a warranty, which is exempt. |
Lenders
The finance companies the dealer introduces customers to. The sample's are invented. (2 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The lender's name. |
| Address | Short text | Their address. |
| Phone | Short text | The dealer support line. |
| Short text | Where proposals go. | |
| Commission Rate | Number | What they pay the dealer, as a fraction of the amount financed: 0.04 is four percent. |
| Typical APR | Number | The rate they usually lend at, in percent. |
Finance Agreements
Each sale paid partly by finance: the lender, the terms and the commission earned. (187 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Sale | Points at Sales, required | The sale it pays for. |
| Lender | Points at Lenders, required | The lender. |
| Reference | Short text | The lender's reference for the proposal. |
| Kind | Short text | Hire purchase, or Personal contract purchase with a final payment. |
| Amount Financed | Currency | What the lender pays the dealer. |
| Term Months | Whole number | How many monthly payments. |
| APR | Number | The rate, in percent. |
| Monthly Payment | Currency | What the customer pays each month. |
| Final Payment | Currency | The optional last payment of a personal contract purchase; nought for hire purchase. |
| Commission | Currency | What the lender pays the dealer for the introduction. |
| Status | Short text | Approved (car not handed over yet), Paid out or Cancelled. |
| Paid Out On | Date | The day the lender paid the dealer. |
Warranty Plans
The warranties offered: three months included with every car, and longer plans to buy. (4 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required, unique | The plan's name. Each is used once. |
| Months | Whole number | How long it lasts. |
| Claim Limit | Currency | The most paid on any one claim. |
| Price | Currency | What the customer pays; nought for the one included. |
| Cost | Currency | What the dealer pays the administrator for it. |
| Administered By | Short text | Who handles claims. The sample's administrator is invented. |
| Cover | Long text | What it covers, in words, printed on the certificate. |
Warranties
The warranty each car left with, and when it runs out. (448 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Certificate No | Short text, unique | The certificate's number, given at handover: WAR-2026-0042. |
| Sale | Points at Sales, required | The sale it came with. |
| Plan | Points at Warranty Plans, required | The plan. |
| Starts | Date | The day it starts, the handover. |
| Ends | Date | The day it runs out. |
| Mileage at Start | Whole number | The mileage at handover. |
| Price | Currency | What the customer paid for it. |
| Cost | Currency | What it cost the dealer. |
Part Exchanges
Every valuation of a customer's car, taken in or not. (284 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The valuation's number, printed on the letter: PX-2026-0042. |
| Customer | Points at Customers, required | Whose car it is. |
| Valued By | Points at Staff | Who valued it. |
| Valued On | Date | The day it was looked at. |
| Registration | Short text | Its number plate. |
| Make | Short text | Its maker. |
| Model | Short text | Its model. |
| Year | Whole number | The year it was first registered. |
| Mileage | Whole number | The mileage when valued. |
| Colour | Short text | Its colour. |
| Fuel | Short text | Its fuel. |
| Condition | Short text | Good, Fair or Poor, as it was found. |
| Notes | Short text | What was noted on the inspection, printed in the letter. |
| Guide Value | Currency | What the trade price guide gives for it. |
| Offered | Currency | The allowance offered. |
| Valid Until | Date | The last day the offer stands. |
| Outcome | Short text | Open, Accepted, Declined, Expired or Withdrawn. |
| Sale | Points at Sales | The sale it was part-exchanged against, when it was. |
| Taken In | Points at Vehicles | Its record in Vehicles once it has come into stock. |