Promotional Products · Regional NSW

Rebuilding a Locked Access Quoting Database in Power Apps for a Promotional Products Supplier

Every quote, order, freight calculation and factory instruction ran through a Microsoft Access front end built years earlier. It still worked. The problem was that it could not be changed. The front end had only ever been handed over compiled and the developer who built it was no longer contactable. We rebuilt it as a Power Apps canvas app on the same SharePoint data, without moving a single record.

100,000+ live records
In daily use
Power Apps · SharePoint · Power Automate
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Zero migration
Built on the live SharePoint lists already in place
100,000+
Quotes, line items and pricing rows carried across
3 PDFs
Quote, order and supplier, generated per order
No premium
Standard connectors on the existing Microsoft 365 licence

The challenge: a system nobody could change

The Access front end handled everything. Quotes, quantity break pricing, air and sea freight, tax thresholds, margins, supplier instructions and the monthly margin report. Two decades of trading logic sat inside it. When the business needed that logic changed, nothing could be done. The front end had only ever been handed over compiled and the developer who built it was no longer contactable.

One Access front end
Quotes, freight, margins and factory instructions all ran through it
!
Changes needed
Pricing rules had to be updated and new fields added
Nothing could move
!
No source code
The front end had only ever been handed over compiled
Logic locked
!
Developer gone
The developer who built it was no longer contactable
No one to ask
Workarounds only
Every new requirement had to be worked around, never built
No source
The front end existed only as a compiled file
Unsupported
The developer who built it was no longer contactable
Desktop only
No browser or remote access to quoting
Undocumented
38 freight bands and the margin rules held only in code

What we built

A Power Apps canvas app built directly on the SharePoint lists the old system already used. Same data, same numbers, rebuilt so it can be changed. Every calculation was reverse engineered from the working system and tested against real historical quotes before anything went live.

1
Discovery. A screen by screen walkthrough of the old front end, then a full audit of the fourteen SharePoint lists behind it. Active data separated from legacy and every pricing rule written down for the first time.
2
The quoting engine. Quantity break pricing with US dollar conversion, air dead weight measured against volume weight, sea freight by CBM band, the import tax threshold and margin. Validated line by line against a working spreadsheet.
3
Quotes, orders and PDFs. One record covers both quote and order, with status derived from the dates already on each line. Power Automate builds the client quote, the client order and the factory instruction on standard connectors.
4
Testing and go live. Side by side against historical quotes until the numbers matched, indexed columns applied so the large lists stay delegable, then training and handover. Part of our legacy system modernisation work.
Quoting & Orders Dashboard Quotes Reports USD/AUD 0.6450 JO
Active orders
6
1 past ETA
Pending quotes
3
awaiting response
Margin this month
$8,932
on POs received
Quote› Order› Artwork› Sample› Production› Dispatched› Delivered
Order 10456 · Embroidered polo shirt · quantity breaks scroll →
BreakQtySupplier US$FreightChargeableTransportBuy / uMarginSell / uSell total
A2503.82Air +Tax46.2 kg$637.56$9.2235%$14.19$3,547
B5003.45Air +Tax77.0 kg$962.50$7.8035%$12.00$6,000
C1,0003.10Sea +Tax0.77 CBM$1,000.00$6.1835%$9.50$9,504
Exchange rate0.6450
SetupUS$50.00
Qty / pack100
Pack size55 × 40 × 35 cm
Pack weight11.0 kg
Tax5% over $1,000

How it works

A quote is raised against a distributor and the delivery address pre-fills from that record. Items are added from a catalogue of 647 products and choosing a style auto-fills the packaging dimensions, weight and quantity per pack. Each item carries its own supplier, artwork dates and tracking, so one order can span several factories.

Quantity breaks price themselves. Supplier cost converts from US dollars, freight is worked out for both air and sea, import tax applies past the threshold and margin is added last. Quote, order and factory PDFs generate on demand and the order status works itself out from the dates already on each line, so nobody has to maintain a status field.

Project snapshot

What it isQuoting and orders app
ReplacesMicrosoft Access
Data14 SharePoint lists
Records100,000+
MigratedNone
LicensingNo premium connectors

Delegation and performance

The pricing list holds more than 75,000 rows and the line item list more than 25,000, both well past the point where SharePoint stops filtering server side. Left alone, the app would have silently returned the first 500 rows and quietly given wrong answers. Columns were indexed on the lookup fields so every query the app runs stays delegable and views were scoped to keep result sets small as the data grows.

Technologies

Power Apps canvasSharePoint OnlinePower AutomateMicrosoft 365 Business BasicOneDrive for BusinessStandard connectors only

Related services

We built this with our Power Apps, legacy modernisation and SharePoint services.

View all services →

The results: the same numbers, in a system that can change

The app runs quoting and orders day to day, on the same SharePoint data it always used.

100,000+
Records kept in place, nothing exported or reconciled
Locked behind Access→Live in SharePoint
38 bands
Air and sea freight rates the team can read and edit
Buried in code→On screen
3 PDFs
Client quote, client order and factory instruction per order
Access reports→Power Automate
Anywhere
Quoting from a browser, on any connection
One office desktop→Any browser
Quoting now runs from a browser on the same SharePoint lists the old system always used, with nothing exported, imported or reconciled along the way. The pricing rules that were locked inside a compiled file are written down, tested and visible on screen, so a freight rate or a margin can be changed by the business rather than by a developer who is no longer there. Quotes can be raised away from the office on connections that made the old desktop system unworkable. Nothing about the numbers changed, which was the point. What changed is that the next change is now possible.
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