removing from inventory after import

[jsaltzman]

is there a name for the process of removing items from inventory after you import them. how would you do that? i have one form of customers and what they ordered and another one with my inventory, how would i remove the item from inventory based on the sku during the import process? on the inventory form it has 2 fields one for called "in" and one called "out".

[BobWeaver]

It depends how your files are set up.

If you are selling one of a kind products like art or antiques, then it makes sense to have one record for every item in stock. In that case, I would be inclined to simply have a 'Sold' field that could indicate that the product is sold, rather than delete the record. That way you will always have a permanent record of your products.

But if you are selling items that you will be restocking, then you probably want to have a quantity field in the inventory file that you can increment or decrement according to your restocking and sales.

Both of the above can be done by by scripting, but the exact script will depend on your setup.

[jsaltzman]

i am selling books and i do not have qty s each product is a different sku number.

i have one db "inventory" with item fields and another one with customer info.

the main fields in the inventory db are "sku" "title" and "status". the status field has 3 options, "for sale" "hold" or "sold"

the customer db will have customer info of course and some inventory fields like sku and title.

i want to import an excel file that has customer info and the item they ordered into the customer db . after the import into the customer db it will change the status of the item in the inventory db based on sku to "sold"

how would i do that?

[BobWeaver]

Create a relationship called "InventoryFile" from the customer file to the inventory file based on the sku field. Then, you can execute a script in the customer file that does the following:

Import [the excel file]

# After the import, the found set will be all the new customer

# order records. So you now need to loop through them and

# set the related inventory record to "sold"

Go to Record/Request [first]

Loop

[jsaltzman]

thanks a lot, i thought it was going to be that easy.

what if i was entering an order manually. i would create a new record, type in the sku, title, etc. how would i get it to automatically change the status.

would it make sense to have a print button that i would only use if i were manually typing in an order, and that button would print an invoice and mark the item sold?

[BobWeaver]

Yes you could do it in your print script. Just add this step to the script:

Set Field [inventoryFile::status, "sold"]