wireshop Posted April 3, 2009 Posted April 3, 2009 (edited) I'm trying to create a worksheet for our sales staff. Ideally what I would like is to have a layout that shows all the parts for a specific year and make of car. The salesperson would then be able to go down the list and add a quantity of that part and it would be automatically added to the sales order. I have attached a dumbed down version of the database and hopefully you can see what I'm trying to do. It is currently kind of working but I need to figure out a way to get the salesOrderID, description and partNumber fields into the SalesOrderItems record. Thanks in advance Example.zip Edited April 3, 2009 by Guest uploaded a better example
Søren Dyhr Posted April 6, 2009 Posted April 6, 2009 It isn't the only problem you're facing here, if say the customer have several "hearses" in his garage in dire need - with the present system would you have to issue a sales order for each... calculation of a quantity discount and shipping costs would not directly be possible. It's a matter of flow in the solution, i would suggest you write to a global field what order you presently are collecting orders for, similar would the filtering of relevant model parts be a similar setting of globals. This would facilitate your solution with a primary key when the sales person works his way through the list. You are presently on a non event trigger version of filemaker so I would suggest you facilitate your solution with buttons to go from the order layout to the plucking list, substituting the tool in the status area. The above image is a display of how I would structure the solution - one colour for each table behind! --sd
wireshop Posted April 7, 2009 Author Posted April 7, 2009 It isn't the only problem you're facing here, if say the customer have several "hearses" in his garage in dire need - with the present system would you have to issue a sales order for each... calculation of a quantity discount and shipping costs would not directly be possible. This is actually a plus in this instance. Since we almost never issue discounts on the complete order. Since every order is pretty much custom the salesperson can add a "discount" line item if they deem necessary. Other than that thanks a lot for the help!! Attached is an updated working example in case anyone else runs into a similar problem Example.zip
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