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, 200916 yr by Guest
uploaded a better example

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

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