Invoice Line items noob

[Perobudala]

Guys im new here and im already having trouble.

I used Invoice template and i wanted to change one thing, is it possible to make one button on invoice tab that when is clicked opens the products DB in list mode and let you pick what items you want to add to invoice. Solution provided in template seems a bit wierd to chose from drop down list especialy if you have 200-300 items to sell, and especially that wont let me add items by part number or item name, only by itemd ID.

Thanks

[beverly]

Yes. you have to script the selection is such a way that you "gather" the products and push them to your items file. I like to push the unique product ID (or number or SKU or whatever), into a variable (or a global field, if you prefer). If you use a global, then you can trigger a calculated way to show the product already "selected" (with a field or conditional formatting). You can even make it so that clicking again removes the id from the "list" and turns off "selected".

When you are done you have a LIST of ids (remember to add a return after each value!). You can loop the list in your script and push each id into the items table as a new record. Use lookups or auto-enter calculations to populate the details of the product. Allow entry of quantity, auto-enter the calculation of the extended price (quantity * price). Et voila! you have used the popup to add multiple items.

Another great advantage of the pop-up window with the product list view is,the ability to filter by product type, sort by price or other normal list functions. you cannot do that with a dropdown!

beverly

[bcooney]

This demo of a popup select technique might be useful.