5 Replies Latest reply on Sep 4, 2009 3:02 PM by philmodjunk

    POS System

    crystal_1

      Title

      POS System

      Post

      I every one I am new to this Forum. I have a shop at Pasadena CA, I am trying to use FileMaker for my POS System, I have use File Maker to Create an Invoice and Inventory File, How do I link this two file together? I am using Filemaker Pro 10. Thank you for your help.

        • 1. Re: POS System
          philmodjunk
            

          You might want to check out this thread: http://forum-en.filemaker.com/fm/board/message?board.id=FM-en-4&message.id=21633&query.id=70360#M21633

           

          It discusses an approach for setting up an inventory log file for adding/removing items from inventory.

          • 2. Re: POS System
            crystal_1
               Hi Thank you for your Reply, I look at the Thread, I am new to Filemaker I look at it and still do not get it, can any one post step by step for me, that will help me a lot. Thank you 
            • 3. Re: POS System
              philmodjunk
                

              Well, there's a lot of "step by steps" in what you ask. First you'll need to set up an invoicing system that works for you. Then you can add more features to support inventory management.

               

              Minimum requirements for most invoicing systems:

              3 tables: Invoices, LineItems, PriceList

               

              Basic relationships:

               

              Invoices :: InvoiceID = LineItems :: InvoiceID

              LineItems :: Item = PriceList :: Item

               

              PriceList lists all the items to be sold with names, catalog numbers, unit prices etc. Everytime you change a price, you'd make a change in this table.

              Invoices are one record for each sale recording date, Invoice number, customer infor etc.

              LineItems itemize each item purchased on a given invoice and LineItems can be modified to also serve as an Inventory Log for logging the addtion/removal of items from inventory.

               

              In most cases, you'd place a portal on your Invoices layout to list all the related LineItem records for that invoice.

               

              How much of this do you already have set up?

              • 4. Re: POS System
                crystal_1
                   I only have Invoice and Inventory File set up, and have been using it for long time, but not link together. Thank you 
                • 5. Re: POS System
                  philmodjunk
                     Since every record in the LineItems table represents an item that is removed from inventory due to a sale, the same table can be modified by adding a few fields to log other inventory changes such as incoming shipments and shrinkage. Since these records won't have a valid invoice ID, they won't appear on any invoices, but a report based on the LineItems layout can be constructed that shows all inventory changes and/or the current inventory levels for each item you sell.