2 Replies Latest reply on Jun 4, 2014 6:21 AM by haleyv

    Help with Purchase Order Design

    haleyv

      Hi,

       

      I am new to Filemaker Pro Advanced and would love some input.

       

      I am using the FileMaker Starting Point template and would like to add in a purchase order layout that will update the inventory levels. I was reading that an easy way would be to use the invoicing layout and change the direction things are flowing. I am struggling with how to do this and ensure it works correctly.

       

      Any tips would be helpful!

       

      Haley

        • 1. Re: Help with Purchase Order Design
          erolst

          haleyv wrote:

          I was reading that an easy way would be to use the invoicing layout and change the direction things are flowing.

           

          Since (at least within the database) these “directions” are merely labels, you could just to add a new one (label), i.e. combine orders and purchases under the umbrella of “transactions”.

           

          Let transaction line items (internally) enter their amounts as plus or minus, depending on their parent's transaction; use the same mechanism to decide if you need to add or subtract from your stock level per product.

          • 2. Re: Help with Purchase Order Design
            haleyv

            Thank you for the help