2 Replies Latest reply on Aug 2, 2011 8:18 PM by JasonGriffing

    Beginner: Guidance for an inventory tracking solution?



      Beginner: Guidance for an inventory tracking solution?


      Hey all,

      I am very new to the filemaker game, but I feel like I am picking it up pretty quickly.  I work as a subcontractor, and am attempting to build a daily work order solution for my company using filemaker.  Part of what I would like to do with this solution is to track the status of parts on a per project basis.  For this portion of the application I have the following tables:

      Line Items

      A "Line Item" is simply a "Product" that has been sold for a particular project, to avoid a many to many relationship.  So each line item can only be assigned to one project, and one product.  Simple enough.

      What would be the most efficient way to assign products as line items? In other words, I just finalized a sale with John Doe.  Now I need to create 25 differenct Line Item records, each assigned to their respective Product_ID.  How would some of you more advanced guys approach this?

      Ultimately I would like to assign a status to each line item.  For example, Need To Order, Ordred, Recieved, Delivered, Installed. I also have a table that I am calling "DWO" (short for Daily Work Orders).  I have created a DWO layout, on which I can enter simple information such as Project, Date, Appointment Time In, Appointment Time Out, Services Rendred, etc.  At the bottom of the layout I would like to have a section that I will call "Parts Used".  I would like a list to show up in this section, that only populates with Line Items that are associtated with the related project, and that have the status "Delivered".  Ultimately, the idea is that a Project Manager will track when parts are delivered to their respective jobs.  Once they are delivered, the installers (using Filemaker GO) will mark them as "Installed" when appropriate. This seems like it could get a little complicated...just looking for some advice to get me started.

      I'm more than willing to do my homework, I don't expect a full step-by-step tutorial.  But I would LOVE any general advice on how to approach some of these challenges. Having a great time learning this program!

      Thanks so much,

        • 1. Re: Beginner: Guidance for an inventory tracking solution?

          For starters, see the invoices starter solution or this very simple invoicing demo uploaded by Comment: http://fmforums.com/forum/showpost.php?post/309136/

          Then, if you search this forum for threads that discuss and "inventory log", you'll find a number of threads where I've discussed expanding the LineItems table to function like a "check register" where items added to inventory are logged as "debits" and items removed from inventory are logged as "credits" with caclulation and summary fields used to compute a running balance to show you not only how much of each item you have in inventory, but also how your inventory levels change over time--which can help you establish effective "re-order levels".

          • 2. Re: Beginner: Guidance for an inventory tracking solution?

            Thanks again Phil! Sorry for the delay in getting back to you.  Things are crazy at work, so Filemaker has been on the back burner for a few days.

            I have read (and re-read) the thread regarding the "check register" functionality you describe.  It's slightly over my head, but I get the concept.  I'm starting to see that what I have envisioned is giong to be pretty challenging for me to create, but I think I'll get it eventually.

            Anyhow, just wanted to take a second to thank you.  I will digest this a little further and post with further questions / results!