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Customer Order Profile/History

Question asked by BrandonWoodward_1 on Nov 19, 2014
Latest reply on Nov 19, 2014 by philmodjunk


Customer Order Profile/History


I wish to create an Order Profile for each individual customer in my database. The intention is to add and delete line items based on what each customer is ordering, change prices for future orders, as well as automatically record date of last order and update new items to the profile when a new sales order is made. 

The end goal is to create a script that will allow the user to make a sales order from a portal in the customer form. This is ideal for our users as I will be able to format the portal similar to their current ordering format (excel). 

I am trying to think of how this can be accomplished relationship and table wise but am having no luck with my attempts. Originally I thought to duplicate/mirror my line items table so that LI1 and LI2 were related to allow creation and deletion of records in LI2 but I couldn't seem to get that to work.

Does anyone have any ideas? What am I missing here?