Hi Bobby, I’ve put something together here that I think does what you need
This setup will handle having multiple products of differing quantities per sale, where each product is composed of different parts and different quantities of each part.
Consider the following sale:
- 2 x Product 1
- Product 1 consists of:
- 3 x Item 1
- 2 x Item 2
- 10 x Item 3
The final packing list will be:
- 6 x Item 1
- 4 x Item 2
- 20 x Item 3
===
Before we go any further, I’d like to note that if you’re on a Pro plan, we could also accomplish this via an automation where we:
- Use “Find Records” to find the parts that are needed for the sale
- Use a script to create records in the
Pick List table
However, unless you want to learn JavaScript or know someone who does, using this option would mean you’d have to hire someone to make changes
As such, I prefer this method that uses only automations and formulas. Let me know if you’d like to explore the scripting side of things though!
===
Workflow:
To use this, we will first create a record in the Sales table. After that, we go to the Line Items table and create a record per product that is being sold as part of that sale, and we link the Product record and set the quantity that is being sold
Records will automatically be generated in the Pick List table
Setup:
We’ll have to create a record per product in the Products table
We will also have to create all the appropriate records in the Parts table, and link each one to the correct Product record, as well as set the number of parts needed for that product.
How it works:
For each record, we’re formatting all of the relevant data into a single line that we then roll up on in the Line Items table.
We then use an automation to paste the unique comma separated values into a linked field to the Pick List table, which creates a record per part.
In the Pick List table, we have formula fields that will extract each piece of data (e.g. the product that was sold, the quantity of said product that was sold,etc)
And finally, we multiply the number of parts needed per product by the number of that product that was sold
Let me know if you have any questions!
Hi Bobby, I’ve put something together here that I think does what you need
This setup will handle having multiple products of differing quantities per sale, where each product is composed of different parts and different quantities of each part.
Consider the following sale:
- 2 x Product 1
- Product 1 consists of:
- 3 x Item 1
- 2 x Item 2
- 10 x Item 3
The final packing list will be:
- 6 x Item 1
- 4 x Item 2
- 20 x Item 3
===
Before we go any further, I’d like to note that if you’re on a Pro plan, we could also accomplish this via an automation where we:
- Use “Find Records” to find the parts that are needed for the sale
- Use a script to create records in the
Pick List table
However, unless you want to learn JavaScript or know someone who does, using this option would mean you’d have to hire someone to make changes
As such, I prefer this method that uses only automations and formulas. Let me know if you’d like to explore the scripting side of things though!
===
Workflow:
To use this, we will first create a record in the Sales table. After that, we go to the Line Items table and create a record per product that is being sold as part of that sale, and we link the Product record and set the quantity that is being sold
Records will automatically be generated in the Pick List table
Setup:
We’ll have to create a record per product in the Products table
We will also have to create all the appropriate records in the Parts table, and link each one to the correct Product record, as well as set the number of parts needed for that product.
How it works:
For each record, we’re formatting all of the relevant data into a single line that we then roll up on in the Line Items table.
We then use an automation to paste the unique comma separated values into a linked field to the Pick List table, which creates a record per part.
In the Pick List table, we have formula fields that will extract each piece of data (e.g. the product that was sold, the quantity of said product that was sold,etc)
And finally, we multiply the number of parts needed per product by the number of that product that was sold
Let me know if you have any questions!
Thanks Adam! I’ll give this a try and let you know how it works.
