Linking multiple products/charges to one customer

In our business we have customers signing up to receive multiple grocery items on a weekly basis, and then we go to their homes and refill them. They sign up for an initial amount that they want, and then we refill it to that amount each week. Then, we charge them based on how much product was needed to refill it. I am trying to figure out if there is a way to use Airtable to link the records of what the customer is subscribed too, how much we add that week to refill, and what the charge is each week.

For Example: Sharon signs up for the service and subscribes to the following:

1 dozen eggs - 1 pack
8 oz of granola - 2 packs
1 loaf of bread - 1 pack
16 oz of rice - 3 packs

When I go in to do her refill, I want to be able to go to 1 table and see what items she is subscribed to, how many packs she is subscribed to, and then also enter how much product I’m adding to get her back up to these levels, while also having it calculate the cost based on the price of each item and how much I am adding.

I’m trying to figure out if there is a way to get all this information in one easy pop up window, rather than building a tab for each customer. Any ideas would be appreciated!

Hi there Shawna! Welcome to the community!

I set-up an example base for you with 5 tables. With more time and more info it may be possible to streamline further, but I think the bones are all there with this set-up.

  • Clients
  • Subscriptions - linked to Clients and each Item individually, this is where the original quantities for each item are stored
  • Items - holds unit prices for each Item
  • Refill Dates - By linking each Item refilled per visit to the same record on this table, you can easily get the cost per week
  • Refill Items - the actual Items and quantities refilled per week

I also set-up a SUPER basic invoice (not pretty at all, but the idea is there) using the Page Designer Block pointed at the Refill Dates table.

I am happy to explain further or adjust if needed! :slight_smile:

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Wonderful! I’ll check this out, thank you for the help!

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