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‎Dec 09, 2024 02:23 PM
Hi all
@TheTimeSavingCo @kuovonne @ScottWorld
Keen to hear how you would go about setting up the subject. Details below;
1) Buyers need to make single or multi item enquiries to their delivery location.
2) Sellers need to be able to make one or more quotes against selected enquiry items.
3) Upon approval from both sides the status moves to ordered.
4) Currently I have the inquiry items table linked to a parent table which holds the buyers details. Likewise with the quote items linked to parent table.
5) The sellers needs to view the inquiries and choose the selected products to quote price and quantities against. This needs to create a record in the parent table aswell as the quote/order items table
Buyers then need to accept quotes.
Sellers then need to approve.
Order becomes final and awaits dispatch.
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‎Dec 27, 2024 06:10 AM
It's not too tricky.
You'd need a Contacts table (Buyer + Seller) (or have separate buyer and seller table)
A Products table
An Enquiry Table
An Enquiry Line Items table
A Quote Table
A Quote Line Items table with the workflows.
Enquiry would be linked to buyer. Quotes would be linked to Enquiries. Enquiry and quote line items will be linked to products and also to Enquiries and Quotes table respectively.
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