Hello!
I am hoping someone can help. I am trying to create an order entry/invoice database where I can track customers, products offered, sales, contracts with vendors, etc. My main priority right now is tracking product sales by unit/# of customers. I have a database set up right now with the basic - Product, Customers, Line Items (customers can order multiples products and qtys of each), and invoice tab to generate the invoice number and collect data to use for the page designer extension so I can send a PDF invoice with the data stored in airtable. I followed one of GAP consulting's videos to set it up. The issue I have is there is no streamlined way to set this up for ease of use. BC the data is stored across multiple tables you need to go to each table in a specific order to enter the data. It is not intuitive for the person I am setting this database up for. I tried to use forms to make it easier, however, to enter a new order you need to go to multiple forms in order to update info on each separate table. I currently have it set up to first pick the customer from one field in a form and then the "submit" button will take you to a new form/table to enter the line items. This works, except I can not get the Invoice # to connect to the line item data through the form. Any solutions or better work arounds are MUCH appreciated!! I have been trying different options for a while and I am stuck....I know there are extensions that could make this easier, but unfortunately a paid option is not really doable. We are a non-profit so our budget is minimal (and I am a total newbie here). I really appreciate any help you can provide!!!
Thank you!!!!
