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#1
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#2
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Hi, Quite a Filemaker newbie. I know enough to create basic databases. I'm trying to create a database for our retail store. Not a POS, but a customer order tracker. It has to have the usual customer information (name, address, phone, etc...) plus two seperate id numbers, one for the customer that is unique to them and another that is auto-generated to be put on a workorder when that customer comes in. Then I would like to have a simple breakdown of what that customer ordered on that visit and be able to pull it up when they come in again. My question is this: I know I have to make to two tables, customers and orders. We only have a handful of products (photo retail). I've set up the first table and auto generated an id when a new record is created. I've set up a second table so far that has a auto-generated id which I assume has to be set in relation to the first table. When I create a new record in the customer database, how do I go about creating the complimentary blank record in the orders table? Right now I have to click on the orders table and create a new record. |
#3
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In article <1160056267.890280.171680 (AT) e3g2000cwe (DOT) googlegroups.com>, "snappz" <store (AT) snappz (DOT) com> wrote: Hi, Quite a Filemaker newbie. I know enough to create basic databases. I'm trying to create a database for our retail store. Not a POS, but a customer order tracker. It has to have the usual customer information (name, address, phone, etc...) plus two seperate id numbers, one for the customer that is unique to them and another that is auto-generated to be put on a workorder when that customer comes in. Then I would like to have a simple breakdown of what that customer ordered on that visit and be able to pull it up when they come in again. My question is this: I know I have to make to two tables, customers and orders. We only have a handful of products (photo retail). I've set up the first table and auto generated an id when a new record is created. I've set up a second table so far that has a auto-generated id which I assume has to be set in relation to the first table. When I create a new record in the customer database, how do I go about creating the complimentary blank record in the orders table? Right now I have to click on the orders table and create a new record. This is what Portals are for. In the client table, create a portal showing the related order information. This can be as simple as the order date, order id and dollar total (whatever you want from the order table). Make sure the relationship is set to allow creating records in the order table. You can then make the order number in the portal a button that can take you to the related record in the order table, which in turn can have a portal displaying the individual items in that order. Again, allowing creation of records in the item table. Matt |
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