dbTalk Databases Forums  

customer order tracking

comp.databases.filemaker comp.databases.filemaker


Discuss customer order tracking in the comp.databases.filemaker forum.



Reply
 
Thread Tools Display Modes
  #1  
Old   
snappz
 
Posts: n/a

Default customer order tracking - 10-05-2006 , 08:51 AM






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.


Reply With Quote
  #2  
Old   
Matt Wills
 
Posts: n/a

Default Re: customer order tracking - 10-05-2006 , 10:58 AM






In article <1160056267.890280.171680 (AT) e3g2000cwe (DOT) googlegroups.com>,
"snappz" <store (AT) snappz (DOT) com> wrote:

Quote:
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


Reply With Quote
  #3  
Old   
Bill
 
Posts: n/a

Default Re: customer order tracking - 10-05-2006 , 12:14 PM



In article <Im-18D133.11581205102006 (AT) news (DOT) verizon.net>,
Matt Wills <Im (AT) Witz (DOT) End> wrote:

Quote:
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
I would add:

From your original description, the key fields for the relationship
sound backwards.

The order should be related to the customer by customer ID not by order
number. One customer can have many orders, not the other way around.

--
For email, change <fake> to <earthlink>
Bill Collins


Reply With Quote
Reply




Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is On
HTML code is Off



Powered by vBulletin Version 3.5.3
Copyright ©2000 - 2013, Jelsoft Enterprises Ltd.