Client Template Question

Hi,

Question: I found,in your reply to someone, your “new” Clients template where you link the forms “client call logs”, “client invoices”, and “expenses”.

That helped me so much, (maybe you should add it to template exchange) but do you or anyone else out there have a template that would record purchases?

I just can’t process it in my head how to lay it out.

I’d want a summary of how much spent, where bought, how paid, etc…
But, I’d want to be able to track each item I bought separately and have each item grouped by receipt. When I say tracked, I mean if I returned an item I bought, although it’s part of a receipt containing two or more items, then I could still show details for that item individually so I know I got my money back on that item and it should no longer be part of the “total amount spent”. Also, if I sell an item, be able to show that and be able to store details like “sold for price”. I think if I could have a status assigned to each item, it would work.

I know it sounds like a lot and I agree it’s a challenge for me, but if there was some sort of purchase order, sales tracker template already available, that would help. Even a way of showing me how to create the right links for a single receipt. Would it be “receipt” form linking to “line items” form?

Thanks!
Yvette

One more question: what does “record color field” do?