Developing form help.

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  • August 17, 2023 at 7:25 AM #49779

    Kathy Gilchrist
    Participant

    I am struggling with putting together forms for my eBay business.  I tried to modify the Orders/Customer/Product templates but could not work.  Can I speak to someone on this forum to set up my forms for me?

    The forms are:

    On the product sheet, I would like to see a summary of customers who purchased that item, so Name, date, amount, price, shipping, and total (Link to form).

I would like to see a summary of the items purchased on the customer sheet: Product id, Name, quantity sold and total price. (Link to form)

    Transaction/ Product Customer
    Orders
    Transaction Number Product Id Name
    Date Sold Name Address
    eBay Number Description Country
    Quantity Sold Category
    Bids eBay Category
    Sold Price Status
    Shipping Date Listed
    Total Weight
    Refund Amount in Stock
    Date Shipped Start Price
    Date Sold Notes
    Size (S,M, L) Photo  

     

    I have over 7000 orders that I would like to put in a relationship database.  Can anyone help?

    Kind regards,

    Kathy

    August 18, 2023 at 3:49 PM #49780

    Brendan
    Keymaster

    Hi Kathy,

    It seems like the Invoices document that I made can be used for this. What was it that wasn’t adequate for you? What changes that you were trying to make didn’t work?

    Thanks,

    Brendan

    August 24, 2023 at 9:55 AM #49788

    Kathy Gilchrist
    Participant

    Hi, Thank you for your prompt reply. Sorry, it’s taken me a bit to get back to this message, as I have had a bad cold for the last few days.

    I am struggling to get the forms to link up.  I’ve used the invoice template, but I am unsure what to enter first, the order or the person’s name, etc.

    In this example, Roberto is purchasing the 2007 UCI World Track Cycling Championships Fan for £3.20.  But it doesn’t seem to populate in the forms.

    Instead of trying to make the Invoice template work, I thought I would try and make the forms from scratch with the information I gave above.  But I don’t think I have the forms linked up correctly.  I have spent some time trying to get the forms to do what I want, but I feel like giving up.  Hence, the question was whether someone could design the forms for me.  It is probably simple for someone who knows what they are doing.

    Any advice would be appreciated.

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    August 24, 2023 at 9:58 AM #49792

    Brendan
    Keymaster

    It doesn’t matter if you create the order first, you can always just select the customer by clicking on the Order record by clicking the little checkmark button at the bottom-right of the Customer field at the bottom of your form. If you have the customer already in the database, they’ll show up as selectable in the popover that will appear. Click on them to associate that customer with that order record.

    You could also start at the Customer record and then add an Order record to them. It’s up to you.

    August 25, 2023 at 7:46 AM #49798

    Kathy Gilchrist
    Participant

    Ok, I will give it another go. K

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