Man this is by far the most useful AirTable channel I’ve found - love your stuff! I’m making a PO generator in AirTable, and this almost directly translates to what I need to do for it. Thanks again!
Hey Julian, It's a nice post. I would like to know how can we customise the inventory tables to track that's available at different stores, in stead of a single store?
This is a great video, Julian. Thank you for this! Do you by any chance get to entertain questions via gmeets or zoom? Been having headaches on how to manage the data I have. Would be great to have your inputs on how to arrange them. Thanks again!
Thanks RoadTripper! And - absolutely I do. Check the website link in the video description. You can see pricing/email me from there and we'll set up a time.
This is super helpful, thanks! I'm wondering if there's a way to accept orders submitted through a form where a customer doesn't have to submit multiple forms to create each record and the user doesn't need to manually link each sold record to an order.
Hi Greg! Great question, and a logical next step to this feature. One way that might work is to change the "Products Sold" table to a table with all potential combinations of Products and quantities, e.g. 1x Yellow T-shirt, 2x Yellow T-shirts, 3x Yellow T-shirts. You might call that table "Packages". Then you could create a form in the orders table where the customer could pick any number of packages: 1x Yellow T-shirt, 3x Red Pants, etc. Then back in packages, create a formula to multiply the package quantity (1x, 2x) by the number of packages sold to get total units sold.
If you have less lines per order,like less than 5, I tried adding 5 fields to choose the product, 5 fields for qty of each product and 5 fields for price per unit for each product. So you can add five products in one go via your form. In your inventory table, just roll up sales from all the 5 fields you created in sales table and add a new field summing them up as total sales. Hide those columns for better view.
Awesome video, is there a way to Link records from other Work Spaces? Say we sell the same accessory to 2 different completed products and each product has its own Work Space.
Airtable has a sync feature which gives you one-way sync between two bases (in any workspace), but it's probably not what you're looking for. A new software called SmartSuite allows that kind of linking if you absolutely need it. In Airtable, there's often a better way to organize it so that everything simply lives in the same base.
Hiiiiii @Julian thank you for this post please I really hope you reply to this Please will the selling form still be from product sold table I want a form to fill to just record the sales Will the form I'll use be from the products sold table ??? Thank you
Exactly what im looking for! I already have an existing inventory management in google sheets but my problem there is it lacks forms that i want and i guess airtable can do that. Is there a way i can sync airtable forms and datas to my existing google sheets data? I want to use airtable forms and bases for my future sales team so that they cant access the main database which is my google sheets.
Yes you can set up an Airtable automation that will create a Google sheets record when a form is submitted support.airtable.com/docs/google-workspace-actions
airtable is database, unfortunately we all are exposed to sheets, and excel, think coulns and rows as similar to database,further unfortunate is we had ACCESS by microsoft which has completely deranged the ordinary public, you have to remove google sheets from the brain and start from zero in airtable,otherwise lifelong it will be confusion
Thanks for the videos on inventory Julian! It's very helpful! I am stuck on an area and wondered if you could help please? I am selling a 'kit' which has multiple components, 1 of the components has a use by date so I need to incorporate this as a 'batch' into the total kit. How do I do this?! I'd really appreciate your help please. Thanks
I think that in this case it gets more complicated since you need to add a "parts instances" table to track the individual parts (components). The video about bundles explains how to create these kits (ua-cam.com/video/u9bgpDuCTdo/v-deo.html) but what you're looking for is actually one level more complex since you want to be able to identify and track each instance of a part. So it's not enough to say that you have a 10 units of part X, you also want to assign a different "use by" date for each one of those 10.
Great video, however how would you go about having products that are priced on different weights where the more you buy as a customer the less you are charged. How would this look in the database sold table? Would we have to use a junction table for this?
you need to caregorise each product in 1st table with different weights, yes you need around 5 tables with 1 junction tables. finally need to roll up in 1 table andgive discount price
Hi Julian, I'm a new subscriber, great job by the way, I watched all your tutorials. Can you make a video designing and customizing a Sales Invoice or Purchase Order in Airtable, is it possible? Cheers and keep doing a great job. Regards.
Can we do Orders the other way around? like the form is in the Orders then pick products at Products Base then reflect the it on Products sold. like Orders first then Products sold
Yes, you can create the order first and then add products to it while still in the orders table. BUT there isn’t currently a way to add multiple products within a form. I’m really hoping this is a feature they’ll add in the future - it has many possible applications
Right on. It sounds more intuitive, to start the process with on order, adding a customer and several product in varying quantities. While the form may not support multiple products, I’m curious how the logic of this more intuitive flow would look like. It would require different table I assume since the order would not be a junction table anymore. Ideas?
Thank you for the insightful tutorial. Can you create a tutorial for this use case: when I receive a new record with the customer name and product name, airtable should link the new record to the product price and product details
YOU Mean automatically? haave 5 tables, 1 is product,2 is client, 3junction table, 4 th is link to customer to product details5 is roll up totally customer price product details, hope you got it,only difference is forget excel or google, airtable is database linking, core idea is you need 1 central theme
One easy way to do this might be to create a single-select field called "order status", then give it options "Ordered", "Future Order". Then for your inventory rollups, you can limit the rollup values to show what you want (e.g. only products that have actually been ordered)
Hi Julian, thanks for the video. However, I got confused by something. In your example, you already have a table with the products sold specifying those sales, but when a new input is going on, let's say a new order comes to the system and the system has to save the order in the Database, and that order is 5 red shirts, 3 green shirts and, 1 red pants. How do you save that into that table? in the modal you will have to have a select product, and text input to establish the number of items of that product, for each product. And your "Products Sold" table has them separately, one product per row. I guess we all trying to make a "Shopping car" functionality for any order, but can't figure it out how to do it Airtable
you need to design the 1st primary key with seperate products red tshirts red pants geen shirts etc,seperate customer table, junction table, orders seperate table, finally 1 roll up, so 5 tables are required, airtable is database not excel or sheets
How do you mark an order (consisting of multiple products) as completed or shipped and move it to an "archive" so you are only displaying open/pending orders?
This video is so helpful! Thank you! Do you have any recommendations on how to create a purchase order using airtable? We’re a medical company, and would like to incorporate our internal purchase orders with our inventories we have built on airtable (multiple locations). Thanks!
orders1 table with products and different loctions as primary key in table 1, table 2 ivoice table with the stock present, 3rd table junction table, 5th one will be roll up, forget excel or sheets and try airtable is database with relationship
How can I make orders when customers have different pricing? We do B2B sales so every customer has their own price. This video was super helpful by the way. Much appreciated.
Have you figured this out yet? If you want, post some screenshots of your base and where you're at with figuring this out. I'll help you get there: community.3rings.co/
Absolutely! Depending on what you're pulling into it. Here's an example where you are creating one because you're creating line items that link to an Invoice AND a service ua-cam.com/video/X0LQ7uypaNE/v-deo.html&ab_channel=GAPConsulting
Hey Julian! Thanks for your great Airtable solutions, but there is a different challenge going on here. Like many Amazon and Etsy users I am searching for an inventory base called something like: ‘PARTS TO PRODUCT’ (I am Dutch, so this might not be proper English/American). What I am after is like manufacturing a pizza with toppings. The manufacturer bakes a pizza with 3 olives, 2 tomatoes and 5 peppers. When selling 1 pizza, I like Airtable to automatically subtract the 3 olives, 2 tomatoes, and 5 peppers from their parts (ingredients) inventory table…. Is this feasable in the same lean and mean way you just showed in this video? I have searched, but I cannot find such base. If you can make a video for such base then I am sure that many independent craftsmen and -women will thank you for that, from modern goldsmith, to small factory owner, to product developer/manufacturer such as myself! Many thanks in advance! RJ
Hey Ronald! Yes I have created a base like this (actually it was for a commercial bakery) and I've added it to my list of videos to make - these inventory systems are a great use for Airtable, I think!
@@julian_post that’s good news! Without the intention to rush you, and dont mind me asking, when can we expect this video? It would very very much help me out here!
@@ronaldjanveeneman2555 Hard to say, but I do offer professional services. If you're interested in immediate help, send me an email and I'll help you out! - info@3rings.co
Hello, thanks a lot for your video ! I create the same type of inventory you did. BUT ! I want to create a Forms (order forms?) where I can say that I sold 3 teeshirt and 4 socks and 6 hats... without create 3 differents records in "sold items" + create a record in "order item" that i have to link to the 3 sold records... Is it possible ? thanks !!
There isn't a way to do that with Airtable forms (yet). If you can have the person sign in to Airtable, you can create really nice interfaces that will allow you to do what you're looking for. If they can't be signed in, check out Fillout Forms which is a third-party form builder which allows linked record creation within a form
@@FannySto-ky1cn Sure! I'll attempt to explain this in text: In the interface builder, create a "Record Review" type page, with Order as the table it's based on. In your new page, add "Products Sold" as a field in the page. Select that field, and on the right set "Show as" to "View". Under "Visualizations", unhide "Grid" and hide "List". Clicking on the grid will allow you to pick which fields to make visible (such as quantity). Now you have one page where a user can add an order, and within that order they can add products. If you need more context, I'm happy to walk you through this on a (paid) consulting call! calendly.com/julianpost/airtable-coaching
Man this is by far the most useful AirTable channel I’ve found - love your stuff! I’m making a PO generator in AirTable, and this almost directly translates to what I need to do for it. Thanks again!
Hey Julian, It's a nice post. I would like to know how can we customise the inventory tables to track that's available at different stores, in stead of a single store?
Hi Aadinarayana! Here's a video response to your question: ua-cam.com/video/MIfyxMfVFzU/v-deo.html
Can you also demonstrate how to auto fetch the cost of sold goods basis FIFO method and have closing stock valued basis left stock
This is a great video, Julian. Thank you for this! Do you by any chance get to entertain questions via gmeets or zoom? Been having headaches on how to manage the data I have. Would be great to have your inputs on how to arrange them. Thanks again!
Thanks RoadTripper! And - absolutely I do. Check the website link in the video description. You can see pricing/email me from there and we'll set up a time.
This is super helpful, thanks! I'm wondering if there's a way to accept orders submitted through a form where a customer doesn't have to submit multiple forms to create each record and the user doesn't need to manually link each sold record to an order.
Hi Greg! Great question, and a logical next step to this feature. One way that might work is to change the "Products Sold" table to a table with all potential combinations of Products and quantities, e.g. 1x Yellow T-shirt, 2x Yellow T-shirts, 3x Yellow T-shirts. You might call that table "Packages". Then you could create a form in the orders table where the customer could pick any number of packages: 1x Yellow T-shirt, 3x Red Pants, etc. Then back in packages, create a formula to multiply the package quantity (1x, 2x) by the number of packages sold to get total units sold.
If you have less lines per order,like less than 5, I tried adding 5 fields to choose the product, 5 fields for qty of each product and 5 fields for price per unit for each product. So you can add five products in one go via your form. In your inventory table, just roll up sales from all the 5 fields you created in sales table and add a new field summing them up as total sales. Hide those columns for better view.
@@julian_post This is exactly what I needed to know! Great idea!!
Awesome video, is there a way to Link records from other Work Spaces? Say we sell the same accessory to 2 different completed products and each product has its own Work Space.
Airtable has a sync feature which gives you one-way sync between two bases (in any workspace), but it's probably not what you're looking for. A new software called SmartSuite allows that kind of linking if you absolutely need it. In Airtable, there's often a better way to organize it so that everything simply lives in the same base.
Hiiiiii @Julian thank you for this post please I really hope you reply to this
Please will the selling form still be from product sold table
I want a form to fill to just record the sales
Will the form I'll use be from the products sold table ??? Thank you
Yes! You have a separate form for the Sold products (in Sold table) and the Received products (in Received table)
Exactly what im looking for! I already have an existing inventory management in google sheets but my problem there is it lacks forms that i want and i guess airtable can do that. Is there a way i can sync airtable forms and datas to my existing google sheets data? I want to use airtable forms and bases for my future sales team so that they cant access the main database which is my google sheets.
Yes you can set up an Airtable automation that will create a Google sheets record when a form is submitted support.airtable.com/docs/google-workspace-actions
airtable is database, unfortunately we all are exposed to sheets, and excel, think coulns and rows as similar to database,further unfortunate is we had ACCESS by microsoft which has completely deranged the ordinary public, you have to remove google sheets from the brain and start from zero in airtable,otherwise lifelong it will be confusion
Thanks for the videos on inventory Julian! It's very helpful! I am stuck on an area and wondered if you could help please? I am selling a 'kit' which has multiple components, 1 of the components has a use by date so I need to incorporate this as a 'batch' into the total kit. How do I do this?! I'd really appreciate your help please. Thanks
I think that in this case it gets more complicated since you need to add a "parts instances" table to track the individual parts (components). The video about bundles explains how to create these kits (ua-cam.com/video/u9bgpDuCTdo/v-deo.html) but what you're looking for is actually one level more complex since you want to be able to identify and track each instance of a part. So it's not enough to say that you have a 10 units of part X, you also want to assign a different "use by" date for each one of those 10.
Great video, however how would you go about having products that are priced on different weights where the more you buy as a customer the less you are charged. How would this look in the database sold table? Would we have to use a junction table for this?
you need to caregorise each product in 1st table with different weights, yes you need around 5 tables with 1 junction tables. finally need to roll up in 1 table andgive discount price
Hi Julian, I'm a new subscriber, great job by the way, I watched all your tutorials. Can you make a video designing and customizing a Sales Invoice or Purchase Order in Airtable, is it possible? Cheers and keep doing a great job. Regards.
Thank you! Yes you can create invoices using the Page Designer extension. I’ll add this to my list of possible episodes :)
Can we do Orders the other way around? like the form is in the Orders then pick products at Products Base then reflect the it on Products sold. like Orders first then Products sold
Yes, you can create the order first and then add products to it while still in the orders table. BUT there isn’t currently a way to add multiple products within a form. I’m really hoping this is a feature they’ll add in the future - it has many possible applications
Right on. It sounds more intuitive, to start the process with on order, adding a customer and several product in varying quantities. While the form may not support multiple products, I’m curious how the logic of this more intuitive flow would look like. It would require different table I assume since the order would not be a junction table anymore.
Ideas?
Thank you for the insightful tutorial. Can you create a tutorial for this use case: when I receive a new record with the customer name and product name, airtable should link the new record to the product price and product details
YOU Mean automatically? haave 5 tables, 1 is product,2 is client, 3junction table, 4 th is link to customer to product details5 is roll up totally customer price product details, hope you got it,only difference is forget excel or google, airtable is database linking, core idea is you need 1 central theme
Great video!!
One question: how can i make a table to create orders for my supplier based on "future" sales?
My use case is for production planning
One easy way to do this might be to create a single-select field called "order status", then give it options "Ordered", "Future Order". Then for your inventory rollups, you can limit the rollup values to show what you want (e.g. only products that have actually been ordered)
Hi Julian, thanks for the video. However, I got confused by something. In your example, you already have a table with the products sold specifying those sales, but when a new input is going on, let's say a new order comes to the system and the system has to save the order in the Database, and that order is 5 red shirts, 3 green shirts and, 1 red pants. How do you save that into that table? in the modal you will have to have a select product, and text input to establish the number of items of that product, for each product. And your "Products Sold" table has them separately, one product per row.
I guess we all trying to make a "Shopping car" functionality for any order, but can't figure it out how to do it Airtable
you need to design the 1st primary key with seperate products red tshirts red pants geen shirts etc,seperate customer table, junction table, orders seperate table, finally 1 roll up, so 5 tables are required, airtable is database not excel or sheets
How do you mark an order (consisting of multiple products) as completed or shipped and move it to an "archive" so you are only displaying open/pending orders?
This video is so helpful! Thank you!
Do you have any recommendations on how to create a purchase order using airtable? We’re a medical company, and would like to incorporate our internal purchase orders with our inventories we have built on airtable (multiple locations).
Thanks!
orders1 table with products and different loctions as primary key in table 1, table 2 ivoice table with the stock present, 3rd table junction table, 5th one will be roll up, forget excel or sheets and try airtable is database with relationship
How can I make orders when customers have different pricing? We do B2B sales so every customer has their own price. This video was super helpful by the way. Much appreciated.
Have you figured this out yet? If you want, post some screenshots of your base and where you're at with figuring this out. I'll help you get there: community.3rings.co/
Great video. Is there any way to generate and print barcodes using airtable?
Airtable does have a barcode field type!
Is using a junction table the way you would create an Invoice? At least in terms of summarizing a purchase or sales. It seems very similar...
Absolutely! Depending on what you're pulling into it. Here's an example where you are creating one because you're creating line items that link to an Invoice AND a service ua-cam.com/video/X0LQ7uypaNE/v-deo.html&ab_channel=GAPConsulting
Hey Julian! Thanks for your great Airtable solutions, but there is a different challenge going on here. Like many Amazon and Etsy users I am searching for an inventory base called something like: ‘PARTS TO PRODUCT’ (I am Dutch, so this might not be proper English/American).
What I am after is like manufacturing a pizza with toppings. The manufacturer bakes a pizza with 3 olives, 2 tomatoes and 5 peppers. When selling 1 pizza, I like Airtable to automatically subtract the 3 olives, 2 tomatoes, and 5 peppers from their parts (ingredients) inventory table…. Is this feasable in the same lean and mean way you just showed in this video?
I have searched, but I cannot find such base. If you can make a video for such base then I am sure that many independent craftsmen and -women will thank you for that, from modern goldsmith, to small factory owner, to product developer/manufacturer such as myself!
Many thanks in advance! RJ
Hey Ronald! Yes I have created a base like this (actually it was for a commercial bakery) and I've added it to my list of videos to make - these inventory systems are a great use for Airtable, I think!
@@julian_post that’s good news! Without the intention to rush you, and dont mind me asking, when can we expect this video? It would very very much help me out here!
@@ronaldjanveeneman2555 Hard to say, but I do offer professional services. If you're interested in immediate help, send me an email and I'll help you out! - info@3rings.co
@@julian_post Hello Julian, I have sent you an email this weekend. I’ll wait for your reply… Thank you!
Hello, thanks a lot for your video ! I create the same type of inventory you did. BUT ! I want to create a Forms (order forms?) where I can say that I sold 3 teeshirt and 4 socks and 6 hats... without create 3 differents records in "sold items" + create a record in "order item" that i have to link to the 3 sold records... Is it possible ? thanks !!
There isn't a way to do that with Airtable forms (yet). If you can have the person sign in to Airtable, you can create really nice interfaces that will allow you to do what you're looking for. If they can't be signed in, check out Fillout Forms which is a third-party form builder which allows linked record creation within a form
@@julian_post Yes everybody can sign in but I don't understand how an interface can hlep me..?
@@FannySto-ky1cn Sure! I'll attempt to explain this in text: In the interface builder, create a "Record Review" type page, with Order as the table it's based on. In your new page, add "Products Sold" as a field in the page. Select that field, and on the right set "Show as" to "View". Under "Visualizations", unhide "Grid" and hide "List". Clicking on the grid will allow you to pick which fields to make visible (such as quantity). Now you have one page where a user can add an order, and within that order they can add products. If you need more context, I'm happy to walk you through this on a (paid) consulting call! calendly.com/julianpost/airtable-coaching
if i have multiple products per order and the products have different quantities, how can i calculate prices based on the qauntities and unit price?
You are the king