Guy Thanks great info. Have typical invoice solution like your example but Products have product id numbers in ranges like 1000 to 1999, 2000 to 2999 and 3000 to 3999 and each range has units like A, B, C and D and each product unit will have unique price depending on customer. So customer A will have a price for product id 1000A of $1.00, product id 1000B $1.50, product id 2001A $2.00, product id 2003A $3.00, product id 3000A $3.75 where customer B will have price for product id 1000A of $1.50, product id 1000B $1.80, product id 2001A $2.50, product id 3003A $3.50. Hope this makes sense. Any help would be appreciated..
Hi Abel, This sounds like a pretty complicated situation if you have lots of clients. Do you really have a seperate price for every client? Or are the clients in price categories? So multiple clients can have price A etc. Wouldn't it be easier if the products had one sales price and each client could simply have a certain percentage discount? This is much simpler. You only need to fill in one discount field on the client layout and you don't need to create one price record for each product for every client. Your system could be done, but it sounds very complicated. And a lot of work. Greetings Guy
Yes every customer has different price. Do you consult? If so what is your price? Learn a lot from your udemy courses but can get over this hurdle.HELP :-)
@@abellinares7347 This sounds like a do-able setup. First you need to deal with your product pricing setup. You need a products table where you enter all products. The number can be a simple number field for the range. The Unit field a simple text field. Then you need a related table for the price per customer. This table has it's own ID. A ProductsIdFk to mark the related product. A Customer IdFk where you can select a customer. And a price field where you enter the price for that product for that customer. Now the difficulty is getting this price looked up in your InvoiceDetails. Because in order to look up the correct price you need the Customer ID. But that is stored in the Invoice table. Not in the Invoice Details table. So you have a choice. Either you get the customer Id in the InvoiceDetails table as a lookup. But that you can't add any products to the invoice until you have selected a customer. Or you Select a product on the Invoice layout in a temp field and then use a script to put that selected product, together with the customer price into the Invoice Details table. Greetings Guy
Hey Guy! I love your videos, they're so clear and straight forward. I have a question; can you make a table that is called "Clients' Product Prices" and make a portal in the Client's table to enter prices from each client? Clients' Product Prices will have as fields ID ClientIDfk ProductIDfk Prices like this when you enter a new client you'll add his product prices from the portal inside the clients' table. (instead of going through every product)
Hi Andrew, You can do this but it seems like a lot of work. Isn't it simpler to assign every client a discount percentage? So you can give each client a certain discount percentage and you don't have to come up with a price for each product separately. The system you propose will be a little bit more complicated to set up if you want to look up prices while adding products to an invoice. Greetings Guy
A very good job as usual. Thanks
Guy Thanks great info. Have typical invoice solution like your example but Products have product id numbers in ranges like 1000 to 1999, 2000 to 2999 and 3000 to 3999 and each range has units like A, B, C and D and each product unit will have unique price depending on customer. So customer A will have a price for product id 1000A of $1.00, product id 1000B $1.50, product id 2001A $2.00, product id 2003A $3.00, product id 3000A $3.75 where customer B will have price for product id 1000A of $1.50, product id 1000B $1.80, product id 2001A $2.50, product id 3003A $3.50. Hope this makes sense. Any help would be appreciated..
Hi Abel,
This sounds like a pretty complicated situation if you have lots of clients.
Do you really have a seperate price for every client?
Or are the clients in price categories? So multiple clients can have price A etc.
Wouldn't it be easier if the products had one sales price and each client could simply have a certain percentage discount?
This is much simpler. You only need to fill in one discount field on the client layout and you don't need to create one price record for each product for every client.
Your system could be done, but it sounds very complicated. And a lot of work.
Greetings Guy
Yes every customer has different price. Do you consult? If so what is your price? Learn a lot from your udemy courses but can get over this hurdle.HELP :-)
@@abellinares7347 This sounds like a do-able setup.
First you need to deal with your product pricing setup.
You need a products table where you enter all products. The number can be a simple number field for the range. The Unit field a simple text field.
Then you need a related table for the price per customer.
This table has it's own ID.
A ProductsIdFk to mark the related product.
A Customer IdFk where you can select a customer.
And a price field where you enter the price for that product for that customer.
Now the difficulty is getting this price looked up in your InvoiceDetails.
Because in order to look up the correct price you need the Customer ID. But that is stored in the Invoice table.
Not in the Invoice Details table.
So you have a choice.
Either you get the customer Id in the InvoiceDetails table as a lookup.
But that you can't add any products to the invoice until you have selected a customer.
Or you Select a product on the Invoice layout in a temp field and then use a script to put that selected product, together with the customer price into the Invoice Details table.
Greetings Guy
Guy used your Filemaker Pro 12 two portals video techniques to come up with what I was looking for. Thanks
Excellent guy, thanks and good luck.
Hey Guy! I love your videos, they're so clear and straight forward.
I have a question; can you make a table that is called "Clients' Product Prices" and make a portal in the Client's table to enter prices from each client?
Clients' Product Prices will have as fields
ID
ClientIDfk
ProductIDfk
Prices
like this when you enter a new client you'll add his product prices from the portal inside the clients' table. (instead of going through every product)
Hi Andrew,
You can do this but it seems like a lot of work.
Isn't it simpler to assign every client a discount percentage?
So you can give each client a certain discount percentage and you don't have to come up with a price for each product separately.
The system you propose will be a little bit more complicated to set up if you want to look up prices while adding products to an invoice.
Greetings Guy
Thank you for very best tutorial. I hope you will do this with FM16 with card windows..... a tutorial about card widows. thank you.
Well, I just did one.
ua-cam.com/video/Mcc-7ScvHZ8/v-deo.html
Greetings Guy
many tnx simple to understand
txs a lot but the link is broken
Hi David.
Do you mean the link to the dropbox file? Because it works for me.
Greetings Guy
Guy Stevens txs...it was a browser problem. Fixed