Hello Gareth, I am having trouble applying this to my airtable because mine is applying to concat names. How can i do when i get a list of names to get properly one per line ? Actually it puts everything in the same field, and i can't use this technique replacing items by /nItems because those are actualy different names Thank you a lot in advance!
I want to get a user to input line items via a form sent in an email, but I want them to be able to choose the subset on the form itself. I have managed to do this before the form stage by using a nested formula for an array of forms based on a "Type" field. But I would ideally not want the person to have to the email to change the subset if they need to. Do you have any videos that might help?
is there a way where you can send an order form to the customer that will populate with the items/quantities, and you can have your system updated automatically?
i mean you send the pricelist with an extra column where the client can add quantities? ideally if it will tell the customer the total value/quantity as well
Yes, although I'd recommend using a form software for this, not Airtable's form feature. A form software will give you much more control over you form (JotForm, TypeForm, etc.) You can then build an automation to take the received form submissions and populate your database with the details and info.
In this case a "line item" is any item (in this case product) that the buyer wants to buy which is recorded on the Purchase Order. In Gareth's example these line items (products)are "sticks" "bricks" and "straw" that people order from him and that are then communicated back to the buyer so that they may know "what" and "how many" and at "what price" they have agreed to purchase (=Purchase Order). Normally the Purchase Order is used to confirm what the buyer has bought and what the seller has to deliver to the buyer. The Purchase Order is used as the basis for the invoice that is sent out to the buyer to pay for the goods. In some cases no invoice is sent, since the buyer can pay for their purchase prior to delivery using credit card or bank transfer etc. In such cases, instead of the invoice, a receipt is created on the basis of the purchase order.
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Hello Gareth,
I am having trouble applying this to my airtable because mine is applying to concat names.
How can i do when i get a list of names to get properly one per line ? Actually it puts everything in the same field, and i can't use this technique replacing items by /nItems because those are actualy different names
Thank you a lot in advance!
Super vidéo. Merci !
Merci beaucoup!
Do the intermediate fields "Rollup" and "Lookup text" need to be visible for this to work? Or can they be hidden on this view?
Dave, they can be hidden, it will works same.
@@gregb2713 Thanks for that Greg - totally missed this question!
Thabks for your videos! How you make rows fits to the data. Thanks!
Happy to help with these videos, but I'm not sure I understand your question about making rows fit the data... sorry!
@@GarethPronovost I resolve the problem. Thanks again. I’m going to take your course definitely!
I want to get a user to input line items via a form sent in an email, but I want them to be able to choose the subset on the form itself. I have managed to do this before the form stage by using a nested formula for an array of forms based on a "Type" field. But I would ideally not want the person to have to the email to change the subset if they need to. Do you have any videos that might help?
Hey Kim, I'm not sure if I completely understand the use case here, but you might want to start here: ua-cam.com/video/b_wBsLdZGI4/v-deo.html
I think you could skip the Lookup Text field by using ARRAYJOIN([Rollup], "
Item: ")
Good call man - totally saves a step there! Thanks for the catch!
@@GarethPronovost Or may be using only rollup field? (right in Rollup field agregation formila ): SUBSTITUTE(ARRAYJOIN(values),", ","
")
@@ДенисИванов-м3к very good ! Do you know how to delete the , between the lines?
is there a way where you can send an order form to the customer that will populate with the items/quantities, and you can have your system updated automatically?
i mean you send the pricelist with an extra column where the client can add quantities? ideally if it will tell the customer the total value/quantity as well
Yes, although I'd recommend using a form software for this, not Airtable's form feature. A form software will give you much more control over you form (JotForm, TypeForm, etc.) You can then build an automation to take the received form submissions and populate your database with the details and info.
@@GarethPronovost thanks, I will have a look at those
Tip use " item" instead of "item" to when concatinatig to make it look more elegant
thanks!
How to number the “order line items”?
You can add a field for "Order" and make it a number field. Then sort your results in order 💪
How can I prevent zapier to send the email WHILE I’m filling up the fields on the po?
You could set a checkbox for "Ready to email". Check it when you're done and use that as a filter field in Zapier.
My
is not working... Why
Couldn't say without seeing your set up - do make sure that your
has quotes around it!
@@GarethPronovost It is my bad. My record height i set to small.. I have to change it to "Tall".
people please explain to me what is a line item
In this case a "line item" is any item (in this case product) that the buyer wants to buy which is recorded on the Purchase Order. In Gareth's example these line items (products)are "sticks" "bricks" and "straw" that people order from him and that are then communicated back to the buyer so that they may know "what" and "how many" and at "what price" they have agreed to purchase (=Purchase Order). Normally the Purchase Order is used to confirm what the buyer has bought and what the seller has to deliver to the buyer. The Purchase Order is used as the basis for the invoice that is sent out to the buyer to pay for the goods. In some cases no invoice is sent, since the buyer can pay for their purchase prior to delivery using credit card or bank transfer etc. In such cases, instead of the invoice, a receipt is created on the basis of the purchase order.
Blink more plz