I am transitioning from Airtable and trying to build a purchase order and shipment tracking tool here.
I have managed to get my Purchase Order Module Working using 3 Tables
a. Products
b. Purchase Orders &
c. PO Line Items
I am having difficulty as a beginner trying to build relations and links to create the shipment functionality.
A shipment can consist of one or more Purchase Orders
A Purchase Order can be partially shipped or fully shipped
I have been able to set a relation to link the purchase orders shipped in a specific shipment.
I am unable to do the rest of it which is -
Select line items comprising the shipment by seeing only line items from the purchase orders linked to the above step and where the balance quantity is >0
Any help in making this work will be greatly appreciated. Am willing to pay someone for their time to set this and some additional functionalities for me.
quick question - would you be sending the full qty of said line item from a PO AND/OR split order qty in diff shipments i.e. 10000 units ordered - 2000 by air first, 8000 to follow sea OR 5000 east coast port/5000 west coast port
i created a “Balance Qty” column in your DB-PO Line Items table so that when filtering the “Item” column in DB-Shipment Line Items, its meets your conditions of Qty>0
Set the Options settings in the “Item” column to only show options of related PO line items (and the Qty>0)
Hope this helps!
Kind regards,
Mel
p.s. A lot of the tables you have can be consolidated or eliminated when transitioning to Coda.
Suggestion would be to streamline by-
Consolidating Purchase Orders with PO line Items and Shipments with Shipment Line Items. Use “Parent” and take advantage of Subitems feature!
can incorporate the workflow of Create a PO, Check PO Details in Purchase Orders table.
Eliminate a lot of the “helper” columns (those required in AT for formulas to work etc)
Having come from Airtable world as well (4+ years power user), i had to learn how to think and build different to Airtable. Coda isnt as regimented/segregated (Front end i.e. “Interfaces” and Backend “Data” layer (and building accordingly to each in its own context) and as such - “workflow forward” tools and elegant UI/UX solutions can be created in Coda
self-links/backlinks (without having to apply scripting etc) and CFL (Coda Formula Language) for everything being searchable/filterable without need for manual linking are gonna be your friends
if you need any more help or deeper functionality feel free to DM me. I’ve built a complete ERP in airtable and my wheelhouse is in e-commerce / private label fba which looking at your doc is similar if not same as you ?