Shipment Tracking

Hi guys

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.

Thanks!

G’day @H_Jain,

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

Cheers!
Mel

@Melanie_Teh yes thats right. An item in a purchase order could end up being split across 1 or more shipments

@H_Jain

Please find below copy of your doc with requested solution
PO & Shipment Tracking

In summary,

  1. 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
  2. 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-

  1. Consolidating Purchase Orders with PO line Items and Shipments with Shipment Line Items. Use “Parent” and take advantage of Subitems feature!
  2. can incorporate the workflow of Create a PO, Check PO Details in Purchase Orders table.
  3. 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 :upside_down_face:
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 :slight_smile:

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Thanks @Melanie_Teh - this is great!

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No worries @H_Jain !

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 ?

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