Intuitive way to pick line items from a list
I want to allow my clients to create a Purchase order and then pick items from inventory to be line items of Purchase Order. The normal way to do this would be to display a report of available invent...
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MarkShnier__You
Qrew Legend
Qrew LegendThere is a technique that I could help you with where you would enter the purchase order header, and then push a button to launch into a report of your item SKUs with available inventory. The report would be a normal Quickbase report so it would have a search bar at the top and dynamic filters so the user could narrow down their list of possible SKUs. Then there would be a button on the each of the SKU items to add that item to the focus purchase order, and then a button to return the user back to the purchase order where they would see the lines that they had selected.
This can work very elegantly, and I can give you a demo, but the actual set up steps are beyond the scope of what I can explain step-by-step on this forum. If you have a small consulting project and can afford an hour or two of consulting time, then please contact me directly at my email and I can give you a demo. If you like the demo, then you can go ahead with the small consulting project to get that working.