Customer orders database and order form printing


Project for LLC "AUTOLAND" (auto parts to order), Salekhard, Russia.
Requirement: database of orders with customers, printing an order form.
Project development time: about 2 hours.

Primary objects:
- Spare part: contains the name, vendor code and price;
- Client: name, phone, car brand/ model, VIN code and notes;
- Order: item No., date / time, status (created, in operation, issued), customer, order amount, payment amount, debt and notes;
- Order list: spare part, copy of the vendor code, count, price, sum;
- Order payment: date, amount.

In the order list object, the price field is copied from the object: "When changed ... Field " property contains [Spare part.Price], so that when selecting a spare part from the reference list, its price is automatically substituted:
Order item.png

To combine an order with the spare parts list and payments, use the Link form. The form was created on the basis of the order object and two child sublists were added to it: spare parts list and payment list. The objects of order, order list and payment for the order are hidden.
Object-based order form.png Child Lists on the Order Form.png

After adding child lists to the form, you can specify a summation for the fields of the order amount and payment.
Defining Summation from Child Lists.png

For the order status, icons with the same name were added to the project images: created.png, in operation.png, issued.png. The display style for the status is set to "images".
Images in project resources for order status field.png Setting patterns for the switch box.png

Orders that have outstanding payments are highlighted in red in the list, as well as a row with the amount owed in the details. To do this, the paint field with the condition [Debt]>0 and the group field with the same condition are added to the order object, and the group field is assigned to the debt field.
Paint box to set the color in the list.png Group field for specifying color in detail.png
This completes the creation of the database structure.

The "Orders" form creates a document template based on MS Word:
Initial document template.png

Then it is converted to the desired sample for printing:
Ready-made document template.png

Open orders in the left menu of the project, create an order entry, add spare parts to the order, and add the received amount to the payment list.
Getting a record without debt:
Entering data on the order form.png

If you create a record with spare parts and without payment (or not full payment), the debt field will be highlighted in red:
Debt order record.png

We form the document based on the entry in the order by clicking on the "Documents" button and selecting the desired template:
Creating a document based on a prepared template.png

Print Order Document.png


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