Creating a quotation in one form

[ainz]

Hello, this is my first time using Appsheet so I'm sorry if I'm asking a really stupid question.

I'm currently creating an app where employees can directly create a quotation in the app without having to type it manually on Excel. The problem I'm facing right now is quite confusing.

In the form i've created, you can only enter one code for each form. I wish there's a way in putting more codes without having to make more form. For example, the picture I've provided below shows in one quotation there's multiple code for each windows and that's what i want to do in the app, create one full quotation without having to create another form for each codes of window for one customer.  

[jballester]

I'm not sure if I fully understand, but for example, ENUMLIST() allows you to display a dropdown and select multiple values, which in this case would be GF1, GF2.

Template example
https://www.appsheet.com/templates/Demonstrates-the-difference-between-Enum-and-EnumList-columns?app...

Another option I think I understand is creating a quote with a list of multiple codes. For this case, you would need two tables. One table for quotes and another table for codes. In this second table, you should create a field of type Ref linked to the quotes table.
This way, each quote will have a list of assigned codes.
This case is typical of a quote management app. I'm leaving you a template in the following link

Template example
https://www.appsheet.com/templates/Produce-job-quotes-and-proposals-Workflows-email-quotes-and-propo...

[ainz]

I want to be able to put in the codes myself rather than having a dropdown list, because for each customer the codes are different. The codes represent in which part of the area the window wants to be installed. For example GF1 stands for "Ground Floor 1". If the customer wants multiple windows to be installed in one place, we used codes like this to represent the location of it. I really hope you understand what i mean because it's really hard to explain. My goal is to be able to put multiple codes in one form for one customer.

[StaniP]

If the Code does not affect the price calculation and is only importang for the Location, then why don't you Just handle the field as a simple, editable but Not searchable TEXT field?

[ainz]

The code does affect the prices since it represents each window type as seen in the picture i've attached. 

[Yahia_DAK]

Hello

If I understood correctly, you can insert two columns in your table, one named “CATEGORY” the other “LOCATION NO.” the code will be the concatenation of these two columns. And in your form replace the “CODE” field with the “CATEGORY” field

[StaniP]

Hello ainz!
I got the same issue as you (I think).
Our products are also all custom made and depending on the dimensions an individual quote is needed.
So that when a customer wants multiple products for each one a new form is needed.

Is this your issue? 

[ainz]

Yes, that's my issue. Each customer has multiple orders of products but you can only insert one order per form instead of multiple order in one form.

[StaniP]

I have been thinking about maybe guiding Users through a a multi-step / nested procedure where 

1. A quote for each product is calculated and a UID assigned as well as a **static** Offer ID.

2. On a second step (in a new view) I would then "create" the Offer, where appsheet would retrieve all UIDs of the particular Offer ID.

I don't know whether the solution is viable, will however Test it Out later on in the Office and let you know.

[StaniP]

@ainz I got a solution for my issue, hope it helps you too.

Step 1:
Each product needs to be quoted separately.
For the QUOTES TABLE I got a YES/NO column called "SEND OFFER"

Step 2:
I created a new table "Offers"

Offer ID

Customer ID

Discount

Additional Discount

Quote 1 Reference

Quote 1 Description

Quote 1 QR

Quote 1 Total Price

Quote 1 Total After Discount

Quote 2 Reference

Quote 2 Description

Quote 2 QR

Quote 2 Total Price

Quote 2 Total After Discount

Quote 3 Reference

Quote 3 Description

Quote 3 QR

Quote 3 Total Price

Quote 3 Total After Discount

TOTAL Price

Additional Discount

TOTAL After Discount

Offer ID is a UID
Customer ID is a REF column, retrieving Customer IDs where 'SEND OFFER' = "NO"
Quote 1 Reference is a REF column, retrieving Quote IDs of the prechosen Customer

I hope you understand my intention.
Basically if several different products are needed for an offer, when doing a Quotation, "NO" for "SEND OFFER" needs to be chosen so that on a later step when doing the Offer, these particular Quotes can be filtered.

[ainz]

thanks, i will try and let you know..