Note: For the sake of the question, I’ve simplified my boards a ton.
I have 3 boards:
- Companies (all the company contact info, can be linked to multiple contacts)
- Contacts (all the individual contact info, can be linked to multiple companies)
- Inventory (packages available for sale, how many of each, price of each)
Now I have a 4th board: Transactions.
The purpose of this board is to:
- log which company bought what package
- update the inventory available quantity (this is done via formula, no issue here)
This board has (1) transaction per pulse
This board has the following columns:
- Company that purchased the package (linked to the Companies board)
- Contact that is main person dealt with (linked to Contacts board)
- Transaction Number
- Date of Sale - date column
- Payment Status - a status column
- Notes - a long text column
- Files Column for Supporting Documents
I cannot figure out how to best use that first column!
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Transaction number makes sense, but then I’m manually typing them and I’ll easily lose track of which number I am up to and will lead to a mess as this grows, not scalable
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Date maybe but that’s not unique so it’s kind of weird for the first column? And you can’t format that first column as a “date” column, so again, unnecessary
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Can’t use the company name because it can’t link to the other board and they need to be linked
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Can’t use the package purchased because it can’t link to that other board and they need to be linked
I’m at a loss! But I am sure there’s a solution I’m just not seeing.
Thanks for your help as I learn how to best use this system.