Looking for an advice creating a Quote System app

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Posted on by Sajarac

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Hello Community,

I am trying to create a quote system, I have enclosed a diagram which is I think it recreates what I need, but basically I would like to be able to pull a customer form a list. That customer has several locations or facilities. I would like to choose one facility and add the items required, then add a second facility and do the same. Once I am done submit my quote. I don't want to overload my Share Point list adding the Item description instead maybe the item ID. "I need this because at some point anyone need to check/edit the quote" and in this case I am able to filter the saved quotes.

If someone could point me in the right direction on how to achieve this I really appreciate.

Thanks in advance,

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Building Power Apps

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v-monli-msft Microsoft Employee on at

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Hi @sajarac ,

Are you using SharePoint lists as data source?

If so, how would like the final result list looks like in SharePoint? Because SharePoint list cannot be shown like what you posted here:

SharePoint list can only be shown like:

Customer Location Ref Unit Description Value Qty Total
CustomerA Location1 00003 ft Item3 14 5 70
CustomerA Location1 00004 ...
CustomerA Location1 00006 ...

Below is one of my SP list view:

You need to first decide about this before we go any further.

Regards,

Mona

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Sajarac 3,276 on at

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Good morning,

Thank you very much for your prompt reply.

Positive, I will use Share Point as my data source

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Sajarac 3,276 on at

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@v-monli-msft , Hi there, sorry to bother you.

Did you have some time to check this?

Thanks in advance

Regards

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Sajarac 3,276 on at

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Hello,

I hope someone could point me in the right direction.

Looking for an advice.

HELP, please!

thanks

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rebeccas 2,591 on at

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I have several apps that do similar to what you are wanting and I do multiple Sharepoint list that have tie points like you would if you were doing it in Access.

It cuts down on the number of entries and columns. I typically refer to the AutoId that is given by SharePoint and then I will create and number column in the second list that I call ParentId. I have a few that are pretty complicated and have 10 or more sharepoint list with the one app that are all tied in some form or fashion.

Anyhow, works well for mine and is smooth running so might consider something like that for your bank end set-up.

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Sajarac 3,276 on at

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Thank you very much for your response, would you mind to share some screen shots.

I am a bit confused with this.

thanks in advance

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rebeccas 2,591 on at

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I tried to do a quick video but having trouble getting it small enough to put on here. I will try again in a bit. Here is a screen shot to kind of explain my layout:

This one works like a "shopping cart" I guess you could say. It is saving the information in a collection and then when you are done it writes it all over to SharePoint.

It is several different SharePoint list that get updated at once. There is one for the Job information and then that ID is carried over to the list for the part information as the "JobID" and then there are several others that follow for when it is received and issued and such.

See if this explains any better. Let me know if not.

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Sajarac 3,276 on at

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You got it. That is exactly what I am trying to do.

Now let me ask you something?

To add to the cart you do a search by Branch and/or product number right?

And I guess for instance "5 Start Filter" is a product already in a share Point point list, when you add this product to your shopping cart you are saving "5 Start Filter" every time to other Share point list or you are just saving the product ID?

Because at some point down the road you will need a query to retrive that value, correct?

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rebeccas 2,591 on at

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v-monli-msft Microsoft Employee on at

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Hi @sajarac ,

Have you tested with what @rebeccas suggested?

Regards,

Mona

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