Complete Filemaker Invoice database
I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.
This course is for people who own a small business and can’t afford to buy expensive software packages to manage their administration. Who don’t want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.
There is no need for any prior knowledge of database systems because I will show you every step and explain exactly what it is we are doing so anyone can simply follow along.
What are the requirements?
No prior knowledge is required to follow this course.
There is no need to buy Filemaker. You can simply start with the Demo version and try it out to see if it works for you.
What am I going to get from this course?
Build a complete database system from scratch within Filemaker.
Create quotes and invoices for your clients.
Manage your Product list and check your stock levels.
Track the purchasing of products from your suppliers.
Create customized reports for your business meetings
Manage your clients and the tasks you need to do for them.
What is the target audience?
This Filemaker course is for beginners who would like to learn how to create their own custom made Filemaker solutions.
For people who like to get their administrative process streamlined and centralized.
For people who hate spending hours gathering data for monthly and yearly reports.
|Section 1: Introduction|
Introduction + Filemaker FIle
Importing existing data
|Section 2: Products|
Products Table and Layout
External Data Storage
|Section 3: Invoices|
Invoice Details table
Invoice Details layout
Invoice Product List part 1
Invoice Product List part 2
Making a printable invoice layout
Making this printable invoice work
Invoice List Part 1
Invoice List Part 2 – Scripted buttons
|Section 4: Inventory|
Linking the purchases with the Invoice Details
Stock Calculations Part 2 – Re-Order amount
Printing the Income Reports
Charts or Graphs for a more visual report
Guy Stevens, Filemaker freak
For years I was trying to figure out a good system that would be flexible and allow me to do some proper invoicing and stock management. After years of messing around with Excel files I finally had had enough and went looking. I found Filemaker and discovered a great tool that was packed with great functionality. I dove right in, started to learn everything I could. What started as a simple invoicing database became two and I was always looking to add more and more. I kept running into problems which forced me to find solutions and slowly I started to get to know Filemaker like the back of my hand. Now years later I have taught loads of people how to work with Filemaker and how to solve difficult problems. I have created very complex setups which have taught me everything I need to know about Filemaker.
- Lectures 0
- Quizzes 0
- Duration 50 hours
- Skill level All level
- Language English
- Students 681
- Assessments Self