Sales Document Generation

Question
#1

Hi there,

I am trying to build a sales portal for an admin team to raise purchase orders, order confirmations, offers and invoices… I am new to this platform… i am trying to structure a page that contains purchase order info at the top ie Supplier, PO number, payment terms etc then beneath that from a seperate collection, adding products… must stamp supplier id and po id from the above section for each line item… where do i even begin? is this possible on this platform

#2

Hi @benjamin31edwards,

Yes, this is easily possible on this platform.

Basically you should first create all the collections, all the fields in those collections.

Once all the collections are done, then create all the pages starting from the CRUD screens and then the dashbord, etc.

Thanks.