Create a Product Quotation System

Dear Adalo Community,

I need assistance with the following use case:

My client wants to be able to create individual Quotes, each with a unique number to identify and find that specific Quotation. List them on a “Quotations” Page and refer to them when ever needed, either for viewing or updating purposes. (No Problem up to here, I’ve created a “Quotations Collection” with a one to many relationship to the “Users Collection” …) So at this point, a User is able to “Create” a Quotation, a random number is assigned as the Quotation Number and the list of “Quotations” populates on a “Quotations” Page(Simple List). When clicked… opens an empty page of course, because no Products or Modules have been assigned or captured to this Quotation as of yet!

Below is a screenshot of how they do things in excel:

There are roughly 100 x Products and around 40 x Modules(X1, X2, X3…) in the original use case, I just cut it down to 10 x Products and 10 Modules for this exercise.

Each Quotation needs to have a Full List of ALL the Products(Product 1, Product 2, Product 3…) and ALL the Modules(X1, X2, X3…)values displayed, even if the quantity for that Product/Module is 0.

How the excel sheet works is that ALL the Quotes gets ALL the Products and ALL the Modules, the only place where the user can input a quantity is in the RED Blocks per Module(X1,X2,X3…) The value entered into the RED Block is then multiplied with the amount in the WHITE Blocks next to each Product under either X1, X2, X3… That then calculates how many of the Products are needed per Module in the LIGHT BLUE Blocks… and at the end of the line, calculates the sum of X1(Total) + X2(Total) + X3(Total) + X4(Total) + X5(Total) + X6(Total) + X7(Total) + X8(Total) + X9(Total) + X10(Total) + … to give a Total per Product, then multiplied by the Unit Price and that then gives us a Sub-Total Amount.

In essence, the User will “Create” a New Quotation, an “Empty Quote” pops ups with 0’s in all the input fields…he then puts in how many of X1 Modules he wants, go over and inputs how many of X2 Modules he wants, go over and inputs how many of X3 Modules he wants and so on and so on…

Because of the multiplier/calculation action used here in excel, everything calculates beautifully and all the user have to do is input the number of Modules in the RED Blocks…

I’m looking to achieve the same result with an Adalo App for my Customer.

Ps… I’ve tried with Quote Collections, Quote Items Collections, 1 to many, many to 1 Relationships, adding Quote Items and linking them back to the Original Quote… opening a Product List and clicking the Products 1 by 1 and adding them to the Quotation Items Collection is not an issue, but this is not a “Add to Cart” or Ordering System… where I’m stuck is at the point where I create a “New Quotation”, I see the “New Quotation” on my Simple List, I click on it and it takes me to a new Page… here I can only display a list of the “Products Collection” and with a click Action “Add” them to the Quotation 1 by 1… what I want is for an “Empty Quotation” to show on this “New Quotations” Page, like the Excel Sheet example, have these Input Fields exactly like they have it in the RED Blocks… and a SAVE Button at the bottom which SAVES this “Completed” Quotation under the Quotations Collection for viewing or editing purposes at a later point in time.

Please assist or point me in the right direction if at all possible!

Regards, Hennie Smith.

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