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lukaszp89's avatar
lukaszp89
Copper Contributor
Oct 19, 2024

Sharepoint as order database - adding multiple items

Hello,

 

I woul like to make sharepoint list as our orders from customer database.

When we receive an order it usually concerns several products. 

How I can add several items/products + their quantity?

Please see an example of an order

Order no.DateCompanyNameProductsQuantityStatus
12345619.10.2024MicrosoftJohn SmithA2 
    B3 
    C5 

 

  • WarrenBelz's avatar
    WarrenBelz
    Copper Contributor

    Hi lukaszp89 ,

    Firstly, if you have done any work with Power Apps Integrated Forms, this could be achieved with a "child" list for the orders. SharePoint has Multi-Choice columns, but these are a single field, so you could not specify two separate (Product and Quantity) values in them. Managed Metadata, columns support multiple dependant fields, but not multiple values of these.

  • Rachel_Davis's avatar
    Rachel_Davis
    Steel Contributor

    lukaszp89 Proper data best practices is to have discrete information in each row of each table. So in this case, the proper way to organize the info is to have 2 lists.

    1. Orders: This list will track all the information about the order, such as PO number, dates, customer name, contact, etc. Think of this as the header info at the top of the order form. Make sure the Order number (or whatever you use to identify the orders) is in the TITLE column.
    2. Items: This list will track each item, quantity, cost, etc. Use a look up column to the TITLE column of the Orders list to connect the items to the proper order number.

    This is the best way to organize this information, particularly if you plan on eventually mining the lists for data using Power BI or some other analytic tool. The relationship is already set up for you by the lookup column.

     

    You could likely use a Power App to enable entering all the info from a single screen with the Order Header at the top and the items listed below. 

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