Form for registering new vendor

 

 

For for registering new client

 

 

Basic reports

All my clients (in a table)

 

 

Same as above but as a list (with totally custom layout)

based in

 

All my vendors (in a table with name and location)

 

Vendors per location

 

Clients per region

 

 

Vendors per region

 

 

 

My client (by name) with all vendors in a custom view (showing only ONE client by filter with custom layout)

 

Based in:

Vendors:

 

Showing customers who use vendor matching a filter (vendors:*TUV)

 

 

 

 

 

"questionable" reports

  • querying through vendors about clients (not directly at least, but though custom views), as we only store one way reference in client table/form. That means: vendors form knows nothing about clients
  • Vendors used by clients (with multiselect fields (we have it for vendors) the reports might be not so flexible, values are appended automatically)

 

 

In current configuration we have not created a form with locations which we can then reuse in both "vendors" and "clients". (this is certainly possible, but to simplify things we have decided to use simple text field)