How to create purchase history records without VLOOKUP in jestor

Having a history of purchases is extremely important for companies, and it’s necessary that recording it is done in the best way possible. 

Excel or Google Spreadsheet are usually used for this, but there’s a much more efficient way to create a purchase history by using jestor.

Without a VLOOKUP formula, we’ll show you the best way to create a table of purchase history for your company.

Walkthrough: How to create purchase history record without VLOOKUP in jestor

1º) Open your jestor, click on the “+” icon on the left menu, choose the option “Table”, name it “Suppliers” and click on “Create”. Add new fields by clicking on the column header with a “+” and following the steps below:

• Change the name of the “name” field to “Supplier”;
• Add a number field and name it “EIN”.

2º) Create a second table, name it “Products”. Add new fields by clicking on the column header with a “+” and following the steps below:

• Keep the name field;
• Add a number field and name it “Stock”.

3º) Create a third table and name it “Products List”. Add new fields by clicking on the column header with a “+” and following the steps below:

•  Add a connect table field, name it “Product” and select the “Products” table to connect
• Add a connect table field, name it “Supplier” and select the “Suppliers” table to connect

4º) In the “Suppliers” and “Products” tables, fill in the columns  “Supplier”, “Product” and “Stock”.

5º) Go back to the “Products List” table and fill in the “Product” and  “Supplier”columns.

You can see that in “Products”, in the connected panel, there will be a list of suppliers that sell the same product. The same will happen in the “Suppliers” table.

6º) Create a new table in the “+” next to “Tabs” and name them “Items Purchased and “Purchases”.

7ª) In “Items Purchased”, add new fields by clicking on the column header with a “+” and following the steps below:

• Add a connect table field, name it “Purchase” and select the “Purchase” table to connect;
• Add a connect table field, name it “Supplier” and select the “Suppliers” table to connect;
• Add a connect table field, name it “Product” and select the “Products” table to connect;
• Add a number field and name it “Amount”.
• Keep the “name” field.

8ª) In the “Purchases” table, add a new field by clicking on the column header with a “+” and following the step below:

• Add a single selection field, name it “Status” and add the items on the list: “New”, “In Progress”, “Done”;
• Keep the “name” field.

Fill in with your purchases.

In jestor, you’ll create a purchase history and have products, suppliers and purchase details related to it. Your data will be connected all the time, so when a new purchase is created, it will already be saved in the purchase history, supplier and product databases.