I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.
This course is for people who own a small business and can't afford to buy expensive software packages to manage their administration. Who don't want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.
Read more
I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.
This course is for people who own a small business and can't afford to buy expensive software packages to manage their administration. Who don't want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.
I will show you how to make a complete Filemaker database system for a company. In this case it will be an invoicing solution to make price quotations and invoices. We will be selling products to our customers. We will be buying these products from our suppliers. We will manage our stock and compare our income versus our expenses.
This course is for people who own a small business and can't afford to buy expensive software packages to manage their administration. Who don't want to spend hours each week doing boring, monotonous paperwork that can be automated and be made fun and professional looking.
There is no need for any prior knowledge of database systems because I will show you every step and explain exactly what it is we are doing so anyone can simply follow along.
What's inside
Learning objectives
- Build a complete database system from scratch within filemaker.
- Create quotes and invoices for your clients.
- Manage your product list and check your stock levels.
- Track the purchasing of products from your suppliers.
- Create customized reports for your business meetings
- Manage your clients and the tasks you need to do for them.
- Build a complete database system from scratch within filemaker.
- Create quotes and invoices for your clients.
- Manage your product list and check your stock levels.
- Track the purchasing of products from your suppliers.
- Create customized reports for your business meetings
- Manage your clients and the tasks you need to do for them.
Syllabus
Here we wil learn what kind of database system we are going to build.
Let's have a look at our finished file.
If you already have a list of clients you can import it straight into the database.
Read more
Syllabus
Let's have a look at our finished file.
If you already have a list of clients you can import it straight into the database.
Let's create the products table and add all the fields we are going to need. We will also add some data entry elements.
A fun way to change visual attributes depending on values in a field.
It's possible to store images into our database. But we can also store them in a separate folder.
We can organize our products by Category. That way it's easier to find the product you are looking for.
Let's create the invoice table and let's think about all the fields we are going to need.
We will create a layout with multiple tabs.
There are many different ways to structure an invoice number. You can make all kinds of combinations with Year or Month.
Here we can track payments and find overdue invoices.
This will be the table that contains the products that we put on our invoice.
The invoice detail will be entered through a portal on the layout.
Add products to your invoice from a list that is sorted by category.
We need to be able to print our invoice.
There are a few actions we need to do to make this all go smoothly.
A list to see the invoices sorted by type.
We can automate a few finds by creating some scripted buttons on the top of our list.
Where we note the products we buy from our suppliers.
This is a little bit tricky but if we do this right we can calculate our inventory.
Now we can calculate how many items we have in stock for each product.
Let's find a way to easily find all the products that need to be re-ordered.
We can create reports to see our income per year and per month.
The print layout is different from the screen layout.
With a chart you can more easily see the evolution of your sales and expenses. Here we compare the different months of the year.
Let's find out what our most popular products are.
When we get a client on the phone it can sometimes be handy to have their Invoice history handy on their contact layout.
Where we look back at what we have done.
Traffic lights
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Reviews summary
Build a complete filemaker invoice database
Designed for users with no prior database or Filemaker experience.
Course provides clear, easy-to-follow steps for beginners.
Focuses on building a usable, real-world database system.
Activities
Review course syllabus and learning objectives
Show steps
Reviewing the syllabus and learning objectives will help you to understand the goals of the course and what is expected of you.
Browse courses on
Database Systems
Show steps
-
Read and understand the course syllabus
-
Identify the course learning objectives
-
Highlight key concepts and terms
Review Basic Database Concepts
Show steps
Strengthen your understanding of database concepts to enhance your FileMaker skills.
Browse courses on
Databases
Show steps
-
Review materials from previous database courses or tutorials.
-
Read articles or blog posts on database best practices.
Volunteer at a local non-profit organization
Show steps
Volunteering will help you to develop practical experience using the skills you learn in the course and to make a positive impact on your community.
Show steps
-
Identify a non-profit organization that you are interested in working with
-
Contact the organization and inquire about volunteer opportunities
-
Complete the volunteer application process
-
Attend volunteer training
-
Volunteer your time and effort
15 other activities
Expand to see all activities and additional details
Show all 18 activities
View FileMaker tutorials
Show steps
This will help you learn the basics of FileMaker and how to use it to create databases.
Show steps
-
Visit the FileMaker website and search for tutorials.
-
Choose a tutorial that covers a topic you are interested in learning.
-
Follow the steps in the tutorial.
-
Practice what you have learned by creating your own database.
Follow Guided FileMaker Tutorials
Show steps
Enhance your FileMaker skills by following guided tutorials that provide step-by-step instructions.
Show steps
-
Search for FileMaker tutorials on platforms like Udemy, Coursera, or YouTube.
-
Select a tutorial that aligns with your learning goals.
-
Follow the instructions and complete the exercises.
Create a simple FileMaker database
Show steps
This will help you apply the concepts you learn in the course and gain hands-on experience.
Show steps
-
Determine the purpose of your database and the data you need to store.
-
Create a layout for your database.
-
Define the fields and data types for your database.
-
Enter data into your database.
-
Create reports and queries to retrieve data from your database.
Engage in FileMaker Discussion Groups
Show steps
Connect with other FileMaker users to share ideas, ask questions, and learn from their experiences.
Show steps
-
Join online discussion forums or groups dedicated to FileMaker.
-
Participate in discussions, ask questions, and share your knowledge.
-
Attend virtual or in-person meetups or conferences.
Create a Filemaker database for sample scenarios
Show steps
Creating a database for sample scenarios will help you to practice the skills you learn in the course and to develop a deeper understanding of the material.
Browse courses on
Database Systems
Show steps
-
Identify the requirements for the database
-
Design the database structure
-
Enter data into the database
-
Create reports and queries
Challenge Yourself with FileMaker Exercises
Show steps
Reinforce your FileMaker skills by working through a series of exercises that test your understanding.
Show steps
-
Create a database with multiple tables and relationships.
-
Design custom layouts and reports for your database.
-
Write scripts to automate tasks and add functionality to your database.
Practice creating invoices
Show steps
This will help you develop the skills needed to create invoices for your own business.
Show steps
-
Create a new invoice in FileMaker.
-
Add the customer's information.
-
Add the products or services being sold.
-
Calculate the total amount due.
-
Print or save the invoice.
Participate in FileMaker Challenges
Show steps
Test your FileMaker skills and push your limits by participating in challenges or competitions.
Show steps
-
Search for FileMaker challenges or competitions online.
-
Review the rules and requirements of the challenge.
-
Develop a solution to the challenge within the specified time frame.
-
Submit your solution for evaluation.
Participate in peer practice sessions or study groups
Show steps
Participating in peer practice sessions or study groups will help you to learn from others and to reinforce what you have learned in the course.
Show steps
-
Identify a study group or peer practice session that fits your needs
-
Attend the study group or peer practice session regularly
-
Participate actively in the discussions
-
Help other students with their work
Build a Mini FileMaker Application
Show steps
Apply your FileMaker knowledge by creating a small-scale application that solves a specific problem.
Show steps
-
Identify a problem or task that you can solve with a FileMaker application.
-
Design the database structure and create the necessary tables and fields.
-
Develop custom layouts and scripts to implement the application's functionality.
-
Test the application thoroughly and make necessary adjustments.
Seek out and follow tutorials for further refining or developing skills
Show steps
Following tutorials will help you to learn new skills and to reinforce what you have learned in the course.
Browse courses on
Filemaker
Show steps
-
Identify the skills you want to develop
-
Find tutorials that cover those skills
-
Follow the instructions in the tutorials
-
Practice the skills you have learned
Attend workshops to develop new skills or refine existing ones
Show steps
Attending workshops will help you to learn new skills and to refine existing ones.
Show steps
-
Identify a workshop that fits your needs
-
Register for the workshop
-
Attend the workshop
-
Participate actively in the workshop
-
Apply what you have learned in the workshop
Create a FileMaker Tutorial or Blog Post
Show steps
Share your FileMaker expertise by creating a tutorial or blog post that helps others learn.
Show steps
-
Choose a topic that you're familiar with and that you think would be helpful to others.
-
Plan the structure of your tutorial or blog post.
-
Write the content, including clear instructions, screenshots, and examples.
-
Proofread and edit your work for accuracy and clarity.
Mentor a Junior FileMaker User
Show steps
Share your FileMaker knowledge and support the learning journey of a junior user.
Show steps
-
Identify a junior FileMaker user who could benefit from your guidance.
-
Offer your assistance and schedule regular mentoring sessions.
-
Provide personalized guidance and support based on the mentee's needs.
-
Encourage the mentee to ask questions and share their progress.
Create a FileMaker Resources Compilation
Show steps
Compile useful resources to help you with FileMaker, including links to tutorials, documentation, and community forums.
Show steps
-
Search for tutorials on YouTube and other video-sharing platforms.
-
Browse FileMaker's official documentation for reference materials.
-
Join online communities or forums dedicated to FileMaker.
Review course syllabus and learning objectives
Show steps
Reviewing the syllabus and learning objectives will help you to understand the goals of the course and what is expected of you.
Browse courses on
Database Systems
Show steps
- Read and understand the course syllabus
- Identify the course learning objectives
- Highlight key concepts and terms
Review Basic Database Concepts
Show steps
Strengthen your understanding of database concepts to enhance your FileMaker skills.
Browse courses on
Databases
Show steps
- Review materials from previous database courses or tutorials.
- Read articles or blog posts on database best practices.
Volunteer at a local non-profit organization
Show steps
Volunteering will help you to develop practical experience using the skills you learn in the course and to make a positive impact on your community.
Show steps
- Identify a non-profit organization that you are interested in working with
- Contact the organization and inquire about volunteer opportunities
- Complete the volunteer application process
- Attend volunteer training
- Volunteer your time and effort
View FileMaker tutorials
Show steps
This will help you learn the basics of FileMaker and how to use it to create databases.
Show steps
- Visit the FileMaker website and search for tutorials.
- Choose a tutorial that covers a topic you are interested in learning.
- Follow the steps in the tutorial.
- Practice what you have learned by creating your own database.
Follow Guided FileMaker Tutorials
Show steps
Enhance your FileMaker skills by following guided tutorials that provide step-by-step instructions.
Show steps
- Search for FileMaker tutorials on platforms like Udemy, Coursera, or YouTube.
- Select a tutorial that aligns with your learning goals.
- Follow the instructions and complete the exercises.
Create a simple FileMaker database
Show steps
This will help you apply the concepts you learn in the course and gain hands-on experience.
Show steps
- Determine the purpose of your database and the data you need to store.
- Create a layout for your database.
- Define the fields and data types for your database.
- Enter data into your database.
- Create reports and queries to retrieve data from your database.
Engage in FileMaker Discussion Groups
Show steps
Connect with other FileMaker users to share ideas, ask questions, and learn from their experiences.
Show steps
- Join online discussion forums or groups dedicated to FileMaker.
- Participate in discussions, ask questions, and share your knowledge.
- Attend virtual or in-person meetups or conferences.
Create a Filemaker database for sample scenarios
Show steps
Creating a database for sample scenarios will help you to practice the skills you learn in the course and to develop a deeper understanding of the material.
Browse courses on
Database Systems
Show steps
- Identify the requirements for the database
- Design the database structure
- Enter data into the database
- Create reports and queries
Challenge Yourself with FileMaker Exercises
Show steps
Reinforce your FileMaker skills by working through a series of exercises that test your understanding.
Show steps
- Create a database with multiple tables and relationships.
- Design custom layouts and reports for your database.
- Write scripts to automate tasks and add functionality to your database.
Practice creating invoices
Show steps
This will help you develop the skills needed to create invoices for your own business.
Show steps
- Create a new invoice in FileMaker.
- Add the customer's information.
- Add the products or services being sold.
- Calculate the total amount due.
- Print or save the invoice.
Participate in FileMaker Challenges
Show steps
Test your FileMaker skills and push your limits by participating in challenges or competitions.
Show steps
- Search for FileMaker challenges or competitions online.
- Review the rules and requirements of the challenge.
- Develop a solution to the challenge within the specified time frame.
- Submit your solution for evaluation.
Participate in peer practice sessions or study groups
Show steps
Participating in peer practice sessions or study groups will help you to learn from others and to reinforce what you have learned in the course.
Show steps
- Identify a study group or peer practice session that fits your needs
- Attend the study group or peer practice session regularly
- Participate actively in the discussions
- Help other students with their work
Build a Mini FileMaker Application
Show steps
Apply your FileMaker knowledge by creating a small-scale application that solves a specific problem.
Show steps
- Identify a problem or task that you can solve with a FileMaker application.
- Design the database structure and create the necessary tables and fields.
- Develop custom layouts and scripts to implement the application's functionality.
- Test the application thoroughly and make necessary adjustments.
Seek out and follow tutorials for further refining or developing skills
Show steps
Following tutorials will help you to learn new skills and to reinforce what you have learned in the course.
Browse courses on
Filemaker
Show steps
- Identify the skills you want to develop
- Find tutorials that cover those skills
- Follow the instructions in the tutorials
- Practice the skills you have learned
Attend workshops to develop new skills or refine existing ones
Show steps
Attending workshops will help you to learn new skills and to refine existing ones.
Show steps
- Identify a workshop that fits your needs
- Register for the workshop
- Attend the workshop
- Participate actively in the workshop
- Apply what you have learned in the workshop
Create a FileMaker Tutorial or Blog Post
Show steps
Share your FileMaker expertise by creating a tutorial or blog post that helps others learn.
Show steps
- Choose a topic that you're familiar with and that you think would be helpful to others.
- Plan the structure of your tutorial or blog post.
- Write the content, including clear instructions, screenshots, and examples.
- Proofread and edit your work for accuracy and clarity.
Mentor a Junior FileMaker User
Show steps
Share your FileMaker knowledge and support the learning journey of a junior user.
Show steps
- Identify a junior FileMaker user who could benefit from your guidance.
- Offer your assistance and schedule regular mentoring sessions.
- Provide personalized guidance and support based on the mentee's needs.
- Encourage the mentee to ask questions and share their progress.
Create a FileMaker Resources Compilation
Show steps
Compile useful resources to help you with FileMaker, including links to tutorials, documentation, and community forums.
Show steps
- Search for tutorials on YouTube and other video-sharing platforms.
- Browse FileMaker's official documentation for reference materials.
- Join online communities or forums dedicated to FileMaker.
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