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Plan Your Connections: Complex Example
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Numeric Equation Functions
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CSV Format Guide for Importing
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How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
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Add Read-Only Fields to a Form
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Create a Multi-Part Form
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How to Customize the Text on a Submit Button
How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
How to Add a Map to a Details View
How to Add Connection Links to Views
How to Add Inline Editing to a Grid
Create a Print-Friendly Invoice Page
How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
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Force Users to Reset Their Passwords
Save a User's Payment Method
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Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
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Add a Pipeline to Your App
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Add Stages to Your App
Store Multiple Images or Files for Individual Records
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Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
Add Assignments to Your App
Approve New Records Before Displaying Them
Add Notification & Reminder Emails to Your App
Add Status Indicators to Your App
Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date/Time Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
Build an Inventory Manager App
Build a Quiz App
Build a Warehouse Manager App
Build a Member Directory
Build an Orders App
Build a Map Directory or Store Locator App
Images & Files
Manage Your Account
Manage Your Account
About Knack Accounts
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Managing Your Apps
Managing Your Account Settings
Sharing Apps With Shared Builders
App Settings: Map Provider
Script Attack Protection: Whitelisted Custom Code Elements and Attributes
Script Attack Protection: Protected Areas
Security & Infrastructure
Security Best Practices
Builder Security Settings for All Knack Plans
Builder Two-Factor Authentication
Table of Contents
- All Categories
- How To Guides
- App Walkthroughs
- Build a Warehouse Manager App
Build a Warehouse Manager App
Updated by Lesley
This article walks you through building a Warehouse Manager app allowing you to track and transfer inventory stock across multiple warehouse locations.
The main feature is using parent-child connections and formulas to route inventory from an "Origin" into a "Destination" and calculate total inventory levels.
Add Tables & Connections
Add a Products table. This stores the details about each product in your inventory:
Add a Locations table. The stores the details about each warehouse location that will be managing inventory:
Add a Location Inventory table. This stores all the details about each individual Product held in each Location.
Add 2 Connection Fields:
- Product - Connects to Products
- Location - Connects to Locations
From the Connections panel on the right, click the “Add Connection” button, select the “Products” table, and add it as a one-to-many connection type. Repeat this step for the “Locations” connection. The default field can be deleted:
Add a Number Field called “Starting Inventory” that will be used to track how much inventory each location starts with. By default, our locations will always start with 0 quantities:
Make sure the Display Field is the Location field. This is important for selecting between an “Origin” and a “Destination” location:
Add a Stock Transfer table. This stores all the details about each transfer being made between 2 different warehouse locations.
Add 3 Connection Fields, they will all be one-to-many:
- Product - Connects to Products
- Origin - Connects to Location Inventory
- Destination - Connects to Location Inventory
Add a Number Field called “Quantity” that will be used to determine how much stock goes from the Origin and into the Destination:
Define the Formulas
Now that all connections are properly in place, we can start calculating inventory levels across all warehouse locations.
Add the following Formula Fields to the Location Inventory table:
A Sum that will track total Quantities to the Destination connection:
A Sum that will track total Quantities from the Origin connection:
Inventory On Hand
An Equation that adds Starting Inventory to Inventory Received and subtracts Inventory Sent:
Build the Live App
Add Stock Transfer Form
In order to transfer a Product from one location to another, a Stock Transfer record must be created.
From the Pages section of the Builder, add a new page that adds a new Stock Transfer record:
The flow should be as follows: Select a Product, select an originating location, then finally select where the product is going to. Without any filters, this process could become pretty confusing since we have two “Location Inventory” connections.
Edit the Origin and Destination inputs in the form:
- Edit the Show option so that it only shows locations connected to this form’s Product.
- Enable the Custom Option to allow users to add new options. This will be handy for when you have not yet added a product / location combination.
Your form should now look like this:
Add a new Page, this time select the Location Inventory table and display the records in a Grid view.
Edit the newly created grid. Hover over the Product column and click the edit “pencil” icon to enable the Grouping option. This makes it so that all records are grouped under a single Product row when viewed from the live app:
Enable the Column Summaries setting from the Options section, this will also calculate a summary per Grouping:
Your grid should now look like this:
Extend the App
This is the core functionality needed for a basic warehouse manager app: transferring inventory from one location to another via stock transfers. You can easily extend this app to add additional features:
- Add pages to the live app to manage the products and locations
- Add user logins so each user can manage their own location
- Connect each product to a vendor table
- Add scheduled tasks to be alerted when stock levels are low
- Add reports to get a better representation of levels across all locations
- Incorporate customer orders