We sell educational resources to schools. The resources are digital files and schools purchase licenses from us which enable them to download the files and use them. (File distribution is not a concern here.)

Each customer (school) may place one or more orders over time and each order may consist of 1 or more licenses.

1. "Add Customer" - (school name, campus, address, etc.)
2. "Add Order" (customer id*, school name*, billing name, billing email, number of licenses, cost, etc.)
3. "Add License" (customer id*, school name*, order id*, licensee name, licensee email)

*Fields asterisked above are hidden and automatically populated by script based on parameters passed via URL. I.e., when a new customer record is successfully added the Zoho record ID is passed to the "Add Order" form, the school details are retrieved and inserted to the Add Order form, and so on.

I have not related the forms using lookup fields. For privacy reasons I did not want the people placing orders to manually choose the values from drop-down lists, and there didn't seem much point in using lookup fields if I was hiding them and using script to populate them.

A school ordering for the first time needs to:

• Add the school details (initially)
• Add a new order
• Add one (or more) license(s) for that order

I more or less have this initial ordering process working now but I am unsure how to now extend the capability to cover the following use cases:

1. An existing customer needs to add a new order (and new licenses).
2. An existing customer needs to edit existing license details (e.g. due to staff changes).
3. An existing customer needs to edit their school details (e.g. change of address).

I would also love to hear any other feedback regarding the approach I have used here, especially from others who have dealt with similar requirements.

Thanks,

Anton