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Stock Management Stage-1

  1. #1
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    Stock Management Stage-1

    Dear All

    Myself Manek. Im working for a Windows & doors Manufacturing company. Here we are trying to make a store /inventory management excel for my current company.
    What we want is that , when we enter the purchase and sales it should automatically update with the store inventory.

    I have attached the excel sheet along with this thread.
    The excel sheet has 12 sheets inside
    1.Home
    2.Glass
    3.Aluminium
    4.Projects
    5.Code
    6.Upvc Accessories
    7. Aluminium Accessories
    8. Glass Accessories
    9. Tool Accessories
    10.Almimari
    11.Veka
    12.Purchases

    Stage 1 - Automatically update the each specific excel sheet when purchase happens

    example

    On Purchase Sheet
    When we enter Under Code- GLAC01 ,Item- Hinge1 , Invoice No. - 1, date- 1/10/2016 , Qty -50 and finally selecting the drop down list in under store and select "Glass Acc" . these details should appear in Glass Acc sheet .

    Same like

    When we enter Under Code- UPAC01 ,Item- Espag1 , Invoice No. - 11, date- 11/10/2016 , Qty -75 and finally selecting the drop down list in under store and select "uPVC Acc" . these details should appear in Upvc Acc sheet .

    The rest all things in purchase should reflect their respective stores.

    Once this is through, Stage 2 is there.

    So kindly help me.
    Attached Files Attached Files

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Stock Management Stage-1

    Personally I think you're complicating this by having separate sheets for different materials.

    Given the apparent size of this project and the wish to expand it further to cater for Sales I presume, you should be collecting all your data in a single normalised 2 dimensional database.

    I suggest you create a single table, similar to one of the material sheets, but include an additional column that carries the name of the material in question. Then as you make purchases add each record to the table. Similarly when you make a sale and need to reduce the stock add another Sale record and in the Quantity column enter a negative figure. You might want to consider adding another column to carry the type of transaction, e.g. Sales/Purchase.

    In order to control entries to the database table I'd consider some data entry form which could have checks built in before a record is added to the table, For instance if you're about to add a sales record you would want to ensure the total quantity of the material in question is sufficient.

    With a table like this you'll then be easily able to analyse and report from it using the Pivot Table Functionality and for pre-defined management reports you'll use database and standard functions.
    Richard Buttrey

    RIP - d. 06/10/2022

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