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Help to create an Inventory (Uniforma) management system with Order Forms and Deliveries

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    Exclamation Help to create an Inventory (Uniforma) management system with Order Forms and Deliveries

    Hi all,

    Unsure whether this is a) in the right place or B) if this should be Access or Excel.. but I need your help:

    I've been tasked with creating an Inventory Management systsem for Uniforms. The Goal of this is to have a basic stock checker, an order form from Warehouse Operatives that will 'talk' directly to the stock and deduct what the operative needs and another form that gives me the ability to add into the stock checker when we have received more stock from suppliers.

    All Operatives are given a 'budget' of 20 points to use on items. Each item (there are hundreds) have different point costs attributed to them; so on the order form I'll need to be able to track how many points the operative has spent in the past and include what they want to spend on the current order form and thus calculate if they have enough points to spend). The points are reset every April 1st, so I'll need to keep historical data for a year.

    I am good in Excel but very limited in Access... however I will not be running this stock control myself; someone else will. It therefore needs this to be very easy to use for everyone. I had visualised one sheet for Stock , another sheet for historical operative order information etc but I'm unsure how to get it all to work together.

    I've scoured the net for something similar, and I half-built an Access stock management system but I've honestly no idea how to use it... if anyone can give me a hand I'd be everso grateful!

    I am limited to using Excel 2003 (Until the end of August when my company is updating the systems - finally!)

    Thanks in Advance

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    Re: Help to create an Inventory (Uniforma) management system with Order Forms and Deliveri

    Hang in there for the update. Excel took a couple of big steps between 2003 and 2007: most notably going from 65K lines to 1 M lines and Excel Tables. I've managed to successfully repress any memories of using Excel before tables.

    As for the inventory program. I just built one in Access for a small project we have. The best way to build an inventory program is to make it transaction-based.

    The easy part are the manual transactions. I chose 4 kinds of transactions: Initial Stock, Resupply, Inventory Adjustment Positive and Inventory adjustment negative.

    I also have a bill of materials. For example Widget X is made up of 2 Part A and 1 Part B. So if I make 1,000 Widget Xs, I make a transaction for -2000 Part As and -1000 Part B and +1000 Widget X.

    You'll probably need a table with merchandise and the number of points for it. When a person makes a purchase, you can make a transaction for a negative whatever the item is worth. After checking the person's balance that is. Of course don't forget to also make a negative transaction against the item. You'll need a special program to set a person's total back to the default in April.

    In a transaction-based system, the total amount of anything isn't ever stored. The current level of whatever it is you are tracking is the sum of its transactions: positive and negative.

    In addition to the item name and quantity I also include the date and time, the login name of the person making the transaction, the type of transaction and any comments. I makes a good audit tool. So you not only know what you have, but how you got there.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Help to create an Inventory (Uniforma) management system with Order Forms and Deliveri

    Yes this was my thinking too... I've not done a lot of work in my previous roles in 2003 and having to step backwards was a big learning curve... it's just not as intuitive at all!

    As I said before, I'm a complete noob when it comes to Access. I put *something* together, i.e, I had tables for the Operatives information (Line manager, their ID, Department etc), I had inventory information and what not but I have no idea how to make it transaction based or - for our purposes - how to make a form within the programme that people can fill in and it deducts the amounts from the inventory when the person has 'picked' the stuff from the warehouse... I'd also need to do the reverse transaction when more stock is delivered...

    I'm following everything you say but I'm just struggling to put it all together. In April couldn't I just do a mass points reset for all Operatives back to 20 (their yearly total)

    Thanks,

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    Re: Help to create an Inventory (Uniforma) management system with Order Forms and Deliveri

    Hi,

    Check out www.nch software.com
    Under Business Software select the Inventory Software (Inventoria Programme).

    Regards

    peterrc

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    Re: Help to create an Inventory (Uniforma) management system with Order Forms and Deliveri

    Edit - previous post should read "www.nchsoftware.com"

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    Re: Help to create an Inventory (Uniforma) management system with Order Forms and Deliveri

    Hi,

    Thanks for this, I've taken a look...sadly I'm not an admin here at work so I can't download or have a play with it but I'll see if it's going to be worthwhile us having or if I can build something similar.

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