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#1
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Need advice/resources to organize Inventory
Using Excel 2007.
======= Just started a new job with an electrical contractor. They have a paper-based inventory & pricing system. I want to put this in Excel and have a requirement to sort all items by type and location in the warehouse. I have a vague idea how to do it, but need some guidance on the general framework and ideas on where to go for detailed advice. An additional requirement is to only have one place - whether a form or a row in a worksheet - to update an item. Mike in Nebraska |
#2
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Need advice/resources to organize Inventory
On Jan 12, 10:42*am, Mike_in_Nebraska wrote:
Using Excel 2007. ======= Just started a new job with an electrical contractor. *They have a paper-based inventory & pricing system. *I want to put this in Excel and have a requirement to sort all items by type and location in the warehouse. *I have a vague idea how to do it, but need some guidance on the general framework and ideas on where to go for detailed advice. *An additional requirement is to only have one place - whether a form or a row in a worksheet - to update an item. Mike in Nebraska Hey Mike, I think your are trading a manual way for a other. I suggest you to use Access. It may take a bit more effort to create but will be much more liable mid-long term. |
#3
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Need advice/resources to organize Inventory
I agree, Yanick, but MS Access is not available here, so I'm stuck.
Excel's not bad, but this requirement is kinda involved. I'd thought of a single worksheet of all items, with Category as one of the column headers. Then have a menu worksheet with a form to filter on whatever we define. But I don't know if Excel can use a form to create a filtered worksheet, or if there might be another way to do this. |
#4
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Need advice/resources to organize Inventory
On Jan 12, 11:11*am, Mike_in_Nebraska wrote:
I agree, Yanick, but MS Access is not available here, so I'm stuck. Excel's not bad, but this requirement is kinda involved. I'd thought of a single worksheet of all items, with Category as one of the column headers. *Then have a menu worksheet with a form to filter on whatever we define. *But I don't know if Excel can use a form to create a filtered worksheet, or if there might be another way to do this. Well, I am not familiar with controls in Excel but I guess creating a table like sheet (Each column representing a table field) is the best way to do it in Excel. Would like to help you more. : - ) |
#5
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Need advice/resources to organize Inventory
Thanks anyway. Maybe some other reader of this newsgroup has some
ideas ...... ? |
#6
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Need advice/resources to organize Inventory
Several Inventory Templates at the Office Template Gallery.
http://officeupdate.microsoft.com/te...ry/default.asp Prolly find one you can modify. Gord Dibben MS Excel MVP On Tue, 12 Jan 2010 07:42:59 -0800 (PST), Mike_in_Nebraska wrote: Using Excel 2007. ======= Just started a new job with an electrical contractor. They have a paper-based inventory & pricing system. I want to put this in Excel and have a requirement to sort all items by type and location in the warehouse. I have a vague idea how to do it, but need some guidance on the general framework and ideas on where to go for detailed advice. An additional requirement is to only have one place - whether a form or a row in a worksheet - to update an item. Mike in Nebraska |
#7
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Need advice/resources to organize Inventory
I DID take a look there, but they are pretty much a flat file - none
of the "extra" we need. |
#8
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Need advice/resources to organize Inventory
Hi Mike
Check this site and download "DatabaseForm". http://www.excel-it.com/vba_examples.htm This is only a example, but to give you a idea each column is filtered, you could sort by any column. Popup Userform to add, search, amend, delete. Play with it. That could be expanded for your needs. HTH John "Mike_in_Nebraska" wrote in message ... Using Excel 2007. ======= Just started a new job with an electrical contractor. They have a paper-based inventory & pricing system. I want to put this in Excel and have a requirement to sort all items by type and location in the warehouse. I have a vague idea how to do it, but need some guidance on the general framework and ideas on where to go for detailed advice. An additional requirement is to only have one place - whether a form or a row in a worksheet - to update an item. Mike in Nebraska |
#9
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Need advice/resources to organize Inventory
Excellent, thanks!
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#10
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Need advice/resources to organize Inventory
You're welcome, glad to help.
Regards John "Mike_in_Nebraska" wrote in message ... Excellent, thanks! |
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