I'm trying to help a friend who's losing money and inventory like crazy. A simple spreadsheet he needs, so I thought I can help no problem...boy was I wrong.
Attached is what he sees as the best option - I"m trying to comply with that. He's a great business owner when it comes to people...numbers and the books, that's where I come in but wow. I'm so deep in this I can't see it anymore.
He wants to select a flavor/item using a button that will display the current stock, the buy price and his sell price for each item on a tile. When that tile/button is selected, it will activate some cells to the right where he can update this information as needed. Once updated, the tile/button for the flavor or item will reflect the new changes. If no updates, needed the user starts with the next step.
The user selected from a drop down the flavor or items being bought or sold.
The user then enters a number to indicate how many of that item is being bought or sold.
the user then selects a button to indicate a purchase or a sale.
All of this date goes to a different sheet that will show the individual transaction on a new line, as well as running total of date teh sale, purchases, and any over/short for stock and $$.
Then, the final thing needed is that on the display sheet is a snapshot of the transaction (sale or purchase) as well as the running numbers for the total profit/loss for $$ and inventory.
Is he crazy for wanting this in excel (I think he is)...but can it be done?
Bookmarks