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Live inventory to block out sold out styles or sizes.??

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    Live inventory to block out sold out styles or sizes.??

    Morning All,

    Hope everyone had a great work week..

    I am sure this has been asked in the past, i have searched but couldn't see any posts...

    Our company uses a standard excel ordering form for our Reps to order our goods, the problem is that it doesn't look at our inventory levels and we are constantly having to issues a new version with blocked out styles/colors/sizes... i was wondering if it is even possible to have the order form look at the inventory levels and block out the styles with 0 or - units available... i guess it would be each time the order for is opened it would check the inventory level and then block out the cells that fall into that range...

    With the vast knowledge on this forum would a sheet like/similar to this be even possible??

    thanks in advance for your time!
    Ian

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    Re: Live inventory to block out sold out styles or sizes.??

    Where would this form be looking up data from? What does the form look like? I suggest attaching a sample workbook.

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    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: Live inventory to block out sold out styles or sizes.??

    Good Morning Dflak and all.

    Please see the attached sample, note this is not the actual order form as that's too complicated to remove all the company info etc.

    But the concept is there, with the item code i want to know if i have a hidden and locked tab that is linked to our system with a pivot table can this be automated?

    Each item code is specific to that style/color/size and is never reused..

    As it stands there are 200+ style/color options and as our selling season goes on i need to manually check the inventory to see where we are over sold and then block off the order form so that nobody orders those style/colors..
    This is a time consuming task and causes frustration with out customers, what i would ideally want is that once they open the form they must hit an update button that refreshes the hidden inventory tab and then each cell is checked off against that inventory..
    If its 0 or below it will then be blacked out and formatted to be locked stopping the user from adding any text to that cell..

    Thanks in advance for any and all time spent on this! very much appreciated.
    Ian

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    Re: Live inventory to block out sold out styles or sizes.??

    I will assume that the item codes are a pivot table.

    We have to look up against the returned results of the pivot table. One way to do this is to overlay the returned results with named dynamic ranges. Please note, that if your pivot table has filters or is returned to a different column than what is shown in the sample, you may have to adjust the offset commands. It does not matter how many rows the pivot table returns.

    Here is a more complete explanation of named dynamic ranges: http://www.utteraccess.com/wiki/Offs...Dynamic_Ranges.

    I'll explain the specific ranges used here
    Lookup_Item =OFFSET(itemCodes!$B$4,0,0,COUNTA(itemCodes!$B:$B)-1,1)
    What this name means is: on the ItemCodes sheet
    - Start in cell B4
    - Go down zero rows
    - Go right zero columns
    - From that point, give me a range COUNTA(B:B)-1 rows deep and 1 column wide

    The reason for the minus 1 is that we literally do not want to count the header.

    Lookup_Color =OFFSET(Lookup_Item,0,1)
    This name means, same as Lookup_Item, only one column to the right. Lookup_Size and Lookup_Inventory have similar meanings.

    On the order form sheet, I have helper columns in columns M:Q. These columns may be hidden.

    Columns M&N merely "regurgitate" the Item and Color, The formula for O:Q is =SUMIFS(Lookup_Inventory,Lookup_Item,$M7,Lookup_Color,$N7,Lookup_Size,O$6)>=$H7
    This formula uses SUMIFS to get the inventory using the named dynamic ranges and it compares it to the ordered quantity.

    I extended these formulas down an arbitrary number of rows.

    Then I put conditional formatting on the Small, Medium, Large columns extended down the same arbitrary rows. =AND($M7<>"",E7<>"",O7=FALSE). It looks at column M to see if there is a value there. It also looks at the current cell to see if you have a value there and then looks at the helper column to see if you have enough inventory to cover the order. I shaded the cells red it these conditions are met.

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    Re: Live inventory to block out sold out styles or sizes.??

    Afternoon Dflak.

    that you again for taking the time to help me on this..
    i think i understand the angle you have come from on this but it was more of a advise once they enter qty in the cell that there is no inventory to cover the order.

    what i am actually hoping is that because the inventory is listed is zero or negative the cell would be looked out so they can't add a number into it...really trying to head off the problem of being over sold before it becomes a problem.

    i also added a new more accurate version of the order form with company info removed...

    thanks again for your time.

    ian
    Attached Files Attached Files

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    Re: Live inventory to block out sold out styles or sizes.??

    I think I might be able to arrange what you want with a data validation. You will be able to enter any quantity up to or equal to the amount in inventory. What I don't think I can do (without resorting to VBA) is tell you how much is in inventory when you enter the cell or try to enter too much. I'll take a look but I am wrapped up with a project at the moment.

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    Re: Live inventory to block out sold out styles or sizes.??

    Morning Dflak,

    I really didn't think this was possible with out VBA and my VBA is next to zero!
    For the results, i really don't want any customer to see the actual inventory levels.. i 100% need to block them from putting us into the negative!
    As it stands i am manually updating the order form and re-sending to my Reps... They complain because they have to transfer the info from orders they have already received but not entered and then when they send the updated order form to the customer the customer is complaining because its getting complicated for them.... its just a never ending series of complaints!!

    Again thank you for taking the time to help me, it is very much appreciated.

    Ian

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    Re: Live inventory to block out sold out styles or sizes.??

    You have complicated things immensely by using merged cells. I am going to propose a new form based on Tables.

    I am using tables because tables automatically copy down formulas and validations.

    The helper columns in Columns N:S calculate the amount of inventory for the Style, Color and Size. These columns may be hidden. Each cell under the size has a data validation that compares the number entered into the cell with the inventory. An error message pops up if you are trying to enter a quantity greater than is in inventory.

    It is a custom validation with the formula: =N6>=E6 which means it will only allow entry if the amount in inventory is greater than or equal to the amount being entered. If not, a dialog box appears with the message "There is not enough inventory for the quantity being ordered."

    Data validations are good, but they can be destroyed or bypassed with copy / paste.

    I added an additional data validation on the Style #. You can only select styles that are on the master worksheet. I would also like to add data validation for color, but limit the color to those available for the style selected. However, to do this, I need access to the table so I can build a pivot table.

    I would also do validation on the Names but I have no idea where you got those from.

    I'll explain in more detail if you have questions.
    Attached Files Attached Files

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    Re: Live inventory to block out sold out styles or sizes.??

    Afternoon Dflak,

    you sir area genius! thank you for the help..
    this will certainly do the job for me..

    the format with merged cells was from my predecessor, who wasn't a fan of excel.

    i will take what you have done and roll it into my master sheet with the hope i can replicate your results..if not i may be in touch!

    have a great day,
    ian

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