Help needed in tracking inventory and interface

[ishmam]

hello everyone i hope you are well,
i made this file for my self with little knowledge of VBA and excel to be good at producing reports,
that was until i discovered this place where people have done something amazing,
ive been driving myself crazy for the past one week trying to find a way to link my inventory with my invoice,
currently i am using vlookup to search the product and customer data and then i press the save button to save it as a pdf and make a journal entry,
i have the following quesitons
1. can i please find a way to update my inventory automatically when i create an invoice
2. can i improve the interface ?
3. can i reduce the no of formulas and codes to keep the process clean and less risky.
4. can every invoice no being uploaded in invoice register be having a link to the actual pdf file ?
Dummy.xlsm

[dflak]

Inventory systems are best managed on a transaction basis. The current stock is always the sum of the transactions.

The first transaction should be "Initial Stock" and that would be your starting inventory.

Then you can have transactions to add stock as you purchase more and to use stock as you manufacture or sell items and transactions used to adjust stock as you do cycle counts.

The program here might meet your needs. https://www.excelforum.com/tips-and-...ml#post4653562

This program does NOT produce an invoice. We would have to "tack on" a module to do that. Also it looks like you are simply reselling stock. This model is set up for a manufacturing operation where the finished product has a BOM for raw materials. In your case, the BOMs will contain just one item: the item being resold.


You may want to think about reorganizing the project.