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[SOLVED] Inventory System - Not sure ow to achieve this.

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    [SOLVED] Inventory System - Not sure ow to achieve this.

    Hi All

    I'm trying to create a an inventory system for myself and I have no idea how to handle this part.

    engraving-records.jpg

    The image above is the records I would fill out as I go each day. The Item column is data via a dropdown from my Inventory sheet. Shown Below (Column B)


    Inventory.jpg

    Basically I want it so the value of the 'Qty' Column in the Engraving Record sheet is added to the 'Number Sold' Column in the Inventory Sheet and taken off the "Quantity in Stock" Column

    Obviously The Item on the Engraved sheet (column D) also has to Match the Item on the Inventory sheet (Column B) as well.

    I have no idea how to start going about how to achieve this.

    Any Help or guidance would be much apricated.

    Kind Regards,

    John
    Last edited by EnF Engraving; 07-11-2022 at 01:08 PM.

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    Re: Inventory System - Not sure ow to achieve this.

    Welcome to the forum

    Please 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.

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    Re: Inventory System - Not sure how to achieve this.

    Hi Again.

    I've attached a sample work book that attempts to explain/show what I'm trying to do with a Before and After sheet - Ive Coloured the relevant data in Red

    Kind Regards,
    John
    Attached Files Attached Files

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    Re: Inventory System - Not sure ow to achieve this.

    On the Inventory (After) sheet try the following:
    1. Paste the following into cell D3 and then drag the fill handle down to cell D10:
    Formula: copy to clipboard
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    2. Paste the following into cell I3 and then drag the fill handle down to cell I10:
    Formula: copy to clipboard
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    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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    Re: Inventory System - Not sure ow to achieve this.

    Hi JeteMc

    Many Thanks that works well. Just a small adjustment. Is there anyway I can adjust the second part of the formula so I don't have to keep updating the C$7 and B$7 parts of the formula to represent the number of Engraving records I have.

    Basically so it automatically updates the length as I add more engraving records?

    Kind Regards,
    John

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    Re: Inventory System - Not sure ow to achieve this.

    I feel that the best option is to convert the range A2:E7 on the Engraving Record sheet into an Excel table.
    When a new row is added to the table by selecting cell E7 and then pressing the Tab key, the formula for column I on the Inventory (After) sheet will update to include the new row.
    Let us know if you have any questions.

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    Re: Inventory System - Not sure ow to achieve this.

    Hi Again JeteMC.

    I've converted both the "Inventory" and the "Engraving Records" to Tables and I've got the Number Sold Part working fine now, thanks for that.

    Still having some issues with the "Quantity in Stock" Function

    I noticed with your original formula solution it was Subtracting the 'Quantity in Stock' Value from the 'Number Sold' column, I want it to take away from the quantity column from the Engraving Records Sheet instead.

    i.e If I engraved 2 silver Hip Flask (HF001SILVER) and put 2 (under Quantity Engraved) on the Engraving Records, I want it to subtract 2 from the Quantity in Stock on the Inventory Sheet,

    The formula I tried and I'm probably miles out since its riddled in Errors is -

    Formula: copy to clipboard
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    (table 1 is the engraving records and I put this formula in a new Column outside the table otherwise going to get Circular errors.)

    Almost there!

    Kind Regards,
    John

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    Re: Inventory System - Not sure ow to achieve this.

    Looking at the notes on the Inventory (After) sheet I am struggling to understand where/how the formula in post #7 should be applied.
    Perhaps uploading another Excel file would help clear things up.
    Please remember to manually show us the expected results of the new column.
    One comment, if you give the tables meaningful names such as InventoryTable and EngravingTable it will be helpful when/if formulas need troubleshooting.
    Let us know if you have any questions.

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    Re: Inventory System - Not sure ow to achieve this.

    No Problems, changed the Table names.

    I've attached a new sample and added simple figures which I hope will make it clearer what I want to archive, its almost there, the solution above is just taking values from the wrong part.

    The number sold section works as intended in the sample so if you add new rows to the Engraving record that should work fine

    Kind Regards,
    John
    Attached Files Attached Files

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    Re: Inventory System - Not sure ow to achieve this.

    (From worksheet) The "Quantity in Stock" Column Should ideally be one column.
    In order to have only one column I feel that there will have to be a separate record of the initial stock as well as the stock that is added by reorder as modeled on the Restock sheet.
    The formula for the Quantity in Stock column on the Inventory sheet could be: =SUMIFS(TAB_Restock[Quantity in Stock],TAB_Restock[Item Code (SKU)],[@[Item Code (SKU)]])-[@[Number Sold]]
    Let us know if you have any questions.
    Attached Files Attached Files

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    Re: Inventory System - Not sure ow to achieve this.

    Per your post #9, using SUMIFS as suggested by JeteMc,
    E3=[@[Quantity in Stock (Result before Formula)]]-SUMIFS(TAB_Engraving[Qty Engraved],TAB_Engraving[Item],[@[Item Code (SKU)]])

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