Would like to create Inventory

  • Thread starter Thread starter lost
  • Start date Start date
L

lost

Hi,

I have Microsoft Excel 2002 and would like to create an Inventory. I
Excel suitable for this and could you please point me in the directio
of a tutorial? I am fairly new to Excel (having previously use
Quatro) but have never created an inventory. I also have Access 2002.
Would this be more suitable to create an Inventory. Thanking you i
anticipation. Los
 
You could create a simple inventory list in Excel, and use filters and
pivot tables to summarize or view specific items.

Set up a table with the fields that you need to track, and enter the
current quantity for each item, e.g.:

Date Item Quantity
1/1/04 Pens 200
1/1/04 Pencils 250
1/1/04 Glue 35

As you received or ship items, add them to the list:

1/2/04 Pens -100
1/2/04 Glue -10
1/2/04 Disks 500

To view specific items, use an AutoFilter. There are instructions in
Excel's help, and here:

http://www.contextures.com/xlautofilter01.html

For a summary, use a PivotTable. There are instructions in Excel's help,
and here:

http://www.geocities.com/jonpeltier/Excel/Pivots/pivotstart.htm
 
Here's an updated link to the PivotTable information:

http://peltiertech.com/Excel/Pivots/pivotstart.htm

Debra said:
You could create a simple inventory list in Excel, and use filters and
pivot tables to summarize or view specific items.

Set up a table with the fields that you need to track, and enter the
current quantity for each item, e.g.:

Date Item Quantity
1/1/04 Pens 200
1/1/04 Pencils 250
1/1/04 Glue 35

As you received or ship items, add them to the list:

1/2/04 Pens -100
1/2/04 Glue -10
1/2/04 Disks 500

To view specific items, use an AutoFilter. There are instructions in
Excel's help, and here:

http://www.contextures.com/xlautofilter01.html

For a summary, use a PivotTable. There are instructions in Excel's help,
and here:

http://www.geocities.com/jonpeltier/Excel/Pivots/pivotstart.htm
Click to expand...
 
Access 2002
New From Template
Databases Tab
Inventory Control
All Done!
--
Regards,
Pat Garard
Australia

______________________________________
 
lost,

If you'll be storing manufacturer information, which should go into a
separate table from the inventory, order information (same), etc., you'll
end up trying to code Excel to act like Access. Excel is a terrific
program, but doesn't have the relational table capabilities that you'll wind
up klutzing up on your own in it. Access will be worth getting and learning
for such an application.
 
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