Inventory Tracking

Feb 12, 2007

I have a worksheet that has multiple units listed on it. Each unit has a materials used list with quantities. I want to reference this column to another sheet and get a total materials needed list and also reference it to my inventory and subtract that number from my materials on hand. how can I do this?

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Inventory Tracking ...

Jan 29, 2010

So far I was able to find solutions to all of my small problems with excel just by searching here but with this one I need help and ideas how can it be done differently.


We need to track inventory from when its taken, when it was installed and we need to know every month when inventory is counted how much do we have on hand in our truck....

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Inventory Trend Tracking

May 31, 2007

Ive got an inventory of about 2000+ items as well as items that can be broken down into more specific groups such as colors, designs and sizes. What i want to know is how to get the correlation, thats excel function CORREL(), of each item for the time weve had it. The data I can provide is the monthly quanitity sold of the item.

For example I have item A.

Sold Month
5 1
7 2
4 3
5 4

and so on. Easy enough to do. My only problem is I would have to manually do that 2000+ times for my entire inventory to figure that out. What I wants is a command that can verify my item code, which is simple enough as I can convert the item code to something as simple as a string or leave it as is. Not every item has been in the system an equally long time though. If that were the case i could just copy it with blank cells to fill the space and copy and paste all the way down. So I need to find a way to get an IF statement to correlate the corresponding cells IF the item number matches the target cell. What I have right now is something to this extent.

=IF('2'!$A:$A,A1,CORREL('2'!$B:$B,'2'!$E:$E))

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Inventory Tracking Spreadsheet

Jun 28, 2007

A friend of mines wife has decided to get into MaryKay and he is wanting to create a spread sheet to keep track of the product she has.

He wants to be able to enter the product in and at the end of a show subtract whatever product she sold with a sheet showing what she has in stock.

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Excel Template For Tracking Inventory?

Jan 2, 2012

Quick rundown, I have a sales background, so other parts (accounting, inventory, etc) are what I want to improve so Im not running around when an order comes in, where is it, do I have it in stock.

I know microsoft has some templates, any worth downloading and starting with, then move the data or add functions to an inventory and accounting template to start, any other templates recommended for an online business.

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Tracking Age Of Inventory In Warehouse FIFO Accounting

Mar 8, 2014

I am trying to create a worksheet that tracks the age o f the inventory in my warehouse. I am charged each week at an increasing rate and want to be able to track what these charges will be. I would like to be able to sum up the data below in a pivot table that shows how many units are falling into each age group, this would add up to a max o f 10 weeks o f increasing charges.

3/1/14 received 1000 units
3/6/14 ship 600 units
3/8/14 charge for 1 week at 400 units
3/8/14 receive 500 units (900 pieces on units)
3/13/14 ship 300 units
3/15/14 charged for 100 units at 2 weeks and 500 units at 1 week

This needs to be able to assume this is going on for 10 different items, I would like to be able to track the items independently and in bulk.

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FIFO Inventory Method Balance Tracking

Jul 7, 2009

I've been trying to come up with either a formula or a macro (I'm a novice in VBA so it would probably take me forever to figure it out) to track the FIFO balance (First In-First Out) of items at any given point in time. I have attached a sample spreadsheet with the example and all the notes that might help figuring this out.

I want to stress that I'm not trying to calculate any cumulative balance or any FIFO pricing whatsoever; just separate tracking of the purchase balances at any point in time after varous sales using the FIFO balance.

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How To Print Multiple Inventory Labels Based On Inventory Levels

Sep 10, 2012

How do I print multiple inventory labels based on our inventory levels?

For example:

Item No 1000
Descr Window
Customer Taylor
PO 9001
Quantity 10

Item No 1010
Descr Door
Customer Jones
PO 9011
Quantity 35

I want to print 10 labels with the info from Item No 1000 and 35 labels from Item No 1010????

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FIFO Inventory- COGS & Inventory Valuation

Aug 18, 2009

I had been trying really hard to get some solution on COGS valuation & inventory valuation on FIFO basis. my daily transactions are typical sales & purchases.

Attached is the inventory in/out movement from Quick Books. in the column "Num" type bill is the entry from purchase bill whihc always has a reference as P/O####. This is how i will capture the landed cost against a PO., another type "Inv Adj" is inter warehouse transfer. Name is cusotmer, Inventory is my item number. in some cases it is like "2000", in some cases it is 10000:10121, and in some cases it is 10000:10200:10201 that is why they fall in different columns when i export them.

What I would lilke to do: 1) Run a report by month, by customer showing cost of goods sold on FIFO basis, I can capture sales amount by running another report.

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Eliminating Sold Inventory From The Inventory List

Aug 8, 2006

I am not an excel whiz, so I will need layman's terms if possible. I may have found a solution to my problem under another thread, but I couldn't understand it. I have only briefly worked with macros, a very long time ago. Here goes...

I have an inventory list that has not been updated for sales of the inventory, only for purchases. I have sales lists, generally by month, in separate spreadsheets. I am looking for a simple, efficient way of either eliminating or at least matching up the data in the sales list to the inventory list in order to remove sold items from inventory (on paper). I am hoping the result will be a fairly accurate inventory list, and related value, so that a physical inventory count won't be necessary at this time. Obviously I could copy all of the sales info into one spreadsheet, sort by inventory number, then manually delete all sold items from the inventory listing. I am REALLY hoping there is a better option.

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Second Tab Is Inventory Numbers And The First Tab Has My Inventory Items

Feb 27, 2007

I have a workbook. The second tab is inventory numbers and the first tab has my inventory items. I scan in the inventory number (unique) and it adds it to my inventory sheet. As I use inventory I scan the barcode and it inputs the serial number into my used inventory tab. What I need to do it when I scan the serial number for used inventory into the used inventory sheet to have it go to the inventory sheet and delete the line for that serial number.

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Tracking Changes To A Log Across Workbook

May 28, 2013

I am looking to track changes on a "Log" sheet throughout an entire workbook. The following code (found here and given below) will give me:

The cell . The date/time it was changed . What the new content in that cell is

The two points I would like it to include, in order of importance, is: The name of the worksheet that cell exists in. The user that made that change*Bonus points* a hyperlink that'll bring me to the worksheet that was edited.

VB:
Private Sub Workbook_SheetChange(ByVal Sh As Object, ByVal Target As Range)
Dim r As Long, OutSht As Worksheet
Application.EnableEvents = False
Set OutSht = Sheets("Log")

[Code] ......

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Jun 28, 2006

I'd like to make a vba macro in excel which will be just like "Track changes" feature. I'd like to track changed cells and when and who did it. (Date, User, Cell, Last value, New value). It is important to make a report in separate worksheet and automatically fill this worksheet when the user save changes.

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DDE Change Tracking

Dec 2, 2006

Aaron Blood has created an excellent DDE Change Tracking.

The file is in the download area of [url]

The macro, in the xls file, archive the data from top (a1) to the End of the worksheet.

I want invert the way to file/archive the data… copying all the cells already filled, a cell down and filing the top ( A1...) with the last DDE value (In the TracK sheets).

How can I do that?

The primary code is:

Sub Change_Tracker(Watch As String, TrackOn As String)

Dim NextCell As Range, r As Double, c As Double

With Worksheets(TrackOn)
r = .Rows.Count
Set NextCell = .Cells(r, 1).End(xlUp).Offset(1, 0)
End With

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Jan 3, 2007

I manage a small motel with 6 rooms and I'm trying to write a simple program to track my customer reservations including their details. All the commercial software is too elaborate and way out of my price range. I'm slowly learning excel but this has proved beyond my capabilities.

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Mar 25, 2014

I want to create a spreadsheet that I can export my transactions from my credit card onto -- is there a way to make it so that the transactions that haven't been covered by my most recent payment(s) are red, while the ones that are paid are green without manually going through & doing it? I know there's the IF, TRUE, FALSE formulas, but I'm confused on how to use them.

Basically, if I spend $1,000 between 5 transactions and make a $400 payment, I want the oldest transactions totalling up to $400 to turn green, while the remaining are stay red until a new payment is posted.

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Aug 21, 2007

I have a spreadsheet i would like to have changes tracked to automatically. I know it's only a matter of clicking a few buttons to get this to happen, but i was wondering if there is a way to have excel do this by default when i open the file. I would also like to have the changes highlighted automatically.

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Feb 5, 2014

I have an actions tracker worksheet.

I want to type status update for an action - then when I press enter it should automatically as soon as I press enter:

- cut the text I typed from the cell leaving it blank
- move to the target cell (its in the same row) and "add" that text string (with a date stamp added) to the text already in the target cell.

Every day I type an update against the action in the first cell - and I press enter - it should copy that text into the target cell.

That way I have a complete history of updates against the action with date stamps.

Sounds pretty simple but I don't know where to start.

Example of a simple worksheet attached : Tracker.xls

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Feb 20, 2009

I want column J to reflect the total amount of all trades which were open at the time the trade on the row is closed.

(the data is sorted according to closed trade times).

So while the trade on row 4 is the first trade to close, there were other trades also open prior to the closing. I need to show the total amount in column E of all trades which were open during the time window that the trade on row 4 was open.

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Dec 19, 2007

I have a spreadsheet that can't be password protected but this doesn't mean just anyone should be accessing it. Is there a way to record who opens it and when? Ideally I could place some code into the spreadsheet that recorded on a sheet who has opened it and when. This will detract certain nosy people from accessing it!

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Tracking My Employee's History Of Changes.

Apr 1, 2009

I am using excel as point of sale book (to record customer name, service, and total price etc.) at our hair salon. We have employees that may be there to manage alone from time to time, and enter clients into excel.
Our worry is straight forward, and involves them erasing what they wrote. I am confident that the actual service and price is entered at the beginning, but want to track their changes to their own entries.

The "track changes" would work if it "tracked changes" after entry. But it seems to track the last change from saving. For example....the employee enters $40.25 presses enter--after she knows she can get away with a change, she may erase it altogether or change it to say $16.75.

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Aug 13, 2009

I own a restaurant and have a inventory list. I track the price of a specific item in column E, and want to record the date i modify column E in column D. So, I change E5, I want D5 to say the date.

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Jun 21, 2006

I have a workbook which has a database and a pivot table. I wish to track changes without sharing the work book.

Is that possible?

Also how can I keep track of the users accessed to the workbook ?

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Nov 9, 2006

if data values are not input and are result of formula or macro can traverse back to see which macro is used to fill the data.

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Mar 6, 2007

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Mar 31, 2014

I work in a HR department and I'm trying to create a spreadsheet to track the amount of extra-duty hours each worker has. For every extra hour they work today, they can use this hour next time.

Screen Shot 2014-03-31 at 9.25.22 pm.png

This is my current spreadsheetCredit hours means hours added to their 'account'.Debit means hours taken out.Hours will expire in X days if not utilised.Right now, each worker has their own spreadsheet in the same workbook.I have about 25 workers.Is this the best way to manage this?How can I create a 'bank account' system to track their hours?

hourstracking.xlsx

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Jun 18, 2008

I'm trying to figure out a formula that would track a student's class schedule to see if there is a date/time conflict. I'm uploading an example of a ficticious student named Amanda for you to review.

According to the example, I should be prompted that there's a conflict between Amanda's first two classes because they both meet on Monday (M) and Wednesday (W) and the time during each of those classes overlaps.

This will need to be checked per student, based on their ID in column A.

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Aug 2, 2008

How do I track my total weight loss in excel? Here is an example of what I am trying to do.

8/1/2008 228lbs
8/2/2008 225lbs
8/3/2008 223lbs

Total 5lbs

I would like use a formula that would subtract my absolute weight loss total day by day in August. Basically, I want the total "cell" to equate to my total weight loss in August. For Example after 8/3/08 the "total cell" should equate to 5 lbs. What formula do I use to do this?

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May 19, 2009

I have an Excel timesheet that the supervisor loads the time (in and out) for all the shop employees. These employees may work up to six different jobs in one day at various points throughout the day. I have no problem with calcs and formats on the daily time entry tab (sheet1). What I need is a way to track each job using a running total so that as the job is in progress we can see how we are doing against estimated hours. I thought perhaps I should at least make a weekly time summary pivot table thinking that it would make it easier to calculate, but it didn't help with running totals. The summary included (5) copies of the same daily entry tab (sheet1) just given a different name, in this case ..a simple date change and save the sheet with the date used. OK, here's the problem. How do I create a running total that would track each job? I forgot to mention earlier that each daily time entry sheet is saved and named by the date for which it represents. The weekly time summary pivot table works fine....but it only gives me the grand total of hours worked for each day...not a running total summary. I can view the pivot tables and go to the calcualtor and add the hours up per job, but that's defeating the purpose. Anyway, I hope this is clear enough to at least get some responses. Then, maybe by then I'll have a better understanding how to ask the right questions.

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Nov 3, 2009

I am trying to turn this call tracking sheet into an electronic one. Is is possible to have check boxes in the empty cells that will allow someone to just click them as they go along and it would create a total at the bottom to avoid countless hours of counting these sheets. Or even turn "Trans CM" into a button that you can click and it would keep track of how many times that specific button was clicked.

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Apr 5, 2011

I am in sales and we currently have a excel spreadsheet with call tracking and a sales tracking on it. I would like something a little more inviting. We have quotas that we have to meet. 100 calls a month, 20 quotes to put out, $11k is sales.

I was thinking maybe something that was broke down by week for calls. The sales and quotes, have a graph associated with them. When we type in the dollar amount it will raise the graph that much. I think this will make it easier to manage. I have attached what our call tracking looks like now.

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Oct 28, 2013

I am currently producing a work number tracking spreadsheet for the people I work with and wanted to know if there was a way to generate a pop up window that created fields to enter the data for the job being inputted.

I currently have it just a simple macro (below) that enters a new line, adds a sequential number and adds both the date entered, as well as an expected finishing date. It does what I want it to do, however I am looking for it to be fool-proof as the last system was broken as people didn't fill it in fully.

Code:
Sub New_Line()
Range("A4").EntireRow.Insert Shift:=xlDown, CopyOrigin:=xlFormatFromRightOrBelow
Range("A4").Value = Range("A5").Value + 1
Range("C4").Value = Now()
Range("D4").Value = DateSerial(Year(Now()), Month(Now()) + 1, Day(Now() - 10))
End Sub

On the previous system it used a worksheet that did similar, with dropdown menus that auto-filled the sheet as well as inputted into the spreadsheet. That was produced by an old employee that isn't working on it any more.

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Dec 14, 2013

basically I want to be able to keep track of how much vinyl material I have left after each order.

The process would be - When I order a roll of vinyl material I would input the colour ordered and cm ordered by selecting from drop down lists in the 'Vinyl Tracker' sheet. When a customer makes an order, I would select an item, size and colour from drop down lists in the 'Orders' sheet. Depending on what size is selected in the 'Orders' sheet, I would then like Excel to automatically update column 'Cm Remaining' in the 'Vinyl Tracker' sheet, however using the smaller number in the relative size column from 'Item Sizes' sheet.

E.g. If we take the first order:

World Map
Medium
Black - (M)

This would then refer to cell M5 in the 'Item Sizes' sheet (as 43.35 is less than 90).

I would then like the number which is retrieved to be taken away from the relevant cell in the 'Cm Ordered' column, depending on what colour was chosen in the 'Orders' sheet.

To make matters a bit more complex, obviously when any of the numbers in the 'Cm Ordered' column in sheet 'Vinyl Tracker' is 0, I will re-order the same vinyl roll and insert it into the sheet as per usual. How can I make it so that any new orders will take away from the latest instance of the same coloured vinyl?

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Mar 4, 2007

I have an assignment to audit the time it takes convert a printing press from one job to the next. I've been using a watch to take the readings in hours, minutes, and seconds.

I recorded them in my spreadsheet, as h:mm:ss, but it showed a date also. I think I finally got that resolved, but now, when I try to subtract one time from another time, I get an incorrect answer. I think I need to convert all of these times into decimals, as in 13.23.44, as oppossed to 13:23:44.

One post on page 1 of my search said to multiple A1*24, but I don't fully understand. I tried that, but 11:30 became 11.50?

I need to extract the set up time, or job to job changover time in a decimal format if possible. There are other tasks being done with those numbers later in the spreadsheet that are more conducive to decimals, than the time format.......

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Jan 4, 2008

I currently use a spreadsheet to track my work and I would like help automating some of the functions. I don't want to use macros if at all possible. I have some formulas but it doesn't do enough.
what i do is audit other peoples work and send out error notifications when needed. i use the spreadsheet to help me tack the status of the error notifications. when I send out an error notification the auditee has up to 3 chances to rebut the error so i need to keep track of where the follow up lies and when the error is finally accepted or removed (process completed).

I would like column U to tell me where we are in the process...
1.notification sent (by the auditor)
2.reply received (either accepted or 1st level removal request by the auditee)
3a. if error accepted- process complete
3b. if removal request-notifcation sent(by the auditor - error removed or error remains)
4.if still an error(following 3b) - reply received (either accepted or 2nd level removal request by the auditee)
5a. if error accepted- process complete
5b. notification sent (by the 2nd level reviewer - either error removed or error remains)
6.if still an error(following 5b) - reply received (either accepted or 3rd level removal request by the auditee)
7a. if error accepted- process complete
7b. notification sent (by the 3rd level reviewer - either error removed or error remains) & process complete (3rd reviewer decision is final)

I would like the V column to be the "date of last action"
since the notification bounces between people, i need to know who is currently responsible for followup & how long they've been sitting on the work. i would like the date to populate based on the manually inputed fields where I input sent & received dates for each level of action.

the spreadsheet is too wide for the post so i will put it on a website...
http://public.box.net/kingerick89367

the columns are all titled and all manually inputed except for column U which is the one that I want to autopopulate with the current status of the error notification. the formula is a IF statement but due to the 7 formula limitation It came out too simple. it's better than nothing but I want it to be more specific.

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example, team 1 played 9 games and is 8-0-1. Team 2 has played 9 games and is 8-1-0. Team 2 is would be a 1/2 game back. Team three is 8-0-0 also a 1/2 game behind team 1 but tied with team 2.

So in column G it would read team1 "-", Team 2 ".5" and team 3 ".5"

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I have a formula I am using to try create an auto Tacking Number system.

Formula:

[Code] .....

I want the number to appear as the data is logged into "C5"

The end product I am looking for will be "TS-July14-001", Where "M5" is the given month, "N2" is 2014 so I used the right formula to get 14

The last bit is where I am having problems, I would like the last number "001" to have a fill series effect.

Ultimately if this is possible i would then like the fill series to reset to 001 when the month in "M5" changes.

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I am creating a spreadsheet that tracks daily employee attendance.

The title for the E Column is, "Received On Time?"

In the next column, I want to enter a formula that does the below:

If I enter Y, the cell reads "N/A"
If I enter N, the cell reads "ENTER TIME"
If the cell is BLANK, the cell should read "NOT RECEIVED"

So far, I have entered the below function in a cell in my excel spreadsheet, which worked perfectly:

=IF(E3="Y","N/A")

I also want to add in this same cell:

=IF(E3="N","ENTER TIME") AND =IF(E3="BLANK","NOT RECEIVED")

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