Forum Discussion
Christine_D1973
Sep 05, 2025Copper Contributor
Excel - Matching outgoing to incoming inventory based a specific conditions
Hello, I wonder if anyone here can help me. I have created an inventory tracking file in excel but I have encountered a difficulty that I cannot seem to find an answer for. I have sequenced eac...
Cecilyharper
Sep 09, 2025Copper Contributor
It sounds like you’ll need a setup where your outgoing pieces are matched to the earliest open shipment until it closes. A running balance usually does the trick subtract from each batch as items go out and once it hits zero you can mark it Closed, if it’s partly used mark it In Progress, and if untouched leave it Open. A mix of formulas like SUMIFS or INDEX/MATCH with maybe a helper column can keep it organized.