Forum Discussion
setting up stocktake for 1 year
Let me just add to the request from NikolinoDE -- not only should you describe more completely how this workbook is organized, it would be helpful if you unprotected it so we could see more fully the various components, how they related to one another, and so forth.
What you have created so far is very elaborate--perhaps (if you'll accept some observations or feedback) TOO elaborate. You may have created this to take advantage of Excel's abilities to tabulate data, copying what previously existed on paper ledger sheets and automating the process of taking figures from the monthly revenue sheets and summing them onto another annual tally sheet, etc. But you may be overlooking (or not aware of) some of Excel's abilities to take the input gathered in a single master database and produce monthly and annual summary outputs.... in other words, you may (not for sure, but may) be making this more complicated than it needs to be.
So the more you could let folks here in techcommunity see the whole, the more we might be able to help.
Hi there, So the password to the sheet is stocktake, all lower case. Happy for advice on how to make it less elaborate, i honestly dont know how, the goal is to make a full system the calculates all the information that is in here.
In terms of the actual question. My 'Master Stocktake Template' is where i want to be able to input data, and separate sections in the kitchen (ie, service fridge 1, service fridge 2 etc), and I want it to copy over to the monthly sheets from there, But..... I would like to be able to add rows into that 'Master Stocktake Template' whenever necessary as menus change etc. Which I dont currently know how to do.
TBH I have taught myself so far and I am not sure on how to use excel as well as I would like but i need to make the system function with the tracking and tracing ability of the three separate functions thatI have in the sheet (Invoicing, Revenue and stocktake) I am also adding Menu costing to the sheet soon.
I've looked at it. I'm sorry to say that we'd need to sit down together and spend a lot of time talking through the business, the information flow that you're tracking. I can't begin by just looking at it to get my mind around the full process. It may, in fact, be relatively simple, but you'd need to spend a lot of time--probably at a white board drawing flow diagrams--before we would look at the spreadsheets themselves.
Have you referred to any books on Excel and business applications? Have you searched through templates created by others in the same business? Is there somebody in your city who IS an expert in Excel--or maybe even Access (Microsoft's database manager)--who could (for pay) help you in your design?
In fact, maybe the best solution--assuming you're working here in a well established business (restaurant, from the appearances)--would be to seek out a commercial solution that's already been created, debugged, and proven to work to manage all the moving parts. Why re-invent the wheel?
(I say that as someone who likes to create his own versions, but I'm also talking of far smaller scale things when I've done that. I'll do my own income and expense tracking spreadsheet, for example, rather than use one of the templates available here, because I want it to do more than many of them and emphasize substance rather than sizzle. But that's still small potatoes compared to what you're tackling.)
