SOLVED

simple way to create a supplies ordered / inventory SS that is broken down into mini categories

Brass Contributor

I need to track everything our company purchases in a lot of various categories such as Safety Gear and Supplies (PPE, Apparel, Vehicle Parts and Vehicle Maintenance supplies, Tools, Apparel and promo items, Misc small items, Office supplies, Office tech equipment, Shop tools, Shop Equipment, tools, chemical products, hoses, jetters, nozzles, cameras etc, Job site equipment and supplies (totes, tools, sorbents, etc)

I need to make a inventory count sheet that has the items we purchase and links of where we purchase them for easy reordering and include the previous order dates and quantity's so when we do the next count, we have a running list of what we should have in stock and used and use a blank sheet of the categories when we do the counts.

 

I was thinking of Breaking it down into Categories, with subcategories or possibly making a table for each various item and then have a master full list that can be printed and wrote on for inventory counts.

 

I just tried adding a dropdown list in to see if that's the best way but don't want to make it more complex than needed and im horrible at setting the structure up.

 

what is my best solution and how do i set it up?

6 Replies
best response confirmed by Amber1023 (Brass Contributor)
Solution

@Amber1023 

See the attached workbook for one possible solution.  Read the notes on the _Info worksheet.

 

The "best solution" depends on information we don't have (unless we have a working crystal ball).

 

@SnowMan55 

 

thankyou your info sheet is very helpful. I wrote in some questions etc back on the info sheet and added a couple comments on the others.

 

I have a very good idea of concept as a whole... any chance you could do a video or call with me so i can verify i fully understand? it would make living a whole lot less stressed to finally fix our spreadsheets and get the data into them without guessing.

 

 

Thankyou SO MUCH

 

attached is the link to the SS. Idk which works the "share" via drop box
https://www.dropbox.com/scl/fi/irs9lt4kjflwm6nb3iulm/2024-05-02-AN-inventory-sample-with-questions-b...


Or the share via excel thats saved on dropbox 

https://www.dropbox.com/scl/fi/irs9lt4kjflwm6nb3iulm/2024-05-02-AN-inventory-sample-with-questions-b...

 

 

 

(Same doc saved in same place)

Hi Amber1023

Below is a video tutorial that will give you a good foundation on what it is you're trying to do.

https://youtu.be/ohGFPF12Qwc

The tutorial comes with working files you can download to follow along.
1 best response

Accepted Solutions
best response confirmed by Amber1023 (Brass Contributor)
Solution

@Amber1023 

See the attached workbook for one possible solution.  Read the notes on the _Info worksheet.

 

The "best solution" depends on information we don't have (unless we have a working crystal ball).

 

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