Inventory

Products, the suppliers you buy them from, every stock movement and what is running low.

Download 5 KB3 tables, 1 queries, 1 reports, empty and ready for your own records.

The everyday tasks of Inventory, a step at a time. Each step names the table, form, query, report or print template to open. Every table has a form of the same name under Forms.

1. Add a supplier and a product

Open the Suppliers form, press New Record, type the Name, Contact, E-mail and Phone, and press Add Record.
Open the Products form and press New Record. Type the Name, an SKU and a Category, and choose the supplier in the Supplier list.
Type the Unit Price, the Units in Stock you have now and a Reorder Level that suits how quickly it sells, then press Add Record.

2. Book in a delivery

Open the Stock Movements form and press New Record.
Choose the product in Product, type the day in When and the number received in Quantity (24 for twenty-four). Type Delivery in Note and press Add Record.
Open the Products form, move to the same product and add the same number to Units in Stock.

3. Record goods going out

Open the Stock Movements form, press New Record and choose the Product.
Type the day in When and the number with a minus in Quantity (-2 for two sold). Type Sold or Damaged in Note and press Add Record.
On the Products form, take the same number off Units in Stock.

4. See what to reorder

Run the query Low stock from the Queries list.
Each line shows the product, how many are left, its reorder level, the supplier and the supplier's Phone, ready to call.
To order sooner or later, open the query's design and change the 10 in the criteria under Units in Stock.

5. Print a stock sheet

Open the report Products by supplier from the Reports list.
It lists each supplier's products with the units in stock and a total for each supplier.
Press Print to take round the shelves for a stock count, or Save as PDF.

6. Put the stock right after a count

Count the shelf. If it differs from Units in Stock, open the Stock Movements form and add a movement for the difference, above or below nought, with Stock count in Note.
Then type the counted number in Units in Stock on the Products form.
Run the query Low stock afterwards: the count may show something lower than you thought.

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