Beginner-Tutorial For Retail/inventory Table(s) Set Up
May 5, 2007
Access Guru's:
I am a beginner at best with Access. (I'm using Access 2003) I have a small in home business as a second job making silk flower arrangements. I am now to the point that I need to track my inventory, quantity used, COGS, etc. Most of my arrangements are in gift shops on consignment.
In lieu of buying Quickbooks Manufacturing ($$$), I want to start tracking everything with Access so I can at least get some nice reports at tax time.
The problem I am having is I cannot translate the tutorials that Microsoft supplies to this application, they only cover setting up basic tables. (ie: in a retail/inventory application - do I set up 1 table, 1 table & subtable, 2 tables????)
I set up a table so far with 4 basic inventory fields:
Item description (record includes: flower, vase, foam, etc) / Color / Qty on Hand / Cost. Then (on the same table) finished goods fields of: Qty Used / Arrangement # / Qty Left / Sold for. While trying to figure out how I am going to track how much each arrangement cost, I'm not sure this set up will work.
I probably went into too much detail for my question, but I wanted to give some kind of background. Is there a CD/Book/Tutorial that specifically guides one through setting up a retail/inventory table?
Sorry so wordy.
Catherine
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Dec 14, 2013
I need to create a SIMPLE solution for Retail rounding. Below are is an Example of Detail lines in a DataSheet Form that represents the price for an Item.
QuantityXUnitRate = Quantity * (UnitRate*Pct)
$14.0049 = 1 * $10.53 * 1.33
$14.0049 = 1 * $10.53 * 1.33
I need the price to end with a Currency Decimal of $$$$$.x9 for all prices. The example above rounds to $14.00 for with 2 digit rounding or if I use 3 digit rounding $14.01.
I need it to be rounded with a .x9 either $13.99 or $14.09 or to the nearest .x9.
Subsequently, every Detail line we calculate in the Datasheet needs to end with an .x9 for Retail Pricing.
There are thousands of different UnitRates (costs), and the Pct (Percent of Markup) can also change.
Additionally, I sum the Detail Lines and the Totals need to match. One of the Sum Fields is Calculated as
=Sum(IIf([taxable]=True,Nz([QuantityXUnitRate]),0))
This ends up Totaling to $28.01 which is wrong for 3 Digit rounding of the Detail Line, because $14.01+ $14.01 = $28.02.
I also tried Rounding
=Sum(IIf([Taxable]=False,Nz(Round([QuantityXUnitRate]),0),0))
And after that I still got the wrong amount $28.00.
I tried this with 2 instead of 0 with no difference
=Sum(IIf([Taxable]=False,Nz(Round([QuantityXUnitRate]),2),2)),
I know one of 2 refers to the Nz and the other to Rounding, but I not sure which is which at this point.
If the last significant digit need to be .09 or .19 or .29 or .39 or .49 or.59 or.69 or.79 or.89 or.99 then everything should Sum up correctly or I hope.
Here is another Example
QuantityXUnitRate = Quantity * (UnitRate*Pct)
$14.0049 = 1 * $10.53 * 1.33
$22.2642 = 1 * $16.74 * 1.33
However, I get the correct Detail Line of $14.01 and $22.26
and using =Sum(IIf([taxable]=False,Nz([QuantityXUnitRate]),0)) same as above, I get the correct amount $36.27.
How to make a with a SIMPLE solution where all Decimals end up with a .x9 and then I'll tackle the Sum if necessary.
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Dec 2, 2013
I am trying to count how many plans a retail chain has over its stores.
So
WeekNo | StoreNo | Product |PlanNo
1 | 10001 | Dog | A
1 | 10001 | Cat | B
1 | 20008 | Dog | B
1 | 30005 | Dog | B
Query/report to show
Product | PlanNo A | PlanNo B
Dog | 1 | 2
Cat | 0 | 1
Numbers in Query/report are a count of Stores selling the product
One of the issues is that the data is duplicated over the weeks, I'm thinking to use max on week number so It only looks at the last available data. And how to write the query.
Currently I'm doing this
PlanA: Sum(IIf([PlanNo]="A",1,0)
PlanB: Sum(IIf([PlanNo]="B",1,0)
.
.
.
But it looks at the whole of the table for all the weeks...
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Feb 27, 2008
I'm a newbie. I'm setting up a database to monitor inventory then allow users to make reservations from the items in inventory. I'm a little confused.
I have the follow tables setup.
Category
Charger,BB Data Only, BB Phone, Broadband Wireless Card, Cellular Phone, Laptop, Laptop Accessory
BB Data Only
Device, Model#,Serial#,IMEI,PIN#,Deactivated
BB Phone
Device,Model#, Phone,#IMEI, PIN#, Deactivated
Chargers
Device, MTHMID, Type of Charger
Laptop
Device, MTHMID, Manufacturer, Model#, Serial#
I also have tables for manufactures and service provider, can i add a lookup to the service provider table to the bbphone table
basically i want to create a form that will change the information requested based on the type of device selected.
I'm confused about how to setup my main table, and the relationships between the tables.. please help
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Oct 27, 2005
After a lot of searching, printing and highlighting I want to double check that I have the right idea.
I have a simple inventory control database. From reading the forum, it seems the best approach is to drop the detail lines table of the purchase order (incoming) and the detail lines table of the sale invoices (outgoing) and make one table for all transactions.
The Transactions Table would also keep records of inventory adjustments from inventory counts, etc. Each transaction would be given a type so I know in which direction the stock count moves in (adding or subtracting) when I sum the totals for each item.
Otherwise, I need union queries to ensure all tables are considered in my calculations.
My database is simple (thankfully). Let me know that I am on the right track I like the solution but like any new student, a little reassurance is appreciated.
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Feb 12, 2007
Hi, I was asked to help create a very simple Access DB for a small restaurant to help them keep track of inventory.
The only things that the owner wants to keep track of are:
1.Item Catalog
2.Date and Quantity of Item IN or OUT
3.Current # of Items
My problem here is that there are 5 Item categories, each with a relatively lost list of Items under each one.
1.Drinks
2.Ice Cream
3.Kitchen Supplies
4.Grocery
5.Etc.
Will it be advisable for me to create an Item Catalog TABLE for each of the category instead of piling all the Items into just one Item Catalog TABLE?
The Designs I’m currently considering are:
A.)
TABLE SET 1 : Catalog of Items
Fields (ID, Name)
•TABLE Drinks
•TABLE Ice Cream
•TABLE Kitchen Supplies
•TABLE Grocery
•TABLE ETC
---------------------------------------------------
TABLE SET 2 : Movement IN/OUT of Items
Fields (Movement ID, Name, Date, IN-Amount, OUT-Amount)
•TABLE Drinks
•TABLE Ice Cream
•TABLE Kitchen Supplies
•TABLE Grocery
•TABLE ETC
B.)
TABLE 1: Catalog of Items
Fields (ID, Category, Name)
TABLE 2: Movement IN/OUT of Items
Fields (Movement ID, Name, Category, Date, IN-Amount, OUT-Amount)
I’m really more inclined to choice A because I just re-learned Access last month and will be creating my first serious database just now. I don’t want to choose a more complex table structure (choice B) that might cause problems with the DB later (as it will really be used to keep track of real-life inventory and might screw up their operations if it goes haywire). Is Design A viable? Or flawed?
Another question I have is with the structure of the Movement – IN/OUT table. Is this workable? My thought is just to let the user enter something like:
Drink [date] [IN] [OUT]
Coke [date] [2] [0]
Coke [date] [0] [1]
In the database, then compute current Quantity of the Item using a query (Sum[IN] – Sum[OUT]) . Will this work? I’m a bit apprehensive with this because I’m thinking I should have another TABLE that will store the actual inventory Quantity instead of the Quantity just being computed through query. But doing another TABLE for Quantity does complicate stuff a lot since it will have to determine which Quantity value gets added to or subtracted from based on many criteria. Will it be OK just to use the query to compute Quantity left?
Thank you so much for any help on this!
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Nov 29, 2004
I am in Access 2003 and I need to create a chart of the inventory levels of a product. I have the daily production and I know that the amount distributed out of the warehouse will be the amount produced that day up to 200 items. However, I can't figure out how to keep a running balance of 'ending inventory' if the amount is over 200, so that it would be the next day's beginning inventory.
I am trying to figure this based on the formula:
beginning inventory + new production - distribution = ending inventory day 1
day 1 ending inventory (beginning inventory) + new production - distribution = ending inventory day 2
etc
I wrote a query to put the new production and the daily balance to retain in inventory (the lesser of daily production or 200). I need my query to be run so that I can put it into a chart, so I need a column to be 'ending inventory' by day so that I can have a line chart going across time.
Thanks for any help. I'm stuck.
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Sep 1, 2005
I'm wrestling with a problem with a hardware and software database, on the software side. I'm trying to figure out where to store the license and media cost for a piece of software. Right now I have the following tables:
1. Software name (MS Word, Office, for example)
2. Software version, which also stores whether a license is required
3. Software license, which includes the license code and whether that license expires
4. Software inventory table, which stores the # of licenses we have available for installation. The purchase order (PO) # and date are currently here.
5. Software PO generating table. This is used when we need to reorder more licenses, or a new piece of software.
I need to figure out where to store the cost of the software, the cost of the license, how many people are covered by the license. I've been trying to decide which of the last three tables should store this information.
There are two issues: we need to keep a history of how much older versions of the software and its licenses cost, as well as be able to enter information to order new versions of the software and/or licenses.
Any input would be appreciated!
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Jul 26, 2012
I use Access on a daily basis as an end user at work and am building my very first database for my woodworking business I started this year.
So what I am wanting to do is import my Excel inventory list to a table. Along with the categories I have in Excel, I have created inventory numbers for my products. Since I'm not exactly a businessman and accustomed to inventory systems, my inventory numbers just start with "AA" and go on up (I chose this as opposed to assigning numbers so customers aren't confused when they see a price tag).
Anyways, what I am doing is creating a Sales table and accompanying form for entering sales of each product. What I would like to happen is every time I make enter a record into the Sales form, I would like for the item to be deleted automatically from the inventory table.
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Feb 18, 2014
I'm trying to add items received to my inventory table. If the item is already in the table, I just want to update the number and cost etc. If the item is not in the inventory table I want to add it. My problem is determining which item in the source table is already in the target table so I can either update of add. how to find an item number in target table by looping through the source table?
Here's the code I've written which doesn't work.
Dim I As Integer
Dim db As Database
Dim rs As Recordset
Dim rs2 As Recordset
Set rs = Nothing
Set rs2 = Nothing
Set db = CurrentDb
[code]....
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Apr 22, 2013
I have a database that I use to put in orders for our shop and keep track of our part informations as well as paint and packing materials. Everything works good on this but I am trying to create a table for adjusting quantities on hand for packing material based on the part quantities and for adjusting paint in stock based on information given to me after the job is run.
There is already a relationship between parts and packing material as well as parts and paint. When I put an order in I would like to have it adjust out that many packing materials that are related to that part. Once a job is run I need to be able to adjust out the amount of paint used.
For the paint side of this I want it to track the paint used by order, we are trying to get a grasp on how much paint we are using for parts so it is important for me to know how much and when.
I am thinking I need a table that connects paint to orders and has quantities in it, then create a query and do the calculations from there... I do not know how to accomplish that but it sounds like it could be right...
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Jun 19, 2015
I have a list box that allows multiple selections [Inventory]. I also have a combo box that has multiple selections [Shows].
Right now, user selects from list box and from a combo box and clicks a button. On button click, the items from the list box are associated with the PK from the combo and stored in a junction table. This allows me to quickly associate many inventory items to one show.
I realized that there I currently have no way to prevent duplicate Inventory+show records in the junction table besides having a composite key. This would be fine except no records get inserted into the junction table if there's a duplicate entry.
Ideally, I think that the user should select from the combo box [Shows]. This should narrow down what shows up in the list box [Inventory] in a way that Inventory items already associated with the show are not displayed.
If I have 10 Inventory items and Inventory items 1-5 are already associated with Show 1; after I select the combo box, the list box only displays Inventory items 6-10.
Here's the associated code
Option Compare Database
Option Explicit
Private Sub cmdAddRecords_Click()
Dim strSQL As String
Dim db As DAO.Database
Dim rs As DAO.Recordset
Dim ctl As Control
[Code] ....
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Oct 20, 2006
Hi,
I am trying to learn how to use SQL. Can ayone please tell me where to download/view a comprehensive and easy to use tutorial?
Thank you very much.
Gareth
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Jun 4, 2005
Does anyone knows a good VBA for Access tutorial or documentation i can download so i learn how to write the Event Procedures in MS Access?
Thank you for your help.
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Jan 26, 2006
I have been selected to do a project by my department head. It involves programming an Access database to do various things. It has to have forms and all that good stuff. I'm trying to get the higher powers to get a web server for me to do this as a web application, but I may need to fall back on the Access idea. So I need a good tutorial on programming in an Access environment. I know it uses VB and I am pretty decent when it comes to programming with that language. What I need help with is how to do certain things like close a form using an onclick event or to print a report. There's a lot I need to be able to relearn so if anyone can point me in the right direction I would appreciate it much. I'm doing this for a Commander in the US Navy...(several ranks above me )...so I need to be able to pull this off!!
Thanks much,
JMH
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Sep 21, 2005
Hi All
I have just spent 30-40 minutes reading through this forum. So many solutions. Excellent. http://www.access-programmers.co.uk/forums/images/icons/icon7.gif
Smile I am just starting Access and I want to find a course where there are exercises which will take me to a reasonably proficient level.
If anyone has done come across a book CD or online that they would recommend then I’d be most appreciative.
All the Best
Jacky Kenna
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Jul 5, 2006
Hi
I am new to Access and would like to learn by taking on small projects.
Does any body know any good tutorials for beginners that could show how to start a database for a list of customers or something similar?
I have looked at the ones that can be created with the Wizards but obviously this doesn't help you understand the mechanics.
I would like to learn the 'nuts and bolts' so that I can expand the database and create new ones the more advanced I become.
Any good suggestions would be appreciated.
Thanks
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Apr 17, 2007
Anyone know a good site w/ help creating charts in Access 2k? I have a few queries id like to display as charts but just playing w/ the chart feature is getting more confusing by the minute. Any tutorial would be great. TIA!
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Nov 11, 2007
Sorry, couldn't let the world go without these instructional videos. It's not much, but it's a good place for beginners to start:
Access Instructional Videos
This might be a good sticky
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Oct 13, 2006
Now I have been working for a few months with ACCESS but one thing that keeps giving me trouble and that is the "Expression Builder". I look at the Microsoft Help and it is not good in explaining this part of ACCESS. I have Access books and they are not good with explaining this aspect of Acess. Is there anyone with a good source to point me in the direction to learning the Expression Builder better then I know now?
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Oct 24, 2006
Hello all!
I have been searching online for the past couple of days for a thorough tutorial that aids the user to make his/her own detailed database based on example data (that does not necessarily have to be adhered to) supplied as the tutorial progresses.
As a student participating in an advanced computing class, I feel that this would benefit me as I can do as the steps ask and see how certain things are done. I am not a complete Access mug... I have a basic knowledge of the fundamentals, but stumbling accross an in-depth tutorial that details all of the standard features (tables, queries, forms etc) along with possibly some example modules would be excellent and beneficial.
All I have found so far is various snippets - "SQL basics" and "Macros: what they do and how to implement them" for example - these miss the bigger picture I am looking for. Surely a step-by-step tutorial on "Designing and working a fully-featured database from the gound up" is not that rare!
Thanks in advance for any help. :)
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Mar 8, 2007
Hi,
I'm using Access 2000.
I currently use a form to enter my customer details. As soon as the info is entered I need to send out a "thank you for joining" letter, but I can't figure out how to print out a single field, it prints them all.
Ideally I'd like to have a button on the form so I can print it out on a template.
Can anyone recommend a good tutorial on how to do this, or offer any advice please?
Any help would be greatly appreciated!
Many thanks
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Jun 10, 2007
New member here. I've searched this forum and the internet but came up dry and sure could use some guidance.
There are plenty of references to being able to use Access 2003 VBA to open a separate program (in this case it will be Internet Explorer 6.0) and scrape data from the window, importing it into a table. But all of the references only mention that it can be done, not how to do it. Apparently, it is such a common thing that pretty much everyone except me already knows how to do it.
Can anyone please point me toward a tutorial that walks step-by-step through the process of using VBA to open IE and extract data? If there isn't an online tutorial, maybe someone has an example I could use to figure it out.
Any and all help is appareciated.
Thanks,
DiverGuy
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Jun 4, 2005
I am new to Access and not a sophisticated user of computers. I've been given the task of redesigning some forms on an existing data base. I understand how to put the new fields I'm adding into the table associated with the forms I'm working on, but I've having a hard time actually moving stuff around the screen and getting it lined up.
Is there an online tutorial or reference I can go to that will teach me the layout basics?
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Jul 7, 2006
Hi,
I have some basic VBA and ADO recordset exposure, and would like to create a form, that:
- allows a user to search 4-5 fields (client & business name based information)
- return options of records to view that match that data
- allow user to make a selection, which then provides another form with full details of that client's record(about 20 fields)
Can anyone provide an example or perhaps guidance on a good tutorial, that will take me through this process gently (and help me understand the process)!
Regards and thanks
Mack
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Oct 25, 2004
I am very new to ASP and Access. I need to learn how to create a database full of images and text to feed dozens of webpages for a new site I am doing. I have googled many times and can't really find what I am looking for. I've come across ADO several times. Is this similar to what I am looking for? Thanks.
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