Transaction tracking - Access or Excel?
Posted on 2012-08-22
Using MS Office 2010
We would like to track stock quantaties on hand and their movements. We require only basic information e.g
At Product level
Product ID, Description, Product Category, Supplier, Qty, Cost $, Volume
At Transaction level
Product ID, Description, Supplier, Invoice, Invoice Date, Cost $, Qty, Volume
We are a consumption based business therefore transactions will always be (+) increases with 1 adjustment at the end of each month for product used. (-)
At this stage we use a primitive product id drop down spreadsheet that prefills description, volume upon selection. Reports are then done of this ever growing spreadsheet.
Its floors are the inability to select the product via pre-typing the first iniital values. It must be selected from a very long list. It would be great for the user to simply enter initial opening values (one off) and then all data is simply entered in form template. The user able to start to type product id and the options appear for the selection. Selection then prefills description, volume and possibly last cost applied.
It would also be great to see stock holding of each product but this isnt a must as this can done via report.
Can anyone suggest if this is better completed in Excel or in Access and possible point to some templates or possible outlines of others developments of this basic need.