Jan 02, 2021 05:54 PM
Hello Community! Happy New Year!
I’m trying to build an inventory table and there’s just a small detail that I cannot figure out…
It’s easy to use a rollout field to add and substract items, but we monthly manually count the inventory and update any differences… how would you do that?
I have a form where staff inputs product sales and buys, including a checkbox to mark that the quantity is not to be added/substracted but it’s the current inventory level.
Any clues? Thank you so much!!
Jan 04, 2021 12:10 PM
Hi @Angel_Baena
Did you try to make the rollup field conditionnal? “Only include linked records from the xxx table that meet certain conditions” and ruled out the records with a checkmark?
Jan 07, 2021 01:23 PM
Thank you @Databaser but I’m not sure if it’ll work.
When creating that checked record I would need to uncheck all of the older records so the count begins again, is that possible?
Jan 07, 2021 01:30 PM
I have made inventories Airtables with a combination of inventories, buys, sells and orders, so it can be done. I do think I don’t understand this bit completely… Your staff sells something, use a form to submit that sale, but then add a checkmark?
Jan 07, 2021 01:36 PM
not exactly: it’s the wine cellar of a restaurant. Every day we sell wine bottles and regularly we buy new ones. That part is easy with a rollup field.
every month an inventory is made, and sometimes it has to be adjusted: there should be 10 bottles but there are just 8. We can add a -2 but I rather write the count (when people has to do calculations tend to make mistakes).
I hope I managed to explain the situation better.
Thank you so much
Jan 07, 2021 02:40 PM
Don’t worry Databaser, I just figured out how to use scripts to send webhooks so thanks to integromat future looks brighter 😃
Jan 08, 2021 03:34 AM
OK, that makes sense. I used the dates of the buys, sales and inventory to give the inventory priority over the inputted buys and sales.