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Re: Setting up inventory counts & purchase orders

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FullCircleFoods
6 - Interface Innovator
6 - Interface Innovator

Hi all,

I run a small grocery store, and we’re gradually migrating our system of strung-together Excel spreadsheets over to Airtable.

We have already added tables for our 4,500 products, departments, categories, vendors, and brands – everything flows really nicely and I’m amazed at how flexible Airtable can be.

But now I’m hitting a roadblock trying to figure out how to structure data for two things:

  • Inventory counts
  • Purchase orders

First, let me show you our current spreadsheet for one of our vendors, Best Baa Dairy. We order sheep yogurt from them every couple weeks.

Screen Shot 2018-06-18 at 17.53.30.png

When we’re about to place the order, we do a quick inventory – looking at what is on the shelf and writing down the current stock in our Count column.

Then, we look at that Count column, plus the previous orders, to get a sense of the trend. If we ordered 12 containers of yogurt last time, and now there is only 1 on the shelf, I definitely want to order more than 12.

As you can see, it’s important to view past orders and inventory trends to help me decide what number I should put in the Order column.

As time goes on, we repeat columns S, T, U to the right – and continue that forever.

At first glance, it looks like count and order should be a property of the Product record. But then I’d have hundreds of field names, like May1-count, May1-order, May29-count, May29-order… and there’s no way to automatically group those fields by date.

Another option, is to have an Orders table, and each record will have a field for each possible product. But as I mentioned there are 4,500 products and that list will keep growing.

Thank you for reading this far, I hope that gives you a good idea of my problem. I wonder if anyone has come up with a creative solution to a similar situation.

11 Replies 11

Ronald,

ive tried to access yours but is not working.

Can you share it with me ?

Tks

Gabi

What are you struggling with? I can’t share our actual base as it contains sensitive customer information.