For example, you cannot delete the “Beverages” category if there are any products that are still assigned to that category. The Desktop Product Inventory Database Template for Access is an open-source inventory management template that allows you to track your inventory. When you are finished editing inventory information, click Next. No spam, promise! This will populate the Goods database with data from the fictional company Northwind Traders. On the Orders tab, click Ready To Ship to see all orders that have been marked as Invoiced.

On Order   The number of items that you have ordered to replenish stock, but which have not yet been received. To delete a category, click the gray box just to the left of the ID, and then press DELETE. The company name you enter will be displayed at the top of the database “Main” screen (where you see “Northwind Traders” in the preceding illustration). To reinstate a discontinued product, click its product code, and then in the Product Detail form, clear the Discontinued check box.
Click the Orders tab, and then scan the list for any order that has dates in both the Shipped Date and Payment Date columns.

This inventory management template also gives you the status of your products as well as supplier information so you can easily tell which supplies are low and where yo get them. Delete the supplier’s products first, and then delete the supplier. For example, you cannot delete Supplier X if any products are still listed as coming from that supplier. When you are finished editing product information, click Next. Access Database Templates To delete a supplier, click the gray box just to the left of the ID, and then press DELETE.

Target Level   The number of items that you want to have on hand to accommodate the predicted level of orders. It instantly generates Customers List, Active Orders, Vendor Lists, and Sales Reports. Suppliers are the businesses and individuals from whom you purchase your inventory. Click this button to open the database and work with the sample data. Some businesses require payment before an order can be shipped. You can enter and edit product information directly into the datasheet. On the Purchase Order form, click the Inventory Receiving tab. You can record the your home inventory with respect to many categories.

If your business obtains its products from wholesalers or other businesses, it is necessary to make purchases to restock inventory. This inventory management template also automatically generates reports for you, which can take hours off your time so you can concentrate on more important and pressing matters of your business. On the Purchase Details tab, select the products that you want to order, and enter quantities for each. 10. Manage reordering : Tracking inventory will help you accurately identify when products need to be reordered as well as which items are discontinued. The Orders tab is where you go to enter new orders, view orders by status, and track information about customers and shippers. All of these tasks can be done from the Purchases tab: Creating a purchase order is the first step in buying new inventory. Categorizing your products helps you to organize them on forms and reports. After an order has been taken, the process flow is as follows: When an order is first entered, it is marked as New. The Access 2010 Goods web database template creates a ready-to-use database that lets you track orders, products, invoices, inventory, and other data associated with running a business that sells goods. Otherwise, to keep the purchase order in New status so that you can make changes to it before submitting it, click Save & Close. Your company information will also be displayed on invoices and other reports created by the database.

This avoids lower level employees from accessing information they don’t need while maintaining the integrity of the whole database system. Type each employee’s information into the datasheet, and then click Next.

However, these sub-tabs give you a convenient way to get started entering data. Manage appointments, plans, budgets – it’s easy with Microsoft 365.

Because errors in your inventory can result in a lot of confusion and can also cause unwanted financial losses. On the Orders tab, click New Order. It has multiple profile logins, which gives selected access to specific employees. The next step with a new order is to send an invoice. This Home Inventory Template is especially designed to organize the general house inventory in computerize way. Select a customer from the drop-down list. Smartsheet also has a free Software Inventory template that is a multi-tab workbook. This Desktop Product Inventory Database Template for Access helps you maximize productivity by making information more accessible, allowing you easy access to the status and reports that you need. Save my name, email, and website in this browser for the next time I comment.
The following table provides a quick reference for which orders are displayed in each view, as well as the actions you can take on those orders: …you can perform the following task(s) on the Customer Order form: A shipping company must be specified before order can be invoiced. Type each product’s information into the datasheet, and then click Next. If you are a sole proprietor, the database will work fine with just a single employee. Template.net also has a free Computer Inventory template that is customized for hardware such as desktops and laptops.

The Goods database template includes six reports, which you can view and print by clicking the Report Center tab: Under Select a Report, click the report that you want to view. On the Shipping Information tab, verify that a shipper has been selected in the Ship Via box. On the Company Info sub-tab, you can enter information about your company, such as name, location, phone, and email address. When new inventory is received, the next step is to mark it as such. Therefore, the Goods database does not enforce a rule requiring payment before shipping. Allocated   The number of items that have been ordered by customers, but not yet shipped. If your business requires payment before shipping, and you see an order marked as Shipped in this view, you will probably want to investigate why the order was shipped before payment was received. Category Archives: Inventory Database Templates Home Inventory Database Template This well kept home inventory database template stored on your computer is of less use if your computer damaged, is stolen or lost by fire, flood, etc.

Purchase   Click thePurchaselink to enter a new purchase order. If you enter a customer that has not yet been entered into the database, Access prompts you to enter the new customer. Some reports let you customize filters and grouping options at the top of the preview pane. It also allows you to record customer orders and restocking or supply purchases, and create product reports.