Purchasing, Sales, and Inventory Lite Version Template скачать в хорошем качестве

Purchasing, Sales, and Inventory Lite Version Template

If you're struggling to manage purchasing, sales, and inventory with Excel—dealing with unsynced data, mobile access issues, or repetitive tasks—this tutorial introduces Ragic's Purchasing, Sales, and Inventory Lite Version Template to streamline your workflow. This free template, available in the Ragic template library, is suitable for tasks like purchasing, stock-in/stock-out, sales orders, and warehouse management. It links Sales Order, Purchase Order, Customer/Vendor, and Inventory sheets, automating the process: inventory updates automatically when orders are completed or purchases are made. *Quick fix (18:16 - 18:40) - thank you for understanding: I missed the part where we could've filled in the empty values for the Status field's default value. Here’s how it should go: 1. Set the default value, then save the design. 2. Open the Default Value Settings (by clicking New). 3. You'll now see the button "Populate empty values"—click it to apply the default value to any empty fields. 00:00 Intro 00:49 Difference between the Purchasing, Sales, and Inventory Lite and Complete Version 03:28 Building Customer Sheet with quick templates 04:04 Building Vendor Sheet with quick templates 04:12 Building Inventory Sheet with quick templates 09:07 Building Sales Order Sheet with quick templates 09:14 Setting up Link and Load 10:18 Building Purchase Order Sheet with quick templates 13:05 Putting Sales History and Purchase History back to Inventory Sheet with "New Sheet From Subtable" and "Show References From Existing Sheet" 18:04 Adding a Status Field in Sales Order Sheet for stock calculation 19:30 Adding Status Field back to Inventory Sheet 21:56 Formula for stock calculation 23:35 Formula recalculation 26:24 Update values action button 27:37 Setting up notification for inventory lower than minimum stock 29:52 Stop seeing products below the minimum stock when creating a Sales Order with dynamic filtering 31:30 Stop users from saving a Sales Order that tries to sell products with a quantity higher than what the inventory currently has, using validation 35:51 Summary