Excel VBA Steel Trading ERP
Budget: ₹1,500 – ₹12,500 INR
I already have a locked-down workbook that mirrors an ERP for our steel-trading operation; every sheet, named range, and formula is fixed, so nothing in the layout or logic should be touched. What I still need is the VBA backbone that makes the whole system behave like an ERP rather than a normal spreadsheet.
Scope of work
• Inventory Management: code that updates stock levels automatically, enforces strict FIFO when goods leave the warehouse, and produces the pre-formatted inventory reports already designed on the “INV_Report” sheet.
• Payment Processing: procedures that accept partial and advance payments against each sale, then reconcile them so the “AR_Status” view always shows a true outstanding balance.
• Discount Calculation: retrospective, rule-based discounts triggered by volume or payment timing, with results posted to the dedicated “Discount_Log” sheet—never overwriting the original transaction.
Core operating rules you must respect
– Entry sheets, View sheets, and Report sheets are separate; data flows only forward.
– A fact is entered once and is never edited later—subsequent corrections must be logged as adjustments.
– All stock movements obey FIFO.
– Excel is merely an interface; no free-form user changes.
Deliverables
1. Fully commented VBA modules (.bas and .cls) plugged into the existing workbook.
2. Integration tests that show:
• a stock-out pulls according to FIFO,
• partial/advance payments reduce AR correctly,
• discount rules apply only when criteria are met.
3. A short “How it works” note so future maintainers can follow the flow.
Acceptance is based on every scenario in my sample data passing without breaking sheet protection or formulas. If this sounds like your kind of precision work, let’s talk timelines.
Scope of work
• Inventory Management: code that updates stock levels automatically, enforces strict FIFO when goods leave the warehouse, and produces the pre-formatted inventory reports already designed on the “INV_Report” sheet.
• Payment Processing: procedures that accept partial and advance payments against each sale, then reconcile them so the “AR_Status” view always shows a true outstanding balance.
• Discount Calculation: retrospective, rule-based discounts triggered by volume or payment timing, with results posted to the dedicated “Discount_Log” sheet—never overwriting the original transaction.
Core operating rules you must respect
– Entry sheets, View sheets, and Report sheets are separate; data flows only forward.
– A fact is entered once and is never edited later—subsequent corrections must be logged as adjustments.
– All stock movements obey FIFO.
– Excel is merely an interface; no free-form user changes.
Deliverables
1. Fully commented VBA modules (.bas and .cls) plugged into the existing workbook.
2. Integration tests that show:
• a stock-out pulls according to FIFO,
• partial/advance payments reduce AR correctly,
• discount rules apply only when criteria are met.
3. A short “How it works” note so future maintainers can follow the flow.
Acceptance is based on every scenario in my sample data passing without breaking sheet protection or formulas. If this sounds like your kind of precision work, let’s talk timelines.