Automated Excel Stock Ledger -- 2
Budget: ₹12,500 – ₹37,500 INR
I need a single, self-contained Excel workbook that keeps an exact, running record of every kilogram of material that moves in or out of our godown. The heart of the file will be a normalized table fed through a user-friendly data-entry form; once a user logs quantity in or out and tags it by batch and process stage, the workbook should immediately update all balances without any extra clicks.
Daily summary reports are a must. Each morning the file has to refresh itself and create clear, filterable Excel sheets that show opening stock, receipts, issues, and closing stock for the previous day. All calculations, lookups, and refresh actions should be automated with VBA so that non-technical staff simply open the file and see the latest figures—no manual pivots, no accidental formula breaks.
Key expectations
• VBA-driven data-entry form writing to a normalized table
• Real-time balance calculations and error-proofing
• Automated daily summary sheet in Excel format
• Clean code, commented for future edits, and a brief hand-off guide
If you can future-proof the design so we can someday add party or purchase-order tracking without rebuilding everything, that would be a bonus. I’ll provide sample data and the current manual registers once we start; you’ll return an unlocked workbook ready for immediate use.
Daily summary reports are a must. Each morning the file has to refresh itself and create clear, filterable Excel sheets that show opening stock, receipts, issues, and closing stock for the previous day. All calculations, lookups, and refresh actions should be automated with VBA so that non-technical staff simply open the file and see the latest figures—no manual pivots, no accidental formula breaks.
Key expectations
• VBA-driven data-entry form writing to a normalized table
• Real-time balance calculations and error-proofing
• Automated daily summary sheet in Excel format
• Clean code, commented for future edits, and a brief hand-off guide
If you can future-proof the design so we can someday add party or purchase-order tracking without rebuilding everything, that would be a bonus. I’ll provide sample data and the current manual registers once we start; you’ll return an unlocked workbook ready for immediate use.
Related categories:
Visual Basic
Data Processing
Excel
Visual Basic for Apps
Excel VBA
Excel Macros
Data Analysis
Data Management