Excel Inventory Data Automation
Budget: $250 – $750 USD
I manage our company database and spend far too much time on repetitive inventory updates in Microsoft Excel. I’m ready to streamline that workflow with a dependable automation solution.
Here’s what I need the new workbook or add-in to handle:
• Automatically read incoming inventory files and update stock levels in the master sheet.
• Cross-reference shipment data so each item’s in-transit or delivered status is always current.
• Produce clear daily and monthly summary reports at the press of a button.
VBA, Power Query, or a mix of both are fine so long as the end result is fast, accurate, and easy for non-technical staff—ideally a single button or ribbon command. Accuracy is non-negotiable: every quantity must reconcile perfectly with the numbers exported from our ERP.
Acceptance criteria
• No manual copy-paste once raw CSVs are placed in the input folder.
• Stock balances match ERP totals to within ±1 unit.
• Reports build in under 30 seconds on a 10 k-row dataset.
Please keep formulas transparent, comment the code clearly, and include a short hand-over guide or screencast so I can maintain small tweaks myself.
Here’s what I need the new workbook or add-in to handle:
• Automatically read incoming inventory files and update stock levels in the master sheet.
• Cross-reference shipment data so each item’s in-transit or delivered status is always current.
• Produce clear daily and monthly summary reports at the press of a button.
VBA, Power Query, or a mix of both are fine so long as the end result is fast, accurate, and easy for non-technical staff—ideally a single button or ribbon command. Accuracy is non-negotiable: every quantity must reconcile perfectly with the numbers exported from our ERP.
Acceptance criteria
• No manual copy-paste once raw CSVs are placed in the input folder.
• Stock balances match ERP totals to within ±1 unit.
• Reports build in under 30 seconds on a 10 k-row dataset.
Please keep formulas transparent, comment the code clearly, and include a short hand-over guide or screencast so I can maintain small tweaks myself.