Automated Food & Beverage Stock Management System
Budget: $10 – $30 AUD
I am looking for a freelancer to build a fully automated, cloud-based food and beverage stock management system within the Microsoft 365 environment. The goal is to have one central spreadsheet that automatically tracks sales, purchases, usage, stock on hand, variance, and reordering requirements.
This system must run with no manual data entry.
What the system must do
1. Automatically import sales from my POS (SENPOS)
Sales data must flow directly into the spreadsheet system, update usage, stock movements and help determine reorder needs.
2. Automatically import purchase data
Invoices or purchase exports must automatically enter the system and adjust stock levels and usage calculations.
3. Maintain accurate stock tracking
The system must calculate and display:
Sales
Usage
Stock on hand (projected and actual)
Variances between expected and actual
Shrinkage or wastage indicators
4. Provide a complete reordering process
The system needs to:
Show what items need reordering
Suggest order quantities based on sales, usage and supplier rules
Group items by supplier
Incorporate supplier ordering days and delivery times
Highlight urgent or low-stock items
Manage which suppliers supply which products
5. Be fully cloud-compatible in Microsoft
The entire solution must work inside the Microsoft 365 ecosystem, including OneDrive or SharePoint.
It must be fully functional for multiple staff using cloud-based Excel.
Technical requirements
Must be built in Microsoft Excel (365 online compatible)
Must not use VBA or Macros
Must rely only on Excel formulas, Power Automate, PowerQuery or other Microsoft-native tools
Must be reliable and easy to use with a clean layout
Deliverables
A complete automated spreadsheet system
Automated flows for importing sales and purchase data
Reordering dashboard
Usage and variance reporting
Supplier ordering logic
Documentation or short guide explaining how to use it
This system must run with no manual data entry.
What the system must do
1. Automatically import sales from my POS (SENPOS)
Sales data must flow directly into the spreadsheet system, update usage, stock movements and help determine reorder needs.
2. Automatically import purchase data
Invoices or purchase exports must automatically enter the system and adjust stock levels and usage calculations.
3. Maintain accurate stock tracking
The system must calculate and display:
Sales
Usage
Stock on hand (projected and actual)
Variances between expected and actual
Shrinkage or wastage indicators
4. Provide a complete reordering process
The system needs to:
Show what items need reordering
Suggest order quantities based on sales, usage and supplier rules
Group items by supplier
Incorporate supplier ordering days and delivery times
Highlight urgent or low-stock items
Manage which suppliers supply which products
5. Be fully cloud-compatible in Microsoft
The entire solution must work inside the Microsoft 365 ecosystem, including OneDrive or SharePoint.
It must be fully functional for multiple staff using cloud-based Excel.
Technical requirements
Must be built in Microsoft Excel (365 online compatible)
Must not use VBA or Macros
Must rely only on Excel formulas, Power Automate, PowerQuery or other Microsoft-native tools
Must be reliable and easy to use with a clean layout
Deliverables
A complete automated spreadsheet system
Automated flows for importing sales and purchase data
Reordering dashboard
Usage and variance reporting
Supplier ordering logic
Documentation or short guide explaining how to use it
Related categories:
PHP
Visual Basic
Excel
Cloud Computing
Software Architecture
Automation
Data Management
Power Automate