Excel Inventory & Barcode Tracking -- 2
Budget: $250 – $750 USD
I need an Excel-based inventory system that lets my team track a mixed catalogue of perishable and non-perishable items simply by scanning barcodes with either an Android or an iPhone. The workbook has to handle check-in/check-out, maintain separate lists for multiple storage areas, and instantly compare on-hand counts to a user-set par level.
When quantity drops below par, or when an item is 30, 15, or 7 days from its expiration date, the system must dispatch an email, an SMS, and an in-app push to my administrator list. Item records also need cost and billing fields so I can see margin data at a glance.
On the reporting side, I want one-click buttons that export usage summaries for the current month, any quarter, and each full year—showing quantities moved, total cost, total billed, and profit.
I’m open to the VBA / Power Query / Power Automate mix you think works best, provided everything lives inside a familiar .xlsx workbook that runs on both Windows and Mac. For mobile scanning you’re free to connect any solid free or low-cost scanner app that can hit a REST endpoint, webform, or Power Automate flow.
Deliverables
• A master workbook with all tables, dashboards, and automated macros/flows
• A fully tested mobile barcode-scanning workflow (Android + iPhone)
• Integrated notification scripts for Outlook/SMTP email, Twilio (or similar) SMS, and push (Firebase/APN)
• A brief user guide plus a short video walk-through
Acceptance criteria
1. I can add a new SKU, set a par, scan it, and watch stock update automatically.
2. I receive email, SMS, and in-app alerts when a test item drops below par or approaches expiration.
3. I can generate month-to-date, quarterly, and annual reports in under 30 seconds each.
Let me know how you would structure the workbook and which notification services you’d wire in.
When quantity drops below par, or when an item is 30, 15, or 7 days from its expiration date, the system must dispatch an email, an SMS, and an in-app push to my administrator list. Item records also need cost and billing fields so I can see margin data at a glance.
On the reporting side, I want one-click buttons that export usage summaries for the current month, any quarter, and each full year—showing quantities moved, total cost, total billed, and profit.
I’m open to the VBA / Power Query / Power Automate mix you think works best, provided everything lives inside a familiar .xlsx workbook that runs on both Windows and Mac. For mobile scanning you’re free to connect any solid free or low-cost scanner app that can hit a REST endpoint, webform, or Power Automate flow.
Deliverables
• A master workbook with all tables, dashboards, and automated macros/flows
• A fully tested mobile barcode-scanning workflow (Android + iPhone)
• Integrated notification scripts for Outlook/SMTP email, Twilio (or similar) SMS, and push (Firebase/APN)
• A brief user guide plus a short video walk-through
Acceptance criteria
1. I can add a new SKU, set a par, scan it, and watch stock update automatically.
2. I receive email, SMS, and in-app alerts when a test item drops below par or approaches expiration.
3. I can generate month-to-date, quarterly, and annual reports in under 30 seconds each.
Let me know how you would structure the workbook and which notification services you’d wire in.