VBA-Driven Inventory Tracking Workbook

Job ID: 40126379

Budget: ₹12,500 – ₹37,500 INR

I need an Excel workbook, completely automated with VBA, that tracks every kilogram of material moving into or out of my godown. Each transaction must be tagged by party, purchase order, batch number, and process stage so that the stock ledger always reconciles to reality.

Data entry will happen through a single, intuitive “Shipments” form. Users should be able to log both receipts and dispatches in a few clicks, and the code must push each record into a normalized data table without exposing raw sheets to casual editing.

The heart of the file is a Daily Summary sheet. Every time the workbook opens—or when a clearly labelled refresh button is pressed—it should recalculate and display:

• total materials received today
• total materials dispatched today
• current running balance for every material, and the overall total

The summary can sit on its own tab, formatted for quick printing and easy PDF export. Weekly and monthly views are not critical right now, but the structure should allow me to add them later without rebuilding formulas.

Automation requirements
• All paths, pivots, calculations, and refresh actions handled in VBA; no manual “data refresh” steps.
• Formulas locked and sheets protected where suitable, while still allowing data entry through the userform.
• Code clearly commented so future tweaks are straightforward.

Deliverables
• The finished Excel workbook (.xlsm) with fully functional VBA.
• A brief user guide outlining how to enter shipments, trigger refresh, and add new materials.
• A quick hand-off call or video walkthrough, if needed, to confirm everything matches the spec.

If you have created similar inventory or warehouse trackers, all the better—as long as the final file is lightweight, accurate, and friendly enough for non-technical staff to use day-to-day.