Inventory Management for Picture Framing Business
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eCommerce/OpenCart Expert | Web & Software Developer | Wordpress | Kentico CMS | ASP.NET/PHP/C#/VB.NET | Management
Birmingham
Virtual Assistant, Excel programmer, Customer Support Agent, EN-GR/GR-EN Translator
Kornos
Personal Assistant, Executive Assistant, Data Entry, Encoder, Market Researcher, Legal Assistant, Bookkeeper, Forms (PDF, Google, Jotform)
Cebu City
135759320827031025074541114498901669592224445725381092568807352817635434433799353
Description
Experience Level: Intermediate
I am looking for someone to build a spreadsheet system for me to help me manage and monitor the use of materials in a picture framing workshop, which would enable the automatic production of ‘materials needed’ reports (by supplier) and allow accurate ordering of materials and provide usage reports (by item) - basically to move away from manual stock takes and lots of guesswork to a more efficient and streamlined system.
I have tried to summarise the requirements below – this is something I have been wanting to set up for a long time but never got round to it! The idea is to build a system that will work for us and then adjust it, add to it, etc as we go forward and use it etc, so stage one is to get the main system set up, start using it, and go from there. Hopefully the summary below will help you understand what I am hoping to achieve.
• A master list of all items to be covered
• Each item to be allocated to a supplier and given supplier reference, cost per unit etc
• Each item to be given a category (e.g. Moulding, Mountboard, Glass, etc.)
• Each category would have a ‘calculation’ method for working out how much of each material would be needed for a specific job. For example all moulding is supplied by the foot, so the calculation would need to work out how many feet of moulding would be needed. To begin with this could be standardised, so would add the length and width, and multiply by 2.6. For sheet materials such as glass the calculation would need to be based on how many pieces could be cut from a full sheet – these would be the ‘required’ amounts for each item
• We put orders on worksheets (manually) – each worksheet can have anything from 1 job to 30 or more – initially I would suggest we manually enter the information from a written worksheet onto a spreadsheet within the excel file
• From this ‘worksheet’ the spreadsheet will calculate amounts needed for each material item and then deduct these ‘required’ amounts from the overall stock held to provide a report showing a list of items that need to be ordered, sorted by supplier, which can then be passed through to purchasing.
• The system would enable stock coming in to be recorded and stock levels adjusted accordingly on a rolling method
• The system would enable reporting as follows: -
1. Full list of items and stock held, with cost summaries
2. Analysis of usage per item over defined periods (e.g. how many units of any item are used in a month, quarter, year etc.)
I think that covers the initial requirements but assume things can be added, adjusted etc as we go along
Initially please let me know if this is something you feel you can set up and let me know what info you would need to provide an estimate on cost
Many thanks
Mike
I have tried to summarise the requirements below – this is something I have been wanting to set up for a long time but never got round to it! The idea is to build a system that will work for us and then adjust it, add to it, etc as we go forward and use it etc, so stage one is to get the main system set up, start using it, and go from there. Hopefully the summary below will help you understand what I am hoping to achieve.
• A master list of all items to be covered
• Each item to be allocated to a supplier and given supplier reference, cost per unit etc
• Each item to be given a category (e.g. Moulding, Mountboard, Glass, etc.)
• Each category would have a ‘calculation’ method for working out how much of each material would be needed for a specific job. For example all moulding is supplied by the foot, so the calculation would need to work out how many feet of moulding would be needed. To begin with this could be standardised, so would add the length and width, and multiply by 2.6. For sheet materials such as glass the calculation would need to be based on how many pieces could be cut from a full sheet – these would be the ‘required’ amounts for each item
• We put orders on worksheets (manually) – each worksheet can have anything from 1 job to 30 or more – initially I would suggest we manually enter the information from a written worksheet onto a spreadsheet within the excel file
• From this ‘worksheet’ the spreadsheet will calculate amounts needed for each material item and then deduct these ‘required’ amounts from the overall stock held to provide a report showing a list of items that need to be ordered, sorted by supplier, which can then be passed through to purchasing.
• The system would enable stock coming in to be recorded and stock levels adjusted accordingly on a rolling method
• The system would enable reporting as follows: -
1. Full list of items and stock held, with cost summaries
2. Analysis of usage per item over defined periods (e.g. how many units of any item are used in a month, quarter, year etc.)
I think that covers the initial requirements but assume things can be added, adjusted etc as we go along
Initially please let me know if this is something you feel you can set up and let me know what info you would need to provide an estimate on cost
Many thanks
Mike
MIKE B.
100% (3)Projects Completed
2
Freelancers worked with
2
Projects awarded
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Last project
25 Jun 2021
United Kingdom
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Hey MIKE,
Would you consider Google Sheets for this?
thx
Ankur
917206
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