Forum Discussion

ArbabRizvi's avatar
ArbabRizvi
Qrew Member
6 years ago

How to Track Inventory (Should be Simple but I'm lost)

Problem: I want to create a "Inventory" table that automatically reduces each equipment quantity as I deploy my equipment at different stores. Current Setup: I have a stores table. The stores table...
Relationships
AdamKeever1's avatar
AdamKeever1
Qrew Commander
6 years ago
If understand what you are wanting, yes you would want the tables related. There are at least three ways you can do this. You can relate them and then manually add the store to each equipment, you can add a stores field as you stated and then relate them, or you can create a spreadsheet and include a unique ID and then relate them.

Take a look at this post and see if it gives you some guidance:
tables, IDs, and relationships

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Adam Keever
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ArbabRizvi's avatar
ArbabRizvi
Qrew Member
6 years ago
I don't think you understand.

Here is a screen shot to better explain:

Here is my Inventory Table:

As you can see, the stores table has many different equipment.

I want to take the sum of each piece of equipment across all stores and provide them on the equipment table and it should look like this:

Equipment 1 - 50
Equipment 2 - 10  

etc.


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Arbab Rizvi
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  • AdamKeever1's avatar
    AdamKeever1
    Qrew Commander
    6 years ago
    Yes, that is where the summary field function would be used in the relationship:

    You would select your filed for your equipment to generate the summary in the parent table.


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    Adam Keever
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      Arbab,
      I would suggest having a stores table.  That would have a child table of assigned equipment as opposed to had coding the various kinds of equipment.

      There woulds be a table of equipment masters, one for each unique type of equipment, for example Xerox 123 model printer.

      The relationships would be

      1 store < Assigned equipment > Equipment master.

      ie the Assigned Equipment is the many to many join table.

      The Equipment mater would also have a relationship to Equipment purchases or if you prefer to simplify it, to a table of equipment adjustments.  The adjustment type would be say a receipt of new equipment, or an inventory adjustment if an equipment is taken out of service.  Ideally the Assigned equipment table would have serial numbers so you would actually know which serial was at which store.

      The inventory levels in the main warehouse would be a formula which would add the net inventory adjustments to the total of the assigned equipment. 

      My main recommendation is NOT to hard code the types of equipment into specific fields on the store as you will just make way too much work to set up summary fields for each type of equipment as  these will of change over time.

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
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      • DonLarson's avatar
        DonLarson
        Qrew Elite
        6 years ago
        Arbab,

        I agree with Mark.  You want to get the many to many relationship between the stores and an Item Master table.

        However, think through where this is going.   There are a number of "standard" processes for Inventory that can start to get very complicated such as:

        Reorder Quantities
        Inventory Count Adjustments
        Costing models

        If you are going to need these it will get much more complicated quickly.  As long as it is just quantities at the store, Quick Base can handle it easily.





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        Don Larson
        Paasporter
        Westlake OH
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