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...
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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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