Create This AMAZING Excel Application that Tracks Purchases, Sales AND Inventory [Part 1]
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- Опубліковано 1 сер 2024
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In this week’s training, I will show you how to create a POWERFUL Inventory Manager.
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TIMESTAMPS:
0:00 - Introduction
0:36 - Worksheet Design
18:45 - Move Button
39:42 - Conditional Formatting
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#exceltraining #inventorymanager #inventorytracker #salestracking - Навчання та стиль
![Create This AMAZING Excel Application that Tracks Purchases, Sales AND Inventory [Part 2]](http://i.ytimg.com/vi/GodLw1LfTj4/mqdefault.jpg)
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Incredible! This video alone could cover 2 to 3 years of learning at school easily. It's not only entertaining, it's resourceful. Thank you sir! I have no background in excel and in the verse of self-taught. From learning functions to VBA and I thought it's sufficient for my use already but when I'm seeing this video, it's just like a gold mine of infomation. It'll take me months to get familiar with all the steps, tools, and functions that you used in this video. Again, thank you sir! Please keep it coming.🙏
Thank you so much Tera, I really appreciate that and work hard each week to create unique, fun and useful applications. I see Excel as a blank canvas in which we can apply our art. Thank you so much for the valuable feedback.
I'm constantly bursting out 'AMAZING!' Wow. I didn't even know all this was even possible. But it was. It's just the genius way of putting it all together! AMAZING!
Wow, thank you!, Very kind of you Imran.
Amazing tutorial.. very helpfull for my self
Thanks my friend you're one of the best instructors I ever follow
Thanks so much Carlos, I really appreciate that.
You can do so much with Excel. Thank you for this 🙏🏾
Thank you so much. Please do not miss this Tuesday, I will show you how to share and sync your macro-enabled workbook with anyone in the world: ua-cam.com/video/3E6ExWYscHQ/v-deo.html
Hello, you sure are one of the wonderful instructors, I have come across in a while. You know your subject very well, it reflects on your presentation. You made things so simple and easy that in one shot, I could gather more than 90% of your process. It is remarkable, awesome and wonderful. I am in love with Excel and its capabilities because of you. Thank you and Stay Blessed!!!!
Thank you so much Shailon, I am so glad you enjoyed the training. I look forward to making videos to help inspire and teach people around the world. Thanks so much.
A truly work of art! Thank you for sharing your knowledge Randy! God Bless You!
For sure, you are very welcome Lemuel.
Best instructional video I've seen here in any UA-cam videos. Thanks so much for your time and training
For sure, you are very welcome Nass. I am happy to help
Thanks Sir Randy, I learned a lot! I really wanted to purchase your bundle pack but so far I don't have enough budget (lol) but promise to purchased soon.. thank u so much...God Bless you!
Hi and thanks so much. I do understand and appreciate your continued support.
Hello! I went through this video step by step by copying everything being done on my own Excel file. The points I found tough to duplicate were naming the shapes as Excel kept going back to the original name. I was able to use Alt F10 which brings up a menu that allows you to change the name of shapes and groups easily. The other part that was difficult was using the Name Manager to create the mapping piece. This is because I have never used this function and not understanding the formulas made it harder to copy them as they were done (a lot of going back in the video and pausing to get it right). All that said, I now have a spreadsheet setup which is very similar to the one done in this video. Yes the colors are off a bit, but the function of it to this point is right on. This was a four plus hour project for me doing it at my own pace while watching and playing back the video as needed. I learned so much from this and want to thank you for putting the video out. Using Excel daily for work I get used to doing the same things over and over but this opened my eyes to new and exciting options this powerful tool has to offer. I look forward to going on to part 2 and finishing my spreadsheet. Then I will work towards modifying it to fit my business needs. A++ on the video and time taken to go through this for public use. Thank you again!
Hi Justin, Thanks so much for going through, watching the videos and creating the application yourself. That is the best way to learn and you should be commended. IF there is any duplication in shape names, or grouped, they might need to be renamed using the selection panel. The Name Manager can also be a bit complex when it comes to Dynamic Ranges but for sure you will do great. When you are ready to create powerful reports and dashboards you can check out my Advanced Excel Dashboard Reports Masterclass here: bit.ly/AmazingDashboardCourse
Also I am on part 15 of our Employee Manager which is an amazing and massive project and great way to learn as well. Thanks so much for your comment and continued support.
Hi Justin ! Can u send me your file.... I can't make it easily bro....plz
@@ExcelForFreelancers I am running into the same issue, Sorry if I am dense, but where is the "selection Panel"?
Thanks for the Video man. Im going on 4 months on excel, and I think my progression is good considering that I have no resources other than online course's and youtube videos like this one. I've been trying to do the same thing but on my own. Only experience I have is running an office pool for family and friends. I thought my original way of working was good enough until I learned that I can have Excel do most of the work for me. I am linking so many cells together, but you've enlightened me on the mapping part. Thats what I need to do.... anyways, you have motivated me to start my VBA course. Thank you!
That is really great to hear Richard. I am so happy to hear that. Keep learning and pushing and I know you will do great.
I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
I hope this helps and thanks so much.
Thank you! It's exactly what I need and you delivered it wonderfully! I apprecite you!
For sure, you are very welcome and I am happy to help.
Thank you for your Likes, Shares & Comments. It really helps.
Such a good effort. Really impressed. May Allah reward you
Thanks so much. I am really glad you like it.
Thanks for the great tutorial. The toggle button is really cool and nifty! In my case, the name of the shape had to be different from the name of the macro to work.
Hi Christopher. that was my mistake. On some versions of Excel, this is an issue. I should have named them differently (the download version I have fixed this already) Thanks so much for following.
@@ExcelForFreelancers thanks, renaming it..solved my problem.
@@Rockandroll29 are not h no h
Thanks Randy. Love the slider idea with the IncrementLeft parameter and the hide/show row icons. Looking forward to the conclusion.
Thanks so much. I appreciate that. The idea of tracking inventory in Excel is nothing new however I wanted to add some new styles and ideas to an old concept. Thanks so much.
I wrote the exactly same code for slider though it gives run time error "-2147024809 (80070057)"
Kindly assisst.
I love this kind of videos as it shows the each step to create such a tool in Excel! I've been using stock and inventory tool/template on Google sheets and I'm more than happy with that tool. Thanks for the video!
Great to hear! I am happy to help and share Kevin
ua-cam.com/video/H3kQHjQZp48/v-deo.html
Great tutorial and really useful for a project I'm looking at completing.
Do you have a step by step project guide that you follow when creating something like this, that you could then use for every project? So you don't miss anything out?
Hi Steven, thanks so much. I do have a Mentorship course in which I walk students step by step out to create their own applications for the marketplace, while I build an entire accounting application in Excel, that includes weekly lessons, at 90 Minutes each. You can find out more about this program here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
Really Awesome video
Thanks so much Alwasim, much appreciated
Thanks so much for your Videos Part1 & 2. I have learned enough,
Thanks so much. I -am really glad you are learning so much.
Just found this channel and this is giving me a ton of ideas. I need to track and inventory of assets and users in my company, and working on a file like this one will save so much time.
Thanks so much. I am really glad you enjoy the training.
Excellent Video
Thanks so much I do appreciate that.
I Love Excel So Much...
Thank you so much. I am really glad you like it.
Sir thank you for your help this was really needed and also you are the best instructor ready to watch every video of this series.
Thank you very much. I do appreciate that Kinzo
You are a highly skilled Excel teacher. Thanks. 👍
Thank you very much. I do appreciate that KD. Feel free to check out the new touchscreen POS video I released yesterday here: ua-cam.com/video/1xyvioUP8Ls/v-deo.html
Anyone else paused this video a million times to catch up?😅 Thanks man🙏 This is amazing
Thanks so much. You can also slow it down a bit too by changing the speed. Thank you for your Likes, Shares & Comments. It really helps.
A Million Times is putting it Nicely... Lol
Incredible Information... Excellent!
EXCELLENT EXCELLENT EXCELLENT TUTORIALS.... THANK YOU!
Hi, im so amazed that we could do alot in excel. I hope theres a video on inventories for in and out with certain location.. just like meat inventories the in and out in the freezer. Hope you could help me on this.. thank u....
HI Mary, thanks so much for your comment. In my Accounting Application I will be creating a complete Inventory system, including locations, and I am teaching how to create this full application in my Mentorship program which was just launched. You can learn more about there here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/
I just found your channels and I am glad that I found You are so good in work I went through your videos pls also make video about the basics of exercise and advance Excel love it keep the good work.
Thanks so much, I really appreciate that and will add it to my list of videos to create. Thank you for your Likes, Shares & Comments. It really helps.
Wow ! Thank you! You are an Master of Excel Manipulation.
Thanks so much Fong, I am glad you liked it
Hi, thanks for this, as everyone else has said, it is fantastic. I am having a problem with a syntax error on the button The error is on the '.Shapes("MoveBtn").Value="Purchase"Then' line. Can you please assist me with this?
Hi and thanks so much for your comment Adrian,. When I originally made this I should have used a different macro name and shape name (they are both called MoveBtn) as some systems will have an error with that. If you change the name on one of them, then change the shape name (if needed) it will work fine.
Also make sure there is a space between "IncrementLeft" and "30"
If you still have issues please feel free to download my application for free using the links in the description.
I hope this helps and thanks so much.
I've put my email in at the link above several times but I'm not getting anything sent to me. I'm just wanting the data to use.
HI James, very sorry about that, sometimes its flagged as spam. Did you try the facebook link? That usually works pretty well.
You can also download the application with this link: bit.ly/InvMgrPt2_WbDl
Hello , I went through all your work I found it wonderful thank you.
Thank you very much. I do appreciate that Saeed.
Thank you friends, your instructions are very good and very useful, I immediately subscribed, waiting for the next part
Thanks for the sub!
Dose this work on gold jewelry management? I got confused how can I customize this for gold jewelry as rate changes and each item is totally different. How do I create stock and automate it 🤔😣🆘
Yes it does, however it would require customizations. IF you would like help with this please join our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 30,000 Members who would love to help you with this. Thanks so much.
I was getting an Error code as soon as I tried to run the macro. I've added an End With to close the With line but when my button moves to the right it disappears! I suspect underneath the background shape.....
HI Windward, its hard to know the exact cause of the issue however to get help with your question, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
That error is related to the oval shape not properly getting renamed to "MoveBtn". fix that and all should work perfect
@@papiheeh3132 hey how did you renamed the name, as I am not able to do it..
@@nitinparab2542 Please type MoveBtn and enter. Don't try to save by ctrl S.
@@sharonvarghese6320 doesn't work for me i keep getting message no object to move.
WOW I'm learning, Thanks for sharing !!
You are very welcome, glad I can help
Hi Randy, I Just Have One Heart And You Are Just Wining it Again And Again A Big Thanks To You For This Learning Lot Of Things👍
Thank you so much Prashant. I really appreciate that.
I don't know what kind of demon magic you possess. I wasn't even aware this was possible in Excel.
Haha thanks so much Colin, Sometimes i don't know either i just push the limits every chance I get. Thanks so much for your comment.
Ha ha ha took the words right out of my mouth lol
Lolol. @demon magic.
LMAO!
hahahahahah"DEMON MAGIQUE" hahahahahah
Please make also inventory of in and out items
*new items (delivery arrive)
*issuances
*returns
Thanks you so much
Thank you for the suggestion. We will be building an entire accounting system, with inventory, in our Mentorship Program coming up in a few weeks. Make sure you are on our email list: www.ExcelForFreelancers.com I will also make sure to include your suggestions as well in this application. Much appreciated
@@ExcelForFreelancers please let us know when the tutorial is ready on the accounting system. Thank you for all your videos!
No words to say. This is great video no doubt Randy :)
Thanks so much. I really do appreciate your nice words.
the best teacher ever and ever. so much thanks
Thank you so very much, I really appreciate that Alma
I have followed this video step by step, when I assigned macro (movebtn) its not moving at all😔, can you help me plz
Hi thanks one slight issue in some versions of Excel when the button name is the same as the macro name "movebtn" it can cause some issues. Just change the name of the macro to something else and it should work. The other issue i have seen is to make sure there is a space between IncrementLeft and 30 , or IncrementLeft and -30
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
@@ExcelForFreelancers I've tried that a few times, but still no luck😕
I face run time error; that message was 2147024809(80070057) and the item with the specified name wasn't found. Please guide through you tube video.
It is difficult to know the bug without seeing the application and screenshot. Please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Same here did you get a solution
HI Edward, I am sure we can fix this in just a few minutes. Can you upload your screenshot and details in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
Thanks so much.
hi @vivek pal
i encountered the same problem but found a work-around... basically what happened is that when you entered a name for the shape (Oval) then software didnt accept it, recall that when you created the Macro you are naming the same based on the name that you are assigning on the excel window. All i did was to go back to the macro and inserted the actual shape name (Oval 2) in both instances and the macro then worked, i have no idea as to why excel didnt accept the name that we are supposed to enter for the shape.
Hope this will solve your problem as it worked for me
Thank you so much for your feedback and help. I do appreciate that. The problem could be that in some versions of Excel the Macro Name "MoveBtn" and the Shape Name "MoveBtn" are the same. Perhaps in some versions of Excel this is causing an issue. I have made corrections and updated both Part 1 and Part 2 so when you download the sample workbooks the fix is there (but you could easily fix this yourself by renaming the shape "MoveBtn1" then also changing this in both instances in the code. Thanks very much for your feedback
your videos are great man thanks for the knowledge
Thanks so much and glad you like them
You really are a gift to us sir. Thank you for sharing this talent.
Thank you so very much, I really appreciate that Joshua.
sir how to odd even rows colors this formula not work in my excel sheet.
Hi you can add this formula to conditional format formula: =Mod(Row(),2)=0
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here:bit.ly/groupexcel
Too much playing in appearance design. More focuse on the core, that is the formula and the database linkage
Hi Aprila, thanks very much for your feedback. I do appreciate that.
Thank you so much for this video. It is really a big help for my project
For sure, you are very welcome , happy to help.
This is an amazing guide! Thank you so much! Good Job!
Thanks so much I am glad you liked it.
This is great info, but for the love of God, please slow down, you're obviously awesome at excel, but the rest of us who are trying to follow along are not.
Hi Thanks RMT, I will do my best to slow down. It is never an easy balance between those people who want you to move faster and those who want you to move slower. Thanks for your patience and understanding.
You can slow down the speed too, if that helps. I have to do it on some of the videos I watch.
I guess this video is specially for professionals not for the beginners. All the steps are too fast with less explanation. Thanks anyway !
Mz
Hi thanks yes my lessons tend to be for Advanced Excel users since there are already hundreds of great channels that cover Excel Basics. Try the channel Excel is Fun for amazing learning of Excel fundamentals
Amazing trick, Great explanation,easy to understand eventough i am such a beginner in excel. Excellent. Thank you so much for the video. I hope you stay healthy always
Thank you so very much, I really appreciate that
this is the intelligent way to understand everyone .thanks friend
For sure, you are very welcome Mohamed
Appreciate Your work much. Thank You.
Thank you so much Janith, I am really glad you like it.
45:28 for data mapping. thank you for making this video. it help me learn 😊 thank you very much.
You are very welcome and I am happy to help.
This is LIT! Thanks for this!
Thanks so much. I am so glad you enjoyed this training. You won't want to miss tomorrows training on a Touchscreen POS right here: ua-cam.com/video/1xyvioUP8Ls/v-deo.html
You are amazing man. I never thought that excel could be usable for anything.
Thanks so much Roeben, I really appreciate that.
@@ExcelForFreelancers i've been using excel for just solving some complex mathematical problems. I didn't expect this work. Dp you have some more of this?
Hi thanks I have over 100 videos on my UA-cam channel. Each comes with a free workbook to download (you can just click the links in the description to download them)
Really appreciate your efforts sir. Keep teaching to us. Thankyou
It's my pleasure and thanks so much.
new subscriber is here.. thank you for sharing this video. more power and God bless!!!
Thanks so much Jesnathan, so happy to have you here. I look forward to creating amazing videos and training each week
Excellent video, thank you very much for that. looking forward for the next episode :)
Thanks so much. Glad you liked it. Part 2 will be released in two days on Sept. 4th :)
Aprendí a usar EXCEL desde cero, en tan solo un mes logré aprender las funciones avanzadas de excel y gracias a esto logré ascender de puesto en mi empresa donde trabajo
Seguro que eres muy bienvenido. Feliz puedo ayudar
Bonjour je profite des vacances de noel pour voir des videos que je n'ai pas encore vu !!!! à vrai dire elles sont vraiment très complètes, du très bon boulot, je vais toutes les visionner, un très grand merci pour cette première partie enrichissante :) merry chrismass
Merci beaucoup Rom. Après ce gestionnaire d'employés, je créerai plus de vidéos à partir d'un classeur vide, comme celui-ci. J'apprécie toujours tes commentaires
@@ExcelForFreelancers . Magnifique, je vous ai découvrir sur youtube il y a pas très longtemps et je suis ravi, je vais essayer de récupérer vos tutos, vidéo et classeur xls et xlsm pour m'améliorer, il y a quand même des petites différences entre excel anglais et français, bravo 😄
Thank you very much Rom
Thank you for making this available. This works great for purchasing/selling and adding one item at a time. What do you do if you purchase/sell more than one item in a single transaction?
Hi Paul, thanks for your comment. For more than one product you can follow my Invoice From Scratch training here: ua-cam.com/video/99xVbVMABJ0/v-deo.html
Excellent resourceful knowledge gained thru this video.
Glad it was helpful! I am happy to share Faheemuddin
Excellent, Thanks for sharing .
Thanks so much, I am really glad you liked it Talwinder
Thank you for this amazing tutorial!!
For sure, you are very welcome
Thank you so much, really it's an interesting one.
Thank you so very much, I really appreciate that.
Awesome sir....Your The Best...Loved our Tutorials....
Thank you so much Hafiz, I am really glad you like this.
This video is very important to me.Thank you so much ❤🤘
Thank you so very much, I really appreciate that. I have a new POS with Inventory here: ua-cam.com/video/SbjBgqzbA3w/v-deo.html
Don't know why 313 people dislike this. May they just don't appreciate the hard work and the help this work book can contribute to the people who really needs it
Thank you so very much, I really appreciate that.
The reason may be the cash problem. If it was free zip file it will be highly appreciative ..... I m thankful for the hard work behind the tutorial.
But
If someone send me through email for free I will be much thank full.
kuwazir786@gmail.com
thank you I got the best information from you and I became learning
For sure, you are very welcome and I am happy to help
thank u so much for such an easy and helpful tutorial....
Appreciate ur work.
For sure, you are very welcome Hades. Thank you for your Likes, Shares & Comments. It really helps.
Literally thank you so much
For sure, you are very welcome and thanks.
Thank you for this wonderful explanation 🤝
For sure, you are very welcome
Creative and professional, thanks
Thank you very much Goory, Much appreciated.
I just suscribe myself to your channel, thank you for your time and help.
Thank you so much. So very glad to have you here.
Wow.. very nice tutorial.. great help to my plan to make inventory of my small business.
Glad it was helpful and thanks very much
Thank u sir for sharing your knowledge! God bless.
For sure, you are very welcome. Thank you for your Likes, Shares & Comments. It really helps.
Thanks for tutorial, is very good for inventory management...
For sure, you are very welcome. I am happy to help
This is absolutely amazing advice
Thank you so very much, I really appreciate that Mahabub
Very educational. Thank You
For sure, you are very welcome, happy I can help
Thanks so much your the most helpful video vlogger
For sure, you are very welcome I am happy i can help.
Thank you for this valuable information. I learned techniques that I never knew
Thanks so much Mahdi, I am really glad you like the training.
I was so good experience for when I saw this video
Thank you very much. I do appreciate that.
Thank you for sharing. Your awesome!
For sure, you are very welcome Josephine. Happy to help and share.
So amazing. Thank you for sharing
For sure, you are very welcome
Excellent. I use tally.erp9 software in India for maintaining accounts and inventory. But seeing this, I am amazed.
Thanks so much Sharmeem I am really glad you like it
Awesome video.. Just got done following along and I didn't miss a step... Thanks for such detailed work. Can't wait for part two... Thanks Again. Is there going to be a user form to enter the Customer and Vender names into the work sheet? or Will it be saved from the Transaction sheet? Same with the Products will there be a user form for adding and editing products?
Hi, thanks very much for your comment. Part 2 will dive into the VBA of the application that you see. Customer & Vendor userforms are pretty simple and have covered that a few times before (See the previous weeks 'Data Entry Form', so in this video I just kept them as simple lists so I could focus on the Sales, Purchases & Inventory Aspect.
This is a very basic solution. As you know Inventory can have TONS of feature. I plan to create a FULL Inventory application along with a Paid course that would be comprehensive and cover all aspects. Thanks so much for your comment and support.
sir...i learn much from your video..
Thanks so much Peri, I am glad really glad you are enjoying the videos
it is great, thanks for tutorial video.
Thanks so much. I am glad you liked it.
Many million thanks!
For sure, you are very welcome Alper. I am glad you like it.
Very nice! I like it!
Thank you so very much, I really appreciate that.
Thanks for this video. just what i needed. where is part two though?
Hello Arthur, you are welcome. Part 2 can be found here: ua-cam.com/video/GodLw1LfTj4/v-deo.html
Hi and thanks for this excellent tutorial. I've come across an issue where when highlighting any one of the transactions where the conditional formatting gives it the highlighted focus, the fact of changing from Purchase to Sales using your very savvy button function also changes the Trans. Type of that entry. That should not happen as this changes the initial entry transaction type. This happens every time you switch back and forth and whichever one you have selected before moving on to other activities, it will keep the last information as per the position of this switch (ie: Purcase or Sales)
Hi and thanks for your comment. (I see you posted in the group too) In my version when switching transactions based on a selection of the transaction below, the transaction type, color and button move accordingly so please make sure to download my version (Inventory Mgr. Part 2) using the links in the description of that video. Also check your code, conditional formatting rules, along with the order those rules are placed and the conditions to make sure they are all correct.
Great excel apps. Awesome and nice
Thanks so much. I do appreciate that.
Thank you for making this vedio.
For sure, you are very welcome
Wonderful, great man
Thank you so much. Cam on Em. :)
Very clean video, and i got your excel sheet as well... thank you
For sure, you are very welcome
Thanking you sir for sharing valuable information, your The King's in Excel sir,
For sure you are very welcome. Happy to create and share this.
Thanks so much. Happy to create these for you.
Wow, you're Great Sir
Thank you very much. I do appreciate that :)
Useful. Thank you 😘👍
For sure, you are very welcome