We need a software package (based in Excel) that manages our product stock, automates our purchasing and provides updated information on our cash position. We already have a basic excel sheet that controls the existing stock. However, the usability of this sheet is very low and limited.
We need a simple way of inputing the data and a friendly user interface. Additionally and more specifically, we need:
- Introduce details of goods when they arrive and when they leave stock, in a friendly manner.
- Differenciate the way components leave stock: i) sales: per product serial n., ii) R&D project, iii) warranty, iv) damaged.
- Easy access to information about total stock-in and stock-out (for sales, R&D, warranty and damage).
- Easy access to information about goods in stock (number of units in stock, unitary price, location, etc.).
- Differenciate between accounting stock (only goods received, that have an invoice) and real stock (all goods received, with or without and invoice).
- Based on the existing stock, sales forecast, product part lists and our own purchasing policy, the sheet should provide information on goods to be ordered (date, number and price) in order to meet our commercial delivery deadlines.
- Automatically draw purchase orders (with sufficient flexibility so that we can modify these by hand if required).
- Ideally (not a must) draft e-mails to suppliers with purchase orders attached.
- Lists with details about purchase orders placed (date, expected arrival, description, etc.)
- Lists with supplier details.
- Product part lists.
- Payment dates and details with reminders on the date.
- Provide the date when we expect to have all the components (goods) required to build specific products, etc.
- Automatic cash-flow based on sales forecast, orders and payment terms.
More information is available on request.
69 freelancers are bidding on average $2179 for this job
I can do this including the part "draft e-mails to suppliers with purchase orders attached". Please send me more details and sample excel files. -Regards : Raj
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Over ten years experience in developing Microsoft Office automation projects. My specialty is developing business and financial Excel based models.