Small Business Inventory Tracker for Access Database Templates

Small Business Inventory Tracker for Access Database Templates - This is inventory database or inventory tracker for access database templates. Aside for keeping track of inventory, it can be used for invoice or recording transactions. Northwind inventory tracker is perfect for small business or retails. When you open the template, it will prompt to save new file location because it is split database. Save and rename the file. Open the new saved database (front-end). There will be pop-up window like this. You can check the inventory tracker with sample data provided in this template, or using right away with your own data.

 

Access Templates Inventory Tracker for Small Business

 



The inventory tracker menus are:

TEMPLATES DASHBOARD
Menu to preview the active orders and inventory for inventory tracker and quick edit.

GETTING STARTED
Menu for guiding and give information about how to use the template or tips and links for ways to track inventory. The only tabs to be filled is COMPANY INFO tab, which data used in invoice or reports.

 

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ADVANCE
Menu for recording the databases that supports other menus.

CATEGORIES
Menu for recording categories for Products menu.

EMPLOYEES
Menu for recording employee login. You can set up password with this Login Report.

 

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CUSTOMERS, SUPPLIERS, SHIPPERS
Menu to record the contact details that can be used in transaction menus or reports. The fields are same in all menus:

Fields

Data Type

ID

Autogenerated, numeric

First & Last Name

Strings

Company

Email

Job Title

Phone fields

Addresses fields

Notes

Web Pages

Hyperlink

Attachment

Attachment



INVENTORY PRODUCTS
Menu to record and display the Products in table list for quick add or editing.

 

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If you double click or click New Product button, PRODUCT DETAILS dialog box will appear.

Fields

Data Type

Product Name

String

Product Code

String, primary key

Category

Lookup value

Supplier

(Purchase) Cost

Currency

(Sell) Price

Qty per unit

String

Discontinued

Checkbox, ticked products will not available for transactions

Description

String

Attachment

Attachment

 

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ORDER and PURCHASE HISTORY
This menu display the transaction records regarding the products. INVENTORY tab provides the setting for inventory level amount in numeric. There is subform to input inventory shrinkage.

 

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INVENTORY LEVELS
Submenu to display the inventory amount levels in table, which is the best way to track inventory. It can be used for quick edit.

 

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NEEDS INVENTORY RESTOCKING
Submenu to display the inventory which amount in hand below the Target Level.

DISCONTINUED PRODUCTS
Submenu to display the products which discontinue checkbox ticked.

ORDERS
Menu to records sales order from customer.

 

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If you double click the records or click New Order button, Order Form will appear. On the header, there are buttons for order status:
- Invoice Order: the order is fixed and confirmed. The invoice will be generated and can be printed and sent. Once clicked, you cannot change records in Order Details tab anymore. The order cannot be canceled too.
- Ship Order: marked that the order is shipped. Once clicked, you cannot change records in Shipping Information tab anymore.
- Complete: marked that the transaction is over.
There are tabs for:
- Order Details: records the transactions.
- Shipping Information: records the shipping company, date, and address.
- Payment: records payment status and information.

 

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On the footer, you can click Update to display the totals if there is any changes.

PURCHASE
Menu to records purchase order made to supplier. Double click or click add new records to open the Details dialog box.

 

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On the header, there are buttons for order status:
- Submit Order: the order is fixed, confirmed, and sent. Once clicked, you cannot change records in Purchase Details tab anymore.
- Complete: marked that the transaction is over. Once Clicked, all data cannot be changed.
There are tabs for:
- Purchase Details: records the transactions.
- Inventory Receiving: tab for confirm the received status
- Payment: records payment status and information.

REPORT CENTER
Menu to display and generate the summarized records into printable reports. The reports can be analyzed for sales or inventory tracker. There are 6 types of reports:
- Customer List
- Active Orders: Sales Order that has been in complete status
- Supplier List
- Yearly Sales
- Quarterly Sales
- Monthly Sales

The free inventory tracker is open source and can be modified. The inventory tracker can be downloaded at access-templates.com along with other useful microsoft access templates.