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Managing multiple warehouse's inventory/control settings via excel |General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Managing multiple warehouse's inven…
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Managing multiple warehouse's inventory/control settings via excel
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Brian Hart

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August 21, 2021 - 5:20 am
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Hello All, 

Extremely defeated here, and hoping that someone might be able to help offer a good solution to my current issue. 

I have large sets of product data information, currently for 5 warehouse locations (1 is going away, ATL replaced by ALP). We are currently working in a very old system, and everything is manually driven. I am hoping for an easy way to quickly determine how to interpret this data, and know where to stock an item based on the current usage rate. If usage is strong in a particular warehouse, then I would want to turn the controls in that warehouse to Status: (s) Stock & Replenishment path: (v) Vendor & set Order Method: E (EOQ). For that same item, if the remaining warehouses have little or no usage rate, I would want to set controls to Status: (o) Order as needed & replenishment path: (w) warehouse & ARP whse: ALP (example, whichever warehouse is set to stock). Its also important that the same products are all listed under the same product line. Stocked items have an order method of E (EOQ), while order as needed items should be set to M (minimum). 

It would be ideal to be able to quickly see where an item has usage, and should be turned to stock, or if currently set to stock, and low usage, I'd want to look into it to turn that warehouse to order as needed. Its important to note that if a current warehouse is stocked, and turned off, are any other warehouses set to order as needed from that particular warehouse?

If an item has no usage in any warehouse it should be set to Status: (o) Order as needed & replenishment path: (v) vendor & product line: (9999) for nonstock items.

Because this has been a manual process for 20+ years, there are a lot of discrepancies and many items have incorrect controls set up, which causes issues for our order entry department, as well as for us in purchasing. 

Any help, or advice on where to start is greatly appreciated. I think once I get a general idea, I'll have an easier time putting it all together.

Thank you!

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Anders Sehlstedt
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August 22, 2021 - 8:27 am
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Hello Brian,

Attached is an example on how to visualize what needs to be checked and perhaps corrected using conditional formatting. Nothing advanced but gives perhaps some hints on how to go about.

Br,
Anders

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Brian Hart

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August 23, 2021 - 2:43 am
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Thank you Anders for the feedback, appreciate your assistance with this topic!

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