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 Exporting Stock List

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Posted by hickers78

Exporting Stock List

Hi- I have tried searching to see if there has been a previous posting on this topic, but I cant find one...

Can I export my stock lists or even print them out? I have sales reps who need a paper copy of what we have, what we buy it for, and what our trade/ retail price is.

I'm loathed to duplicate the information in an excel doc as Im worried about mistakes being made.

HELP PLEASE 

Thanks, Sophie  

Posted by Richard

Re: Exporting Stock List

Hi Sophie,

The closest you can get to that in Easify is to print a pricelist, though this won't show you buy prices.

I've just posted a link to a new tutorial video showing how you can link Microsoft Excel to your Easify database, if you follow this you ought to be able to pull your stock list into Excel, filter out any discontinued or unwanted products, add a few calculated columns and you will be able to achieve what you want that way.

http://www.easify.co.uk/forums/viewtopic.php?f=6&t=267

HTH  


Regards - Richard (Easify Developer)

Posted by pedalpowerip5

Re: Exporting Stock List

Hi,

Micosoft Excel to Easify DB

Can I see how many times an item/product has sold to date? I don't think this shows under the ITEMS table.


Pedal Power Cycles Ltd

Ipswich

01473610500

Posted by hickers78

Re: Exporting Stock List

Thanks Richard. Done that, but its a shame it doesnt bring all the info in- such as supplier (would seem an obvious one that one!). Maybe printing stock info might be a suggestion for a future release.

Thanks for your help  

Posted by Richard

Re: Exporting Stock List

These are really the limitations of Excel, where it is designed for creating flat spreadsheets it can't pull in all of the data that exists in a '3D' SQL database.

For example we don't store the manufacturer name in the items table, we store the manufacturer Id number. This means that you can change the manufacturer name in Easify without breaking it wherever it has been used. Though this is good database design practice, it does mean that a program such as Excel that can only read one table at a time can't join together all the required fields to fill in the Id values with names.

The Excel link is a handy facility but it's not going to be suitable for all reporting needs.

We've already got the request for the ability to export products directly from Easify in the feature request database so it will be coming to a feature pack nera you soon anyway  


Regards - Richard (Easify Developer)

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