COURSE
DESCRIPTION FOR
MANAGE, PLAN AND ANALYZE YOUR INVENTORY USING ACCESS
This class is a must for any self-employed or business
professional interested in learning a variety of techniques to analyze and
manage inventory data. The class is instructor-led with hands-on activities.
Learn to:
- Define data needed to track inventory.
- Calculate current inventory, archive inventory and update
records by creating queries.
- Summarize inventory usage by month with a Crosstab query
and calculate weekly average usage by creating a report.
- Use a reorder point to trigger supply orders by creating
a query and modifying a form.
- Calculate the total value of inventory and total orders
to suppliers by creating queries and reports.
LENGTH
One four hour session.
PREREQUISITES
Access 97 - Level 2 or Access
2000 - Level 2 or equivalent knowledge. You should also have a good
understanding of basic Microsoft Windows, file management and personal computers.
SPECIFIC CLASS CONTENT
Lab Activity 1: What data do I need?
Understand the business
Decide what you need to track
Design the database
Lab Activity 2: What do I have in stock?
What was used since the last count?
Count minus transactions
Perform a physical count
Preserve the old data
Update the records
Lab Activity 3: How much do I need to order?
Summarize usage by month
Refine the query
Report totals
Calculate averages
Lab Activity 4: When do I need to order?
Use a reorder point
Enhance a form
Automate the form
Lab Activity 5: How am I doing?
Value of inventory
Business with suppliers
NECESSARY SOFTWARE AND HARDWARE
- Windows 95 or 98 and Microsoft Access 97 or 2000.
- A postscript printer driver must be installed. Printing
is optional.
OTHER ACCESS CLASSES
- Access - Advanced. Create
advanced queries, work with macros and design forms and reports.
- Mini Power Sessions:
--Analyze Your Product And Sales Data Using Access
--Create And Normalize A Database From Excel Using Access
--Customize Your Reports Using Access
--Produce Letters, Lists And Catalogues Using Access And Word
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