How To Make A Point Of Sale (POS) Application With Inventory In Excel [Masterclass & Free Download]
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- čas přidán 25. 07. 2024
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In this week’s training, I will show you how to create your own Point Of Sale Excel Workbook With Full Inventory Control & User Security.
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TIMESTAMPS:
0:00 - Introduction
0:57 - Overview
6:39 - Designing Worksheet
1:13:29 - Toggle Sales Purchase
1:21:07 - Set Type Sales Purchase
1:21:53 - Customer Vendor Filter Orders
1:28:18 - Change Event Worksheet
1:31:13 - Selection Change Worksheet
1:32:50 - Clear Filter Orders
1:36:10 - Item Add SKU Order
1:50:04 - Set Footer Order
1:54:15 - Load Sub Category
2:09:10 - Load Products POS
2:24:04 - Select Product POS
2:28:50 - Item Increase Qty
2:29:40 - Item Decrease Qty
2:33:29 - Item Remove Order
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I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Randy Austin
#PointOfSale #InventoryManagement #SalesTracking #StockManagement
![Create This Restaurant Touchscreen Point Of Sale POS Application In Excel Today [FULL DOWNLOAD]](http://i.ytimg.com/vi/1xyvioUP8Ls/mqdefault.jpg)
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Thanks for this. I didn't realize Excel could do all this.
For sure, you are very welcome and happy to help Huma
This will add value to something I am working on. The reminder is set already. Powerful creations as always.
Thanks so much Sammy. I really appreciate that. Have your coffee ready for this one :)
Hey Randy, you’re amazingly awesome in Excel. I can’t get tired of watching your CZcams videos. They are incredible. Thanks for the effort 🙏
Thank you so very much, I really appreciate that Pap :)
@@ExcelForFreelancers
Please I cannot accept your pay and please help me to download your VBA as free.
Thank you randy! You have unleashed the power of excel. I missed the premier of this video but this is an absolutely amazing starting point, I'm gonna learn and customize this pos and inventory to my hearts content.
Thanks so much Clei, you are very welcome and I am happy to help and share. Thank you for your Likes, Shares & Comments. It really helps.
@@ExcelForFreelancers man i want to learn a lot from you in 2022. Thanks Merry Christmas and happy new year 💞
Absolutely amazing video as always!! For restaurant applications if this had a customizable dining room layout that would show which tables were occupied, the start and end times for each customer that sat at them and which tables were available and utilized the drag and drop functionality of one of your previous applications it would have basically everything for a restaurant POS system.
Thank you!! As always you inspire me to push the limits with what I do in Excel every day!!
HI and thanks so much. You can combine two of my other applications and videos which contain restaurant and table designs
here: czcams.com/video/gx2R_H_mRO0/video.html
and here: czcams.com/video/1xyvioUP8Ls/video.html
I hope this helps. Should you have any additional questions, please do not hesitate to ask.
Tutorial was long but worth while and takes care of practical options
Comprehensively
Once again thanks
Thank you so very much, I really appreciate that Vimal
the start and end times for each customer that sat at them and which tables were available and utilized the drag and drop functionality of one of your previous applications it would have basically everything for a restaurant POS system.
Thank you!! As always you inspire me to push the limits with what I do in Excel every day!!
Thank you so very much, I really appreciate that. Please also check out my Restaurant POS here: czcams.com/video/1xyvioUP8Ls/video.html
I hope this helps and thanks so much.
Amazing job! You are truly an expert for excel. Tthank you, Randy
Thank you so very much, I really appreciate that Paul
amazingly awesome in Excel. I can’t get tired of watching your CZcams videos. They are incredible. Thanks for the effort 🙏
Thank you so very much, I really appreciate that.
Hi Randy. I love your videos and your techniques on how you approach a problem solving. Your results are absolutely inspiring to me and have helped me many times.
However, it would also be interesting to me if there was a "reset button" per Excel folder that would empty the folder contents with one click when a new year, new month, etc. begins.
It would also be interesting to know how to create a dynamic invoice with Excel, which can then be printed out for the client.
Best regards from Germany, NRW, Joko
Hi and thanks so much. I am really glad you enjoy the training. I do a lot of work with files and folders in my "File Manager" series so you can check that out on my channel.
I also have a printable Invoice application and training video right here: czcams.com/video/99xVbVMABJ0/video.html
I hope this helps and thanks so much.
I think setting the file as a template could help, so you have it cleaned up for every month
I am new in the Mentorship program and I am really enjoying the training. Thank you Randy
Thanks so much Arlene. Great to have you in the program as well. I am glad you are enjoying all the training.
Have confession that I do appreciate a good jon done in Excel!! Thanks for this vid
For sure, you are very welcome and I am so happy I could help.
This is awesome!! I would like to see this but add a feature to route specific items, once ordered to a kitchen view. Basically I’m thinking of building this for a small restaurant/food truck.
HI Justin, thanks so much. You can combine this with the Restaurant POS that does have a 'kitchen view' for an excellent POS for a restaurant. You can watch that one here: czcams.com/video/1xyvioUP8Ls/video.html
Finally What i was dreaming has come true...Randy you have done a lot for me...Once upon a time youtube introduced me to Randy and Randy introduced me to Success.
Thank you so much sir am short of better words.
That is awesome, thanks so much Admalu. I really do appreciate that and look forward to create many more. Thank you for your Likes, Shares & Comments. It really helps.
pls which of the office did u use I me an office 2016 or what
Finally, been a long time coming.... Well done Randy
Thanks so much. Yes it took me a while to finally put this one together. I am sure glad I did. Thanks again Anime
This is greatest content in making app in excel that i have ever seen on youtube so far. This channel deserves million subscribers! Thank you very much for sharing!
Thank you so very much, I really appreciate that Hoang. Cam On Ban
I had to deal with a few POS systems. Important for us was always: Import/export Customers and products (including modifiers). Export of sales reports and various sales statistics is a must. When dealing with food very important were food modifiers. If you have a made-to-measure salad it needs a variety of modifiers. Type of salad, Protein selection, dressing selection, vegetable selection, and so on. If you consider a restaurant, you can have eat-in, take-out, and catering orders. All can have different menu items that have the same name but are prepared differently. For example, a Geen salad for a catering order is 6 person minimum and individual order is just one portion. Yet the name is the same. To create the perfect POS is very challenging and it has to be PCI compliant. If you can't charge the c/c directly from the POS application it is kind of pointless to create one in my opinion. But it's a great training topic for sure. Can' wait to see the difference from your previous version.
Very interesting and thanks so much for sharing. So many possibilities with Excel. That is the issue with most developers. We try to create something for everyone and end up either not creating anything at all or creating something for nobody. It is better to create a simple, straight-forward application that is great for some, instead of trying to add every possibility, feature and option to accommodate everyone.
Keep It Simple and you will have a huge amount of success.
Great Video very informative…thanks Randy. I was just wondering how to modify the same to use for QSR segment, where based on the recipe the Inventory can be updated….basically in purchase I input the raw material and for sales I input the final item and based on the yield and recipe details inventory position can be derived
Hi Shantanu, thanks for your comment. I have a another video which focuses on Build Of Materials which will help you with this here czcams.com/video/dfMchM3sTm4/video.html
I hope this helps and thanks so much.
Very interesting and insightful knowledge that add value to the very important need to make powerful use of Excel. Get blessed Sir
Thank you so very much, I really appreciate that. Thank you for your Likes, Shares & Comments. It really helps.
Thank you for this amazing training and for your kindness, patience and dedication.
For sure, you are very welcome. I am happy to help and share :)
Love the training as usual. Would be great to see customer loyalty program as well. 1 point per $ spent (suggestion). Show balance and be able to redeem points toward purchase as a tender. The concept could also be used for electronic gift cards. Thanks for all the hard work that you put into these videos!
Hi Darren, thanks for your comment and suggestion. That is a nice idea. I will add that to my list of possible videos in the near future. You are also free to download this application and customize it however you like.
Hello Randy, Thanks for the video. Question: Do you have a similar template that can work best for a laundry business? Also, do you do customer templates which may satisfy specific startup business like laundry services?
HI and thanks so much. This application would work great for a laundry business with some small customizations.
If you need help with that you can post your requests in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
We have 40,000 Members who would love to help you with this. Thanks so much.
Thanks randy for this absolutely wonderful tutorial.
For sure, you are very welcome Syed. Thanks for sticking with me on this long training.
Randy, many thanks for this amazing impressing training. It was a marathon but absolutely worth it.🙌👍✨
Thanks so much Rob. I really appreciate you sticking with it. I am glad I can help and share. thanks also for your continued contributions.
I respect your brain. I hats off to you. Big master.
Thank you so very much, I really appreciate your continued support. Thank you for your Likes, Shares & Comments. It really helps.
Good day, Randy, great training, much appreciate your time and effort, I have a question, how difficult would not be to have two different currency payment USD and Euro which have an exchange rate ar present of 1 USG is 1.17 Euro and have a way of tracking client that has a 30 credit. Thank you
Hi Sandy, thanks so much for your comment. I am glad you liked the training. It would not be very difficult. In fact I have a currency convert training and template in which you can find right here: czcams.com/video/jPGQVUZfnHM/video.html
I hope this helps and thanks so much.
Thank you Sir for your training on this interesting topic. I like it. One thing I want to mention here, if I dont have stock in OrderItems or not purchase yet the porduct, It should restrict the sale for those particular Product/s.
Hi and thanks very much. Sure that would be a nice feature to have. Please feel free to download this application and customize it however you like. Thank you for your Likes, Shares & Comments. It really helps.
Another great video! I was hopeful that you would get to covering adding items to drop down list on the fly, with pop up form. Do you cover adding items to a drop down list in any of your other videos? I’ve watched all of them I think but don’t recall seeing it.
Hi Brent, thanks so much. I do appreciate that. Concerning adding items on the fly to a list, I cover that in this video
czcams.com/video/ToXa_3Gk0lc/video.html
I hope this helps and thanks so much.
This one will be a home run!
Thank you so much. This one is a MUST see as it combines so many great tricks, trips and techniques and rolls them up into an incredible and useful application.
Hi, do you have an inventory/warehouse management system that also includes expiry dates of product batches?
HI and thanks I do not however you are welcome to download and customize any of my applications for free.
I hope this helps and thanks so much.
Tap in on telegram stevescooth0802
Create Invoice Online Free Unlimited -> invoicepedia.com
Thank you for this, Helped me take my Spreadsheets to the next level.
Many thanks from South Africa
For sure, you are very welcome and I am happy to help and share
absolutely all thumbs up for the most passionate teacher on the planet earth 👍
Thank you so very much, I really appreciate that Tammy. So glad you enjoy the training
Sir. I'm new to this channel. There's no doubt that you're an excel expert. Do you have any exercises with answers for beginners?. Thanks.
HI and thanks so much. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Ggggggggg
HI Randy, would you able to start a beginners and intermediate series and teach newbies. I know there are so many videos on CZcams but im sure there are so many people including myself who would love to learn it from you.
Hi and thanks so much. Perhaps in the future I will do that, but like you said, so many great teachers are teaching basic and intermediate already. I hope this helps and thanks so much.
hi
thank you so much for your every day's skills sharing to me
For sure, you are very welcome and thanks.
wow awesome stuff, i enjoyed this training. thanks a lot
Thank you so very much, I really appreciate that :)
Please include the format for receipt printer using 3" paper roll with tax and logo of restaurant.
Hi and thanks very much for your comment. You are welcome to download this and customize it however you like. I hope this helps and thanks so much.
Another beautiful training Randy. Thank you! In the Order_ItemRemove macro, wouldn't it be better that permissions are checked on the very first line?
HI Albert, thanks so much. Yes certainly the permissions check can be place anywhere as long as no data is updated or added if the user does not have the appropriate permissions.
Thank you for your Likes, Shares & Comments. It really helps.
Just great!! Congratulations on your master work!
Thank you so very much, I really appreciate that
You are always awesome. I like your every work always. You are a legend.
I love you boss.
Stay safe and healthy 💖💖💖
Thanks so much. I do appreciate that.
timestamps would be awesome in your next videos.
Thanks very much for the idea. I will try to do that, however it is a considerable more work that is required and only a few people have requested it.
WOW, almost 4 hours, thank you sooooo much!
For sure, you are very welcome. This was my longest video :)
Thank you for that wonderful gift you give to the community. You will give huge value to the community, it would be great if the material were free. You'll get more than 77 dollars in return!
Thank you so very much, I really appreciate that. Cam on ban
Hi the video is too good and what hold me is your approach towards every Comment. I've never seen a youtuber who replies to almost all the queries. You are not only good but "THE BEST".
God Bless you.
Thank you so very much, I really appreciate that. Each morning I respond to every comment. I am happy to help and share
That was amazing...Thats the kind of POS i'm looking for. I have a question, i need to chage the selling price according to customer. how can i chage that?
HI and thanks very much. If your prices are based off a customer, you can add an additional % column in your customer table and the same column in your POS. Then the total line item price will increase or decrease based on this %.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Thank you so much sir, for this !
For sure, you are very welcome and happy to help Garvit
I really enjoyed this session
Thank you so very much, I really appreciate that Shane
Very interesting presentation. Thanks, Randy.
For sure, you are very welcome Michael. I am glad you enjoyed the training. Always nice to see your comments.
wow after 3 month i create & understand this great training.....THANK YOU SIR
For sure, you are very welcome, I am so glad I can help. Thank you for your Likes, Shares & Comments. It really helps.
I am working on a quarterly Audit reporting program for a non profit organisation and some of the things I learned here will help me alot... cheers....
That is great to hear and glad you enjoyed the video.
@@ExcelForFreelancers Since two days, I am working on daily time sheet of auditors and once again this video helped me alot in developing best possible features in the time sheet program... Sir... with due respect I admire your skills....
Absolutely amazing ❤️❤️
Thank you so very much, I really appreciate that Sahed
Very detailed and explains very well, thank for the tutorial.
For sure, you are very welcome and I am happy to help
Installed, everything works, thanks!
Great to hear and Thank you for your Likes, Shares & Comments. It really helps.
Mind blowing 😎
You're amazing bro
Thank you so much 😀 I appreciate that.
You are the Best man!!! Thanks
Thanks so much Anrde, much appreciated.
Thank you for your all efforts. Keep it up please 👏
For sure, you are very welcome, I am happy to help and share
Terimakasih atas video nya saya bisa belajar dari video ini bagi2 ilmu bermanfaat sama orang banyak lanjut👍👍👍
For sure, you are very welcome, I appreciate that.
I'm learning advanced excel. Your channel helps me a lot. Subscribed! :) Thank you!
Will this also work with Libreoffice Calc?
For sure, you are very welcome and this will work only for Excel. I hope this helps and thanks so much.
Amazing job!
Thank you so very much, I really appreciate that Tariq
Like it...like it...thanks Randy...
You are very welcome Yang and thanks so much.
Excellent, Incredible
Thank you so very much, I really appreciate that
Absolutely amazing ❤️❤️❤️
Thank you so very much, I really appreciate that Roy :) :)
Absolutely amazing
Great, thanks so very much.
Very interesting. Congratulations!
Thank you so very much, I really appreciate that Chris.
Nice video,thanks :)
Thank you too! :) much appreciated.
Absolutely amazing advice
Thank you so very much, I really appreciate that Chumki
Thank you very much sir you are great man ever...❤❤❤Your are amazing work with excel...
You are most welcome. Thank you for your Likes, Shares & Comments. It really helps.
So amazing works ❤️💚💙
Thank you so much Raymond. I appreciate that.
Thanks a lot this is amazing!
i have added a column "Active" in the products page (people managing the product catalog put Y if Active, N if Not)- and added this column to the criteria list. This enables to filter out from the Product choice on POS products that are no longer active or on sale. This also garantees that the old inactive products are still in the products database in order to retrieve orders that included it. Again a big thanks for sharing your knowledge and super useful templates.
Thanks so much for your comment. Adding the active feature is a great idea, since you can still save data for all items, however the list of available/ active items is smaller than the complete list. A great idea no doubt. Thank you for your Likes, Shares & Comments. It really helps.
@@ExcelForFreelancers Hello, there seems to be a bug i cannot explain in that part of the code:
Sub Orders_CustomerVendorFilter()
POS.Range("D5:F999").ClearContents 'Clear any previous results
With Orders
.Range("L3").Value = "*" & POS.Range("J3").Value & "*"
LastRow = Range("A99999").End(xlUp).Row
If LastRow < 3 Then Exit Sub
For some reasons, the lastrow found seems to return 20 (i have try it on your original workbook after entering more than 25 order and all customers entered after 20 cannot be found generating a "no results found" message.... weird, any idea what could be causing this? many thanks in advance
@@ExcelForFreelancers Found a way, i reclarified the page before the range:
With Orders
.Range("L3").Value = "*" & POS.Range("J3").Value & "*"
LastRow = Orders.Range("A99999").End(xlUp).Row
Ok great, glad you found and fixed the issue :) very well done
This is absolutely amazing advice
Thank you so very much, I really appreciate that Mahabub
Hi Randy, thanks for your many helped, I'm very appreciate learned from you.
For sure, you are very welcome and I am happy to help and share
Absolutely nice and amazing
Thanks so much Polash. Thank you for your Likes, Shares & Comments. It really helps.
Thank you so much for your excellent knowledge sharing.
My pleasure and happy to help Yahya
im learning a lot on your class!!
Great thanks so much for your comment. I am very happy you are learning so much
Absolutely amazing video ❤️❤️❤️
Thank you so much Roy. I am glad you enjoyed it.
Hey Randy, i always admire your work and just the way you explain things in such a good way is brilliant. One thing though that i'd like mentioning here is that when i was making the POS with inventory while watching this video, i faced a lot of VBA errors while doing so. i just don't know how to fix these bugs. Can you please help me? Hoping to get a reply soon!
Hi Dylan, thanks for your comment and glad you like the training. I have created a Facebook group with 40,000 Excel Experts so that many of us can help you with your Excel questions. Can you please post your detailed question, with samples or screenshots directly in our group? If you have not Joined yet, please join here: bit.ly/groupexcel. This way we can get you the answers you need, fast.
Also, if you are new to VBA, I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
@@ExcelForFreelancers Thanks Randy! my issue got resolved just the way you told me and i have also joined your group. By the way, do we need to 'memorize' the whole code? because for me it's kind of difficult to pick up things a bit faster, I'm 16 years old and i'm also not from this domain. I've recently started these trainings and so far so good but i believe being able to master this thing would take quite a bit of time. Plus being impatient never helps! haha
Beautiful job
Thank you very much. I do appreciate that.
AWESOME!
Thank you so very much, I really appreciate that Alan
Asante sana ( Thank you so much )🇹🇿
For sure, you are very welcome. Thank you for your Likes, Shares & Comments. It really helps.
Can't wait.
Thanks so much. You are going to absolutely love this one, but make sure you have a few cups of coffee. It's a long one.
Absolutely amazing 💓💞
Thank you so very much, I really appreciate that :)
Thank you Mr, Randy. Awesome video. Do you have about FEFO , FIFO, video, please share 🙏
Hi and thanks so much. Yes i do, you can watch the Inventory Costing Methods training right here: czcams.com/video/0aOVX2F2Ffk/video.html
an amazing video and tutorial. Could you make the inventory have a record of stock available in the products sheet for easier reference
Hi and thanks very much. Feel free to download this and customize it however you like. If you need help with this, I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com
Thanks so much.
Amazing video ❤️❤️
Great, thanks so much Khan. Thank you for your Likes, Shares & Comments. It really helps.
Sir you do everything amazing
Thank you so very much, I really appreciate that
Awesome 😃👍🏽👍🏽
Thank you! Cheers! much appreciated
Love the videos! I’ve already created my POS with excel, however I would love to create something that would automatically take the product, we sold in store off our website instantly! Any recommendations on how I could accomplish that?
Hi and thanks Corey, yes i have some ideas, if your website is Wordpress, through woocommerce API (I am only familiar with those), however you should be able to do that via webhooks and integromat to basically send to your website. I have on my "To Do" list something like that in which the Excel application syncs with your website. I hope to get that done soon. Thanks so much for your following and idea Corey.
so valuable
Thank you so very much, I really appreciate that Kikay
You have a new subscriber!
Thank you so very much, I really appreciate that and great to have you here
Great lesson, possible you can guide on how you created sorted customers/vendors from the customer/vendor names without using =sort(unique....function
Hi and thanks so much. You can learn how to sort using this video: czcams.com/video/LkA8yMkL5DI/video.html
So wonderful and fantastic programme
Thank you so very much, I really appreciate that Elizabeth
Absolutely amazing video n♥️
Thank you so very much, I really appreciate that.
Thanks for this
For sure, you are very welcome
Been playing around with this for a bit now. I'd like to include payment type as a trackable line item per transaction. So, at the end of the day, it is possible to tally up the individual totals and do a reconciliation. I think I'm making it way more complicated than it needs to be. Do you have a video that may cover such a thing? (example...I took in this much cash, visa total, venmo total etc.)
Hi Leah, that makes perfect sense and is a great idea. You can run and advanced filter based on Payment Type & Date, and the Sum those results. i have a video on Advanced filters that may help here: czcams.com/video/YuCrEWU2Tm0/video.html
wow !!! you are really good ...( map ret tann li kou tè sèk ki bezwen la pli.) i cannot wait to see and learn from your application,..,.. ou fèm fou Excel.( you make me crazy for Excel.
Thank you so very much, I really appreciate that and I can't wait for you to see this application.
Glad to join
Thank you so very much, I really appreciate that.
Hello Randy I appreciate you for being steadfast in building a generation of professional programmers.
I have a like issue with POS with inventory "Advanced filter". I ran into a bug that reads "The extract range has a missing or illegal field name" when I try to load an order using the "order I'd". Please kindly help me out.
Thank you Buddy.
Hi Idris, thanks so much, this bug means that either your criteria headers or your results headers do not match the original data or the ranges are incorrect in your VBA code. Please make sure to copy and paste the headers from the original data and also check the code.
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
You are a genius you should get a novel or something thank you aloooooooooot man
Thank you so very much, I really appreciate that Sergei
Excellent video
Thank you very much, I appreciate it