I am building a inventory management system for admin team to keep a track of assets. Some features needed are as below.
1. Cumulative sum of each asset
2. Inward. outward, balance item count. This should be cumulative for each item
3. Month end balance item inventory report
Has anyone achieved this using the list, flow? Any pointers would be helpful.
Most of what you mention here can be done with SharePoint lists, calculated columns and views in SharePoint and a little Power Automate. You can configure this in a variety of ways. For example, when I have built apps like this, I use one list for the inventory and a second list for transactions. No user (other than admins) should update the inventory list directly - they make an entry in the transactions list. Power Automate will then adjust the inventory list. You'll need to pay attention to SharePoint permissions. You might consider using Excel linked to the SharePoint list or Power BI for your reporting needs.
I suggest that you get started and post any questions you may have in this forum.
Hi Scott, Thanks for the reply. Can you also share some examples if possible? I have done the ground work as suggested using the lists and permissions and views. I need help with cumulative numbers for each assets and also monthly reports. I havent used the PowerApps yet.