I am looking for an easy to manage Inventory tracking from start to finish as well as something I can use to manage our sales in our Wine Shop. I have worked with Access in the past but it has been a while. Any suggestions for a template or a program that I can implement fairly easily?
TIA
I’d start by looking at an add-in for whatever accounting software you use.
Quickbooks… I really don’t like QB. I think their add-in is Fishbowl right?
I use Quickbooks Manufacturing and Wholesale edition. It does a good enough job on inventory for me but the only thing I keep count of are finished bottles of wine and some barrels. If that’s about all you’re doing, you may want to just take a look at the QB Point of Sale add-on.
Perhaps someone who uses that will chime in on how well QB POS works with QB accounting. Fishbowl looks like it is far more robust.
It is more bottle, case and pallet count. I think I could build a simple Access DB and it would be easier to track than QB. Problem I have is that I am not always in the wine shop or in the winery and I want to make sure there is no wine hemorrage going on when I am not making the sales.
Nola - I thought Linda would have chimed in by now. If I recall correctly she was working through tools for inventory movement in the past year…right Linda?..Cheers, Gary
We got new winery software last year, but it is really expensive and probably more than Nola needs. It’s an overall winery database, not just inventory.
I use QB Point of Sale at retail. Great for INV management and sales to be real time accurate.
QB Point of Sale also offers nice report writing - allowing for easy analysis of sales patterns.
I have QB Pro 2007. Upgraded last summer to 2011…after going through customer support in India both to get it installed on one PC in the States and then another series of International LD calls, to try to get it installed on the computer in Spain I gave up. Reverted back to 2007 and that’s where we’ll stay. QB is only written to work with windows in English. Can you believe that? ![scratch [scratch.gif]](/uploads/db3686/original/2X/4/42a16863a8714da3c1604419e3eb9206bb87aa50.gif)
So I think I will build that DB when Juan goes Stateside for another 3 weeks of marketing visits at the beginning of May. He inventories his tanks and barrels without issue, he has to have that for the D.O. All the wines are accounted for on the pallets. It is just when a pallet gets opened and starts to get dispersed that I question where everything is. It is the cash sales to distributors, visitors, friends and sales through the wine shop. Should not be that difficult.
I use EzyInvoice. It’s cheap and simple and covers stock control, customers and invoicing. However, I still have a spreadsheet to do the physical stocktake and compare that to the EzyInvoice report.
For my UK distribution company I use Xero (www.xero.com) which is a great accounting online service with basic inventory. If you need a very robust inventory you can add Order Harmony (www.orderharmony.com/features/xero).
For my French company which does export other than the UK I use Cogilog Gestion but that is in French so probably useless for you!