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Power Platform Community / Forums / Power Automate / Inventory Management u...
Power Automate
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Inventory Management using SharePoint list and flows

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Posted on by Santosh_M 96

Hello,

 

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.

 

Thanks,


Santosh

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  • ScottShearer Profile Picture
    ScottShearer 25,331 Most Valuable Professional on at

    @Santosh_M 

    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.

     

     

  • Santosh_M Profile Picture
    Santosh_M 96 on at

    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.

     

    Thanks,


    Santosh

  • Community Power Platform Member Profile Picture
    Community Power Pla... Microsoft Employee on at

    Did you ever find a solution? I am facing the same problem.

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