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Inventory tracking with sharepoint?

  Asked By: Pauline    Date: Jan 27    Category: Sharepoint    Views: 6532

Is anyone using sharepoint portal server for inventory tracking?
Does it make sense to use grouped listings for a company with 50
clients/15 servers? Is there some kind of starter kit around for this?



4 Answers Found

Answer #1    Answered By: Rebecca Lewis     Answered On: Jan 27

What software are you tracking  inventory with now? Does it have an Access or
SQL export feature>?

I am exporting all of my quickbooks data to sharepoint  and bringing it up in
the dataview so that what I enter in quickbooks is displayed in sharepoint
real time.

It's a bit of a pain setting up initially but it can be done.

Answer #2    Answered By: Emily Clark     Answered On: Jan 27

I haven't seen anything of this type yet. (Neither free nor commercial)
I think you could probably start with an Issues List and do some
customization to it. If you just needed to keep track of 65 computers a
list would be easy enough to set up to track inventory. You could set up
groups before hand or set it up after wards and populate through the
data sheet view (Have to have Office 2003 for that though) I would think
you might want to set up some groups to plan for growth and allow for
filtering, even if the groups are as simple as

Computer Serial Number, (Most Likely a Text Field)

Computer Type, Laptop, Desktop, Server

Computer Brand, Dell, Compaq, IBM

Computer Purchase Date, (Date Field)

Computer Warranty Expiration, (You could rename the Due date for this.
You might even want to pre date this by 30 days or something so that
anything wrong could be fixed before the warranty expires)

Check out the standard Issues List. It also has a lookup field that
allows you to select who it is assigned to and can be configured to send
an email automagically if the list item changes. It also has the All and
My views so people could see items assigned specifically to them.

Answer #3    Answered By: Alycia Everett     Answered On: Jan 27

thanks for the hint. will try it with a linked web part...

Answer #4    Answered By: Kaila Hahn     Answered On: Jan 27

I think if I were to do this I would look at Infopath tied to a forms library in
a site.

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