I do a lot of inventory related Knack apps. Very common type of app, and it can be accomplish well using Knack. Here I take you through some of the basics on proper setup. I review the objects and connections you'll need, in addition to the important user interfaces.
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Full Transcript
builders
um today's topic is going to be
the basics of building an inventory app
it's a real common uh app I do a lot of
them they're actually pretty
straightforward just got to think of it
the right way I'm going to go through
uh the basic objects you need how
they're connected and then and the
interfaces if you like this video uh
I'd ask that you uh like it on YouTube
and subscribe to the YouTube channel
appreciate it thank you today
[Music]
okay I'm back let's just jump right into
this
I'm going to call up an app here
this is a non-profit
that uh gives away to people in need
hygiene products and they asked me to
build a inventory system for them
this particular Missouri system
addresses locations they have several
locations this is part of this I'm not
going to get into that that's a little
more complex I just want to go through
the basics of the objects you're going
to need how they're connected and the
interfaces now you're obviously going to
have clients
and you're going to create client order
which is sort of like an invoice in
order to which you have items you're
going to add the stuff that you're
giving out but let's start with this one
um items this is a basic thing it's a
list
of all this stuff that you carry
in this case they have all these
different
hygiene products quite a few of them
and you're going to grab you're going to
create typical stuff item number
um
let me get over here it's current value
um
and other basic stuff there's some
calculation but this is the important
the name of the item item number is
common in its value those are the big
things
um
so in the client order again is like an
invoice you're going to create an order
the date who the client is uh what
they're buying is not really relevant to
the order that's a different item that's
again outside uh so you're going to add
those item to this which you're going to
take away now let's go to that thing I
call it in out because with inventory
you're selling stuff or giving out stuff
that's going to be an out then you have
to replenish it that's going to be an if
and depending on what the action you're
doing in the app is the system is going
to know which one it is and then it's
basically just going to keep the tally
of all those so every item
you're going to select the item
uh a child record to that will be if
it's coming in or out and it has a
number let's go to that
we uh
hold on
so they have the value quantity stuff
you're going to do and then it's either
coming in or out if it's coming out
there's a here let's go to this type
factor I call it
let's go down to that that's a
conditional thing type Factor condition
if it's incoming it's a factor it's
going to be one
if it's outgoing it's going to be a
negative one then it's going to do a
calculation
on the quantity
and
um on the price the quantity is the main
one for tracking inventory so it's
either going to be a negative number or
a positive number depending if it's
going in or out and then what you can do
is each item you can look down at that
since those are all child records for
each item it's going to keep a summary
of everything and it's going to give you
the current value
uh as an aside when you're setting these
up first any inventory thing you're
going to have to have
start off with the the first record is
going to be uh the current inventory
than what you have an eye on the hand so
you have to do a physical inventory and
create a record a positive one for each
one of those to start off
um that's the main thing now the CL
we're going to go to the client side
let's go here
let's go find one
this is an order you have to do create
order it's going to have this
boilerplate stuff up top then you're
going to add items to it
you're going to select what item this is
the connected this is an in-out thing
here so this is connected to the parent
which is the item you select it you put
in the quantity and
I'm not going to do it because it's a
real app here it's going to show up down
here and then I'll show you what goes on
behind the scenes and those pages
uh this is that add an item to it
gonna go to rules and create a record
rule
you're going to capture whoever the
client was in the parent record the
order itself in this case it does a
location you're going to grab the date
also of the client order
this knows that it's going out because
it's an order so we select that value is
out that'll make that number factor a
negative and that does the proper
calculation and then what you do the
value of it is going to be to a
connected value and this is going to be
that parent record of a list of all the
table of all the products you have and
its current value it will go grab the
current value so that's that part of it
let's go to the admin side then
the admin
well first they can they'll have a table
of all the items so they can add new
ones and update the pricing or or
whatever then how they manage the
inventory
let's go here manage inventory
here's a list of all those items and now
it's giving us a summary that is at all
different locations but the system knows
just by the account how many are if
something came in something goes out it
keeps the constant tally of that but
let's go to an item look this item
liquid spray
here's where they can uh
add stuff they can do a couple things
actually if they have incoming they can
do it here what it was that they're
collecting information what service
location is going to how many are coming
in
and is it coming in or out I give them
an opportunity to enter out here
um because with the same thing when
they're replenishing but on occasion
you're going to do a physical inventory
uh and for a number of reasons what the
computer says and what the physical
inventory is can be off
um so you want you're periodically going
to do a physical inventory to make a
manual adjustment for whatever was
missing or if there's too many there
um and here they can select uh if they
want this to be a negative or a positive
um and then you can look at all kinds of
there's all kinds of reporting in here
um but this this is basically it if you
get those things right
uh on the data side there's just a few
important ones
um and then build those things out it's
going to work really well so that's the
basics of an inventory thank you