Utah Valley Fencing Academy, Inc.(UVFA or the Academy) is a recently-registered non-profit organization in Utah Valley dedicated to teaching the art and sport of fencing and to prepare students of all ages to compete in fencing competitions. The organization itself has been around only since July of 2010 and is currently seeking 501(c)(3) non-profit status with the IRS. One of the most difficult parts of the application for the organization has been its inventory. The academy has an inventory of over $2,000 with items ranging from replacement sword parts of less than $2 a piece to fencing attire which can be over $150 a piece.
Normally the inventory record keeping would not be so hard, except that inventory is constantly changing within the organization. Parts are constantly being replaced, equipment is being lent out to students for competitions, new inventory is being bought, and some inventory is being sold. Since inventory accounts for the majority of the academy’s assets, they are required to keep a strict record of their inventory and provide accurate inventory numbers to meet the requirements of the 501(c)(3) application.
The UVFA Inventory System was created to provide the Academy with a simple tool to maintain the inventory records of the organization. The inventory systems shown here has the ability to track, search, and adjust inventory; account for depreciation; track inventory items issued to students; and track items purchased by students. The Excel XML ribbon was also modified to include a new UVFA Inventory table with custom buttons to allow easy access to the features and calculators of the inventory system. The financial figures and calculators offered in the system have must custom designed to match the accounts and records being maintained by the Academy in their QuickBooks accounting records.
If you would like to learn more about the UVFA inventory project, please feel free to read the full write-up on the project at:
The full .xlsm file can be found at:
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