Inventory Outbound Management

Consolidate and manage inbound/outbound inventory data by month in real-time, replacing Excel-based reporting with web-based monitoring.

What You'll Learn

  • Convert Excel to web report
  • Configure data input screen
  • Connect database and configure buttons
  • Save and share report

~25 min

Intermediate

4 Steps

1

Convert Excel to Web

Download sample file and create the web report foundation

Download the sample Excel file for inventory outbound management from Learning Experience Samples.

Download sample file

Navigate to [Menu] → [Tool] to launch i-AUD Designer.

Launch i-AUD Designer

Drag & drop the Excel file into the Designer workspace.

Drag and drop Excel file

In the Properties pane, set the border Line Type to None for clean presentation.

Set Line Type to None

Set Data > LimitofBinding: 5000 to handle large inventory datasets (default is 1,000 records).

Tip: Setting LimitofBinding to 5000 ensures that all inventory records load properly even when dealing with high-volume inbound/outbound data.

Configure LimitofBinding to 5000
2

Configure Data Input

Define data areas, tables, and launch the UI configuration

Enter the table name in the top-left corner of the table1 area following the naming convention.

Table naming convention

Select the data entry area and name it data1.

Name the data entry area as data1

Select the entire table form to be aggregated and name it table1.

Tip: Consistent naming conventions (data1, table1) across reports make it easier to maintain and troubleshoot multiple inventory reports.

Select and name table form as table1

Enter the table name in the designated cell with the row hiding option for a clean display.

Table name entry with row hiding

Launch UI Bot to configure the input interface.

Launch UI Bot
3

Connect Database & Buttons

Set up database upload, merge execution, and action buttons

Open DB Bot > DB Upload to configure database connectivity.

DB Upload configuration

Add two buttons from UI Bot > Button: name them BTN_SAVE and BTN_REFRESH, and place them in the appropriate positions.

Add BTN_SAVE and BTN_REFRESH buttons

Use Process Bot to assign actions to the buttons (Save and Refresh).

Tip: The Save and Refresh buttons enable real-time collaboration — multiple warehouse staff can update inventory data simultaneously without conflicts.

Assign button actions via Process Bot

Verify that the Save button stores data in the database and the Refresh button fetches the stored data correctly.

Verify Save and Refresh functionality
4

Save Report

Save and verify your completed inventory management report

Save your report to My Folder.

Save to My Folder

Verify the saved report by navigating to the Individual reports section. Test the Save and Refresh buttons to confirm inventory data operations work correctly.

Verify report