Inventory App - Save snapshot of PDF or Data

I’m creating an inventory app that is performed every month. The user can import the data once a month to do the inventory. Inventory in the following month does not rely on the previous month. However, I still want the user to be able to filter back to a month and pull the inventory count numbers

Problem: I don’t want to use uneccessary data rows when it’s not going to be utilized for most of the time. But I still want the user to be able to retrieve the inventory done in prior months and that requires me to maintain the data

Solution: Is there a way where I can save a snapshot of the past inventory in PDF so I can always override the rows for the month I’m doing inventory for (overriding the current month will ensure minimum rows used)? That way, users can still go back and retrieve the inventory count as a PDF but not real time

Check out DocsAuromator integration, it’s quite easy to implement. But rather than creating a PDF every month, I would recommend using a separate column to store all the previous months’ values for each item.

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Thanks once again, @tuzin :slight_smile:

@cjw93 Let me know if I can help with this in any way!