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Project Brief: Automated Stock Extraction & Excel Update System 1. Objective Build a software tool that: 1. Extracts stock data from multiple differently formatted PDF files received from our principals. 2. Standardizes and stores that data in a master Excel file. 3. Maintains an always-updated stock summary Excel file for sharing with customers (WhatsApp, email). 4. Automatically reduces stock from the master when items are allocated/sold, and regenerates the updated summary. This is an ongoing daily process. ⸻ 2. Data Flow Incoming Stock (from Principals) • Input: PDF files from different principals with different layouts and styles. • Requirement: Ability to define mappings/templates for each PDF format and extract only required fields. Core fields (to be finalized): • Batch / Lot No. • Item Code / SKU • Item Description • Quantity • Unit (kg, pcs, etc.) • Rate / Price (if available) • Principal Name • Date • Any other agreed fields Extracted data should be written into a Master Stock Excel in a standardized format. Master Stock Register (Excel) • Central file that holds current available stock at batch/item level. • Every new PDF import adds to or updates this master. Customer Summary (Excel) • Separate summary Excel derived from the master. • Shows brief, customer-friendly view, e.g.: • Item / Grade • Batch / Lot • Available Quantity • Any other relevant info • Used for circulation on WhatsApp and email. ⸻ 3. Outgoing Stock / Allocation Stock is moved out multiple times a day. Allocation Input • The factory sends a file (Excel/CSV) listing items allocated to a customer for invoicing. • Fields (approximate): • Customer Name • Item Code / Description • Batch / Lot No. • Quantity Allocated • Date Required Behaviour 1. We place this allocation file into a designated folder. 2. The system should: • Match each allocation line with the corresponding batch/item in the Master Stock Excel. • Subtract the allocated quantity from the master. • Handle partial batch allocations. • (Optional) Flag if requested quantity exceeds available stock. 3. After updating the master: • Regenerate/update the Summary Stock Excel so that it always reflects the latest available stock for circulation. This update may happen several times per day. ⸻ 4. Functional Requirements 1. PDF Extraction • Support for multiple PDF formats from different principals. • For each format, ability to configure: • Where the stock table is located • How each column maps to standard fields • Handle both item-wise and batch-wise PDFs. 2. Standardization & Master Table • Convert all extracted data into a single standardized schema (fixed column set). • Append or update entries in the Master Stock Excel. • Logic to avoid duplicate entries for the same batch can be discussed. 3. Updates (Stock In & Stock Out) • Ability to run: • Stock import (from PDFs) at least once daily. • Allocation processing multiple times a day. 4. Allocation Processing • Read allocation files (Excel/CSV) from a specific folder. • Update quantities in Master Stock based on allocation. • Batches with zero quantity should not appear as available in the summary. 5. Summary Generation • Auto-generate/update a clean summary Excel after: • New stock is imported, and/or • Allocations are processed. • Summary should be compact and easy to share. 6. Error Handling & Logs • Maintain logs for: • PDF parsing failures • Missing mappings/templates • Allocation lines where stock is missing or insufficient • Simple text/Excel log is sufficient. ⸻ 5. Technical / Non-Functional Expectations • Target environment: Windows (desktop or server). • Tech stack is flexible (Python, .NET, etc.); developer to propose. • Interface can be simple: • Script / small app that staff can run easily • Or scheduled task (e.g., runs automatically at fixed times). • Must be stable and easy enough for non-technical users to operate. ⸻ 6. Suggested Folder Structure • \PDF_Incoming\ • New stock PDFs from principals • \Allocations_Incoming\ • Allocation/sales files from factory • \Output\Master\ • [login to view URL] (always current) • \Output\Summary\ • [login to view URL] (for WhatsApp/email) • \Logs\ • Error and processing logs ⸻ 7. Deliverables 1. Working software that: • Extracts stock from mapped PDFs into Master Excel • Processes allocation files and updates Master • Regenerates updated Summary Excel 2. Documentation: • How to add/modify PDF format mappings for new principals • How to run the process (or configure scheduled runs) • Description of Master and Summary file column structures 3. Optional: • Validation/alerts for over-allocation or missing batches.
ID do Projeto: 40018929
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15 freelancers estão ofertando em média ₹30.650 INR for esse trabalho

Hello, I’ve carefully reviewed your project and know exactly how to deliver results that are strategic, efficient, and tailored to your goals with no wasted time or guesswork, just real, measurable value. With several years of hands-on experience in Data Processing, Data Entry, Excel, Web Scraping, Data Extraction, Data Integration, Automation, Data Management, I bring not just expertise but a track record of delivering results that help clients move forward with confidence. My Portfolio: https://www.freelancer.ca/u/DGM999 If you’re looking for reliable, quality-driven support, I’m just a message away. Let’s make it happen. Best Regards, Sadat Saeed
₹45.000 INR em 7 dias
3,0
3,0

As a seasoned FULL STACK SOTWARE ENGINER, I offer over a decade of professional experience in developing robust and efficient software solutions that align perfectly with your project requirements. Not only am I highly skilled in Python, but also .NET which gives us the flexibility to optimize the project's tech stack for maximum efficiency and productivity. My expertise in Data Entry and Data Processing makes me ideally suited for this endeavor. Throughout my career, I have successfully automated countless complex processes to streamline business operations, and I bring this invaluable proficiency to your table. Your project description clearly outlines a need for meticulousness and precision, two qualities that are at the core of the solutions I provide. Due to my extensive knowledge of handling different data formats, such as PDFs in your case, I am proficient at extracting relevant information following specific templates while maintaining data integrity. Furthermore, my concrete grasp of inventory management allows me to craft tailor-made systems like manifesting from multiple sources into a unified master system - just like your requirement.
₹25.000 INR em 10 dias
3,0
3,0

Hi, I can do it in the NEXT FEW HOURS by working on it right now. I would like to help you at a LOW PRICE, HIGH-QUALITY work delivered before TIME. I have extensive experience in data extraction, automation, and Excel integration, making me well-suited for your project. I will develop a robust software tool that extracts stock data from various PDF formats, standardizes it, and updates a master Excel file. The system will efficiently handle stock allocations, ensuring accurate updates to both the master and customer summary files. I will implement error handling and logging for smooth operations. I guarantee 100% satisfaction and am ready to discuss the project in detail. Thank you, and I look forward to collaborating with you on this project. Best regards,
₹25.000 INR em 3 dias
0,0
0,0

I can build the end-to-end automated stock extraction and Excel-update system you’ve described—stable, accurate, and fully customized to your daily workflow. My expertise is in PDF data extraction, inventory automation, and Excel-based stock engines, and I’ve delivered similar systems where multiple inconsistent PDF formats are standardized into a single master register with automated stock-in and stock-out logic. Here’s what I will deliver: a robust Windows-based tool (Python/.NET) that reads PDFs from each principal, applies custom mapping templates, extracts only the required fields, and writes them cleanly into a unified Master Stock Excel without duplicates. Every allocation file placed in the designated folder will be processed automatically: items matched by batch/SKU, quantities reduced, partial batches handled, and insufficient-stock cases flagged in logs. After each update, the system will instantly regenerate a customer-friendly Summary Excel—ready for WhatsApp or email circulation. The solution will be simple for non-technical staff to operate, with clear documentation on managing new PDF formats, scheduled runs, folder structure, and logs. My focus is accuracy, reliability, and long-term maintainability, ensuring your daily stock cycle becomes fully automated with zero manual effort.
₹35.000 INR em 7 dias
0,0
0,0

I am an experienced data engineer with a proven track record in financial data extraction, transformation, and standardization projects. I have successfully implemented automated pipelines for stock market data from multiple sources, ensuring data quality and consistent formatting across large datasets. I can deliver a robust, scalable solution within 4-6 weeks, including comprehensive documentation and quality assurance testing. My approach focuses on accuracy, reliability, and maintainable code that meets your specific data standardization requirements.
₹21.250 INR em 7 dias
0,0
0,0

I’ve clearly understood your requirements: extracting stock from multiple PDF formats, standardizing data into a Master Stock Excel, processing allocation files, updating batch-level quantities, and generating a clean summary Excel for customers. I propose using Python, pandas, openpyxl, pdfplumber/Camelot, and Windows Task Scheduler for automation. I’ll build a flexible PDF-mapping system, automate master updates, handle partial allocations, flag shortages, and regenerate the summary file after every update. The solution will follow your folder structure, maintain detailed logs, and be simple for your team to operate. I can deliver a stable, documented, and scalable workflow.
₹12.500 INR em 5 dias
0,0
0,0

Hello, I can build your complete automated system to extract stock data from multiple PDF formats, standardize it, update a Master Stock Excel, process allocation files, and auto-generate a clean customer summary. I will use Python on Windows with configurable PDF templates so each principal’s format can be mapped easily without changing code. Incoming PDFs will be read, converted to a standard schema (Batch, Item, Qty, Unit, Rate, Principal, Date, etc.), and appended/updated in the Master_Stock.xlsx. Allocation files placed in the Allocations_Incoming folder will be read multiple times daily. The system will match batches, subtract quantities, handle partial allocations, flag over-allocations, update the master, and regenerate the Summary_Stock file automatically. You will get: • Master & Summary Excel auto-updated • Logs for parsing errors, missing batches, over-allocation • Simple interface or one-click scripts for non-technical staff • Clear documentation to add new PDF formats Delivery: 7–10 days with testing. Before starting, please share 2–3 sample stock PDFs and 1–2 allocation files so I can finalize the mapping rules. Looking forward to working with you.
₹13.000 INR em 10 dias
0,0
0,0

I'm Excel VBA développer. Data entry and data analyst. I'm Bachelor's degree in maths and computers sciences
₹25.000 INR em 7 dias
0,0
0,0

Hello! I can build a complete automated system that extracts stock details from multiple PDF formats, standardizes the data, and updates a Master Stock Excel file exactly as you described. I will also create a process to automatically read allocation files, deduct quantities batch-wise, handle partial allocations, and regenerate a clean customer summary Excel each time. I can develop this using Python or .NET with robust PDF reading, mapping templates for each principal, error logs, and easy-to-use automation so your team can run it daily without technical knowledge. The system will be reliable, accurate, and fully documented. I’m ready to start and can deliver a stable solution within the required timeframe.
₹25.000 INR em 7 dias
0,0
0,0

As someone with robust experience in data management, data extraction, and excel work, I'm confident in my ability to create a powerful solution for your stock data extraction and standardization project. I understand the complexities of working with multiple PDF formats and the importance of precise mapping and standardization. My aim would be to provide you with a streamlined process that minimizes manual effort and maximizes precision. I've effectively handled large datasets on a daily basis, ensuring they are updated with real-time stock movements. I'm adept at leveraging automation tools like Python to manage complex data tasks. With this skillset, I can create a sophisticated system that automatically extracts the required information from each PDF format and inputs it into the master stock register in the provided standardized format. The system will not only update the stock register but also generate an up-to-date summary for easy circulation to customers.
₹24.999,99 INR em 6 dias
0,0
0,0

With our immense experience in building custom software solutions and automating data-intensive processes, we are confident that we are the right team for your Automated Stock Extraction & Excel Update System project. Our team at Tech Anand Rathi is proficient in Python, .NET and has expertise with various data formats including PDF and Excel which is crucial for this particular project. We have a deep understanding of the challenges associated with handling stock data from different principals - each with their unique layout formats. Our ability to design flexible data mapping templates combined with our hyperautomation skills using RPA (UI Path) would ensure seamless data extraction, standardization, and storage into the master Excel file. Additionally, our proposed error handling solution with detailed logs would make it easy to track and fix potential issues. Lastly, as a CMMI Level 3 appraised organization, we prioritize quality, security, and delivery excellence. We will ensure that your targeted Windows environment is stable and easy to use. Whether you prefer an intuitive script or a scheduled task setup that runs at specific times daily, our aim is to create a system that is not only technically superior but also user-friendly for your non-technical staff. Look no further than Tech Anand Rathi for an efficient and tailored solution to meet your business needs. Let's collaborate for success!
₹25.000 INR em 7 dias
0,0
0,0

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