![]() ![]() See red circled area in screenshot below. If you select a cell in the “ Transaction Type” column, a field arrow will appear in the right-hand side of the cell. The 'data filter' arrows are also available on every Item page (see explanation under Inventory Report above). You can change the names of all the tabs along the bottom to your Item names. The cells with color either have text in them, or have formulas (careful not to over-type these formulas by accident.) You only need to enter details of purchases and sales in all cells with a white background. The totals from these pages are all linked to the " Inventory Report". This is where you keep the inwards or outwards transactions of each individual item of stock – enter your purchases and sales, and other adjustments to record stolen stock or stock used in promotions and so on. When you click on these arrows you can filter information to only show what you want by selecting the info you want.įor more on using the data filter, go here. You will notice all headings have an arrow field to the right. You do not need to manually add any information into it. Whenever a change is made to any Item’s page, this report is automatically updated. The Inventory Report in this Excel inventory template is linked to every Item page within the same template. The Current QTY column comes from the Inventory Report.Įnter a re-order level and the Current QTY cell will turn red when it drops below the re-order level. You can click on the arrow next to each item to take you directly to that Item's main sheet. This sheet is linked to every Stock Item tab in this Excel workbook. If you manufacture the stock item, you can leave the vendor columns blank. On this sheet, you will enter in the names of all your stock items, select the name of the vendor or supplier who you buy the item from (you might purchase from more than one vendor) and other important information.Įnter your stock on hand quantity and value if you have them already, they will fill over into their relevant sheet. is where you enter the transactions for each item as it is purchased or sold, or stolen etc. The Monthly sheet is where you record the end of month stock value and is the value you will enter into your Bookkeeping records on the Balance Sheet as Assets.The Inventory Report displays a summary of the total purchases sales and quantity/value on hand for all stock items (currently not able to provide reports for tracking stock by Customer or Vendor).The Stock Manager is for entering in the name and other important information for each stock item.Vendors(Suppliers) and Customers are the sheets where you enter in all the details of your vendors, suppliers and customers.The Examples page shows you what an Item's page looks like with transactions entered into it, and also how to move stock around within the workbook if you need to take some stock and make a new stock item.Help Tips gives you quick tips for entering and editing data in this Excel Template.Further down the page is more detail about each one:. When you open up the Excel Inventory template, you will see a line of named tabs across the bottom of the screen as in the picture below:. If you use Microsoft 365 (formerly called Office 365), you can access help from the top menu, next to the light bulb icon where it says "Tell me what you want to do" where you can type in a word or two related to what you want help with and do a search. So a report is included that lets you see a summary of the quantity and value of each item and an overall stock on hand.Įxcel Knowledge Having some Excel knowledge will help you, however, Excel does have a good knowledge base which you can access from within your Excel program. The goal of this template is to track the quantity and value of stock on hand. Go here for more information on digital filing. ![]() If you have any issues with getting the document open, contact me.Īfter opening the document, you should click File, Save As and save it to your selected folder. You will need to unzip it – your computer or device should be able to do this automatically. ![]()
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