If someone needs information from a list, they can retrieve it in the programme. The task is simply marked as "In progress" and later as "Completed". For example, it can be avoided that an inventory is carried out twice by different employees. The advantage of digital inventory lists over Excel is that all authorised persons have an insight into the data at all times. Here too, as with Excel, you can work with templates and fill out your inventory lists. These include Trello, ClickUp or SeaTable, for example. You can obtain digital inventory lists via web-based programmes that allow you to create and manage lists. What are the advantages of a digital inventory? This is where the creation of digital inventory lists comes into play. Excel tables can also quickly become confusing and many users only know the basic functions of the software. This can quickly lead to conflicts in the file versions. Everyone works on their own spreadsheets or accesses the documents via shared repositories. One disadvantage of Excel is that data entered cannot be accessed in real time by other employees or supervisors. Only later changes or additions can be tedious. Once the template is in place, the inventory can begin.
Home inventory excel template how to#
The advantage of creating an inventory list with Excel is that many employees already know how to use the programme. In addition, you can add up all the values at the end of each sheet with the "=SUM()" formula. For example, type the heading "Total" into a cell laterally offset from the inventory list. Once your formatting is in place, it's time to link the Excel columns. For example, do you want to display numbers with two decimal places in a column? How should dates or currencies be displayed? Are there negative values? Then format the cells according to the data types you need. Think about which column headings you need for your template in the inventory list (for example, designation, identification, location, quantity and value).
Inventory List Template © PixieMe / adobe stock If you do not yet have a template for an inventory list in Excel, create your own. In the "File type" field, select "Word template" instead of "Word document" (with or without macros).Double-click "Computer" or, in other Office versions, "This PC".If you already have an inventory list as an Excel document, you can use it as a template with just a few clicks:
Here you create a template document for your inventory and can use this again and again in the following years. Now let's get to the practical part - how exactly do you create a template for upcoming inventories? Inventory list by template - what can Excel do?Ī programme that many companies already use is Excel. An example of an inventory list is a table with the columns:Įnter the date of the inventory as the heading. In your inventory list template you should include the type and quantity of inventory and when it was recorded. What information belongs in the inventory list? The debts follow in another inventory list.
So you list both intangible and tangible assets. The inventory and thus your template list includes the assets (fixed and current assets) and the debts. Provided you always use the same template for your inventory list, the data can additionally be used for business analyses. You list assets and items and can compare them over time. The inventory list templates help to keep track of the currently available, desired or required inventory. After all, you want to keep track of what material goods your company owns. Inventory List Template © tradol / adobe stock Why is it important to keep stock lists?īut creating inventory lists is also worthwhile in other corners of everyday work.
Home inventory excel template software#
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