Create and Track a Basic Inventory List in Excel - Excel Inventory List Template
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- Опубліковано 15 лип 2024
- Learn how to create and track a basic Inventory List in Excel with this step-by-step tutorial. I'll show you how to create a simple yet effective Inventory List in Excel. Whether you're managing inventory for your small business, or organizing personal items, I'll show you all the essential columns of data you'll want to capture, as well as how to leverage conditional formatting to set up visual alerts for items you need to re-order. We'll even take a look at how to set up pivot tables so you can filter, view & analyze your inventory data more easily.
You will learn how to create this inventory list template from scratch, but you can also purchase the template we use in this video to save time and get you started on the right track. Here is a link to purchase the template: creatoriq.cc/44qUfjx
Having an organized inventory is essential for businesses and personal use. By the end of this tutorial, you'll have a functional inventory spreadsheet that allows you to efficiently manage your inventory and make informed decisions. Whether you're a small business owner, an office manager, or simply someone looking to keep track of personal belongings, this tutorial will provide you with the necessary skills to get started.
#ExcelInventoryTutorial #InventoryManagement #ExcelTutorial #InventoryTracking
00:00 Create an Inventory List in Excel Overview
03:22 Create Inventory List from New
08:25 Sum Total Inventory Value
09:00 Set up Drop-down List in Excel
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KEYWORDS: Inventory List in Excel, Inventory List Template, Excel Tutorial
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![How to keep Inventory using an Excel Spreadsheet - [create your own Template]](http://i.ytimg.com/vi/msQoTuCsKJ4/mqdefault.jpg)
Me in high school... 'When TF am i going to use excel ever' ... Here I am at 31 boys
Haha! Im so glad you are learning and using Excel! You'll be a pro in no time, if not already! Thanks for watching my videos!
I was like this with Microsoft Access at 33, and now I'm 37, enhancing my excel skills
37 here 🥸
HAHA SAMEEEE
Felt
The double click for the total order is a game changer alone for me! Thank you very much.
Glad to help! Thanks so much for watching!
I just purchased your template, but still watching your vids. Great teacher. I’m brand new to all of this!
So glad you are learning from my videos! Thanks for purchasing the template! I spy the support. Best of luck!
You are amazing Sharon, just created my first inventory.
Awesome!! So glad you found this helpful. Thanks for watching and best of luck to you!
Hello Sharon how r u its me Qaisar Abbas from Pakistan I m doing a Job of Computer Operator since last ten years but there was some missing to use some important keys of Ms Word, Ms Excel one day i saw your video that was very helpful for thanks for your way of teaching its really very impressive i really appreciate it your videos are really very helpful.
now i have become your regular student. I daily watch your new videos. Lot's of love from Pakistan.
Great information Sharon!! Thank you!
So glad you found it helpful! Thanks for watching!
Wow! Such as amazing and cheerful teacher and guide! You're a life saver! More Power and Godbless you!
I’m so glad you found my videos helpful! Thanks for your kind words!
Thank you SO much! I have never used excel in my life and I had to create a source list on Excel for a new job. You have totally saved me! Thx for showing the basics for complete beginners! You are so pretty and appear to be very happy btw🙂 thx again
Oh, thank you so much! I'm so glad you found this video helpful. Congratulations on creating your first Excel spreadsheet! 👍 Best of luck in your new job!
Hey can you please share me the excel file?
Saved my bacon today. You're amazing, thank you.
Glad to hear it!! Thanks for watching!
Awesome!! Thank you!!👏🏽👏🏽👏🏽👏🏽
Glad you found it helpful! Thanks so much for watching!
You make it easy to understand everything, thanks for the tutorial.
I"m so glad you found my videos helpful! Thanks again for the Super Thanks. I really appreciate it. Take care!
Realy enjoyed your tutorial. Thank you.
Glad you found it helpful! Thanks for watching!
Sharon thanks darling, it is so benefit from you, learning creating like that.
So glad to hear you found it helpful! Thanks for watching!
This sheet is going to save me so much time thank you!!!!!
I'm so glad you find it helpful!!
Thanks Sharon!
Glad to help! Thanks for watching!
Youre amazing really learned from your videos, i hope you can include stock in and sales in the inventory as well.
Thanks so much for your feedback! I am looking to do more videos to build on this topic. Thanks for watching!
Hi. this really helps a lot. TQ. I have 1 questions, do excel have format to create fixed weekly schedule for stock count?
You are amazing. This is so so helpful thank you 💓
Glad you found it helpful! Thanks for watching!
thanks, you are a life saver
Thanks for watching!
I found your video very helpful easy to follow ❤
I’m so glad to hear that! Thanks for watching my videos!
It's very helpful. Thank you for the tutorial video. :)
Glad you found it helpful! Thanks for subscribing to my Channel!
Really enjoyed the tutorial
Glad you liked it! Thanks for watching!
Super Information. Vielen Dank
Glad to help! Thanks for watching!
Thanks it is to me so help full
Glad to help! Thanks for watching!
Great video, very easy to watch and follow. Next question would be how would I set up a Sales page that would automatically reduce the appropriate inventory level based on the quantity in the sale? I scanned all your videos looking for that topic but did not see it, if it exists. Thanks!!
I remember playing on my phone in school when learning excel thinking I’ll never need it…here I am 10 years later hired to be an inventory manager and needing this on a daily basis 😂😂
Haha! Glad you found this video helpful! Good luck to you! Thanks for watching!
1. She reminds me of Tina Fey😂
2. This tutorial is excellent. Thanks!
😆 I get that all the time! So glad you found it helpful. Thanks for watching! 😉
Hi Sharon, How can I change the limit number for the reorder limit column to be highlight, when the quantity in stock column reach like 20?
Thank you Mama
Thanks for watching!
Thanks!
Thank you so much for the Super Thanks and for supporting my Channel! I’m so glad you like my videos! My best to you!
it's always a pleasure. 👏🤝
I’m having so much trouble when it comes to the strike thru with the discontinued formula. It’s not working but before I do anything, if I say “yes” it’ll automatically highlight column 2 randomly.
useful
Thanks for watching! Glad you found it useful!
Hi Sharon Thans so much for a great video ! Im struggling a bit with the strike though option for discontinued items, ive followed your process to the exact formulas but it does not seem to apply the rule, once completing everything and selecting yes for one of the items, there is no strike though or grey blank out, is there maybe something im missing ? apologies for the trouble. Thanks so much again !!
This is what i need for record master sheet...what about template to track item in & out by weekly and to track by monthly as well, so then we can have weekly item inventory report by weekly as well as for monthly report..example office stationary inventory which is almost daily in and out request by office staffs. Help please
Hi Sharon, you are so helpful, I'd like to download the Inventory List Template since it looks like it will save some time for someone like me who has not done a lot of this yet needs to have a way to keep track of my jewelry supplies and finished pieces. Is the the best approach to create a supply list and a finished jewelry list? I just found your channel and found it to be better than others out there.
Thank you, Jenn
Hi Jenn! I'm glad you found my channel. Yes, for your needs, I would recommend adding a sheet tab on this inventory list and have one for your supplies/materials and then one to track your finished products that you sell. I hope this helps! Thanks for watching my videos!
Appreciate
Thanks for watching!
Seems useful as a one-time static look at inventory, but it looks like it would manually require us to update the quantity in stock, and there's no place to track the amount reordered. What if there's more than one supplier for an inventory item? It's a great example of how to use conditional formatting, drop downs, and Pivot Tables to allow users to pull data they're interested in, though.
Thanks for the video, Sharon! I have a question about the conditional formatting. After setting the conditional rule, it did not apply to the Inventory ID or even the reorder limit but only A4 on my sheet. I tried again and the rule was not specific to the individual cells, all the cells were highlighted (when E
Do you have a video that you tracks sales? Example I have a small business for t-shirts and other custom goods and need to keep track of that
Hope you can make a full inventory management system in excel too. please
Thanks so much for the ideas! I will let you know when more videos are available. Thanks for watching!
How do you update the sheets, do you go in person to the supplies room and count to know reorder level? or do you put a bookmark between the supplies. Example: place a color card board on top of the 10 boxes and place the remainder boxes on the top of the cardboard, and when you see that there are no more boxes on the top of the cardboard, means supply is low and you go to the spreadsheet and update? or you use another system to check the supplies. How do you know when supplies are out, so you can update the inventory. Do you have only one person and backup to provide supplies to others or anybody goes to the supply room, if so, then it's difficult to control how many supplies are out. What SKU means what's the purpose?
Can you make inventory system that can compute variance?
exactly what im looking for
How do you add into an inventory tracker sheet to track inventory in/out by month?
Can you please someday do a video on ERP's and how to do inventory control in an ERP
Hello! Which ERP system are you using? Thanks!
@@SharonSmithHi,thanx for your reply , I'm using SAP
Hi, How can we insert "Date of Purchase", "Date of Sale", "Customer ID", "Customer Name"
How did you format your cells?
Do you have this for Mac?
Can you help IT equipment tracking tool? Users check in and check out.
I just downloaded and I have a question I have a skincare business how and I input quanties of products such as beeswax or shea butter for inventory tracking and reorders
Hello! I'm so glad you are able to use the Inventory template! You can add your products like Beeswax or Shea Butter as items in column C and fill in the correct quantity you have in stock, price, etc. Then, in the "Reorder" column you can set your own limit that you would reorder if your inventory got to that low a level. You would adjust your Quantity in Stock as you sell the items and when that hits the reorder limit, it will highlight to alert you to reorder it. Be sure to refer to the instructions tab on the template for more tips. Thank so much! Best of luck!
What if price varies per order such as produce in a restaurant
Hi Sharon, could this document de used in Google Sheets? Thanks!
Hello, yes, you can upload this template into Google Sheets and use it there as well. Hope this helps! Thanks for watching!
@@SharonSmith I made this s/s and it all worked in Excel just fine and everything worked as it should but as I uploaded it into Google Drive (my client stores everything there) the pivot table didn't function inside Google Sheets. The data was there but it didn't have the filters I set up to choose from. Did I do something wrong?
woah your eyes are beautiful and cool!
Thank you!! 😉 Thanks for watching my videos!
Mam please create one file like inventory stock tracking
Add Supplier list
Add Customer list
Closing stock
Purchase
Sales
Balance
Balance stock by customer request qty or stock like Sume customer order then cancel so that item go to store like stock after sale any other customer need we are sale
I purchased digital template, but haven’t received.
Hello - where did you purchase from? Was it the UA-cam link to Spring shop? Happy to help and get the template over to you. Please feel free to email me at: sharon@sharonsmithhr.com. Thanks for your purchase!
No speak english
if i want talk to you on call it can be possible?