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.
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