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.
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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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