
- HOME INVENTORY TEMPLATE GOOGLE SHEETS HOW TO
- HOME INVENTORY TEMPLATE GOOGLE SHEETS UPDATE
- HOME INVENTORY TEMPLATE GOOGLE SHEETS SOFTWARE
1A-21G) in the Create Pivot Table dialog box that pops up.Choose the location of the new pivot table (new worksheet or existing one).Click 'OK'.Customize your Pivot Table as needed. (click the arrow below PivotTable to create a chart.Select the table range (I.E. Click 'Insert', Choose 'Tables', select 'PivotTable'.
HOME INVENTORY TEMPLATE GOOGLE SHEETS HOW TO
Here’s how to create a pivot table in Excel: It is time consuming, but it allows you to track your sales based on period, and during different seasons, for better inventory optimization in the future. One of the biggest issues many people have with Excel is not being able to easily analyze your historical data – but taking the time to add your entire month's data into an easy-to-read pivot table will fix this. You should do this monthly and quarterly, paying special attention to holidays and occasions. Taking the time to consolidate your data monthly allows you to create charts that outline how much you sold in each period. While they may seem a little complex at first, don’t worry most of them are easy to get the hang of. You can modify Microsoft's basic free template (available when you open Excel) to your needs, purchase a template, or create your own.įormulas can increase the value of your Excel spreadsheet while reducing the headache and stress involved with calculating numbers. You can then use Excel formulas to automatically calculate information for total sales, total profit, and organize your inventory based on products that sell the most using a few simple formulas. If you would like to gain a deeper understanding of crucial inventory management techniques and how you can apply them to your business, download our free eBook: Inventory Management: Everything you need to know. Time to reorder, whether or not the product has been discontinued, total inventory value, and other functions are also very useful, but the more columns you have, the more difficult it is to keep up with everything.
HOME INVENTORY TEMPLATE GOOGLE SHEETS UPDATE
When you do your weekly or monthly inventory check, you can use your inventory sheet to update your records and track changes.Setting up your Excel inventory list templateĪ basic template for your Excel inventory should include the product number, product name, item description, item price, item cost or value, item stock, quantity to reorder, and, if you want to update sales quantity or value, quantity sold.

Once your sheet is set up with all of the correct categories and product information, make sure you save it and keep it in an easily accessible place on your primary work computer. Save the sheet and update during inventory. From month-to-month, your pricing or cost information may not change, but your inventory levels will go up and down. When you set up your inventory sheet for the first time, it will take longer because you need to enter the information in each column for every item. Enter items and their corresponding information.


You can customize your headings based on the type of business you are managing and your inventory management priorities. The first information you need to input into the spreadsheet is the heading for each column. Just make sure you use a program that makes it easy to access, edit and save your inventory sheet.
HOME INVENTORY TEMPLATE GOOGLE SHEETS SOFTWARE
The features and capabilities may be slightly different with each one, but the process is essentially the same no matter what software you use. You can use whichever spreadsheet program you feel comfortable with. Open a new spreadsheet in Microsoft Excel, Google Sheets, Numbers or another program.
