Create and Track a Basic Inventory List in Excel - Excel Inventory List Template

[@SharonSmith]

Be sure and check out this video that builds on the Master Inventory List to add a Stock Tracker that automatically updates Quantity in Stock with all your Stock In and Stock Out transactions! kzbin.info/www/bejne/rXm3c5iwl5Kje80 and then also watch the next one on how to analyze your inventory data and report on daily, weekly & monthly changes: kzbin.info/www/bejne/mZu0gGmCbruLj7M

[@RohanSingh-dd2mz]

Refreshing my excel knowledge. Im interviewing for a job tomorrow that focuses primarily on inventory and tracking how products move and for reorder etc. Thanks for the boost in knowledge.

[@SharonSmith]

Glad you found it helpful! Wishing you good luck on your job interview! Thanks for watching!

[@paulmiller3003]

I just purchased your template, but still watching your vids. Great teacher. I’m brand new to all of this!

[@SharonSmith]

So glad you are learning from my videos! Thanks for purchasing the template! I spy the support. Best of luck!

[@johnakles8668]

Thank you so much for sharing your expertise! I am an Electrician and Maintenance Mechanic in a Theme and Water Park, and I am responsible for the parts inventory. However, even after multiple requests for an inventory program, I still have none. Now, thanks to you, I have an admirable spreadsheet I can track our inventory with!

[@SharonSmith]

That is so great to hear! I'm so glad you were able to build your inventory tracking spreadsheet for work. Now, you can add something like the below to your resume to highlight your initiative, technical skills, and problem-solving abilities! Key Skills Inventory Management: Developed and implemented a custom Excel-based inventory tracking system, improving accuracy and efficiency in parts management. Process Improvement: Automated manual inventory processes, reducing errors and saving time in tracking and ordering parts. Professional Experience - Inventory System Development: Created a comprehensive Excel spreadsheet to manage parts inventory, ensuring real-time tracking and availability, despite the absence of formal inventory software. Just a thought to highlight your new spreadsheet skills! Thanks so much for taking time to leave a nice comment and for watching my videos!

[@chandradavis8518]

Thank you, thank you, my work flow just got easier !!!!

[@SharonSmith]

Great to hear! Thanks for watching!

[@courageenejo1658]

You are amazing Sharon, just created my first inventory.

[@SharonSmith]

Awesome!! So glad you found this helpful. Thanks for watching and best of luck to you!

[@5BoB]

Me in high school... 'When TF am i going to use excel ever' ... Here I am at 31 boys

[@SharonSmith]

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!

[@terrellhassan5809]

I was like this with Microsoft Access at 33, and now I'm 37, enhancing my excel skills

[@unforgettable_ared]

37 here 🥸

[@DareEverett]

HAHA SAMEEEE

[@Pdog7293]

Felt

[@syedqaisarabbas5904]

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.

[@timmytee734]

I'm back to excel after 10 years of break from it. Done with apps that claim to be simple and easy with passwords and logins, etc.. Thank you for this video!

[@SharonSmith]

I'm so glad you found it helpful! Glad to hear you are getting back into Excel! My best to you!

[@MegaWatcher35]

Wow! Such as amazing and cheerful teacher and guide! You're a life saver! More Power and Godbless you!

[@SharonSmith]

I’m so glad you found my videos helpful! Thanks for your kind words!

[@bapattack5706]

Saved my bacon today. You're amazing, thank you.

[@SharonSmith]

Glad to hear it!! Thanks for watching!

[@williambrown2366]

The double click for the total order is a game changer alone for me! Thank you very much.

[@SharonSmith]

Glad to help! Thanks so much for watching!

[@SunnyHeartKay]

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

[@SharonSmith]

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!

[@abrarbaig2540]

Hey can you please share me the excel file?

[@Designsbycozy]

Glad I came across your channel, you make it so easy to follow along.

[@SharonSmith]

I'm so glad to hear that! Thanks for watching my videos!

[@luckymsomi]

You make it easy to understand everything, thanks for the tutorial.

[@SharonSmith]

I"m so glad you found my videos helpful! Thanks again for the Super Thanks. I really appreciate it. Take care!

[@taffy6886]

This is amazing. I have used it for my inventory and am now using it to help me format some other docs. Thank You soooo much.

[@SharonSmith]

That is awesome! I’m so glad to hear this template has helped you! Thanks so much for watching my videos and taking time to leave a nice comment!

[@muxibausa]

OMG You are the best,my first inventory. Thank you 😉

[@SharonSmith]

Glad you found it useful! Good luck with your inventory list! Thanks for watching!

[@lindasmith945]

Great information Sharon!! Thank you!

[@SharonSmith]

So glad you found it helpful! Thanks for watching!

[@stopnprintcafe6745]

This is one of the best excel inventory videos I've come across. I am subscribing to form part of your inventory of subscribers..lol. I love the video please keep making more

[@SharonSmith]

😄 Thank you so much for subscribing to my Channel and for watching my videos! I’m so glad you found this video and template helpful! Best of luck to you!

[@akbermagerramov1791]

Sharon thanks darling, it is so benefit from you, learning creating like that.

[@SharonSmith]

So glad to hear you found it helpful! Thanks for watching!

[@JOYCEMCNAIR-fm4hx]

This sheet is going to save me so much time thank you!!!!!

[@SharonSmith]

I'm so glad you find it helpful!!

[@aloriamurray2090]

Thank you. This was very helpful. How would I know the quantity sold?

[@JazzKnuckles4]

LOVED this video, it really helped me out. i am however having an issue trying to figure out a way so that i can take inventory on multiple days and have it all recorded, for example if I'm taking inventory of items from my shop daily/weekly i would like to be able to see what i had yesterday, or the week, to be sure things aren't being stolen or whatnot. if you could help me that would be so appreciated, you're the only one on here i have found who articulates and shows step for step at an understanding pace. Thank you so much

[@SharonSmith]

Hello! I have created some additional videos you may find helpful. We build on this basic inventory list to create a daily stock-in and stock-out tracker: kzbin.info/www/bejne/rXm3c5iwl5Kje80 and then in the following video, we build on this to capture a daily snapshot of your data that you can report on for daily, weekly, and monthly changes: kzbin.info/www/bejne/mZu0gGmCbruLj7M I hope you find these videos helpful! Thanks for watching and for subscribing to my Channel!

[@KierLegaspiEatwithKier]

It's very helpful. Thank you for the tutorial video. :)

[@SharonSmith]

Glad you found it helpful! Thanks for subscribing to my Channel!

[@maestro2033]

I found your video very helpful easy to follow ❤

[@SharonSmith]

I’m so glad to hear that! Thanks for watching my videos!

[@PriyankaLiyanage]

Realy enjoyed your tutorial. Thank you.

[@SharonSmith]

Glad you found it helpful! Thanks for watching!

[@emilysavage7221]

You are amazing. This is so so helpful thank you 💓

[@SharonSmith]

Glad you found it helpful! Thanks for watching!

[@SusanBailey-gu9qn]

Really enjoyed the tutorial

[@SharonSmith]

Glad you liked it! Thanks for watching!

[@marjsantiago8651]

Youre amazing really learned from your videos, i hope you can include stock in and sales in the inventory as well.

[@SharonSmith]

Thanks so much for your feedback! I am looking to do more videos to build on this topic. Thanks for watching!

[@klevi1961]

Awesome!! Thank you!!👏🏽👏🏽👏🏽👏🏽

[@SharonSmith]

Glad you found it helpful! Thanks so much for watching!

[@mustafaali7907]

Super Information. Vielen Dank

[@SharonSmith]

Glad to help! Thanks for watching!

[@MAMASDEALS]

Thank you for this, it is amazing. Do you by chance have a video that goes off/hand in hand with this inventory sheet to track costs for the year?

[@ronsullivan132]

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!!

[@dorianesters6464]

Thanks Sharon!

[@SharonSmith]

Glad to help! Thanks for watching!

[@dr.barunsarkar6158]

thanks, you are a life saver

[@SharonSmith]

Thanks for watching!

[@stephanieawuah]

1. She reminds me of Tina Fey😂 2. This tutorial is excellent. Thanks!

[@SharonSmith]

😆 I get that all the time! So glad you found it helpful. Thanks for watching! 😉

[@jenniferw1570]

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

[@SharonSmith]

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!

[@bhlueyt]

Can you make inventory system that can compute variance?

[@NesvillaGlam1]

exactly what im looking for

[@SharonSmith]

Hello! I have created some additional videos you may find helpful. We build on this basic inventory list to create a daily stock-in and stock-out tracker: kzbin.info/www/bejne/rXm3c5iwl5Kje80 and also includes a Variance Tracker tab. Then in the following video, we build on this to capture a daily snapshot of your data that you can report on for daily, weekly, and monthly changes: kzbin.info/www/bejne/mZu0gGmCbruLj7M I hope you find these videos helpful! Thanks for watching!

[@vladtheimpaler829]

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 !!

[@sssells30]

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 😂😂

[@SharonSmith]

Haha! Glad you found this video helpful! Good luck to you! Thanks for watching!

[@dawittiruneh7929]

Thanks it is to me so help full

[@SharonSmith]

Glad to help! Thanks for watching!

[@esmaeliffa7974]

Hello, can we use this as the master sheet for sales for each month. For example I would like to have January to December sales sheets. And I want the stock to automatically deduct the items from each sales.

[@SharonSmith]

Hello! I have some additional videos where I added an automated inventory stock tracker and analysis to enhance this template. This may be helpful in what you are looking to do for the stock tracker: kzbin.info/www/bejne/rXm3c5iwl5Kje80 and then this one for your reporting: kzbin.info/www/bejne/mZu0gGmCbruLj7M I hope this helps! Thanks for watching!

[@esmaeliffa7974]

@ thank you so much.. I just finished this tutorial step by step.. was really helpful, plain and simple. Will check that video next. Thank you for the reply :)

[@quantquill]

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.

[@jasminewhiting9097]

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

[@basieduaso]

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

[@shcdc2776]

Hi. this really helps a lot. TQ. I have 1 questions, do excel have format to create fixed weekly schedule for stock count?

[@marjsantiago8651]

Hope you can make a full inventory management system in excel too. please

[@SharonSmith]

Thanks so much for the ideas! I will let you know when more videos are available. Thanks for watching!

[@OlayemiYusuff]

Hi I am up to the part to formatting new rule not sure is its my version but i dont see the drop down choices to select "use formula to determine which other format" any advise? Any other way to coordinate the reorder limit and qty in stock?

[@JOYCEMCNAIR-fm4hx]

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

[@SharonSmith]

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!

[@obakengmasibi7461]

Can you please someday do a video on ERP's and how to do inventory control in an ERP

[@SharonSmith]

Hello! Which ERP system are you using? Thanks!

[@obakengmasibi7461]

@@SharonSmithHi,thanx for your reply , I'm using SAP

[@jonelespenida6364]

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?

[@luckymsomi]

Thanks!

[@SharonSmith]

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!

[@luckymsomi]

it's always a pleasure. 👏🤝

[@מרכזהדפסות]

hey i need help, I need for each item size and a color and I dont know how to do it

[@denisemiller7387]

Can a barcode Scanner work with this inventory list?

[@SharonSmith]

If your scanner connects to your computer and works to display the barcode data in Notepd or Word, then it should also work with Excel. You can test with a blank spreadsheet by placing your cursor in the cell where you want the scanned data and when you scan a barcode, the data will be entered in that cell. Most barcode scanners have settings to add a "Carriage Return" (Enter key) or "Tab" after each scan, allowing it to move to the next cell in Excel. This feature can be activated by scanning specific setup barcodes in the scanner’s manual. You can choose to have it go down a row (useful for making lists) or across a column (for filling out fields horizontally). Once the scanner is connected and configured, Excel doesn’t require any additional setup to receive data from it. The scanner acts like a keyboard, making it compatible with any cell where the cursor is active. I hope this helps! Thanks for watching!

[@jorampetro10]

Thank you Mama

[@SharonSmith]

Thanks for watching!

[@juliejohnson9824]

When I do a pivot table my quantity in stock does not go the columns side. It automatically goes in the rows. Can you tell me what I'm doing wrong pls?

[@tutsecret499]

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?

[@tanckii2001]

Do you have this for Mac?

[@PATCHPREPPER]

How do you add into an inventory tracker sheet to track inventory in/out by month?

[@SharonSmith]

Hello! I have created some additional videos you may find helpful. We build on this basic inventory list to create a daily stock-in and stock-out tracker: kzbin.info/www/bejne/rXm3c5iwl5Kje80 and then in the following video, we build on this to capture a daily snapshot of your data that you can report on for daily, weekly, and monthly changes: kzbin.info/www/bejne/mZu0gGmCbruLj7M I hope you find these videos helpful! Thanks for watching!

[@jimebolanos5405]

Hi Sharon, could this document de used in Google Sheets? Thanks!

[@SharonSmith]

Hello, yes, you can upload this template into Google Sheets and use it there as well. Hope this helps! Thanks for watching!

[@ambercurtis-nb6wr]

@@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?

[@FeisalJain]

Hi, How can we insert "Date of Purchase", "Date of Sale", "Customer ID", "Customer Name"

[@omolayo_ojo]

Can you help IT equipment tracking tool? Users check in and check out.

[@AnwarriAbdullah]

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

[@malloryrush9261]

How did you format your cells?

[@gastonromero369]

What if price varies per order such as produce in a restaurant

[@robertmorgan4914]

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.

[@angelaboggess1678]

I purchased digital template, but haven’t received.

[@SharonSmith]

Hello - where did you purchase from? Was it the KZbin link to Spring shop? Happy to help and get the template over to you. Please feel free to email me at: [e-mail]. Thanks for your purchase!

[@TuveUpeguto]

Appreciate

[@SharonSmith]

Thanks for watching!

[@AdarableKitten]

woah your eyes are beautiful and cool!

[@SharonSmith]

Thank you!! 😉 Thanks for watching my videos!

[@SzuperRemek]

useful

[@SharonSmith]

Thanks for watching! Glad you found it useful!

[@krishnajagadeesh6307]

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

[@SharonSmith]

Hello! I have created some additional videos you may find helpful. We build on this basic inventory list to create a daily stock-in and stock-out tracker: kzbin.info/www/bejne/rXm3c5iwl5Kje80 and then in the following video, we build on this to capture a daily snapshot of your data that you can report on for daily, weekly, and monthly changes: kzbin.info/www/bejne/mZu0gGmCbruLj7M I hope you find these videos helpful! Thanks for watching!

[@edwardsapu2032]

Can you kindly zoom in on your presentation?

[@annam9340]

that is the basic spreadsheet, why anyone would pay for it ?

[@SharonSmith]

Hello! When you purchase the Inventory List template bundle, it includes: 👉Basic Inventory List (with sample data): - Quickly and easily track stock levels, unit prices, descriptions, and more. - Conditional formatting alerts you when it's time to reorder or if an item is discontinued. - Pre-built pivot tables allow you to see inventory by location or item, giving you a high-level - - view of your stock. **Blank Version included (without sample data): Ready to be customized to suit your unique needs, with all the same great features! 👉Macro-Enabled Inventory Management System: - Includes extra tabs for Stock Tracking and Variance Tracking. - A dynamic link system allows for seamless data flow across the workbook. - Daily, Weekly, and Monthly Pivot Table Dashboards give you a comprehensive overview of stock changes and trends. - Inventory Data History Log for tracking inventory movements and analyzing performance over time. **Blank Version included (without sample data): Ready to be customized to suit your unique needs, with all the same great features! You can watch additional videos to build on this spreadsheet to create a more comprehensive inventory management system: Track Inventory Stock: kzbin.info/www/bejne/rXm3c5iwl5Kje80 Analyze Inventory Data: kzbin.info/www/bejne/mZu0gGmCbruLj7M Thanks for watching!

[@simongonzalez6578]

No speak english

[@syedqaisarabbas5904]

if i want talk to you on call it can be possible?