How To Make A System In Excel How to create an inventory management system in Excel that can deal with multiple products multiple suppliers and fluctuating purchase prices Let me show
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How To Make A System In Excel
How To Make A System In Excel
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If you would like to create your own Inventory Management system using Excel spreadsheets then this short video tutorial will show you how The Inventory Mana Click Insert Choose Tables select PivotTable click the arrow below PivotTable to create a chart Select the table range I E 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
Step 2 Set Up Your Excel Spreadsheet Once you have determined your inventory needs it s time to set up your Excel spreadsheet Start by opening a new spreadsheet and creating columns for each of the inventory data points you want to track You can add as many columns as you need but try to keep it simple and organized The window that appears should have an option to view More Templates Click on this and then use the search bar in the top right of the page to look for inventory templates You can then take a look at the templates available to you and choose the one that best works for you 3 Enter the required fields
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First create three additional sheets in a new workbook Rename the total four sheets to Billing Purchase Sale and Stock Go to the Billing sheet Type Entry type in a cell at the top and Last Bill no in the cell below it Leave a few cells below the two cells and enter all the required field names for the system List price Note the price you re selling each item for Stock location List the warehouses shelves or bin numbers where your items are being stored This makes it easier to track them down when you need them Quantity in stock Note the numbers of items currently on your shelf Inventory value Share the total values each of your inventory items represent based on the cost per item
Step 4 Add a sheet for tracking invoices Although this step isn t required in order for you to do your basic bookkeeping in Excel it can be a helpful step in terms of organization To explain when you enter income from paid invoices into your transactions sheet you ll want to include the invoice number Locate the tabs at the top of your Excel dashboard Find the Data tab then scroll to the right and click on the Data Validation icon A page will pop up with a drop down list Click on the drop down select List and input all the statuses of the ticket i e open closed ongoing and resolved Date Field
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How To Make A System In Excel - Click Insert Choose Tables select PivotTable click the arrow below PivotTable to create a chart Select the table range I E 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