26.05.2020
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Free Inventory and Stock Management Tool in Excel. This free inventory and stock management tool from Zervant provides a quick and easy way. A unique stock code needs to be created on the StockCodes sheet for all inventory items that you want to include in the template. The stock codes that are created on this sheet are included in list boxes in the stock code columns on the other sheets and users are therefore required to create the appropriate stock code before the code will be available for selection on the other sheets. This free inventory tracker template is designed for small businesses which manufacture or assemble products from raw materials. You can use this to automatically calculate the current raw material stock as well as determining how many units of each product you can make using the raw materials available.
This free inventory tracker template is designed for small businesses which manufacture or assemble products from raw materials. You can use this to automatically calculate the current raw material stock as well as determining how many units of each product you can make using the raw materials available. We can input simple Bill of Materials (BOM) where we define how we can manufacture a products from its raw materials.
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HOW TO USE THE INVENTORY TRACKER?
There are five sheets in the Excel template: 1) Home 2) Products 3) Raw Materials 4) BOM and 5) Orders
Overview of steps
- Enter Products in Products sheet
- Enter Raw Materials in Raw Materials sheet
- Enter Bill of Materials in BOM shet
- Enter orders in Orders sheet after checking availability
- View Current raw material stock in Raw Materials sheet
Steps in Detail
I will use an example of a Juice/Smoothie company which creates juices from fruits & vegetables. However, this template can be used in any industry.
Enter list of parts or products in the Products sheet as shown below
The Sales Quantity column is calculated based on sales orders that we will be entering soon.
Enter list of raw materials you use in your business in the Raw Materials sheet.
- Starting Inventory: In this sample data, we have 10 Apples and 10 Bananas in stock when we begin using the template.
- Re-Order Point: We have re-order points (Wikipedia Article on Re-Order Point) set for each raw material.
- Available Now: Displays the current stock level of each raw material.
- To Order: When current stock for a raw material goes below its re-order level, this field displays YES. Also, the template highlights the raw material name in red font.
Enter Bill of Materials (BOM) in BOM sheet
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In the sample above, 1 unit of Banana Berry Shake is created from 1 Banana, 5 Strawberries and 10 Blueberries. 1 unit of Apple Banana Shake is created from 2 Apples and 2 Bananas. Unit of Measure column is just for your reference.
Once you have entered BOM for all your products, the initial set up is done.
Entering purchase and sale orders in Orders sheet.
As a manufacturing business, you may buy raw materials from your suppliers and sell the finished products to your customers. So, there are two key transactions – Purchase and Sale.
We can enter Purchase and Sale Orders in a single table in Orders sheet.
- Order Type: Order P1 is to purchase 50 Apples and 20 Bananas – So, we use Order Type of PURCHASE. Order S1 is an order to sell 5 Banana Berry Shakes. We use SALE order type.
- Order Date: Date when the order is placed.
- Expected Date: Date when the inventory is impacted. For example, order P1 was placed on 3rd July, but raw materials will reach us only on 4th July. So, Order date is 3rd July and Expected Date is 4th July.
- Product or Raw Material Name: The template allows drop down selection for product / raw material name. If the order type is Purchase, it will allow Raw Materials and if order type is Sale, it will allow Products.
- Quantity: Enter quantity or units of items on the order
If an order has 5 line items, then enter as 5 rows.
Check Availability
Before entering a new Sale order, if you would like to check the current capacity for a product, you can easily do that.
When you select a product, the template runs the calculations to figure out how many units of the product can be manufactured using the raw materials in stock right now. In the image above, we see that we can make 13 Apple Banana Shakes.
Limit
The template cannot handle complex scenarios where sub-assemblies of raw materials are raw materials to the final product.
Material Stock Register Format In Excel Free Download
Related Inventory Management Templates
- Manufacturing Inventory & Sales Manager (Inventory, Orders, Invoice, Sales Reporting, Customer Data Management)
- Retail Inventory Tracker (Free)
- Rental Inventory Tracker (Free)
Format for Keeping Stocks of Stationery and Housekeeping Items
I have attached format for keeping stocks of stationery and housekeeping items. You can modify as per needs and can be used for your purpose.
| SL. No | Material | Brand | Packet | Pieces | Existing Stock | New Order | Total Stock | Consumption Week 1 | Consumption Week 2 | Consumtion Week 3 | Consumtion Week 4 | Balance Stock |
| 1 | Awl Pin | PKT | 100 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| 2 | Binder Clip 19MM | PKT | 12 | 9 | 9 | 1 | 0 | 0 | 8 | |||
| 3 | Binder Clip 25MM | PKT | 12 | 5 | 5 | 0 | 0 | 0 | 5 | |||
| 4 | Binder Clip 32MM | PKT | 12 | 5 | 5 | 0 | 0 | 0 | 5 | |||
| 5 | Binder Clip 41MM | PKT | 12 | 5 | 5 | 0 | 0 | 0 | 5 | |||
| 6 | Brown Tape 2″ | Roll | 10 | 5 | 5 | 1 | 3 | 0 | 1 | |||
| 7 | Camel Board Marker | PCS | 13 | 13 | 1 | 2 | 1 | 9 | ||||
| 8 | Camel Gel Pen | PCS | 4 | 50 | 54 | 5 | 10 | 5 | 34 | |||
| 9 | Camel OHP Marker | PCS | 7 | 7 | 0 | 0 | 1 | 6 | ||||
| 10 | CD Mailer | PCS | 70 | 70 | 6 | 2 | 0 | 62 | ||||
| 11 | Cello Tape 1″ | PCS | 4 | 12 | 16 | 2 | 2 | 2 | 10 | |||
| 12 | Cello Tape 2″ | PCS | 7 | 7 | 1 | 2 | 2 | 2 | ||||
| 13 | Century A4ST I Laser Sti | PKT | 100 | 1 | 5 | 6 | 0 | 0 | 2 | 4 | ||
| 59 | Clock | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 14 | Cobra File | PCS | 20 | 20 | 2 | 0 | 0 | 18 | ||||
| 15 | Copy PowerA-4 Paper | RIM | 500 | 5 | 25 | 30 | 4 | 3 | 5 | 18 | ||
| 16 | Corporate Push Pin | PKT | 100 | 4 | 4 | 0 | 0 | 0 | 4 | |||
| 17 | Double Side Tape 1” | PCS | 2 | 2 | 0 | 0 | 0 | 2 | ||||
| 18 | Envelop 10*12 Lemina | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 19 | Envelop 8*10 Cloth | PCS | 35 | 35 | 2 | 0 | 0 | 33 | ||||
| 20 | Faber Cassle Ball PE | PCS | 58 | 58 | 7 | 10 | 10 | 31 | ||||
| 21 | Falcon 1/4 Spiral PA | PCS | 7 | 7 | 4 | 0 | 0 | 3 | ||||
| 22 | Falcon 1/6 Spiral PA | PCS | 25 | 10 | 35 | 4 | 0 | 4 | 27 | |||
| 23 | Fevi Quick | PCS | 3 | 3 | 0 | 0 | 0 | 3 | ||||
| 24 | Gift Paper | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 25 | Glue Stic | PCS | 19 | 19 | 2 | 2 | 0 | 15 | ||||
| 60 | Hans Slip Pad | PCS | 100 | 6 | 6 | 0 | 0 | 0 | 6 | |||
| 26 | Highliter | PCS | 25 | 25 | 0 | 0 | 1 | 24 | ||||
| 58 | ID Card Holder | PCS | 59 | 59 | 6 | 0 | 2 | 51 | ||||
| 27 | Index File 24T Big | PCS | 0 | 20 | 20 | 0 | 20 | 0 | 0 | |||
| 28 | Kangaroo Punch 480 | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 29 | Kangaroo Punch 600 | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 30 | Kangaroo Stapler 10D | PCS | 6 | 6 | 0 | 0 | 0 | 6 | ||||
| 31 | Kangaroo Stapler 45N | PCS | 3 | 3 | 0 | 0 | 0 | 3 | ||||
| 32 | Kores Carbon Blue SA | PKT | 100 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| 33 | Loxur Sketch Pen Set | SET | 12 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| 34 | Magha Punchless File | PCS | 38 | 38 | 5 | 3 | 0 | 30 | ||||
| 35 | Megnet For White Board | PCS | 42 | 42 | 0 | 0 | 0 | 42 | ||||
| 36 | Moser Baer 100CD SPINDEL | PKT | 100 | 3 | 3 | 0 | 0 | 1 | 2 | |||
| 37 | Moser Baer DVD10 SPINDEL | PKT | 10 | 2 | 2 | 0 | 0 | 0 | 2 | |||
| 38 | My Clear Bag | PCS | 14 | 14 | 0 | 2 | 0 | 12 | ||||
| 39 | Natraj Erazer | PCS | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| 40 | Natraj Pencil | PCS | 24 | 24 | 10 | 0 | 0 | 14 | ||||
| 41 | Natraj Shapner | PCS | 7 | 7 | 0 | 0 | 0 | 7 | ||||
| 42 | Omega Tape Dispenser | PCS | 1 | 1 | 0 | 0 | 0 | 1 | ||||
| 43 | Pepar Cutter Medium | PCS | 6 | 6 | 1 | 1 | 0 | 4 | ||||
| 44 | Post IT Pad 2*3 | PKT | 100 | 9 | 9 | 0 | 0 | 1 | 8 | |||
| 45 | Post IT Pad 3*3 | PKT | 100 | 6 | 6 | 0 | 0 | 0 | 6 | |||
| 46 | Post IT Promt | PCS | 10 | 0 | 0 | 0 | 0 | 0 | ||||
| 47 | Scale Star | PCS | 6 | 6 | 0 | 0 | 0 | 6 | ||||
| 48 | Scale Steel 1FT | PCS | 8 | 8 | 0 | 0 | 0 | 8 | ||||
| 49 | Scholer Colour Drawing Pin | PKT | 100 | 1 | 1 | 0 | 0 | 0 | 1 | |||
| 57 | Seperatus Card Sheet | PCS | 10 | 10 | 10 | 0 | 0 | 0 | 10 | |||
| 50 | Solo CD Zipper 96CD | PCS | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| 51 | Stapler Pin 24/6 | PKT | 1000 | 9 | 9 | 0 | 0 | 0 | 9 | |||
| 52 | Stapler Pin No 10 Kan | PKT | 1000 | 6 | 20 | 26 | 2 | 3 | 3 | 18 | ||
| 53 | Torch With Cell | PCS | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| 54 | Visiting Card 240 CR | PCS | 2 | 2 | 0 | 0 | 1 | 1 | ||||
| 55 | White Fluid Pen | PCS | 3 | 3 | 3 | 0 | 0 | 0 | 3 | |||
| 56 | World L Sharp Folder | PCS | 15 | 18 | 18 | 0 | 0 | 0 | 18 | |||
| 61 | World Milky Folder | PCS | 45 | 45 | 3 | 1 | 0 | 41 | ||||
| 62 | Megha Report File | PCS | 5 | 5 | 0 | 0 | 0 | 5 | ||||
| 63 | World Ring File | PCS | 1 | 1 | 0 | 0 | 0 | 1 | ||||
| 64 | Register 180 Page Falcon | PCS | 0 | 5 | 5 | 1 | 0 | 0 | 4 | |||
| 65 | Register Inward R/B | PCS | 0 | 1 | 1 | 1 | 0 | 0 | 0 | |||
| 66 | Numex Ink | PCS | 0 | 2 | 2 | 2 | 0 | 0 | 0 | |||
| 0 | ||||||||||||
| 0 | ||||||||||||
| 0 | ||||||||||||
| 0 | ||||||||||||
| 0 |
Housekeeping Job Card Format Sample
When you have a good number of housekeeping staff working for you, it is extremely important to manage their working in which housekeeping job card format plays a significant role.
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