How to Make an Inventory Sheet
If you want a way to custom make an inventory sheet, Microsoft Excel will work for you. Excel is a spreadsheet program that allows you to create a separate page for each product you sell. Pages can be set up to calculate totals for the week, month and year. By creating a separate spreadsheet for your entire inventory, piece by piece, you have a way to handle each item as it comes into your business. If you have a working knowledge of Excel and the formula process, creating a comprehensive panel will help you summarize your inventory. You can see what you have with just one glance.
Things You'll Need
- Microsoft Excel
Open Microsoft Excel on your computer.
Create a new workbook. Select “File” at the top of the screen and then “New.”
Navigate to the top of the first page. Set up your columns. You might want information such as date, cost and item number. How you design the page is up to you, but label columns to include any relevant information. Keep the labels generic, such as Inventory. Use the columns at the end for numerical data, such as number in inventory, number ordered, net price and sale price. This page is a template for all your pages. Type the Name of each column in the first row of the spreadsheet. Once complete, go to “Insert” at the top of the screen. Select “Name” and then label. Follow the instructions in the dialog box to establish the names.
Move to the tabs at the bottom of your workbook. These represent individual pages or worksheets. You will need one for every product your have in your inventory. For instance, if you sell sneakers and you are currently carrying ten different types, you need ten tabs. This first page was set up as a template. Click on the tab for the first page and select “Move or Copy.” Follow the instructions to copy one page for every product.
Double-click on each tab to rename it. You can also right-click each tab to color code them if you like.
Create a summary sheet if you want totals of all items. This sheet will use the math function in Excel to add the totals across all pages. Click or create a tab and name it Totals. Design your page by setting up column labels. Insert your formulas to total the numbers on each page.
Save your workbook once the design is complete.
Enter the data for each product. Check your totals page after you have completed the first product sheet. Make sure the formulas are correct before continuing.