stock inventory control template

Stock Inventory Control

Company: XYZ Company Current Inventory Total On Order Total Backorder Total

Date: 10/8/2014 500,000.00$ 250,000.00$ 125,000.00$

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Item Information Storage Information Purchase Information Current Inventory On Order Backorder

Inventory ID/

Part NumberName Description Category Status Area Shelf/Bin

Make/

BuySupplier

Supplier Part

NumberPrice Units

Reorder

Level

Leadtime

(days)

Reorder

QtyQty Value Qty Value Date

Expected

DeliveryQty Value

Expected

Delivery

12123-32 Super Widget Our coolest widget ever Widgets Pre-production Area 1 Shelf 10 Make XYZ Company NA 250.00$ Each 2000 30 500 2000 $500,000.00 1000 $250,000.00 9/1/2011 10/5/2011 500 $125,000.00 11/15/2011

12145-39 Awesome Gizmo Great gizmo to sell Widgets Released Area 2 Shelf 1 Buy ABC Company A232 325.00$ Box 1000 15 200

12324-23 Cool Thingamabob Old Thingamabob Widgets Obsolete Buy 123 Company A34-23-123 232.00$ Each 1200

Inventory Control Spreadsheet © 2011 by Vertex42.com

Stock Inventory Count Sheet

Company: XYZ CompanyDate: 10/8/2014

Performed By: Bob Jones Signature

Item Information Storage Information Purchase Information Actual Inventory

Inventory ID/

Part NumberName Description Area Shelf/ Bin Supplier

Supplier Part

NumberUnits Qty Location Shelf/ Bin Qty Location Shelf/ Bin Qty Location Shelf/ Bin

12123-32 Super Widget Our coolest widget ever Area 1 Shelf 10 XYZ Company NA Each

12145-39 Awesome Gizmo Great gizmo to sell Area 2 Shelf 1 ABC Company A232 Box

Inventory Control Spreadsheet © 2011 by Vertex42.com

Company: XYZ Company

Date Location

Raw Material

Finished

Process

Supplies

Part No. Price Units Material

Description

Counted By Checked By

Inventory

Supplier List

Supplier Name Product Product Link(website)

Description Price Lead Time(days)

Contact Name Email Phone # Fax # Street Address City, State ZIP

InstructionsHelp © 2011 Vertex42 LLC

1. Starting with the Inventory Control worksheet tab, enter your parts or line

items, one per line. Include a name, description and other information.

2. Choose a status for the item. If a part becomes obsolete, change it's status to

Obsolete. You can even hide the row.

3. Include informaiton about the storage location of the parts - typically an area

within the facility and a shelf or bin.

4. Include purchase information for the item such as supplier, supplier part

number, price and ordering/counting units.

5. Set a reorder point for the item. Experience and time will help you optimize

this number.

6. Keep track of your actual inventory. Make sure to detect inventory as you

use it.

- Even with good record keeping, it is necessary to do a physical count

periodically (monthly, quarterly, yearly). Use the Count Sheet tab to help with

this. - Copy the first few rows of your inventory over to the count sheet. Print out

copies of the sheets. Have the counters count all the items in stock and return

the signed count sheets to you. Use these sheets to update your Current Stock

number - Use the inventory labels to label stock when it is received and stored. This

will help people locate the stock when needed, especially during a physical

count.

7. When an order is placed, put the information including qty and expected

arrival date in the On Order section. This way you won't order duplicates of

items.

8. If an item is on backorder, use the Backorder section. This will remind you of

potiential supply issues. If this section is not applicable to your business, simply

hide the columns.

9. The Inventory Control sheet will tell you when to order new units based on

your inventory count and reorder point, by highlighting the reorder point red.

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