stock inventory control template
DESCRIPTION
Stock Inventory Control TemplateTRANSCRIPT
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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