STOCK SHEET

By Aaron & Matt

Purpose The purpose of a stock sheet is to keep a

record of items in stock, price, description and a reference number,

Most stock sheets also have a section which alerts them whether the product needs re-ordering. This will have a column with the minimum quantity of the products which are allowed then when the actually quantity gets below this value a column will show RE-ORDER.

Basic Hand Drawn Version

=IF(E8>F8,"Do Not reorder","Reorder")

This is an equation for the re-orderingsection

Hand Drawn Version

Existing examples

How the information is entered The details of the products

Reference Number Description Price

are usually typed into the stock sheet unless there is another document on the system with the details in then a Vlookup or macros will copy the information over.

To get the re-order section a formula would be used or an IF statement.

Method of Communication This information would be stored in the

computer system and would be used by the admin staff.

These details wouldn’t normally be communicated but they could be emailed or printed to show other members of staff product levels.

Usually these details are copied using macros into other documents e.g. invoices.