Stock Inventory Control

Company:
Date:

XYZ Company

Current Inventory Total

5/21/2015

$ 500,000.00

On Order Total

Backorder Total

$ 250,000.00

$ 125,000.00
[42]

Item Information
Inventory ID/
Part Number

Storage Information
Name

Description

Status

Current Inventory
Price

Units

Reorder Leadtime
Level
(days)

Reorder
Qty

Area

Shelf/Bin

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

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

Category

Purchase Information
Make/
Supplier Part
Supplier
Buy
Number

Qty
2000

Value
$500,000.00

On Order
Qty
1000

Backorder

Value

Date
$250,000.00

9/1/2011

Expected
Delivery
10/5/2011

Qty
500

Value
$125,000.00

Expected
Delivery
11/15/2011

Stock Inventory Count Sheet

Company: XYZ Company
Date: 5/21/2015
Performed By: Bob Jones

Item Information
Inventory ID/
Part Number

Signature

Storage Information
Name

Description

Area

Shelf/ Bin

Purchase Information
Actual Inventory
Supplier Part
Supplier
Units
Qty
Location
Number

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

Shelf/ Bin

Qty

Location

Shelf/ Bin

Qty

Location

Shelf/ Bin

Inventory ID/
Part Number

Name

Inventory Control Spreadsheet 2011 by Vertex42.com

Description

Area

Shelf/ Bin

Supplier

Supplier Part
Units
Number

Qty

Location

Shelf/ Bin

Qty

Location

Shelf/ Bin

Qty

Location

Shelf/ Bin

Inventory
Company:

XYZ Company

Date

Location

Part No.

Price

Units

Counted By

Checked By

Description

Raw Material

Process

Finished

Supplies
Material

Supplier List
Supplier Name

Product

Product Link
(website)

Description

Price

Lead Time
(days)

Contact Name

Email

Phone #

Fax #

Street Address

City, State ZIP

Instructions
Help

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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