$45.00 USD
The reporting is fairly dynamic and gives a few different views. The first summary tab shows the top 10 locations that a SKU is located at ranked from highest quantity on-hand to lowest. This will also show a detailed transaction record of everything that has happened to that SKU over time.
The 2nd tab is a summary by SKU that shows the on-hand quantity of a given SKU across all locations and this is able to be filtered.
The most useful tab is inventory by job site, which shows the on-hand quantity of each SKU across all job sites at one time and the total amount of inventory available across all locations per SKU / equipment ID.
There is also a monthly summary that allows you to enter a specific location and see the net movement of all the various inventory items month-to-month.
The data entry to make this work is done with an input card where you define all the relevant specifications of the record you are entering. To move things from one location to the other, you would simply enter a negative amount on the location that is sending the inventory and a positive amount on a second entry that is receiving that item.
You can ship to multiple locations from one location and simply enter the total negative amount once from the sending location and then the positive amounts on all the receiving locations. So to move 100 pieces of inventory from your warehouse to 3 separate locations, you would have to make a total of 4 entries on the input card, just changing the quantity and location fields only and then hitting the button each time.
The 2nd tab is a summary by SKU that shows the on-hand quantity of a given SKU across all locations and this is able to be filtered.
The most useful tab is inventory by job site, which shows the on-hand quantity of each SKU across all job sites at one time and the total amount of inventory available across all locations per SKU / equipment ID.
There is also a monthly summary that allows you to enter a specific location and see the net movement of all the various inventory items month-to-month.
The data entry to make this work is done with an input card where you define all the relevant specifications of the record you are entering. To move things from one location to the other, you would simply enter a negative amount on the location that is sending the inventory and a positive amount on a second entry that is receiving that item.
You can ship to multiple locations from one location and simply enter the total negative amount once from the sending location and then the positive amounts on all the receiving locations. So to move 100 pieces of inventory from your warehouse to 3 separate locations, you would have to make a total of 4 entries on the input card, just changing the quantity and location fields only and then hitting the button each time.
More Inventory Management Spreadsheets:
- Inventory Forecasting and Restocking Planner
- COGS Inventory Template - (FIFO Based)
- Inventory Reordering Planner
- Google Sheet Inventory Tracker
- Inventory Template for a 3-Statement Financial Model
- Inventory Tracking - Single Location
- Daily Inventory Tracker
- Cash Conversion Cycle
- Inventory Template Simplified
