Sep 18, 2017

Template for Tracking Inventory at Multiple Locations

This is an excel build and it is different than the previous inventory management template I built in that you are now able to track various equipment / sku's across multiple locations instead of just at one location.



Pricing
*Note if you purchased this inventory template or the original template, you are entitled to both, so just pay once and you get either one or both. Once payment received the file will be e-mailed to you.

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 a 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.

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