SmartHelping / Inventory Management / Excel
Template for Tracking Inventory at Multiple Locations
Track where your inventory and equipment are located. Record movements between warehouses and job sites, review on-hand quantities by SKU, and see monthly inventory changes for a selected location.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & workbook preview
See how inventory moves between locations.
Review the input card, location summaries, SKU reports, and monthly movement views before entering your own records.
Four reporting views
Find an item, compare sites, or review monthly movement.
Look at inventory by SKU, by location, or across job sites to understand where recorded quantities are held.
Top locations & transaction history
For a selected SKU, see the top 10 locations ranked from highest to lowest quantity on hand, together with a detailed history of that item's recorded transactions.
Filterable SKU summary
Review the on-hand quantity of a given SKU across all locations and use the summary's filters to find the information you need.
Inventory by job site
See each SKU's quantity across job sites at the same time, plus the total inventory available across locations for each SKU or equipment ID.
Monthly location summary
Enter a specific location to review the net movement of inventory items from month to month.
Enter movements through an input card
Record each location's side of the movement.
Use the input card to enter the relevant item, location, quantity, and other record details, then use its button to add each entry.
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Record the quantity leaving
Enter a negative quantity for the SKU at the sending location. For a shipment split among several destinations, record the total quantity leaving in one entry.
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Record the receiving locations
Enter a positive quantity for the same SKU at each destination. Add a separate input-card record for each receiving location.
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Review the recorded balances
Use the SKU summary, job-site view, and transaction history to review where the inventory is located after the transfer entries.
Transfer example
Move 100 units from one warehouse to three job sites.
This example takes four input-card entries for the same SKU: one for the sending warehouse and one for each receiving job site.
| Entry | Location | Quantity change |
|---|---|---|
| 1 | Sending warehouse | −100 |
| 2 | Job Site A | +40 |
| 3 | Job Site B | +35 |
| 4 | Job Site C | +25 |
| Net change across all locations | 0 | |
The warehouse decreases by 100 units and the three job sites increase by a combined 100 units. Once all four entries are recorded, the transfer changes where the inventory is held while the combined quantity stays the same.
Keep the location detail connected
See both where an item is held and how it got there.
Review quantities across job sites, then use the SKU's transaction history to examine the movements behind those balances. The monthly location summary adds a view of net inventory changes over time.
Also available in bundles
Explore more inventory and accounting tools.
The Multiple-Location Inventory Tracker is included in both the Accounting and Inventory bundles.
Accounting Trackers and Calculators
Explore templates for financial statements, cash planning, budgeting, costing, inventory, and reporting.
View the accounting bundle →Inventory Forecasting and Management Bundle
Explore inventory forecasts, stock trackers, reorder planners, and related costing and cash-cycle tools.
View the inventory bundle →Questions before you buy
A few useful details.
Can I track equipment as well as inventory SKUs?
Yes. The template tracks quantities across locations by SKU or equipment ID, with summaries by item and job site.
How do I record a transfer between two locations?
Enter a negative quantity at the sending location and a positive quantity at the receiving location for the same item. Each side of the transfer is a separate input-card entry.
Can one shipment go to several locations?
Yes. Enter the total quantity leaving the sending location once, then enter a positive quantity for each destination. A transfer to three receiving locations requires four entries in total.
What does the top-10 location report show?
It ranks the locations holding a selected SKU from highest to lowest on-hand quantity and displays the top 10. The same summary also provides the SKU's detailed transaction history.
Can I review monthly changes for a specific location?
Yes. Enter a location in the monthly summary to see the net movement of inventory items month by month.
What is the price and file format?
The one-time price is $45 USD for the Excel template. The download is available immediately after purchase.
Keep track of stock across your locations
Know where your inventory and equipment are held.
Get the Template for Tracking Inventory at Multiple Locations. Have a question? Contact SmartHelping.
