Build your inventory system

Answer a few questions about how your business works. Your inventory workbook is built from your answers: only the pages, forms and reports you need, with everything recorded properly underneath, so you can switch more on later without losing anything. Excel, no macros.

Works in Microsoft Excel 2019/365. Not compatible with Google Sheets yet.

01 Your business

What kind of business is it?
This ticks sensible features below. You can change any of them.

The date of your opening stock.

02 What you need

Everything is recorded in every workbook; switched-off parts are only hidden and can be switched on later without losing anything.

Always included: Home, Settings, Items, Locations, Opening Stock, Transaction Ledger, Stock Summary, Data Checks and the receiving, issue, adjustment and return forms.

03 Rules and money

04 Your lists (optional)

Up to 20. Kinds: Warehouse, Store, Production Area, Rack, Bin, Quarantine, Damaged, Other.

05 Anything else you need?

We read every request. It is not added to your file automatically; popular requests become new options.

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