Inventory Management Spreadsheet

This inventory management spreadsheet is designed for micro-scale manufacturers. It will help you with basic inve
Inventory levels for products and materials in this spreadsheet update automatically based on your sales, purchas
inserted in respective sheets.

If you are a small manufacturer with an ambition to grow, you should skip this spreadsheet and try Katana cloud i
management software.
Sign up to Katana for free!

This inventory management spreadsheet includes the following sections (click to go to the sheet):

Products Insert details of products you are manufacturing in your workshop and track the invento

Materials Insert details of materials you use in manufacturing your products and track the inventor

Sales Insert sales orders

Purchasing Insert purchase orders

Manufacturing Insert manufacturing orders

Product recipes Insert product recipes

VAT % options Add more values to VAT selection on sales and purchase orders

While this template might be good enough for micro-scale manufacturers, spreadsheets tend to get out of control
If this template does not do the job anymore and you are looking for a modern user-friendly solution:

Try Katana for free!

dsheet
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www.katanamrp.com

cro-scale manufacturers. It will help you with basic inventory management.

eet update automatically based on your sales, purchasing and manufacturing orders

ou should skip this spreadsheet and try Katana cloud inventory and production

ollowing sections (click to go to the sheet):

manufacturing in your workshop and track the inventory level

in manufacturing your products and track the inventory level

on sales and purchase orders

manufacturers, spreadsheets tend to get out of control as the business grows.

oking for a modern user-friendly solution:
Products
You cannot edit automatic columns. In stock, expected, committed, missing/excess
and total manufactured cells update automatically based on sales and manufacturing.
Material cost is taken from product recipes.

Product name Category Product code Initial stock

Lightsaber / Blue Jedi swords LS-B 20
Lightsaber / Green Jedi swords LS-G 100
Lightsaber / Red Jedi swords LS-R 70
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Automatic Automatic
Reorder point Material cost Sales price In stock Expected Committed
20 $ 510.00 $ 120.00 22 5 4
100 $ 100.00 $ 70.00 99 0 0
80 $ 480.00 $ 150.00 75 0 1
matic Automatic
Missing/excess Total manufactured
3 3
-1 7
-6 5
Materials
You cannot edit automatic columns. Those update automatically based on purchasing
and manufacturing. Purchase price is used in calculating the material cost for a
product.

Material name Category Material code Initial stock Reorder point

Blade emitter Lightsaber components BE 40 10
Hilt chassis Lightsaber components HC 60 20
Kyber crystal Lightsaber components KC 20 10
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Automatic
Purchase price In stock Expected Committed Missing/excess
$ 60.00 60 0 5 45
$ 50.00 24 7 10 1
$ 70.00 -15 6 25 -44
 Automatic
Total used in manufacturing
3
40
35
Sales
You cannot edit automatic columns. If an order has multiple products, enter
them in separate rows. Insert shipped date to mark the order as shipped and
trigger inventory movements.
Automatic
SO # Customer Order date Delivery deadline Shipped date Shipped?
SO-1 Kylo 11/10/2017 11/24/2017 11/21/2017 Shipped
SO-2 Anakin 11/11/2017 11/25/2017 11/21/2017 Shipped
SO-3 Obi-wan 11/12/2017 11/26/2017 Not shipped
SO-4 Luke 11/13/2017 11/27/2017 Not shipped
SO-5 Rey 11/14/2017 11/28/2017 11/21/2017 Shipped
 Smart Workshop Software for Makers
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Automatic Automatic
Item Quantity Price per unit VAT % Total price (incl VAT)
Lightsaber / Blue 1 $ 120.00 20% $ 144.00
Lightsaber / Green 2 $ 70.00 20% $ 168.00
Lightsaber / Blue 4 $ 120.00 20% $ 576.00
Lightsaber / Red 1 $ 150.00 20% $ 180.00
Lightsaber / Green 6 $ 70.00 20% $ 504.00
Purchasing
You cannot edit automatic columns. If an order has multiple materials, enter
them in separate rows. Insert received date to mark the order as received and
trigger inventory movements. Price per unit is the default purchase price.
Automatic
PO # Supplier Order date Expected arrival Received date Received?
PO-1 Reliable Supplier 11/10/2017 11/24/2017 11/20/2017 Received
PO-2 Good Supplier 11/11/2017 11/25/2017 Not received
PO-3 Reliable Supplier 11/12/2017 11/26/2017 11/21/2017 Received
PO-4 Reliable Supplier 11/13/2017 11/27/2017 Not received
PO-5 Good Supplier 11/14/2017 11/28/2017 11/21/2017 Received
 Smart Workshop Software for Makers
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Automatic Automatic
Item Quantity Price per unit VAT % Total cost (incl VAT)
Blade emitter 3 $ 60.00 20% $ 216.00
Hilt chassis 7 $ 50.00 20% $ 420.00
Blade emitter 20 $ 60.00 20% $ 1,440.00
Kyber crystal 6 $ 70.00 20% $ 504.00
Hilt chassis 4 $ 50.00 20% $ 240.00
Manufacturing Smart Workshop Softw
You cannot edit automatic columns. If an order has multiple products, enter them in
separate rows. Insert completion date to mark the order as completed and trigger
inventory movements.
Automatic
MO # Product Order date Deadline Completion date Completed
MO-1 Lightsaber / Blue 11/10/2017 11/24/2017 11/20/2017 Completed
MO-2 Lightsaber / Green 11/11/2017 11/25/2017 11/21/2017 Completed
MO-3 Lightsaber / Blue 11/12/2017 11/26/2017 Not completed
MO-4 Lightsaber / Red 11/13/2017 11/27/2017 11/21/2017 Completed
MO-5 Lightsaber / Blue 11/14/2017 11/28/2017 Not completed
Smart Workshop Software for Makers
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Automatic
Quantity Total cost
3 $ 1,530.00
7 $ 700.00
3 $ 1,530.00
5 $ 2,400.00
2 $ 1,020.00
Product recipes
You cannot edit automatic columns. Cost per unit is the default purchase price for
the material. If a product has multiple ingredients, enter them in separate rows.

Automatic
Product name Ingredient Quantity Cost per unit Cost
Lightsaber / Blue Blade emitter 1 $ 60.00 $ 60.00
Lightsaber / Blue Hilt chassis 2 $ 50.00 $ 100.00
Lightsaber / Blue Kyber crystal 5 $ 70.00 $ 350.00
Lightsaber / Green Hilt chassis 2 $ 50.00 $ 100.00
Lightsaber / Red Hilt chassis 4 $ 50.00 $ 200.00
Lightsaber / Red Kyber crystal 4 $ 70.00 $ 280.00
Smart Workshop Software for Makers
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Automatic
Total used in manufacturing Currently committed to manufacturing
3 5
6 10
15 25
14 0
20 0
20 0
Insert more values to the list to select
those on sales and purchase orders.

VAT % options
5%
9%
20%