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I N S T R U C T I O N S
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・ I N V E N T O R Y T R A C K E R ・
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Thank you for your purchase! ☺️ Please take a time to read through this instruction. Here, you will learn how to setup your spreadsheet
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and you’ll find answers to the most frequently asked questions. If you have any further questions, please reach out to me on Etsy,
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and I will get back to you as soon as possible. I hope you enjoy your template as much as I loved creating it for you ❤️
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P L E A S E N O T E
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⚠️ NOT COMPATIBLE WITH EXCEL
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This spreadsheet was designed for Google Sheets and will not function properly in Excel. While Google Sheets and Excel are pretty similar,
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there are differences in their formatting and how formulas are set up.
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📆 DATE FORMAT
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By default, the template's date format is set to mm/dd/yyyy, however it can easily be changed to dd/mm/yyyy. Go to File at the top left > Settings >
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Select your country from the dropdown > Save settings.
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🔒 PROTECTED CELLS & TABS
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This spreadsheet is protected to prevent cells with formulas from being edited accidentally. However, there are exceptions on cells you're supposed to edit.
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If you want to remove the sheet protection, please go to Data > Protected sheets and ranges. From there, select the tab and on the right,
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there should be a Trash icon. Altering or removing formulas in the spreadsheet will change how it works.
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I N S T R U C T I O N G U I D E
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STEP 1. OPEN THE SETUP TAB TO CHANGE CURRENCY
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By default, the template's currency is set to $, however it can easily be changed
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to any currency of your choice. Just below the end date, you can select your
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currency symbol to change the currency of the entire template.
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Click on the red arrow and select your currency through the dropdown menu.
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STEP 2. CUSTOMIZE YOUR CATEGORIES
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Here in the Setup tab you can customize your product and material categories.
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To customize a category simply click on the category cell and replace it with your
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own category, or use empty cells.
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STEP 3. PRODUCTS TAB
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The products tab is designed to keep track of your end products, the products that are
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ready to be sold. To set up the products tab fill in the following information:
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1. Item - the product name or title
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2. Category - select one of your custom categories
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3. SKU - fill in the SKU you have set for your product
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4. Sale Price - the price at which you are selling the product
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5. Quantity - how much stock you currently have available
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6. Minimum Quantity - minimum amount of end products you'd like to have in stock
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7. Material - the total cost of materials used for each product
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8. Labor - your labor cost
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9. Other - any other expenses
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Once this information is filled in, the inventory value, status, inventory cost, unit profit,
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inventory profit, and profit margin will be automatically calculated for you.
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STEP 4. MATERIALS TAB
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The materials tab is designed to make sure you will never be low on stock again.
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To setup up your materials tab fill in the following information:
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1. ID - fill in the ID number you have set for your product
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2. Material - the material name
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3. Category - select one of your custom categories
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4. Price - the cost of the material per single unit
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5. Unit - g, ml, oz., etc.
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6. # of Units - how much units you currently have available
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7. Quantity - how much stock you currently have available
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8. Minimum Quantity - minimum amount of materials you would like to have in stock
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9. Order Date, Expected Arrival, Order Status - use these fields to keep track
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of new material orders placed
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