A Simple Inventory Management System Using Excel

Inventory management is important for any businessdoesn't have the items in stock, the transport is on
- small or big. Because if you don't have the goodsstrike, there is an accident, etc.
customers are looking for, why did you start theDepending on the average sales per period and the
business in the first pace and if you have too manymaximum expected sales you can calculate the
of goods that no one wants to buy you will end upvariance. The safety margin can be taken as twice
making a huge loss. So how do we ensure that wethe variance as a thumb rule. The sum of the safety
have the goods that the customer is looking for andmargin and the time taken to deliver the goods gives
avoid storing too much of the products. The magicus a good approximation of our re-order level. Now
word is inventory management and a few expertsbased on the quantity in hand and the calculated
believe in 'just in time' inventory management. Therere-order we can easily calculate the re-order quantity.
are many software programs that have beenYou can use the Excel worksheet cells with the
created for the sole purpose of inventoryfollowing headers to create an inventory
management and they are either 'over kill' or verymanagement for each of your items: Item ID, Item
expensive. Small business can easily use Excel toName, Description, Unit Price, Quantity in Stock,
manage their inventory and since most people useReorder Level, Quantity on Reorder, Max sales per
either MS-Office or Open Office in their offices, thereday, Average sales per day, Variance, Time to
are no additional investments required.deliver goods. Based on the above discussion and
Let's assume for a moment that you have a storeusing standard Excel formulas, you can calculate the
and one of the items you sell or have been selling isvariance, safety margin, reorder level and finally the
red silk skirts. How many have you sold on anreorder quantity!
average in a period (day, week or month)? What isWith time and with a better understanding of your
the maximum sales of this item that you can expectbusiness including seasonal variations in sales you can
realistically? What is the time lag between placing thetweak this simple inventory system to achieve a
order and receipt of the goods? You also need tomore comfortable handle on your inventory!
take into account a safety margin: the supplier