How to Create an Inventory List in Excel

This wikiHow teaches you how to manage a work inventory using an Excel spreadsheet on your Windows or Mac computer. You can use a pre-formatted inventory list template, or create your own sheet.

Table of Contents

Use templates

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Open Microsoft Excel. Dark green app with a white “X” inside.

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Click the search bar at the top of the Excel window.

On a Mac, click File in the upper-left corner first, then click New from Template… in the drop-down menu.

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Find the inventory list template. Type inventory list in the search bar at the top of the page and then press ↵ Enter . A list of samples used for product inventory will appear.

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Sampling. Click on the inventory list template that best suits your needs. The template preview page opens.

Each inventory template offers different features. If you don’t like the template you just selected, you can press Esc to return to the template page.

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Click Create on the right side of the template preview window.

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Wait for the sample to be loaded. This process will take a few seconds. Once the template opens, you can continue.

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Enter inventory information. To change a pre-filled cell, double-click the cell, delete the number or text in it, and then enter your data. While the template you choose may vary slightly, all inventory lists include the following options:

Item Number – The inventory number (SKU or inventory unit) of the item.
Item Name – The name that describes the item.
Item Cost – The price per unit of the item.
Number in Stock – Number of items in stock.
Net Value – The net value of the item.

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Save the work. To save a document:

Windows – Click File , click Save As , double click This PC , click a save location on the left side of the window, enter a name for the document (such as “Inventory List”) in the box text “File name” and then click Save .
Mac – Click File , click Save As… , enter a name for the document (such as “Inventory List”) in the “Save As” field, choose a save location by clicking the “Where” box “, click the folder, and then click Save .

Create each part by yourself

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Open Microsoft Excel. Dark green app with a white “X” inside.

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Click Blank workbook . This box is in the upper left of the window.

Skip this step if you’re on a Mac.

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Create a title for your inventory list. Enter the corresponding title in the following boxes:

A1 – Item Number or Inventory Number
B1 – Item Name or Item Name
C1 – Item Cost or Item Price
D1 – Number of Items or Number of Items
E1 – Net Value or Net Value

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Adjust column widths. Click the space between the two letters of the column name (for example, A and B ) at the top of the worksheet, then drag your mouse to the right to expand the column.

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Enter the item’s inventory number. Click in cell A2 , then enter the item code (such as 123456 ) and press ↵ Enter .

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Add item name. Click cell B2 , then enter the item’s official name (ex: Drawstring ).

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Determine the unit price of the item. Click cell C2 , then enter the individual item’s cost (such as 50,000 ).

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Add the total number of existing items. Click cell D2 and enter the number of items you have in stock (for example, if you currently have 80 drawstring sets, enter 80 ).

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Enter the formula for calculating net worth. Click in cell E2 , then type =C2*D2 in the cell and then press ↵ Enter . You will see the net value calculated and shown in the box.

You can repeat this general formula with each cell in the “Net Value” column—just remember to replace C2 and D2 with the appropriate cell (for example, if you’re multiplying the values of cells C10 and D10 , you’ll need to use name these cells instead of C2 and D2 ).

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Add the remaining items to the inventory list. Repeat the above process for each item to be inventoryed. You need to assign each item to each line until the list is complete.

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Save the work. To save a document:

On Windows – Click File , click Save As , double-click This PC , click a save location on the left side of the window, enter a name for the document (such as “Inventory List”) in the “File” text box name” and then click Save .
Mac – Click File , click Save As… , enter a name for the document (such as “Inventory List”) in the “Save As” field, choose a save location by clicking the “Where” box “, click the folder, and then click Save .

Advice

You can add more worksheets to the worksheet set by clicking the ＋ sign in the lower left of the page.

Steps

Use templates

Create each part by yourself

Advice

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