Traditional inventory management methods use paper sheets and logbooks, pens and pencils, and a lot of man hours to get the job done. None of that is efficient, and those methods don't improve your restaurant's bottom line. If you are like most restaurant managers and owners, you've been seeking ways to improve efficiency and increase your business' profits without adding more stress and more costs.
Microsoft Excel is the perfect solution to all your inventory problems, and we're here to explain how. If you are used to tracking inventory on paper and compiling all your information by hand, you know what a pain it can be to keep everything in order. One mistake can cause a cascade of issues ranging from minor annoyances to major roadblocks in keeping your restaurant open and running. Using an inventory system Excel template, you can reduce and even eliminate a lot of those issues with very little effort up front.
Microsoft Excel is the industry leader in spreadsheet creation, and restaurants all over are jumping onboard, harnessing the software's flexibility and power for use in everyday affairs. Excel spreadsheets have built-in, advanced mathematical abilities and the option to organize and streamline many aspects of business, not just inventory systems. Once you know how to make an inventory system Excel template, it's easy to create a variety of spreadsheets to cover all your business needs.
Use your new spreadsheets with the right apps, and you can instantly solve complicated math equations, group sheets by a variety of factors, filter search results in seconds, and get timely warnings when things aren't adding up as you expected.
That adds up to a lot of saved time, saved money, and saved sanity. Excel is a very powerful and complicated piece of software, but for the industrious restaurateur, it's worth a little extra effort to learn the basics. If you learn just enough to create your inventory system Excel template, you will be well on your way to mastering this time-saving tool.
One template created the right way, can be copied and used over and over, for a variety of business uses. That's the same for any Excel template, so after you've followed this quick tutorial, feel free to try making a few of your own. Just remember to save each Excel template under a new name, so you don't accidentally overwrite the one we're showing you how to make now. There are a lot of detailed tutorials online regarding the use of Excel and adding the right equations to run in the background, and we suggest taking the time to read one or two.
The complicated equations and formulas are beyond the scope of this article, but the information is very easy to find online. For most restaurants, the formulas needed for an inventory system are very basic and easy to apply. For now, though, we'll teach you how to create a simple structure for an easy inventory system Excel template. Open Excel 2. Select "Inventories" from the list of template types that appear. A list of inventory template options will display.
Scroll down through the list of inventory templates until you find one that will work for your business. If you click on a template, you will see a larger preview of it on the right side of the screen. Click "Download" when you have found the template that is right for you. The inventory spreadsheet will open in a new Excel window. Shawn McClain has spent over 15 years as a journalist covering technology, business, culture and the arts. He has published numerous articles in both national and local publications, and online at various websites.
He is currently pursuing his master's degree in journalism at Clarion University. How to Use Excel for Inventory. This wikiHow teaches you how to manage your business' inventory using an Excel spreadsheet on a Windows or Mac computer. You can use a pre-formatted inventory list template to do this, or you can manually create your sheet.
Log in Social login does not work in incognito and private browsers. Please log in with your username or email to continue. No account yet? Create an account. Edit this Article. We use cookies to make wikiHow great. By using our site, you agree to our cookie policy. Cookie Settings. Learn why people trust wikiHow. Download Article Explore this Article methods. Tips and Warnings. Related Articles. Method 1. Open Microsoft Excel.
It's a dark-green app with a white "X" on it. Click the search bar. It's at the top of the Excel window. On Mac, first click File in the upper-left corner, then click New from Template… in the drop-down menu. Search for inventory list templates. This will bring up a list of templates for inventory management. Select a template.
Click on the inventory list template that best suits your needs. Its preview page will open. Each inventory list template offers different features. If you don't like the template you've selected, press Esc to return to the templates page.
Click Create. It's to the right of the template's preview window. Wait for your template to load. This may take a few seconds. Once the template is open, you can proceed. Enter your inventory information. To change a pre-filled cell, double-click it, delete the number or word there, and enter your item's information.
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