The Challenges and Costs of Poor Inventory Management.Hopefully one of the methods outlined here can help you leverage Jotform Tables to provide a solution, or simply a smoother process, for managing your business’s year-end inventory. ConclusionĢ020 has certainly had its challenges, but tracking your ending inventory for the fiscal year doesn’t need to be one of them. (Psst! To do this - or to import any other data from an existing file - when you add a new column or tab, just select Import from file and upload.)Īs you’ll discover, the data, columns, and framework of each template are 100-percent adaptable to help you get what you need out of your inventory spreadsheet. You can even import a shipping address list via CSV file to have ready and available for reference on the same table as the inventory that needs to be shipped. Need to rearrange or delete a few columns or rows that aren’t relevant to what you’re tracking? Be our guest.
Need to add a few dozen rows to your column for additional inventory entries or a new column with a checkbox to denote completed ship dates? Go for it. The screenshot below shows how this very simple inventory spreadsheet will look:įrom here, you can customize your spreadsheet in a similar manner as described above. To add this type of column, choose Multiple Selection when given the choice, then type in the answers you want to be able to choose for that column. It might be useful to have a Reorder status column, where you can select a status option. In most situations, you’ll need more than just these three columns to properly manage your inventory. To begin, add a column by clicking the Add button toward the top right of the page, and select an option that corresponds with the type of data you’ll be tracking - e.g., Short text for product name, Number for quantity and price (you can enable currency mode with this option), etc. In almost all cases though, you’ll need to denote Product name, Quantity, and Price. These columns will vary depending on your specific needs. (By default, blank tables start with columns labeled Name, Email, and Notes, which you can probably delete in this case). In that case, it might be simpler to start by creating a new table from scratch.įrom the My Tables page, click on Create Table at the top left of your screen.Īfter naming your spreadsheet, set up your columns to capture the type of inventory data you need to track. Perhaps you just want something quick and easy to catalog a few items. Maybe your business doesn’t require all the complexity of our inventory templates. Starting from scratch Step 1: Create a new table
EASY CSV EDITOR FOR INVENTORY MANAGMENT HOW TO
You can use them as a starting point to meet your specific inventory management requirements.īelow is an overview of how to get started with both options, so you can decide what’s right for you. If you need to enter any additional information, don’t worry. With Jotform Tables, you can start an inventory spreadsheet from scratch, or choose from our selection of over a dozen premade inventory templates so you can start entering your data right away. This spreadsheet-powered online database platform has all the functionality you need to accurately and securely record your inventory data anytime, anywhere, from any device. While there are plenty of resources out there to help you make your own inventory spreadsheet, using a tool like Jotform Tables is even easier. This data will serve as a benchmark to inform their stock requirements for the year ahead, which makes it a crucial tool for businesses to ensure they’ll have enough supply to meet projected demand for 2021 - but not so much that they’ll lose money because of surplus inventory.Īn inventory spreadsheet can help you track and catalog your inventory data. As 2020 draws to a close, businesses of all shapes and sizes will be tallying their inventory.
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