How to Create an Inventory List in Excel

Method 1 of 2:

Using a Template

  1. How to Create an Inventory List in Excel Picture 1
    Open Microsoft Excel. It's a dark-green app with a white "X" on it.
  2. How to Create an Inventory List in Excel Picture 2
    Click the search bar. It's at the top of the Excel window.
    1. On Mac, first click File in the upper-left corner, then click New from Template… in the drop-down menu.
  3. How to Create an Inventory List in Excel Picture 3
    Search for inventory list templates. Type inventory list into the search bar at the top of the page, then press Enter. This will bring up a list of templates for inventory management.
  4. How to Create an Inventory List in Excel Picture 4
    Select a template. Click on the inventory list template that best suits your needs. Its preview page will open.
    1. 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.
  5. How to Create an Inventory List in Excel Picture 5
    Click Create. It's to the right of the template's preview window.
  6. How to Create an Inventory List in Excel Picture 6
    Wait for your template to load. This may take a few seconds. Once the template is open, you can proceed.
  7. How to Create an Inventory List in Excel Picture 7
    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. While your selected template may have slightly different options, every inventory list should include the following options:
    1. Item Number - An item's inventory (SKU) number.
    2. Item Name - An item's descriptive name.
    3. Item Cost - The cost of one item.
    4. Number in Stock - The number of an item.
    5. Net Value - The total value of an item's stock.
  8. How to Create an Inventory List in Excel Picture 8
    Save your work. To do so:
    1. Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document's name (e.g., "Inventory List") into the "File name" text box, and click Save.
    2. Mac - Click File, click Save As..., enter the document's name (e.g., "Inventory List") in the "Save As" field, select a save location by clicking the "Where" box and clicking a folder, and click Save.
Method 2 of 2:

Creating from Scratch

  1. How to Create an Inventory List in Excel Picture 9
    Open Microsoft Excel. It's a green box with a white "X" in it.
  2. How to Create an Inventory List in Excel Picture 10
    Click Blank workbook. This box is in the upper-left side of the window.
    1. Skip this step on Mac.
  3. How to Create an Inventory List in Excel Picture 11
    Create your inventory list headers. In the following cells, enter the following headers:
    1. A1 - Item Number
    2. B1 - Item Name
    3. C1 - Item Cost
    4. D1 - Number of Items
    5. E1 - Net Value
  4. How to Create an Inventory List in Excel Picture 12
    Adjust the column widths. Click the space between two column letters (e.g., A and B) at the top of the sheet, then drag the mouse to the right to widen the column.
  5. How to Create an Inventory List in Excel Picture 13
    Enter an item's inventory number. Click cell A2, then type in your item's inventory number (e.g, 123456) and press Enter.
  6. How to Create an Inventory List in Excel Picture 14
    Add an item's name. Click cell B2, then enter the item's official name (e.g., Cable ties.
  7. How to Create an Inventory List in Excel Picture 15
    Determine the item's cost per unit. Click cell C2, then enter the item's individual cost (e.g., 4.99).
  8. How to Create an Inventory List in Excel Picture 16
    Add the total number of that item that you have on-hand. Click cell D2, then enter the number of items that you have in stock (for example, if you have 80 cable ties on-hand, you'd enter 80).
  9. How to Create an Inventory List in Excel Picture 17
    Enter the net value formula. Click cell E2, then type =C2*D2 into the cell and press Enter. You should immediately see the calculated net value appear in the cell.
    1. You can repeat this general formula for every cell in the "Net Value" column—just make sure that you replace C2 and D2 with the correct cells (for example, if you're multiplying values in cells C10 and D10, you'd use those cells instead of C2 and D2).
  10. How to Create an Inventory List in Excel Picture 18
    Add the rest of your items to the inventory list. Repeat the above process for each item in your inventory. You'll assign one item to each row until your list is full.
  11. How to Create an Inventory List in Excel Picture 19
    Save your work. To do so:
    1. Windows - Click File, click Save As, double-click This PC, click a save location on the left side of the window, type the document's name (e.g., "Inventory List") into the "File name" text box, and click Save.
    2. Mac - Click File, click Save As..., enter the document's name (e.g., "Inventory List") in the "Save As" field, select a save location by clicking the "Where" box and clicking a folder, and click Save.
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