Free Excel material warehouse management file template [Updated 2023]

Excel is a popular office software in agencies and organizations. In the manufacturing sector, Excel can be used to manage inventory of materials. In the article below, let's join 1C Vietnam to refer to free Excel materials warehouse management file templates as well as detailed instructions on how to create this file.

1. Download the materials warehouse management file using Excel for free

An Excel material warehouse management file can support businesses in inventorying and managing inventory items. Depending on the characteristics of each type of goods, managers can manage batches by date, series/imei or components. Below are some excel templates that businesses can refer to, download and use to perform warehouse management in the most convenient and easy way.

• Sample 1: Materials warehouse management file using Excel.
• Sample 2: Materials warehouse management file using Excel.
• Sample 3: Materials warehouse management file using Excel.
• Sample 4: Materials warehouse management file using Excel.
• Sample 5: Materials warehouse management file using Excel.

2. Detailed instructions for creating material management files using Excel

Besides referencing the above samples, businesses can create their own materials management file using Excel through the following steps:

Step 1: Make a list of goods and supplies

The list of goods and supplies is the data database for importing goods into Excel files. The data entry process needs to be done carefully to compile reports accurately and quickly. Information about materials usually includes serial number (STT), material name, material code, and unit. In addition, businesses can add other information, depending on specific requirements.

Businesses need to format tables scientifically and beautifully, ensuring the general lookup process is easy. Here are 3 things to note when formatting tables:

• The subject line is often bolded to make it stand out.
• The lines on the outside of the board often use solid lines, while the lines in the middle can use dashed lines and gray to make the whole look more harmonious.
• Fixed subject lines.

Step 2: Set up input - output sheet

The import - export sheet usually includes the following information: Date, document number, material code, unit, description, sales quantity, account (if any), unit price, amount. When importing and exporting, businesses can use the Vlookup function to automatically search by entered product code to save time. The IF and Vlookup functions can also be combined to set up a formula to find goods information for blank lines of import and export parties. The IF function will help the file look cleaner and neater, without #NA errors appearing.

Formula: =IF($G10=””,””,VLOOKUP($G10,'Material code'!$B:$D,2,0)

Step 3: Import - export - inventory report

This is a report that helps businesses have an overview of beginning and ending balance; Import/export volume during the period according to each material code. The report includes information: Material code, material name, amount in cash, quantity, input balance during the period and balance at the end of the period. Reports are automatically generated from input and output table data. In the amount column, the amount of import and export in the period, businesses can use the Sumif row to summarize data from the import and export table.

The Sumif function is a function that calculates sums with given conditions, playing an important role in materials management using Excel. The Sumif function will help calculate the total number of imports and exports of the product code from a list of many different imports and exports.

Formula: =SUMIF('Import and export'!$G$7:$G$5003,'Import and export exist'!$A5,'Import and export'!$J$7:$J$5003)

3. Suggest some formulas used in materials warehouse management files using Excel

To easily and accurately create a materials warehouse management file using Excel, businesses can refer to some popular formulas below:

4. Some limitations when managing material warehouse using Excel

Although Excel is a very popular tool, using Excel material warehouse management files still has many limitations as follows:

4.1 Security is not high

One of the biggest risks when managing material warehouses with Excel is low security and risks to data safety. All data entered is saved on a device. In case there is a sudden power outage or the computer is damaged, viruses can lead to interrupted work, or worse, complete loss of data.

4.2 Lack of synchronization

Storing in Excel can lead to difficulty in retrieval when needing to perform monthly financial reports and year-end reports. In many cases, the amount of data is too large, businesses have to review documents, data, and books from the beginning. This is very time consuming and sometimes leads to missing or lost data.

4.3 Requires high expertise

For those who have no experience working with Excel files, understanding and manipulating the function will be quite difficult. When managing complex operations with large quantities of materials, managers must have highly specialized skills.

5. Use 1C:Company Management software to manage material warehouse

To solve the difficulties and limitations of managing material warehouses with Excel, businesses can completely apply supporting software. Developed on a modern technology platform, 1C:Company Management solution provides powerful features to manage material warehouses safely and effectively, overcoming problems that are difficult to find in Excel files. can do. All features of the solution are suitable and can be customized according to the specific requirements of each organization and business to ensure the most convenience for users.

Especially compared to managing material warehouses with Excel, 1C:Company Management has higher security, data is also synchronized for easy retrieval and processing. Below are the outstanding features of the software:

• Allows calculating the cost of materials: The software allows businesses to easily calculate the cost of materials automatically, helping to update information on reports faster and more accurately.
• Set inventory limits: This feature of the software allows managers to set maximum and minimum inventory levels. From there, businesses can limit waste, excess materials, capital stagnation as well as reduce the risk of running out of goods.
• Management of material information in the warehouse: 1C:Company Management solution allows full storage of data related to goods such as characteristics, product lines, series, etc. The software also allows for diverse uses. units of measurement so that businesses can reserve inventory. This makes it easier for businesses to import and export goods.
• Creating warehouse documents: The software has the ability to create documents such as export of materials, warehouse slips, inventory, transfer of materials, etc. All are stored on the system to help the retrieval and storage process. Quick processing.
• Separating warehouse transactions and financial transactions: Separating types of transactions helps managers more easily control the amount of goods as well as the financial situation of the warehouse.

Thus, the article on 1C Vietnam has suggested some file samples for material warehouse management using Excel . In addition, businesses can apply more modern solutions such as 1C:Company Management software with powerful features necessary for material warehouse management. Contact 1C Vietnam immediately to get advice on suitable solutions for your business.