Basic inventory management in MS Excel
Create a simple inventory management template using spreadsheets, ideal for small businesses.
Course Type
E-learning
Length
3 hours +
What you’ll achieve
When you've completed this course, you will understand how to:
- Design a functional inventory management system using spreadsheets.
- Record and organise inventory transactions efficiently.
- Automate inventory valuation and manage reordering processes.
- Use Excel functions like VLOOKUP, SUM-IF, and logic tests for data analysis.
- Format and customise inventory templates for professional use.
About this course
This course focuses on creating a simple inventory management template using spreadsheets, ideal for small businesses. It covers inventory tracking, valuation, and reordering processes, teaching practical spreadsheet techniques like data validation, VLOOKUP, and conditional formatting to design a comprehensive inventory management system.
Small business owners managing inventory; accountants and bookkeepers looking to streamline inventory tracking; students learning spreadsheet-based inventory systems; professionals seeking to improve Excel proficiency for inventory management.
Overview
E-learning |
|
3 hours + |
|
Excel |
Syllabus
The course covers the following areas:
- Introduction to Inventory Management Template
- Preparing the Inventory Transactions Sheet
- Creating the Inventory Summary Sheet
- Designing a Customised Template
- Practical Application and Testing.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.