Instruction Manual Inventory Control
Instruction Manual Inventory Control
Instruction Manual Inventory Control
INVENTORY CONTROL
Instructions
It is important to clarify that the entry of new products to the database, as well as
the elimination and movements of quantities in the inventory, should be done ONLY
from the INVENTORY CONTROL sheet.
1. To enter new PRODUCTS into
inventory:
First, note that at the bottom of the INVENTORY CONTROL sheet, we have a
summary of all the products we have in our inventory where you can see the code
of each, the name, a description and the number of available units.
2. Add products
To start, we must enter the products that we will manage from the inventory; To
do this, we go to the lower right corner of the sheet INVENTORY CONTROL
where we will find the button ADD PRODUCTS
With this button, a dialogue sale with the following data is opened:
oPRODUCT CODE: This field corresponds to the product identification code and is
unique to each Product.
NOTE: This code is generated automatically.
oPRODUCT NAME: In this field you must type the name of the product.
oPRODUCT DESCRIPTION: In this field you must type a description or the characteristics
of the product so that you can differentiate it from the others.
Now we will see that in the product summary, we already have the one that we
just entered as well as we have a new sheet in our book whose name is the
product code. In this sheet is where all movements of inputs and outputs of units
of the product will be recorded
3. Movement record
Now we must enter the Initial Balance in inventory for the products; To do this, we
place ourselves at the top of the page, specifically in cell C7, where we must select
the product code to which we want to register the Initial Balance from the drop-
down list.
When selecting the code, in the fields on the right, the information of the Product
Name is refreshed, the Units Available in the Inventory according to the movements
of entries and exits that we record in the Inventory.
Because the product with code 1 has just been entered, the data of Units and Unit
Price in Inventory are 0; so we are going to enter the Initial Balance of this product.
NOTE: The first record of each product must be the INITIAL BALANCE. For this we are
located in cell D10 where we can choose all the types of movements that can be
given for a product in the inventory, in this case we must choose the Initial Balance
option
Then the following fields must be completed:
DATE (Required Field): Corresponds to the date on which the movement is made.
NAME OF EMPLOYEE (Optional Field): Corresponds to the name of the employee who performs the
movement.
UNITS (Required Field): Corresponds to the number of sheets that will be registered in the inventory,
this field will be calculated automatically once the boxes of type of units and quantity thereof are filled
out.
DESCRIPTION: (Optional Field): A brief description of the movement affecting the inventory can be
given.
NOTE: If all mandatory fields are not filled in, the system does not allow recording the movement
Registration of units.
According to the type of units, reams, rolls, boxes, envelopes or sheets the
system will calculate the number of sheets that will be registered by the
movement in order to have uniformity with the withdrawals and additions that
the product will have.
Finally we click on the record movement button and we will see that in the summary
table of the total inventory, it already indicates the quantity for the product entered.
Now that you have entered the initial balance of the product, you can register the
other movements of adding and withdrawing
4. Delete products
To remove a product, we go to the lower
right corner of the CONTROL
INVENTORY sheet where we will find the
DELETE PRODUCTS button.
With this button a window opens where the product code will be chosen and
automatically show the name and description of the product to be deleted, once
the product is selected, the product deletion button is pressed, then a new
window is opened to confirm the elimination of the product.
If no product code is entered, the system will show a warning that you have not
selected any product. If the product code is correctly entered, the product will
be eliminated.
5. Review the movements made with the
products.
To see the movements made with each of the products you must know the product
code, since this is the same name of the sheet that contains the product information,
to review it, you must go to the sheet with the code number .
By positioning on the sheet you can see the basic data of the product, the number of
units available, as well as the movements made, the date on which the type of
movement was made by the employee who made it, and the inputs and outputs to
inventory .
BOND, MAULE, KIMBERLY
Distribution of Cargue 1
PROPALCOTE, COPIAS,
inventory OFFSET
PAPEL AUTOCOPIATIVO,
QUIMICO
INVENTARIO Cargue 2
CARTULINA, PERGAMINO
PAPELES FINOS
Cargue 3
SOBRES
THANK YOU