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Spreadsheet for doing stocktake

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  1. #1
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    Spreadsheet for doing stocktake

    Hi all,

    I’m trying to create a spreadsheet that I can use to complete my stocktakes.

    I'm hoping someone can give me advice in regards to what formulas I need to learn etc. I can do a few basic things in excel but my knowledge isn't currently at the level where I can create what I'm trying to on my own.

    What I’m trying to achieve is being able to scan a barcode, it matches it with a model number and description, and outputs a page giving me the totals for each product.

    For example

    Barcode 12121212 = product code: “AAAA” and description “item a”
    Barcode 34343434 = product code: “BBBB” and description “item b”

    If I scan 12121212 3 times and scan 34343434 6 times it will give me a result of

    AAAA | Item a | 3
    BBBB | Item b | 6

    I’d like the result to be sorted by the product code in alphabetical order.

    I figure I’ll need 3 sheets –
    1 with all the data: x barcode = y product = z description
    1 where I use a barcode scanner to scan all the products
    1 which will output the final information

    As identical products aren't all grouped together I can't enter a total quantity for each item in one go. I need it to count how many times I have scanned it.

    If anyone can point me in the right direction it would be much appreciated!

  2. #2
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    Re: Spreadsheet for doing stocktake

    G'day Marc,

    The approach you suggest is pretty much spot on except for the sheet capturing the stocktake scan. How will this data be captured? I assume you have a scanner which will input the code onto a spreadsheet. I have a few questions:
    My main concern is that Excel has a finite number of rows, so you don't want to use one row for each scan.

    Is it possible to scan a doodlebug, count how many on the shelf, and key the quantity?
    Does your scanner software write to a new row every time?
    Are you scanning directly to your computer (ie your Excel worksheet) or is the information being stored in the scanner and then downloaded?

    Please let us know a little more about your processes.

    Regards, David

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  3. #3
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    Re: Spreadsheet for doing stocktake

    Hi David, thanks for your reply!

    The number of rows in Excel won't be an issue, there wouldn't be more than a few thousand items.

    I have a barcode scanner which I would attach to my laptop. Eventually I will get a tablet to replace the laptop and make it more portable.

    When I scan a barcode it places each one on a new line. Hence I can easily produce a list of all the barcodes but I'm not sure what formulas I need to look at to convert that barcode into a product code and description and compile the results in an easier to read format.

    At the moment I do this stocktake manually - I print out an inventory listing and tick them all off. The problem with this is it is very time consuming and can be inaccurate if the wrong product is ticket off. I'm hoping I can scan the items and have the spreadsheet compile them into a list, sorted by the product code so I can compare it side by side with my inventory listing and just identify any variances.

    I don't want to bite off more than I can chew at the moment, but my POS software also has the ability to export the inventory on hand to an excel document. In the future I would look at the possibility of importing this information into the spreadsheet and have it automatically make a list of the variances.

    Cheers
    Marc
    Last edited by marc_au; 12-06-2013 at 05:50 AM. Reason: additional information

  4. #4
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    Re: Spreadsheet for doing stocktake

    Hello Marc,

    I have attached a simple example of what you can do. Basically, the Stock List is also being used to give you the Inventory.

    The formula in column D is =COUNTIF(scan, A2)- this is because I have a "Named Range" on Column A of the Scan Input sheet. If you want to avoid that complication, it could just as easily be =COUNTIF('Scan Input'!A1:A100000,A2) (allowing for a maximum of 100,000 items).

    Marc_au Stocktake.xlsm

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