Plantilla Excel para Control de Stock
Plantilla Excel para Control de Stock
The Excel template for stock control involves the following steps: First, in the 'Productos' sheet, enter product information with a unique code and specify the category. Second, in the 'Kardex' sheet, record all movements detailing the date, type of movement, document, product code, and quantity. If the movement is an exit, do not enter the cost as the template calculates the weighted average cost. Finally, update the 'Saldo de Stock' sheet by right-clicking on the pivot table and selecting 'Actualizar' to view the stock balance of each product .
Specifying the date and type of movement in the 'Kardex' sheet is crucial for inventory control as it allows for precise tracking and auditing of stock changes. This chronological documentation enables users to identify patterns in inventory turnover, anticipate inventory needs, and ensure compliance with reporting requirements by maintaining an accountable trail of stock movements .
The stock control template offers features for error handling and troubleshooting, including an option to 'Actualizar' the stock balance using a pivot table, and a support link for guidance on using, adapting, or correcting errors within the template. This ensures users have resources for resolving issues and maintaining accurate records .
Using a unique product code for inventory management enhances data integrity by ensuring each product is distinctly identified, which prevents errors such as duplication or misallocation of stock entries. This unique identification helps maintain accurate stock records, facilitates category-specific tracking, and simplifies the retrieval of product information .
The stock control template manages and reports detailed stock data movements through the 'Kardex' sheet, where all movements are recorded. Each movement is specified with a date, movement type, document number, product code, and quantity. The 'Reporte Detallado de Stock Data' section consolidates movements to provide an accumulated total cost and quantity, thus enabling users to track inventory changes effectively .
The 'Reporte Detallado de Stock Data' provides a summary of stock activities by consolidating the quantity and cost of stock transactions over a period. For instance, cumulative totals show 16.0 for both the quantity and cost value of 1,025.9 €, indicating active inventory movements. This report aids in identifying trends, financial impacts, and discrepancies within inventory activities .
To update the stock balance in the 'Saldo de Stock' sheet, users need to position themselves on the pivot table within the sheet, right-click, and then select 'Actualizar'. This action refreshes the data, reflecting any new entries or changes in stock levels in the summarized output .
The stock control template assists in calculating the total stock cost by using the weighted average cost method, where entries reflecting purchases add to the stock level and average cost, and exits automatically apply this calculated cost. This approach ensures an updated calculation of both the total stock cost and unit price, providing a comprehensive view of inventory valuation .
In the stock control system, products are categorized by unique codes and categorized under labels such as 'LNP MALABO', 'LNP LUBA', 'LNP BATA', 'LNP EVINAYONG', 'LNP MONGOMO', and 'LNP EBIBEYIN'. These descriptions correlate with various military and geographical locations. This categorization helps facilitate better inventory management by organizing products based on distinct identifiers and specific attributes .
The average weighted cost method in the stock control template is used by not requiring users to enter costs manually for movements classified as 'salida' (outgoing). Instead, the template calculates it automatically based on previous stock movements, maintaining an ongoing average cost per unit as entries and exits are updated in the system .