The Warehouse Manager Template is a simple and practical tool designed for small and medium-sized warehouses.
It helps you record daily stock movements, track receipts and issues, maintain basic inventory visibility,
and generate essential lists without using a WMS or complex software.
This guide explains how to use the template step by step.
1. What This Template Is Designed For
The Warehouse Manager Template supports:
- daily stock movement recording
- receipts and put-away
- shipments and picking
- adjustments (damaged items, corrections)
- basic inventory control
- simple reporting
- exporting data as CSV for use in other tools
It is ideal for warehouses that operate with spreadsheets and need structure, clarity, and consistency.
2. Template Structure
The file typically contains the following sheets:
2.1. Dashboard (optional)
A quick overview of total receipts, issues, and current stock.
2.2. Product List
Contains product codes, names, units of measure, and other attributes used in daily operations.
2.3. Stock Movements
The main operational sheet where you record:
- date
- product code
- product name
- quantities IN
- quantities OUT
- reference document (PO, SO, adjustment)
- notes
2.4. Inventory View
A calculated overview showing estimated on-hand stock based on recorded movements.
2.5. Support Tables (optional)
Lists for suppliers, clients, locations, or other master data.
Each sheet plays a specific role in maintaining clean and accurate warehouse data.
3. How to Record Daily Operations
Receipts (IN Movements)
Enter each goods receipt as a new line:
- select product
- add quantity
- add reference (e.g., PO number)
- leave OUT field empty
Issues / Picking (OUT Movements)
Enter each outgoing movement:
- select product
- add quantity
- add reference (e.g., SO number)
- leave IN field empty
Adjustments
For corrections or damaged stock:
- use either IN or OUT
- specify reason in Notes
All movements must be recorded as individual lines.
4. Viewing Current Stock
The Inventory View sheet updates automatically based on:
Current Stock = Total IN – Total OUT
This provides a simple, real-time estimation of available stock without needing a WMS.
5. Exporting Data for Other Tools
The template allows quick export of CSV files for use in:
- reporting tools
- BI dashboards
- Warehouse Digital Tools on this website
- Stock Movement Template
- product-level analysis (ABC, turnover, etc.)
Export steps:
- Select the sheet
- Save as CSV
- Import into your selected tool
CSV format ensures compatibility with any system.
6. Best Practices for Using This Template
- Keep product codes consistent across all sheets
- Record movements immediately after each operation
- Use filters to validate entries
- Review stock differences weekly
- Protect formula cells to prevent accidental modification
- Archive the file monthly or quarterly to maintain performance
Consistent usage leads to highly reliable warehouse data.
FAQ – Warehouse Manager Template
Do I need Excel or can I use another application?
You can use Excel, LibreOffice, Google Sheets, or any compatible spreadsheet tool.
Is this template a WMS?
No. It is a lightweight structure for managing daily movements and inventory visibility.
Can multiple users work on the same file?
Yes, if stored on a shared drive, but version control is required to avoid conflicts.
Can I calculate safety stock using the data inside the template?
Yes. Use total consumption data and import it into the Safety Stock Calculator.
Can I import the data into other applications?
Yes. All sheets can be exported as CSV for use in other tools or reporting systems.
Related Tools and Resources
These tools support and extend the functionality of the Warehouse Manager Template.