Inventory Track and Management Software in Excel VBA (Version 2)

Software Download

Free download the Inventory Tracking and Management Excel VBA software from below download button.

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Key Features

Effective Recording of Stock In and Out (Purchase and Sales).
Auto Update Stock Balance
Overview of Purchase, Sales, Stock and Gross Profit Values
Transaction Editing and Deleting Option
Category Wise Transaction View
Export the Transaction and Stock in Excel Sheet
Import the Item Master data from Excel Sheet

Step By Step Setup and Operating Guideline

To effectively set up and operate the template, follow below steps.

File Set Up (First time Only)

Download the Excel workbook from the link given below.
Extract or unzip the downloaded folder.
Right Click on the Excel workbook inside the extracted folder and click on properties.
Click on Unblock Option (located at bottom of properties window).
Click on Apply and Ok.

Operating Instructions

Open the Excel workbook.
Click on “Open Inventory Management Software” Button.
Click on “Item Master” and add the inventory item name, their purchase price per unit (PPPU) and selling price per unit (SPPU). If you have the item details already in a Excel sheet, you can import it there by using the “Import from Excel” button. Note that the item details are in 4 columns (A,B,C,D) in the sequence of SN, Item Name, PPPU, SPPU and is in the first sheet of the workbook.
To update (edit) a record in item master, double click on a record to update, make editing ten click on the “Update” button.
To delete a record in item master, click on a record to delete, then click on delete button.
Close the Item master window, the item list will populate in stock balance section.
Start recording the stock in and out (purchase and sales) when the transaction is made in the transactions section. The date field will auto pick the today’s date. To enter back dated transaction, pick up the date by clicking on the calendar logo. The price will be auto fetched based on the transaction type (Stock In or Stock Out).
Click on Add button to add the transaction.
To modify or delete a record, use the update and delete buttons. For updating, double click on a record to update and for deleting, single click on a record to delete.
In the transaction section, by default, the displayed records are for the today’s date only. To view the records for a specific date range, update the from and to date values by using the calendar icon, then click on the “Refresh” button.
To view category wise transactions (In, Out or Both), click on the All, Stock In or Stock Out option buttons.
To export the transactions displayed, click on the “Export to Excel” button located at transactions section.
To export the closing stock details, click on the “Export to Excel” button located at closing stock section.
To search for a specific item in stock balance section, type few words of the item name in search bar and click on “Show” button. To view all items, clear the search bar and click on “Show” button again.
When any new record is added, deleted or updated in the software, it will be automatically saved in the workbook.