Step 1
Setup
Starting fresh or continuing from a previous cycle?
First time
New inventory
Create a workspace, download the item template, and set up your inventory from scratch.
Returning
New cycle
Load your workspace code or re-upload your master file to start another inventory round.
Step 2
Min/max thresholds
Set one reorder period for all items, then set a min and max per item. Returning users can update items before starting the new cycle.
| Item | Department | Min | Max |
|---|
Step 3
Current counts
Name this cycle, then enter counts directly or re-upload the tracking sheet.
| Item | Min | Max | Current count |
|---|
Step 4
Review & adjust
Adjust any quantity before generating the final report.
| Item | Count | Recommended | Adjusted qty | Status |
|---|
Formula
Recommended Qty = Max − Current Count, only when Current Count ≤ Min.
Otherwise, Recommended Qty = 0.
Otherwise, Recommended Qty = 0.
Step 5
Final order & pricing
Grouped by Purchasing From, with subtotals and a grand total.
Grand total
$0.00