Template Version: 1.0 | Purpose: Inventory Control | Template Type: To-Do List

Excel Template for Inventory Control - To-Do List (Template Version)

School Names and Structure Overview

The template consists of four main worksheets designed to work cohesively:

• 1. Main Inventory To-Do List: The central hub for all inventory-related tasks.
• 2. Inventory Master Data: A reference table containing product codes, descriptions, categories, and standard reorder points.
• 3. Daily/Weekly Task Dashboard: A visual summary of pending actions, due dates, and priority levels.
• 4. Inventory Status Reports: Automated reports summarizing stock levels by category and recent activities.

Table Structures and Columns (Main Inventory To-Do List)

The primary table is located on the Main Inventory To-Do List sheet, structured with the following columns:

Formulas Required

The template leverages several Excel formulas to maintain automation and data integrity:

• Task ID Auto-Generation: =CONCATENATE("INV-T", TEXT(COUNTA(A:A)+1,"000")) – Generates unique Task IDs incrementally.
• Status Indicator Color Logic: Uses nested IFs with conditional formatting (see below).
• Stock Alert Formula: =IF(Current Stock Level <= Reorder Point, "REORDER REQUIRED", "OK")
• Due Date Reminder: =IF(Due Date-TODAY()<=3, "URGENT", IF(Due Date-TODAY()<=7, "ACTION SOON", "")) – Flags tasks due within 3 or 7 days.
• Dynamic Category Filter: Uses SUMIFS, COUNTIFS, and FILTER functions (Excel 365) to summarize data by category.
• Pivot Table Integration: Data in the Main To-Do List feeds into pivot tables for dashboard reporting.

Conditional Formatting Rules

To enhance readability and prioritize critical items, the following conditional formatting rules are applied:

• Overdue Tasks: If Due Date < TODAY(), highlight cell red with white text.
• High Priority + Near Due Date: If Priority is "High" and Due Date within 3 days, use orange background.
• Stock Alert: When Current Stock Level ≤ Reorder Point, highlight row yellow for visual warning.
• Status Colors: Use color coding: Red = Delayed, Yellow = In Progress, Green = Completed.

User Instructions

1. Download & Open: Save the template as a new file with your company name (e.g., "ABC_Company_Inventory_Todo_Template.xlsx").
2. Add New Tasks: Click any row below the header and fill out all fields. Use dropdowns for Category, Status, Priority, and Task Type to maintain consistency.
3. Update Stock Levels: Refresh Current Stock Level after physical counts or after receiving shipments.
4. Maintain Master Data: Edit the Inventory Master Data sheet with accurate Reorder Points and descriptions.
5. Schedule Reviews: Run the dashboard monthly for strategic inventory planning.
6. Pivot & Report: Use data from "Daily/Weekly Task Dashboard" to create team reports or share with management.

Example Rows (Main Inventory To-Do List)

Recommended Charts and Dashboards (Daily/Weekly Task Dashboard)

The Daily/Weekly Task Dashboard includes the following visualizations:

• Pie Chart: Distribution of tasks by Category – identifies which inventory types need the most attention.
• Bar Chart (Stacked): Tasks by Status and Priority – shows workload distribution and bottlenecks.
• Gantt Chart (Optional): Visual timeline of due dates using conditional formatting or Power Query integration for advanced users.
• KPIs: Display live counts: Total Tasks, Completed Tasks, Overdue Tasks, High Priority Items.

Conclusion

This Inventory Control To-Do List Template Version combines operational task management with robust inventory tracking. By integrating standardized data entry, smart formulas, and visual dashboards, it enables teams to proactively manage stock levels while maintaining accountability through clear task ownership and timelines. Ideal for small to mid-sized businesses aiming for efficient inventory workflows.