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What Is an Inventory Document?

Inventory spreadsheet or checklist documents are very useful for recording all of the holdings in your company. Its purpose is to help you keep track of all the materials or equipment that you use for different operations and where it all goes. Most professions such as ones tied to accounting benefit greatly from this type of document as it can help make certain tasks like budget adjustment much easier.

How to Create Inventory Template in Numbers

1. Use an Inventory Template

If you don't want to start from scratch, then you can always use a template to speed up the creation process. Start by opening up Apple Numbers so that you'll be directed straight to the template chooser. If the template chooser doesn't appear, then simply hold down the Option key and choose File then New. From there, you should be able to go through the list of available inventory spreadsheet or checklist templates with ease until you find the one you want to use.

2. Know What the Document Is Supposed to Cover

Each type of inventory document covers different things. For example, one is made specifically for keeping track of data while another is meant for knowing what products are in stock or are ready for dispatch. Knowing what to make will tell you everything from what kind of layout it should have to what information the document must display. You can check out samples of inventory documents so that you'll have an idea as to how you should go about in making yours.

3. Make the Table

You'll need to make the table or tables that the document will need to properly show all the information it needs to share. There is a table option within Apple Numbers where you can choose the allows you to pick the ones you want to use. Know that once you've inserted it into the page, you can always edit the number of rows and columns whenever you wish to do so.

4. Provide the Details

Within the table you've made, you'll want to point out exactly what details your inventory document is supposed to cover. What you put in here will depend on the type of inventory document you're making. For example, one made for keeping track of a company's product stocks will require item descriptions, the quantity, their product numbers and unit prices. Basically, all you have to do is to know what the reader will want to see when going through the document so that you'll know what to include.

5. Have Spaces for Name, Signature, and Date

Lastly, you'll want to place a few spaces at the bottom where you can place your name, signature, and date. This is very important as it will be used to confirm who is responsible for doing inventory and when it was done. When typing in the date, be sure to include the month, day, and year. Also, don't forget to include your first name, last name, and middle name or initial as you want the reader to know exactly who you are.

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