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How to properly keep stock records in excel. Warehouse accounting in Excel - simplicity available to everyone

Privacy agreement

and processing of personal data

1. General Provisions

1.1. This agreement on confidentiality and processing of personal data (hereinafter referred to as the Agreement) is freely accepted and of its own free will, applies to all information that LLC "Inseils Rus" and / or its affiliates, including all persons belonging to the same group with LLC "Insails Rus" (including LLC "EKAM service"), can receive information about the User during the use of any of the sites, services, services, computer programs, products or services of LLC "Insails Rus" (hereinafter referred to as the Services) and the course of execution of any agreements and contracts with the User by Insales Rus LLC. The User's consent to the Agreement, expressed by him within the framework of relations with one of the listed persons, applies to all other listed persons.

1.2 Use of the Services means the User agrees with this Agreement and the terms and conditions specified therein; in case of disagreement with these conditions, the User must refrain from using the Services.

"Insails"- Limited Liability Company "Inseils Rus", OGRN 1117746506514, INN 7714843760, KPP 771401001, registered at the address: 125319, Moscow, Akademika Ilyushin st., 4, building 1, office 11 (hereinafter - "Insales" ), on the one hand, and

"User" -

or an individual who has legal capacity and is recognized as a participant in civil relations in accordance with the legislation of the Russian Federation;

or a legal entity registered in accordance with the legislation of the state of which such a person is a resident;

or an individual entrepreneur registered in accordance with the legislation of the state of which such a person is a resident;

which has accepted the terms of this Agreement.

1.4 For the purposes of this Agreement, the Parties have determined that confidential information is information of any nature (production, technical, economic, organizational and others), including the results of intellectual activity, as well as information about the methods of carrying out professional activities (including, but not limited to: information about products, works and services; information about technologies and research projects; information about technical systems and equipment, including software elements; business forecasts and information about prospective purchases; requirements and specifications of specific partners and potential partners; information, related to intellectual property, as well as plans and technologies related to all of the above) communicated by one party to the other in writing and / or electronic form, explicitly designated by the Party as its confidential information.

1.5. The purpose of this Agreement is to protect confidential information that the Parties will exchange during negotiations, concluding contracts and fulfilling obligations, as well as any other interaction (including, but not limited to, consulting, requesting and providing information, and performing other instructions).

2. Obligations of the Parties

2.1. The Parties agree to keep secret all confidential information received by one Party from the other Party during the interaction of the Parties, not to disclose, disclose, make public or otherwise provide such information to any third party without the prior written permission of the other Party, with the exception of cases specified in the current legislation, when the provision of such information is the responsibility of the Parties.

2.2. Each of the Parties will take all necessary measures to protect confidential information at least using the same measures that the Party applies to protect its own confidential information. Access to confidential information is provided only to those employees of each of the Parties who reasonably need it to perform their official duties for the implementation of this Agreement.

2.3. The obligation to keep confidential information in secret is valid within the term of this Agreement, the license agreement for computer programs dated 01.12.2016, the agreement of accession to the license agreement for computer programs, agency and other agreements and for five years after termination their actions, unless the Parties separately agree otherwise.

(a) if the information provided has become publicly available without violating the obligations of one of the Parties;

(b) if the information provided has become known to the Party as a result of its own research, systematic observations or other activities carried out without the use of confidential information received from the other Party;

(c) if the information provided is lawfully obtained from a third party without an obligation to keep it secret until it is provided by one of the Parties;

(d) if the information is provided at the written request of a state authority, other state authority, or local self-government body in order to perform their functions and its disclosure to these authorities is mandatory for the Party. In this case, the Party must immediately notify the other Party of the received request;

(e) if the information is provided to a third party with the consent of the Party, the information about which is being transferred.

2.5. Insales does not verify the accuracy of the information provided by the User, and is unable to assess his legal capacity.

2.6. The information that the User provides to Inseils when registering in the Services is not personal data, as they are defined in the Federal Law of the Russian Federation No. 152-ФЗ dated 07/27/2006. "About personal data".

2.7 Insales reserves the right to amend this Agreement. When changes are made in the current edition, the date of the last update is indicated. The new version of the Agreement comes into force from the moment it is posted, unless otherwise provided by the new version of the Agreement.

2.8. By accepting this Agreement, the User realizes and agrees that Inseils can send the User personalized messages and information (including but not limited to) to improve the quality of the Services, to develop new products, to create and send personal offers to the User, to inform the User about changes in Tariff plans and updates, to send the User marketing materials related to the Services, to protect the Services and Users and for other purposes.

The user has the right to refuse to receive the above information by notifying this in writing to the email address of Inseils -.

2.9. By accepting this Agreement, the User understands and agrees that the Inseils Services may use cookies, counters, other technologies to ensure the performance of the Services in general or their individual functions in particular, and the User has no claims against Inseils in this regard.

2.10 The user is aware that the equipment and software used by him to visit sites on the Internet may have the function of prohibiting operations with cookies (for any sites or for certain sites), as well as deleting previously received cookies.

Insails has the right to establish that the provision of a certain Service is possible only provided that the acceptance and receipt of cookies is permitted by the User.

2.11. The user is solely responsible for the security of the means chosen by him to access the account, and also independently ensures their confidentiality. The User is solely responsible for all actions (as well as their consequences) within or using the Services under the User's account, including cases of voluntary transfer by the User of data to access the User's account to third parties on any terms (including under contracts or agreements) ... At the same time, all actions within or using the Services under the User's account are considered to have been performed by the User himself, except for cases when the User has notified Inseils about unauthorized access to the Services using the User's account and / or about any violation (suspicions of violation) of the confidentiality of his account access means.

2.12 The User is obliged to immediately notify Insails about any case of unauthorized (not authorized by the User) access to the Services using the User's account and / or about any violation (suspicion of violation) of the confidentiality of his account access means. For security reasons, the User is obliged to independently carry out a safe shutdown under his account at the end of each session of work with the Services. Insales is not responsible for possible loss or damage to data, as well as other consequences of any nature that may occur due to violation by the User of the provisions of this part of the Agreement.

3.Responsibility of the Parties

3.1. A Party that has violated the obligations stipulated by the Agreement regarding the protection of confidential information transferred under the Agreement is obliged to compensate, at the request of the affected Party, for real damage caused by such a violation of the terms of the Agreement in accordance with the current legislation of the Russian Federation.

3.2. Compensation for damage does not terminate the obligations of the offending Party to properly fulfill its obligations under the Agreement.

4.Other provisions

4.1. All notices, inquiries, requirements and other correspondence under this Agreement, including those that include confidential information, must be made in writing and handed in personally or through a courier, or sent by e-mail to the addresses specified in the license agreement for computer programs of 12/01/2016, the agreement of accession to the license agreement for computer programs and in this Agreement or other addresses that may be further indicated in writing by the Party.

4.2 If one or more provisions (conditions) of this Agreement are or become invalid, then this cannot serve as a reason for the termination of other provisions (conditions).

4.3 The law of the Russian Federation shall apply to this Agreement and the relationship between the User and Insales arising in connection with the application of the Agreement.

4.3. All suggestions or questions regarding this Agreement, the User has the right to send to the Inseils User Support Service or to the postal address: 107078, Moscow, st. Novoryazanskaya, 18, str. 11-12 Business center "Stendhal" LLC "Inseils Rus".

Date of publication: 01.12.2016

Full name in Russian:

Limited Liability Company "Insales Rus"

Abbreviated name in Russian:

LLC "Insales Rus"

Name in English:

InSales Rus Limited Liability Company (InSales Rus LLC)

Legal address:

125319, Moscow, st. Academician Ilyushin, 4, building 1, office 11

Mailing address:

107078, Moscow, st. Novoryazanskaya, 18, p. 11-12, BC "Stendhal"

INN: 7714843760 Checkpoint: 771401001

Bank details:

It is customary for any trade organization to keep records of how sales are going, what and when to order from suppliers, how long the available product will last, which product is in the greatest demand, etc. Today, there are a huge number of different specialized tools and programs for maintaining such records.

But, despite this, most entrepreneurs prefer to keep inventory records in Excel. At the initial stage, this is the most affordable and convenient solution, because using Excel spreadsheets, you can create various forms of documents, keep statistics on sales or the movement of goods in the warehouse, generate reports or track data on inventory sheets. The calculation of all results is also carried out directly in the Excel table using special formulas, they are set by the user independently.

To maintain warehouse accounting in Excel, 2-3 main sheets will be enough: "Arrival" (accounting for goods arriving at the warehouse), "Consumption" (accounting for goods left from the warehouse) and, if necessary, "Current state" (goods that are in stock at the moment). On each sheet, you need to create headers and you can start making entries for further accounting.

"Super warehouse".

This is undoubtedly the best software for inventory control. The advantages of the program include a simple user interface and ease of learning. The program allows you to keep a full accounting of goods and money from a kiosk to a large wholesale base. For users who value mobility there is a version created using portable application technology.

Warehouse in Excel 7.7.3

The program in this version can be installed both on the hard disk of a computer and on a removable medium (USB-flash, etc.) and freely move from computer to computer.

"V V S: Office - Warehouse - Shop".

It is a simple, reliable and flexible program for the automation of trade, warehouse and production. Easy to deploy, the program requires a minimum of effort to implement, and has an affordable price. A free trial version is available.

"Warehouse accounting of goods".

The program is designed to conduct operational warehouse accounting. The program allows you to track the balances of goods and materials in the warehouse and receive reports on the balances for any date. Inventory accounting is based on keeping inventory records.

"Info-Enterprise: Trade Warehouse".

The program "IP: Trade Warehouse" is included in the Info-Enterprise program system. "IP: Trade Warehouse" allows you to easily and conveniently automate warehouse accounting at a trade enterprise. Among the users of our program are wholesale and retail trade enterprises, chain stores, wholesale depots. Despite its trade orientation, "IP: Trade Warehouse" allows you to keep records of materials, finished products, MBP, i.e. the program can be used wherever inventory management is required.

FOLIO-WinWarehouse. Version 4.xx (local).

As in other FOLIO programs, no special knowledge is required to work, except for familiarity with MS Windows.

"Warehouse +".

Warehouse accounting "Warehouse +" is a very simple and convenient program that has the most necessary capabilities. Formation of incoming and outgoing documents. Print invoice, invoice, invoice and credit slip. Calculation of three sales prices with specified coefficients relative to the purchase price, followed by the possibility of choosing one of these prices to form sales prices for a specific buyer.

"1C: Accounting 8".

"1C: Accounting 8" is a universal mass-use program for automating accounting and tax accounting, including the preparation of mandatory (regulated) reporting. This is a ready-made solution for keeping records in organizations carrying out any types of commercial activity: wholesale and retail trade, commission trade (including sub-commission), provision of services, production, etc.

In addition, with the help of "1C: Accounting 8" individual entrepreneurs who use a simplified taxation system or a general taxation regime can keep records.

"Azhur-SKLAD".

The program "Azhur-SKLAD" is designed to automate the cycle of accounting for warehouse operations.

The system includes a full cycle of accounting for all types of warehouse operations of receipt, accounting of expense transactions and preparation of analytical reports.

"Product-Money-Product".

This is a trade and warehouse program for integrated control over the activities of wholesale, retail, wholesale and retail and other trading enterprises - from a kiosk to a supermarket. The program allows you to carry out and execute all types of trade and warehouse operations, take into account funds and control settlements with customers, maintain all the necessary documentation and analyze the work of the entire enterprise.

Microinvest Warehouse Pro.

"Microinvest Warehouse Pro" is an industry solution that is an automation system for "network" retail structures (self-service stores and / or counter trade), warehouse facilities and restaurants. "Microinvest Warehouse Pro" meets all the requirements for the movement of commodity resources in the enterprise itself or in the network of enterprises associated with their commercial or production activities.

Tirika-Shop.

"Tirika-Shop" is a very simple but very powerful program for the store. It knows how to do everything, but at the same time it is so easy to use that even an inexperienced user will master it in five minutes. The program is suitable for a store of any profile: groceries, building materials, auto parts, clothing, and so on.

RM-SKLAD Warehouse accounting.

"RM-SKLAD Warehouse accounting" is a program for warehouse accounting and trade operations in an enterprise of any form of ownership. It is primarily intended for small and medium-sized businesses. The program can be used in small shops, warehouses, production for operational accounting of goods and materials.

Warehouse and trade.

"Warehouse and Trade" is a simple, reliable program for automation of trade and warehouse accounting. It allows you to easily and quickly create primary documents (invoices, invoices, invoices, contracts, etc.), control stock balances, keep records of sales and receipts of goods, make reservations, keep records of customer and supplier debts, take into account purchase prices and calculate the cost of products in production, calculate the profit and much more. The program has a wide range of options for customizing the interface.

Warehouse accounting in Excel - a program without macros and programming

Warehouse accounting in Excel is suitable for any trade or industrial organization where it is important to take into account the amount of raw materials and materials, finished products. For this purpose, the company maintains warehouse records. Large firms, as a rule, purchase ready-made solutions for electronic accounting. There are a lot of options today, for various areas of activity.

In small businesses, the movement of goods is controlled on their own. For this purpose, you can use Excel tables. The functionality of this tool is quite sufficient. Let's get acquainted with some of the possibilities and independently compose our own warehouse accounting program in Excel.

At the end of the article, you can download the program for free, which is disassembled and described here.

How to keep inventory in Excel?

Any custom-made or purchased inventory management solution will work well only if the basic rules are followed. If you neglect these principles at the beginning, then later the work will become more difficult.

  1. Fill out directories as accurately and in detail as possible. If this is a nomenclature of goods, then it is necessary to enter not only names and quantities. For correct accounting, you will need codes, articles, expiration dates (for individual industries and trade enterprises), etc.
  2. Opening balances are entered in quantitative and monetary terms. It makes sense to take an inventory before filling in the appropriate tables.
  3. Observe the chronology in registering transactions. The data on the receipt of products at the warehouse should be entered earlier than on the shipment of the goods to the buyer.
  4. Do not disdain additional information. To draw up a route sheet, the driver needs the date of shipment and the name of the customer. For accounting - payment method. Each organization has its own characteristics. A number of data entered into the warehouse accounting program in Excel will be useful for statistical reports, payroll specialists, etc.

It is impossible to unequivocally answer the question of how to keep inventory records in Excel. It is necessary to take into account the specifics of a particular enterprise, warehouse, goods. But you can deduce general recommendations:

  1. For correct inventory control in Excel, reference books need to be compiled. They can take 1-3 sheets. This is the directory "Suppliers", "Buyers", "Points of account of goods". In a small organization, where there are not many contractors, reference books are not needed. It is not necessary to draw up a list of points of accounting of goods if the company has only one warehouse and / or one store.
  2. With a relatively constant list of products, it makes sense to make the nomenclature of goods in the form of a database. Subsequently, the receipt, expense and reports should be filled out with references to the item. The "Nomenclature" sheet may contain the name of the product, product groups, product codes, units of measurement, etc.
  3. The receipt of goods at the warehouse is recorded on the "Incoming" sheet. Disposal - "Expense". The current state is "Balances" ("Reserve").
  4. Totals, the report is generated using the PivotTable tool.

So that the headings of each inventory control table do not run away, it makes sense to fix them. This is done on the "View" tab using the "Freeze Areas" button.

Now, regardless of the number of records, the user will see the column headings.

Excel spreadsheet "Inventory accounting"

Let's look at an example of how the warehouse control program in Excel should work.

Making "Directories".

For supplier data:

* The form may be different.

For customer data:

* Please note: the title bar is docked. Therefore, you can enter as much data as you like. The column names will be visible.

To audit the points of issue of goods:

We repeat once again: it makes sense to create such directories if the enterprise is large or medium-sized.

You can make a product list on a separate sheet:

In this example, we will use drop-down lists in the table for inventory control. Therefore, we need Directories and Nomenclature: we will make links to them.

The range of the "Nomenclature" table will be named: "Table1". To do this, select the table range and enter the appropriate value in the name field (opposite the formula line). You also need to assign a name: "Table2" to the range of the "Suppliers" table. This will allow you to conveniently refer to their values.

To fix the incoming and outgoing transactions, we fill in two separate sheets.

We make a hat for the "Parish":

The next step is to automate the filling of the table! It is necessary to make sure that the user chooses from a ready-made list the name of the product, supplier, accounting point. Vendor code and unit of measure should be displayed automatically. Date, invoice number, quantity and price are entered manually.

Informatics office

Excel calculates the cost.

Let's start solving the problem. First, we will format all directories as tables. This is necessary so that later you can add, change something.

Create a drop-down list for the "Name" column. Select the column (no header). Go to the Data tab - Data Validation tool.

In the "Data Type" field, select "List". An additional field "Source" appears immediately. To take the values ​​for the drop-down list from another sheet, use the function: = INDIRECT ("item! $ A $ 4: $ A $ 8").

Now, when filling in the first column of the table, you can select the name of the product from the list.

Automatically in the “Unit. rev. " the corresponding value should appear. Let's do it using the VLOOKUP and UND function (it will suppress the error resulting from the VLOOKUP function when referencing an empty cell in the first column). Formula:.

By the same principle, we make a drop-down list and autocomplete for the "Supplier" and "Code" columns.

We also form a drop-down list for the "Points of account" - where the received goods were sent. To fill in the "Cost" column, we use the multiplication formula (= price * quantity).

We form the table "Consumption of goods".

Drop-down lists are used in the columns "Name", "Point of accounting for shipment, delivery", "Buyer". Units and cost are filled in automatically using formulas.

We make a "Turnover sheet" ("Results").

We set zeros at the beginning of the period, because warehouse accounting is just beginning to be kept. If it was previously conducted, then this column will contain leftovers. Names and units of measure are taken from the product range.

Columns "Receipt" and "Shipments" are filled using the SUMIF function. The remainders are calculated using mathematical operators.

Download the warehouse accounting program (a ready-made example compiled according to the above described scheme).

So the independently compiled program is ready.



Description

Warehouse accounting in 1C programs

"1C: Trade and Warehouse 7.7" - this was the name of the program for trade and warehouse accounting. Now 1C Enterprise 7.7 is a seriously outdated software system.

"1C: Trade Management 8" replaced it, and although the word "1C Warehouse" disappeared from the name of the program, the warehouse accounting module has become much more complete and universal than in the old version of the program.

1C warehouse description:

  • manage stocks of goods in various units of measure at multiple warehouses;
  • take into account the series of goods (serial numbers, expiration dates, etc.);
  • take into account the CCD and the country of origin of the warehouse nomenclature;
  • keep separate records of own goods in the warehouse, goods received and transferred for sale;
  • detail the location of goods in the warehouse by storage location;
  • reserve warehouse balances.

Continue …

Programs

1C: Trade Management 8.

Basic version

Price - 6,700 rubles.

Jobs - 1

Legal entities - 1

Possibility of revision - no.

1C: Trade Management 8

Price - 22 600 rubles.

Workplaces - 1 + add. licenses

Possibility of revision - yes

1C: Trade Management 8 (USB)

Price - 27,300 rubles.

Workplaces - 1 + add.

Warehouse stock management using MS Excel

licenses

Legal entities - unlimited

Possibility of revision - yes

1C: Trade Management 8. Additional licenses

More about 1C licenses ...

All programs

Services

Installation and delivery

If you purchase the 1C Warehouse program in our company, then delivery and installation are free of charge.

Accounting setup.

Connection of commercial equipment

Training and consulting

The cost of work - 1 980 rubles. for an hour of work of a specialist in 1C Warehouse.

Commissioning. Modification of the system for the needs of your company

The cost of work - 1 980 rubles. for an hour of work of a specialist in 1C Warehouse.

Comprehensive automation of merchant and warehouse accounting in your company. Starting from scratch

The cost of work is determined after a preliminary survey.

Attention! Discounts!

Serious discounts for long-term works!

Make an order, indicating what you want to get in the end - and our specialists will calculate the labor costs and the cost of work.

Top 10: Warehouse management systems

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Online system for managing small business companies in trade and services. Modules: trade and warehouse, CRM, mail, SMS, tasks and calendar, employees. Allows you to maintain a full-fledged trade and warehouse accounting, work with customers and suppliers, carry out joint work of employees, control costs, calculate profit and cost. A large number of printed, editable letterhead templates and documents. All necessary reports.

MyWarehouse

Internet service for trade management, designed for the automation of small and medium-sized businesses. Allows you to manage sales and purchases, control settlements, work with the client base, keep inventory records, and print all the documents necessary for doing business.

Big Bird

Online accounting system for entrepreneurs and small businesses in the field of wholesale trade and services. It is intended for maintaining a database of counterparties, balances of goods in the warehouse, money on accounts and at the cash desk, accounting for income and expenses, analyzing the state of health of the company. Allows you to generate the necessary primary documents without the help of an accountant.

Simple and convenient accounting system for retail and warehouse, saving time and increasing business profitability. Cashier's workplace on any laptop or tablet (barcode scanner, document printing). Warehouse accounting (balances, purchases, label printing). Business control and development tools: sales for each store, optimization of stock balances, cash on hand, average check amount, marginality and net profit.

Accounting for goods in stock in Excel

The system works with EGAIS

SaaS service for store and warehouse management. Management of purchases and suppliers, stock balances, prices, sales and customers, marketing promotions, employees. There are reports, document printing, POS application for the tablet. You can run both one small store and a chain of stores.

However, when filling out incoming or outgoing documents, some values ​​still have to be hammered in by hand.

These include:

  • date of the document;
  • quantity of goods;
  • Document Number;
  • other frequently changing parameters.

Using built-in Excel tools, you can achieve automatic filling of several columns based on the data in the reference book. However, it is unlikely that it will be possible to configure this functionality on your own without deep knowledge of the program.

You can add elementary formulas yourself, for example, specify a column with the total cost of a product by multiplying the quantity by the price.

In the above way, the sheets are also formed "Income" and "Consumption". Their separate maintenance is convenient for the subsequent quick search of the required document.

Formation of the turnover sheet

You can make a turnover sheet yourself, but you have to understand some of the functions of the spreadsheet editor. Programming skills are not required here.

On a separate sheet, you can draw up information on inventory balances in order to understand the need to purchase a particular item of the assortment.

Tracking critical balances

Keeping records of goods in a store in Excel can be configured in such a way that information on the need to purchase a particular assortment item is displayed on the sheet with product balances. Next, we will consider the simplest example of how to arrange this in a spreadsheet editor.

In the proposed example, there are three locations for storing goods with an indication of the remainders in each of them. Using the IF (OR ...) function, you can set up an automatic check for compliance with the stock rate for each warehouse. The final formula will look like this:

IF (OR (C3<3;D3<3;E3<3);«Необходимо пополнение склада»;«Товара достаточно»).

Thus, if the balance falls in any storage location less than three units, the user will see a message about the need to purchase or move the goods internally. In the same way, you can monitor the reverse process - packaging with a certain nomenclature item. The formula used is very simple and can always be added to the prepared table.

This method of monitoring values ​​is applicable not only to warehouse balances. Similarly, you can analyze the following indicators:

  • volume of work performed or sales by employees;
  • increase in gross turnover or profit;
  • identification of trade downturns for certain groups of goods and other indicators.

Excel can provide entrepreneurs with a variety of analytical tools when accounting for retail sales. One of its difficulties lies in the small amount of professional training material and the need to independently compile all the formulas.

Pros of accounting for goods in the store in Excel

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Privacy agreement

and processing of personal data

1. General Provisions

1.1. This agreement on confidentiality and processing of personal data (hereinafter referred to as the Agreement) is freely accepted and of its own free will, applies to all information that LLC "Inseils Rus" and / or its affiliates, including all persons belonging to the same group with LLC "Insails Rus" (including LLC "EKAM service"), can receive information about the User during the use of any of the sites, services, services, computer programs, products or services of LLC "Insails Rus" (hereinafter referred to as the Services) and the course of execution of any agreements and contracts with the User by Insales Rus LLC. The User's consent to the Agreement, expressed by him within the framework of relations with one of the listed persons, applies to all other listed persons.

1.2 Use of the Services means the User agrees with this Agreement and the terms and conditions specified therein; in case of disagreement with these conditions, the User must refrain from using the Services.

"Insails"- Limited Liability Company "Inseils Rus", OGRN 1117746506514, INN 7714843760, KPP 771401001, registered at the address: 125319, Moscow, Akademika Ilyushin st., 4, building 1, office 11 (hereinafter - "Insales" ), on the one hand, and

"User" -

or an individual who has legal capacity and is recognized as a participant in civil relations in accordance with the legislation of the Russian Federation;

or a legal entity registered in accordance with the legislation of the state of which such a person is a resident;

or an individual entrepreneur registered in accordance with the legislation of the state of which such a person is a resident;

which has accepted the terms of this Agreement.

1.4 For the purposes of this Agreement, the Parties have determined that confidential information is information of any nature (production, technical, economic, organizational and others), including the results of intellectual activity, as well as information about the methods of carrying out professional activities (including, but not limited to: information about products, works and services; information about technologies and research projects; information about technical systems and equipment, including software elements; business forecasts and information about prospective purchases; requirements and specifications of specific partners and potential partners; information, related to intellectual property, as well as plans and technologies related to all of the above) communicated by one party to the other in writing and / or electronic form, explicitly designated by the Party as its confidential information.

1.5. The purpose of this Agreement is to protect confidential information that the Parties will exchange during negotiations, concluding contracts and fulfilling obligations, as well as any other interaction (including, but not limited to, consulting, requesting and providing information, and performing other instructions).

2. Obligations of the Parties

2.1. The Parties agree to keep secret all confidential information received by one Party from the other Party during the interaction of the Parties, not to disclose, disclose, make public or otherwise provide such information to any third party without the prior written permission of the other Party, with the exception of cases specified in the current legislation, when the provision of such information is the responsibility of the Parties.

2.2. Each of the Parties will take all necessary measures to protect confidential information at least using the same measures that the Party applies to protect its own confidential information. Access to confidential information is provided only to those employees of each of the Parties who reasonably need it to perform their official duties for the implementation of this Agreement.

2.3. The obligation to keep confidential information in secret is valid within the term of this Agreement, the license agreement for computer programs dated 01.12.2016, the agreement of accession to the license agreement for computer programs, agency and other agreements and for five years after termination their actions, unless the Parties separately agree otherwise.

(a) if the information provided has become publicly available without violating the obligations of one of the Parties;

(b) if the information provided has become known to the Party as a result of its own research, systematic observations or other activities carried out without the use of confidential information received from the other Party;

(c) if the information provided is lawfully obtained from a third party without an obligation to keep it secret until it is provided by one of the Parties;

(d) if the information is provided at the written request of a state authority, other state authority, or local self-government body in order to perform their functions and its disclosure to these authorities is mandatory for the Party. In this case, the Party must immediately notify the other Party of the received request;

(e) if the information is provided to a third party with the consent of the Party, the information about which is being transferred.

2.5. Insales does not verify the accuracy of the information provided by the User, and is unable to assess his legal capacity.

2.6. The information that the User provides to Inseils when registering in the Services is not personal data, as they are defined in the Federal Law of the Russian Federation No. 152-ФЗ dated 07/27/2006. "About personal data".

2.7 Insales reserves the right to amend this Agreement. When changes are made in the current edition, the date of the last update is indicated. The new version of the Agreement comes into force from the moment it is posted, unless otherwise provided by the new version of the Agreement.

2.8. By accepting this Agreement, the User realizes and agrees that Inseils can send the User personalized messages and information (including but not limited to) to improve the quality of the Services, to develop new products, to create and send personal offers to the User, to inform the User about changes in Tariff plans and updates, to send the User marketing materials related to the Services, to protect the Services and Users and for other purposes.

The user has the right to refuse to receive the above information by notifying this in writing to the email address of Inseils -.

2.9. By accepting this Agreement, the User understands and agrees that the Inseils Services may use cookies, counters, other technologies to ensure the performance of the Services in general or their individual functions in particular, and the User has no claims against Inseils in this regard.

2.10 The user is aware that the equipment and software used by him to visit sites on the Internet may have the function of prohibiting operations with cookies (for any sites or for certain sites), as well as deleting previously received cookies.

Insails has the right to establish that the provision of a certain Service is possible only provided that the acceptance and receipt of cookies is permitted by the User.

2.11. The user is solely responsible for the security of the means chosen by him to access the account, and also independently ensures their confidentiality. The User is solely responsible for all actions (as well as their consequences) within or using the Services under the User's account, including cases of voluntary transfer by the User of data to access the User's account to third parties on any terms (including under contracts or agreements) ... At the same time, all actions within or using the Services under the User's account are considered to have been performed by the User himself, except for cases when the User has notified Inseils about unauthorized access to the Services using the User's account and / or about any violation (suspicions of violation) of the confidentiality of his account access means.

2.12 The User is obliged to immediately notify Insails about any case of unauthorized (not authorized by the User) access to the Services using the User's account and / or about any violation (suspicion of violation) of the confidentiality of his account access means. For security reasons, the User is obliged to independently carry out a safe shutdown under his account at the end of each session of work with the Services. Insales is not responsible for possible loss or damage to data, as well as other consequences of any nature that may occur due to violation by the User of the provisions of this part of the Agreement.

3.Responsibility of the Parties

3.1. A Party that has violated the obligations stipulated by the Agreement regarding the protection of confidential information transferred under the Agreement is obliged to compensate, at the request of the affected Party, for real damage caused by such a violation of the terms of the Agreement in accordance with the current legislation of the Russian Federation.

3.2. Compensation for damage does not terminate the obligations of the offending Party to properly fulfill its obligations under the Agreement.

4.Other provisions

4.1. All notices, inquiries, requirements and other correspondence under this Agreement, including those that include confidential information, must be made in writing and handed in personally or through a courier, or sent by e-mail to the addresses specified in the license agreement for computer programs of 12/01/2016, the agreement of accession to the license agreement for computer programs and in this Agreement or other addresses that may be further indicated in writing by the Party.

4.2 If one or more provisions (conditions) of this Agreement are or become invalid, then this cannot serve as a reason for the termination of other provisions (conditions).

4.3 The law of the Russian Federation shall apply to this Agreement and the relationship between the User and Insales arising in connection with the application of the Agreement.

4.3. All suggestions or questions regarding this Agreement, the User has the right to send to the Inseils User Support Service or to the postal address: 107078, Moscow, st. Novoryazanskaya, 18, str. 11-12 Business center "Stendhal" LLC "Inseils Rus".

Date of publication: 01.12.2016

Full name in Russian:

Limited Liability Company "Insales Rus"

Abbreviated name in Russian:

LLC "Insales Rus"

Name in English:

InSales Rus Limited Liability Company (InSales Rus LLC)

Legal address:

125319, Moscow, st. Academician Ilyushin, 4, building 1, office 11

Mailing address:

107078, Moscow, st. Novoryazanskaya, 18, p. 11-12, BC "Stendhal"

INN: 7714843760 Checkpoint: 771401001

Bank details:

Today there is a large selection of specialized tools for inventory control: from simple free programs to expensive full-featured WMS systems. Despite this, many entrepreneurs initially choose Excel spreadsheets for inventory control. At first, this seems like an affordable and convenient solution, but as the number of orders in an organization grows, using Excel for warehouse accounting is fraught with many problems. The more warehouse premises, the more commodity items, the higher the likelihood of their appearance. What difficulties do users face when working with Excel?

  • Data entry errors. Due to a single input error, it becomes necessary to double-check all the data in the tables.
  • The inconvenience of teamwork. A situation often arises when, when editing data by one user, they are overwritten by another. Thus, the accounting in Excel may be incorrect.
  • Performing many operations manually. Excel is not designed as a warehouse management solution, the program combines many basic functions, and therefore you often have to spend time on monotonous manual labor.
  • Difficulty verifying the correctness of the data. When using Excel, a lot of effort is spent on checking the correctness of the entered data and on bringing the information into a suitable form. If you have a large warehouse, it is better to download Excel for other tasks, and keep inventory records using more advanced programs.

These problems may not occur very often, however, they are time-consuming. Warehouse software in Excel Corrections of errors and typos, long-term checking of the correctness of the balance data and forced manual labor when working with Excel are the main reasons why entrepreneurs eventually come to use specialized solutions for warehouse accounting. Even experienced specialists who know how to keep stock records in Excel still make a choice in favor of other Excel-based programs or fundamentally new solutions.

How to keep inventory in Excel?

Regardless of whether you choose Excel spreadsheets, the MoiSklad service or another specialized solution for trading, you must follow a few basic principles. If you download the program and do not use special rules, over time, the work taking into account will become much more complicated:

  1. Correct design of reference books. A directory with unmarked goods creates guaranteed accounting problems, inconveniences for the seller and difficulties in reporting. When entering data, it is necessary to fill in as much information as possible in various cells (for example, codes, SKUs, prices, VAT). If the accounting of the goods sold in the warehouse is carried out using the MyWarehouse service, all the necessary data about the goods are automatically inserted into the documents, which saves a lot of time when processing orders.
  2. Establishment of initial balances in quantitative and total terms. Correct data at the beginning of the work will give adequate reports in the process of work, and those who make up sales from a “blank slate” should not count on this.
  3. Compliance with the chronology in the paperwork. It is necessary to register the arrival of goods to the warehouse from the supplier strictly prior to their shipment to the buyer. Otherwise, the cost will "go" and you will not be able to calculate exactly how much you earned. In MyStorage for each purchase and sale of goods, you can specify an arbitrary date.
  4. Structured storage of additional information. When keeping records of a warehouse, it is important to collect additional information about sales (for example, method of delivery and payment, date of shipment, customer name, manager's name) in separate fields. All these data in the future will be useful for drawing up route sheets for couriers, calculating salary for managers, and analyzing statistics. In MySklad, you can easily and without programming create the required number of free fields for use in reference books and documents.

Free support by phone and e-mail is available to users of the Internet service MySklad. The support staff not only help with the work with the program, but also share advice on optimal inventory control and setting up the main business processes. Download the free version, try our new solutions.

In search of a program that will create a form for keeping records in the store

Maintaining accounting documentation for the head of a small or medium-sized business is the main task. When solving the problem, he, first of all, pays attention to the following:

  • features of the application interface and ease of use of the program by each of the employees filling out tables for filling in the inventory of goods in the store;
  • possibilities of automatic calculations, including work with arrays;
  • terms of use, as well as the cost of maintaining the application.

One of the ways that significantly simplifies reporting, both for the internal needs of the organization and the regulatory authorities, is accounting in excel... Let's try to understand the aspects of using the application that help simplify the maintenance of financial and warehouse documentation.

Features of keeping a warehouse report using the excel program

Given the large amount of data that employees of companies in the SME segment have to process every day, some of the usual functions, such as automatic filling and substitution of entered information, can already be considered a useful opportunity for those who lead trade accounting in excel... Despite this, work with the program can be even more automated by correctly planning each of the stages of filling in individual tables.

First of all, it is worth paying attention to those sheets on which calculations or statistics will not be carried out in automatic mode. This information includes lists of suppliers in the form Excel spreadsheet for sales accounting, a list of buyers or products that, for convenience, should be placed on separate sheets.

Note. In order to simplify the work with such arrays, which any reporting table for the product in the store, you need to think carefully about the number of columns in the future form, as well as use filters or fixed data areas. For example, a pinned row will allow you to quickly access information about an organization in the middle of a large list, and a filter will help you sort products by category.

How to make it easier to work with tables using excel app

Work of any employee with prepared forms accounting for a store in Excel greatly simplified in the case of using ready-made templates with protected cells, as well as visual marking of individual zones using a color palette. For more automated filling of reports based on ready-made tables, you can use the "data check" function, which is available in all the latest versions of the program.

Let's consider a simple example of applying the mentioned technique in practice. Let's say you need to enter in the warehouse reporting table the name of the product that is already on the "goods" sheet. In order to simplify the input, which can be done without using the keyboard using the drop-down list, you need to follow the steps indicated in the screenshot:

As a result, the list of products for substitution will automatically appear from the drop-down list in the appropriate cell:

This technique is effective in the case of selection from a list of 10-50 duplicate values, and can be applied both for the green column and the rest in the table for products. It is worth noting that information about the supplier or cost that contains form for accounting of goods in the store can be automatically filled using the "If" function with the subsequent protection of such cells.

Benefits of ready-made templates in excel

The specifics of using the application, as well as large arrays that contain Excel table for accounting of goods and their daily processing with the help of the presented editor make it possible to consider the development of ready-made forms for filling, created by experienced specialists, more than a good idea. The presented example of simplification of work using such techniques allows you to verify the following advantages of reporting using this application:

  • prompt preparation of reports based on ready-made data;
  • excluding the possibility of making an error in accounting of goods in the store in excel when calculating automatically with protected cells;
  • the ability to quickly understand the aspects of work for a novice employee who does not have a large amount of knowledge and experience in the field of reporting.

The right solution for those who make up a report in Excel

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