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Billing software in excel for Inventory

Hello and welcome to a POSCatch.com product presentation, and today we are going to show you how to use Microsoft Excel as a quick, easy and inexpensive way to keep track of your barcoded items such as for asset tracking or for inventory tracking. And you would also do this with a barcode scanner. Now actually this barcode scanner is a Datalogic QuickScan; this is actually one of the better barcode scanners on the market today, and if you wanted to know more about this barcode scanner definitely review our other YouTube video that gives a really great, nifty product presentation for the Datalogic QuickScan. So what we're going to do is we're going to open up Microsoft Excel; this is actually Microsoft 365, but if you have an older version of Excel it will still function the same way. Now what we're going to do is we have 3 different items here with 3 different bar- codes, and we're going to scan these 3 different items. Now you can have of course more than 3 (doesn't really matter). We're just going to use this as an example. So as you can see you can just scan right in. See that? It's going to scan down to the next line, and that's because we have carriage return enabled on this barcode scanner. If for whatever reason your barcode scanner does not have carriage return enabled to where it can do this (scan down to the next line); you'll want to refer to your [scanner's] users manual because you can turn that function on and off quite easily. OK, so we're just going to go ahead and scan these, and we are going to mix them up a little bit here....so as you can see it's scanning in. It is just going to keep scanning down, and that's the way you want to do it right there... do one more...OK... So what we're going to want to do is put in a header to this, so it's very important. So we're just going to put in a generic header of "Barcodes". Now it's very important that you do put in this header because if you don't your count is going to be off. OK, so you put in "Barcodes", go ahead and highlight this, and then what you want to do is you want to 'Sort' and you want to sort from 'A to Z'. And as you can see what that does is that groups your barcodes, so it groups all the same barcodes in their own identifying group, which is what you want. And then the next thing you want to do is you want to go up here to 'Data'...go to 'Data' and then go over here to 'Subtotal' It's going to open up a new box...under 'Use Function' it's going to default to 'Sum', but you want to change that to 'Count', click on 'Count', make sure that your column 'Barcodes' here the check mark is there. Don't change anything down here. Leave that as default and then click 'OK'... ...open this up, and then look at that! So we have a 'count'. Do see that here? So for all of these barcodes (these are all the same barcode ending in 7546) so all barcodes ending in 7546 there's a total count of 6. For all barcodes ending in 8438, there's also account of 6. See that? And then for all barcodes ending in 192Z, there's a count of 3. And it gives you a grand total. You have a grand total count of 15, and then over here you have these 3 boxes; it says 1, 2 & 3. Number 3 is what you see on your screen now, and then if you click on box number 2, then it condenses everything down into your total count. So you have , 'count', barcode ending in 7546 is count 6. Barcode ending in 8438 it's count of 6, and then barcode ending in 192Z is a count of 3 for a total of 15. OK, now this is a great way to do it because let's just say you have, you know, 50 or 100 different barcodes and maybe you can have 2 to 20 pieces of each. So this is an awesome way and a very inexpensive way for you to keep track of your inventoried items. Now one thing to note, however, is when you scan a barcode like this, just a regular barcode, what you're going to get is just the number. You're not going to get the item description. So in this case this is a vitamin, but when you scan this it's not going to say what it is. So that is one downside to a regular UPC barcode, but that said, what you can do is you can just simply add a column in here and then you can just type in what it is. You can put an identifier in here, so you do want to keep track of that. But the main thing is to do your count, and that's what barcodes are for. Also, too, if you have a inventory control program you can upload this data from Excel into that program as well, which is a great tool to have as well. So if you have any further questions about this, please don't hesitate to contact us or visit our website at https://poscatch.com. Thank you for watching.