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Audio & Reference Manual

Microsoft Excel® Guide for Inventory Management

Learn to track your organization's inventory with customized spreadsheets that make data analysis a breeze.Many COOs, controllers, accountants, and purchasing managers who are responsible for inventory security and recordkeeping often are not trained in spreadsheet techniques that are available to streamline those processes. Inventory records are sometimes maintained in multiple disparate databases, inviting time-consuming complexity stemming from data that must be checked manually because it doesn't match up with other databases. Additionally, a lack of naming uniformity, item code character meaning, and informative tagging leaves question marks when it comes to inventory control and sales trends, which can leave purchasing managers in the dark as far as reorder points. This topic helps different inventory professionals to see firsthand both the sowing (setup) and reaping (lightning-quick analysis and insights) of world-class spreadsheeting for inventory items.
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Data Setup
  • Database Thinking
  • Item Codes
  • BOM for Manufactured Goods
  • Attribute Tags
Control Techniques
  • Inventory Count
  • Code-Based Analysis
  • Tag-Based Analysis
Quality Control of Data
  • Ties to General Ledger System
  • Single Source of Data
  • Linked Spreadsheets
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jaime Campbell, CPA, MBA

Jaime Campbell, CPA, MBA

Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Member of AICPA, NJSCPA, NCACPA, FICPA
  • Can be contacted at [email protected], (704) 837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa or www.linkedin.com/in/jcampbellcpa
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 402059
Published 2018
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