How to Efficiently Manage Inventory Movements in Excel

Learn step-by-step instructions for managing inventory movements using Excel, including filtering, sorting, and updating item groups.

05 Jun 2025 By Josh Robinson

In this guide, we'll learn how to manage and organize data using a series of steps involving filtering, sorting, and updating information in a spreadsheet. The process includes identifying specific movements, filtering columns to focus on relevant data, and sorting information for better clarity. We will also explore how to update item groups and utilize extended stock locations to ensure efficient space management. By following these steps, you can effectively track and move items within your system, ensuring accuracy and efficiency in your data management tasks.

Let's get started

Alright. First, click "Identify Movements."

Step #1: Click on "Identify Movements" — Click on "Identify Movements"

Step #2: Click on "Movements" — Click on "Movements"

Understood. Then, click OK.

Step #3: Click on "OK" — Click on "OK"

Filter column N to remove blanks.

Step #4: Click here — Click here

Step #5: Click on "Blanks" — Click on "Blanks"

I'm sorry, but there is no content to refine. Could you provide more text?

Step #6: Click on "OK" — Click on "OK"

Okay. Filter column N to display only the entries you want to move, such as 36, 37, 38, 39, 40, and 41.

Step #7: Click on "T" — Click on "T"

Step #8: Click on "(" — Click on "("

Step #9: Click on "(" — Click on "("

Step #10: Click on "36/37/38/39/40/41" — Click on "36/37/38/39/40/41"

Step #11: Click on "OK" — Click on "OK"

Hmm. Sort column H from H to Z.

Step #12: Click on "26 0 36/37/38/39/40/41 36/37/38/39/40/41 ( Showing Alld 27 1 Yes Found 28 1 36/37/38/39/40/41 Yes Found 28 1 36/37/38/39/40/41" — Click on "26 0 36/37/38/39/40/41 36/37/38/39/40/41 ( Showing Alld 27 1 Yes Found 28 1 36/37/38/39/40/41 Yes Found 28 1 36/37/38/39/40/41"

Step #13: Click here — Click here

Hmm. Alright. Next, we'll proceed to IP.

Step #14: Click here — Click here

Number 7, number 4, type 10600.

Step #15: Click on "7. Returns" — Click on "7. Returns"

Step #16: Click on "4. Stock Movement" — Click on "4. Stock Movement"

You will create an item group, OK.

17

Type "10600 + Enter"

Step #18: Click on "Oltem group" — Click on "Oltem group"

19

Type "Enter"

Take the GTIN of the item you want to move.

Step #20: Click on "05050808371111" — Click on "05050808371111"

We'll use this one.

Step #21: Click on "05050808375850" — Click on "05050808375850"

22

Type "Ctrl + C"

Step #23: Click here — Click here

Hmm.

Step #24: Click here — Click here

25

Type "Ctrl + V"

Press Enter, then go back.

26

Type "Enter"

Step #27: Click here — Click here

Click on GTIN to change it to the item group and remove the last two numbers.

Step #28: Click here — Click here

Step #29: Click on "Vendor / Vendor style" — Click on "Vendor / Vendor style"

Step #30: Drag here — Drag here

31

Type "Backspace"

Step #32: Click on "049" — Click on "049"

Okay.

33

Type "Backspace"

34

Type "Enter"

Select "Use Extended Stock Location."

Step #35: Click on "Use extended location selection" — Click on "Use extended location selection"

Okay.

Step #36: Click here — Click here

We will change this to the values in column N.

Step #37: Click here — Click here

36, 37, 38, 39, 40. 36, 37, 38, 39, 40.

Step #38: Click here — Click here

Okay.

39

Type "3637383940 + Enter"

Only move your 38s and 39s, as that is the size in column F.

Step #40: Click here — Click here

We will review this 38.

Step #41: Click here — Click here

Step #42: Click here — Click here

Step #43: Click on "2026-51124-0004-049-0380" — Click on "2026-51124-0004-049-0380"

It's 279LC, which matches D1 in the Excel file.

Step #44: Click on "Review Detail" — Click on "Review Detail"

Step #45: Click here — Click here

We will make it space-efficient.

Step #46: Click on "Space Efficient" — Click on "Space Efficient"

Okay.

Step #47: Click here — Click here

We will check D39.

Step #48: Click on "2026-51124-0004-049-0390" — Click on "2026-51124-0004-049-0390"

Review the details.

Step #49: Click on "Review Detail" — Click on "Review Detail"

That is 2860H, which matches the Excel file.

Step #50: Click on "Location" — Click on "Location"

Step #51: Click on "TH" — Click on "TH"

We have plenty of space available.

Step #52: Click here — Click here

Step #53: Click on "Efficient" — Click on "Efficient"

Okay.

Step #54: Click here — Click here

You may proceed.

Step #55: Click here — Click here

Okay.

Step #56: Click here — Click here

Then, open the IP dashboard.

Step #57: Right-click here — Right-click here

Store the sheets.

Step #58: Click on "031PDIRECTD.vpt" — Click on "031PDIRECTD.vpt"

59

Type "afr + Tabalfiebo@27 + Enter"

Step #60: Click on "Putaway . Sheets" — Click on "Putaway . Sheets"

Change the date. Change the S to M.

Step #61: Double-click here — Double-click here

Step #62: Click on "06/05/25" — Click on "06/05/25"

Step #63: Click here — Click here

Step #64: Click here — Click here

I hope I got it right.

Step #65: Click here — Click here

Step #66: Click here — Click here

Step #67: Click on "✓" — Click on "✓"

Then, check your last range.

Step #68: Click on "05/06/25" — Click on "05/06/25"

Step #69: Click here — Click here

Step #70: Drag here — Drag here

Step #71: Click here — Click here

You can see that they have moved to bay 36.

Step #72: Click here — Click here

Step #73: Click here — Click here

Step #74: Click on "OK" — Click on "OK"

Then, you print. And that's it.

Step #75: Click here — Click here

Step #76: Click here — Click here

Step #77: Click here — Click here

Step #78: Click on "Print" — Click on "Print"

How to Efficiently Manage Inventory Movements in Excel