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.

June 5, 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.

Filter column N to remove blanks.

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

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

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

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

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"

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

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.

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

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"

Hmm.

Press Enter, then go back.

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

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

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

Okay.

Select "Use Extended Stock Location."

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

Okay.

We will change this to the values in column N.

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

Okay.

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

We will review this 38.

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"

We will make it space-efficient.

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

Okay.

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"

We have plenty of space available.

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

Okay.

You may proceed.

Okay.

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"

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"

I hope I got it right.

Then, check your last range.

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

You can see that they have moved to bay 36.

Then, you print. And that's it.

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

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.

June 5, 2025 By Josh Robinson

Let's get started

Alright. First, click "Identify Movements."

Understood. Then, click OK.

Filter column N to remove blanks.

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

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

Hmm. Sort column H from H to Z.

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

Number 7, number 4, type 10600.

You will create an item group, OK.

Take the GTIN of the item you want to move.

We'll use this one.

Hmm.

Press Enter, then go back.

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

Okay.

Select "Use Extended Stock Location."

Okay.

We will change this to the values in column N.

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

Okay.

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

We will review this 38.

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

We will make it space-efficient.

Okay.

We will check D39.

Review the details.

That is 2860H, which matches the Excel file.

We have plenty of space available.

Okay.

You may proceed.

Okay.

Then, open the IP dashboard.

Store the sheets.

Change the date. Change the S to M.

I hope I got it right.

Then, check your last range.

You can see that they have moved to bay 36.

Then, you print. And that's it.