How to Organize Inventory Using Custom Templates

Inventory tracking templates save you from blank-page syndrome. Start from a pattern, delete columns you do not need, and keep names consistent across sites.

Template 1 — Retail on-hand

• Barcode
• Title
• On-hand
• Reorder point
• Bin location
• Last count date

Template 2 — Receiving log

• Barcode
• PO #
• Received qty
• Condition
• Photo
• Received at

Template 3 — Asset register

• Asset QR
• Name
• Assigned to
• Status
• Site
• Service due

Template 4 — Multi-location stock

• Barcode
• Qty
• Location (dropdown of sites)
• In transit qty
• Notes

How to apply in Cloud

Create a sheet from a blank or sample template, rename columns, import CSV, then duplicate the sheet for another warehouse. Details: WiScanner Cloud product page.

What a template actually gives you

A template is a pre‑built sheet: sensible columns, the right data types and a few example rows so you can see the shape before you import real data. It saves you from the blank‑grid problem where everyone invents different column names. In WiScanner Cloud you pick a template when you create a sheet, then adjust it.

Starter templates in the catalogue

Template key	Use
inventory	On‑hand stock: qty, location, min stock
cycle-counting	Compare expected vs counted quantity
picklist	Pick / pack style order lists
equipment-checkout	Asset / equipment handoff
last-mile-delivery	Delivery tracking rows
maintenance, warranty-register, lab-sample	Service, warranty and sample logs

The catalogue also includes industry layouts (medical devices, fire‑extinguisher and AED inspections, vehicles, solar panels and more). Columns vary by template—open it in Cloud and preview before importing production data. This list is illustrative of catalogue keys, not a screenshot.

Customise, don’t fight the template

1. Start from the closest template to your job.
2. Trim columns you will not use; rename to your team’s words.
3. Add what is missing (a Supplier dropdown, a Photo note).
4. Set rules such as required fields before the first real scan.

When to start blank instead

If your process is genuinely unusual, a blank sheet with four columns (Barcode, Name, Qty, Location) is faster than bending a template. You can always graduate to richer columns once the basics are scanning cleanly.

Built-in Cloud template examples

WiScanner Cloud ships starter templates (keys clients can select when creating a sheet). Examples include inventory and cycle-counting, plus other operational layouts in the catalog. Exact columns vary by template—open Cloud and preview before importing data.

Hub: Inventory management templates