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Warehouse6 min read
How to move warehouse accounting from Excel to a system
If stock doesn’t add up, the problem isn’t the people — it’s the tool. A step-by-step migration plan.
Many businesses start warehouse accounting in Excel — that’s natural. Problems begin when you have more than a hundred items and several people edit the same file.
When is it time to switch?
- Stock doesn’t match at least once a week
- Stocktaking takes more than a day
- You have several warehouses or branches
- Losses from expired goods are noticeable
Migration plan
First clean up the catalog: duplicates, different names for the same item and obsolete positions. Then define the bin structure, and only then import stock levels.
A good system doesn’t create order — it preserves it. That’s why the first step is cleaning the data.
The final stage is staff training and a week of parallel work. After that you can drop Excel completely.