Item identity
Item ID, clear name, category and asset tag or SKU where one exists.
Download a practical XLSX for item, location, quantity and next action, or use the populated Jodoo App when stocktakes, movements, custody and repair become shared work.
The gallery leads with the live Jodoo register and scan-led stocktake. A downloadable workbook is available below as a simpler starting point.
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The gallery shows populated sample data in Jodoo. Open a view to inspect the records and decisions, then install a copy to adapt fields, roles and workflow.
A longer sheet is not a better template. Capture what helps someone find, count or act on the resource.
Item ID, clear name, category and asset tag or SKU where one exists.
Owning campus, current room or store, and custodian or department.
Quantity on hand and minimum quantity for stock items; use one record per tagged asset.
Show ready, low stock, checked out, repair or unavailable states with a useful note.
Inventory becomes stale when no one knows which events require a change.
Record counted quantity and variance rather than overwriting without explanation.
Update location through a movement record that preserves source, destination and recorder.
Use a linked custody record for borrowed equipment instead of replacing the custodian field silently.
Remove unavailable equipment from usable capacity while keeping its history.
The template is the starting model; forms and dashboards solve the collaboration problem.
Use controlled forms and views when several campuses or departments update the same inventory.
Connect movement and checkout records when equipment changes hands often.
Create visible work for low stock, overdue return, loss, damage or repair.
Summarize resource readiness by campus without losing drilldown to the record.
Use the workbook for a bounded register owned by one team. It includes sample school resources, dropdowns, minimum levels, formula-driven next actions and count variance.
The unit of control determines whether the register remains usable.
| Item type | Recommended row | Key fields |
|---|---|---|
| Consumable stock | One row per item and location | Quantity, minimum, store and count date |
| Tagged equipment | One row per physical item | Asset tag, custodian, condition and availability |
| Equipment set | One row per controlled kit or set | Set ID, contents, borrower and completeness |
| Shared room resource | One row per item or controlled group | Room, quantity, readiness and maintenance state |
The downloadable workbook provides a practical starting structure; the Jodoo App adds stocktakes, movements, checkout, history and role-specific views.
Download a working XLSX now, then install the populated App when stock, custody and follow-up need to stay connected.Start with item, class, code, campus, location, owner, quantity, minimum, availability and count date.
Formula-driven actions identify replenishment, repair and hold review instead of leaving rows to be interpreted.
Use the App when multiple people need current counts, traceable changes and protected views.
Add school-specific fields, forms and dashboards without abandoning the original inventory model.
The file is useful for one owner and a bounded register; the App fits shared work and change history.
One person owns the file, updates are occasional and no one needs live availability.
Multiple people count, borrow, repair or replenish resources and need current views.
Choose one authoritative item ID and avoid maintaining independent copies in both tools.
Use item ID, name, class, asset tag or SKU, campus, current location, custodian, quantity, minimum quantity, availability, condition, purchase context and notes as relevant.
Not always. Quantity-based supplies can use one row per item and location; individually controlled equipment should use one row per physical item or kit.
Yes. Add a barcode or QR field tied to the item or location, then use Jodoo mobile scanning for the update step you design.
Move to a connected App when multiple people edit it, equipment moves frequently, exceptions need owners or leaders need current dashboards.
Open the populated inventory, inspect the fields and adapt the categories, locations and thresholds to the way your school controls resources.
Use this inventory template