Are you worried about "I want to manage inventory easily and clearly!" or "I want to reduce the time spent on inventory management and free up more time for other tasks?" An inventory management sheet is a chart that shows the inventory status of items handled.
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Main types of management tables and their purpose | Easy-to-use templates included
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Organizing and managing information is an essential task for healthy corporate management. However, it is not uncommon for companies to manage necessary information in a disjointed manner. Creating a management sheet can help resolve this issue. In this article, we will explain the main types of management sheets, the key points to consider when creating them, and their purpose. We also have templates available for download, so we hope that corporate managers will find them useful.
\Digitize your management sheet! Centralize data management to improve work efficiency and prevent errors/
Main types of management charts
A management sheet is a document that summarizes the information necessary to smoothly carry out internal operations and projects.
There are various types of management sheets depending on the items to be recorded and the purpose. Here we will explain the main types of management sheets and their respective roles.
Process control table
A process management chart is used to manage task progress and schedules. By creating a process management chart, the entire company can check the work process. It makes the entire business visible in real time, making it easier to notice delays in work. It is also useful as a tool to improve productivity within the company.
Customer management table
A customer management table is used to manage basic customer information, sales information, and more. Creating a customer management table makes it easier to obtain accurate customer information. This allows you to make appropriate proposals to each customer, which is expected to increase customer satisfaction. Being able to meet the needs of each individual customer will also lead to increased sales and prevent lost sales opportunities.
Equipment management table
An equipment management sheet is used to record the number and condition of equipment that is managed separately within a company. It is also sometimes called an "item management sheet" or "asset management sheet." By creating an equipment management sheet and entering the status of equipment, you can accurately grasp the number of equipment in stock and reduce the need to purchase unnecessary equipment. It is also effective in reducing the time required for inventory.
Sales Management Table
A sales management sheet records and compiles daily sales information in order to achieve sales targets. Specifically, information such as sales amount, product name, sales quantity, and unit price is recorded by date and customer. Creating a sales management sheet makes it easier to understand the current situation and consider future measures based on the figures, contributing to improving the profitability of the organization.
Paid management table
The paid leave management table is used to manage the status of each employee's annual paid leave. It is used to track the number of paid leave days taken by each employee, the date and time of taking the leave, the number of days remaining, etc., and to check the difference against the number of paid leave days stipulated by the Labor Standards Act. This makes it possible to manage employee health, improve work-life balance, and comply with laws and regulations.
Key management table
A key management table is a summary of basic information such as key removal and return in an office or factory. By creating a management table and properly managing the whereabouts of keys, you can prevent unauthorized removal or loss, leading to stronger security.
Attendance management sheet
An attendance management sheet records all information related to employees' attendance, such as their arrival and departure times, break times, overtime hours, and vacations. It is used by employers to understand employees' working hours and check whether they comply with laws and working conditions. Furthermore, by using an attendance management sheet, you can check whether certain employees are under heavy workloads, and it can also be used to analyze labor costs and improve operations.
Inventory Management Table
An inventory management sheet is a record and management tool used to record information about inventory items, quantities, and the dates and times of receipt and delivery. By visualizing inventory levels, it becomes easier to adjust purchasing quantities and helps prevent excess inventory and shortages. In the past, inventory management sheets were often created by hand, but as the number of items increases, this becomes more time-consuming, and it is now common to use Excel or an inventory management system to manage inventory.
Key points for creating an easy-to-use management table
The ease of use of a management sheet is an important factor that affects the work efficiency of the person in charge and the company's sales. Next, we will explain some tips for creating an easy-to-use management sheet.
Increase the comprehensiveness of information
The comprehensiveness of information greatly affects the effectiveness of a management sheet. For example, to efficiently manage customers, it is important to create a management sheet that allows you to centrally grasp data such as basic customer information, purchase history, and contact history. Having to check multiple management sheets is inconvenient for users and reduces efficiency. When creating a management sheet, it is a good idea to organize the information you want to include in advance.
Improve the presentation
To improve the efficiency of information transmission using a management sheet, it is also important to devise a way to present it. A table that allows users to quickly refer to the information they want to know is desirable. Creating a management sheet that looks neat and conveys information visually reduces stress for users and allows them to quickly obtain the information they need. For example, in the case of a process management sheet, incorporating methods such as Gantt charts or the Kanban system makes it possible to grasp the progress of a project or the degree of task completion at a glance.
Listen to the opinions of people who use the management sheet
It is important to aim for a management sheet that is easy for users to use. To do this, first create a prototype management sheet and have users use it, listening to any problems that may arise in actual operation and current issues. Next, we recommend improving the way information is displayed, the content of items, and their layout based on user feedback, and then optimizing it through repeated updates.
Purpose of creating a management table
To create a high-quality management sheet, it is important to clarify the purpose. By clarifying the purpose of creating a management sheet, it becomes easier to decide on the items that should be entered and the rules for its operation.
Visualize information
Management tables are created for the purpose of visualizing information. By aggregating data into a management table, necessary information can be seen at a glance, making it easier to accurately grasp the overall picture of operations.
Streamline management
Management tables are sometimes created with the goal of streamlining management tasks. This is because creating a management table makes information visible and identifies bottlenecks in current operations. Improving the identified problems can lead to improved productivity. If you're having trouble managing your company's issues, we recommend creating a management table.
Useful for information sharing
Management sheets can also be used as a tool for sharing information across teams and entire organizations. By using management sheets to share information such as project status and task progress, you can reduce the possibility of problems and mistakes and support the smooth execution of work. It can also be expected to stimulate communication between employees and make it easier to share know-how.
Management table template
We have prepared a free management table template here. If you don't know how to create a management table, please feel free to use it.
● Construction progress list
Download the construction progress list templateHere
- Process control table
- Customer management table
- Equipment management table
- Sales Management Table
- Paid management table
- Key management table
- Attendance management sheet
- Inventory Management Table
Use management sheets to improve work efficiency and productivity!
In this article, we've explained the various types of management tables, points to consider when creating them, and their purposes. Management tables are not just for recording data; they are also useful tools that help promote communication between users and visualize information. Prepare the management tables necessary for your company's operations to improve work efficiency and productivity.
If you are currently using paper or Excel to manage your management sheets, we recommend introducing "i-Reporter."
"i-Reporter" is an IT tool that solves various business issues by digitizing documents such as process management sheets and inventory management sheets.
- Digitize your familiar forms with the same layout
- It can be easily introduced without detailed training on-site.
- A wide range of auxiliary functions are available to prevent input errors
- The entire process of creating management tables can be made more efficient.
We have materials available for you to review free of charge, so please feel free to contact us if you are interested.
→Click here for the download URL
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