Inventory Form Step-By-Step Instructions

The Inventory Form Instructions to track your church inventory is available below to download and print for your church administrative office, HR Dept, etc.

The Inventory Step-By-Step Form Instructions is free to download and print 24/7 and will help your church or business to track physical inventory correctly and secure your church property.

Where should we keep our church or business inventory?

There should be two copies (original and working copy) of your inventory stored at separate locations. The master or original copy should be stored in a safety (fire-proof) deposit box or somewhere where it could not unexpectedly get destroyed in some way. The working copy on your church or business computer hard drive may be kept at the church with deletions or additions made as necessary.



How often should the inventory be updated?

Both copies of your inventory should be updated at least once a year.

There are several different types of church or business inventory templates or forms free on the previous page. Just pick out the form that you need along with these instructions and get started.

Preparing an inventory of church contents is clearly one of the best ways to obtain better value from your insurance coverage. The contents of your property have great accumulated value as personal property. In the event that your inventory is lost, stolen or destroyed, an inventory helps to validate the existence of items and the cost to replace them. Questions will arise such as:

  • Do you remember how many folding tables were stored in the closet next to kitchen dining area?
  • There was a couple of oriental rugs in the foyer, do have any idea what they would be worth?
  • How many books and cds were in the library and what was their value?

These are just a few questions out of many that will arise in the unexpected event of your inventory loss.

Tips

  • Transferring your physical inventory sheet data into a database or digital spreadsheet provides a third point of safekeeping.
  • Adding new items to the inventory sheet as they come in will ensure that their acquisition date and initial value are properly recorded.
  • Only allow one organized designee to be in charge of inventory to prevent any confusion or double entry.
Click on the link to download the Inventory Instructions below:

Physical Inventory Step-by-Step Instructions


If you need to modify this form, try the site: Free PDF Services. You can convert this Adobe file into a Word document free of charge and make the necessary changes.

Note: You will need Adobe Reader (the latest version is recommended) installed on your computer in order to save or open these forms.

You can get Adobe Reader free here (a new window will open so you can download it without leaving this page).

If you want to open the file in your browser window, just click on one of the links above. However, if you want to download the file to view later, then right-click on the link and choose "Save Target As" or "Save File As". Then select where you want to save the file on your hard drive.


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Note: These sample forms are meant to serve as example forms and should not be construed as legal documents.  Please contact a legal professional for legal language for your specific organization.


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