Inventory Spreadsheet Excel, Stock In and Out, Reorder Alerts, Stock Value

Seller's description

Keep count of what you stock, log what moves, and read off what to reorder.

Items tab: one row per SKU, up to 300. You type the item, category, supplier, unit cost, opening count, reorder point and reorder quantity. The sheet works out in, out, on hand, stock value, status, use over a period and days of cover. Status reads OK, Reorder, Out of stock or Negative.

Movements tab: one row each time stock moves, up to 2,000. Date, SKU from a drop-down, quantity in or out, and a note. The Check column names an unknown SKU or a row with no quantity.

Reorder List tab: every SKU at or under its reorder point, up to 60 lines, with supplier, order quantity and order cost, and a total at the top.

Dashboard tab: number of SKUs, units on hand, stock value at cost, cost to reorder, and counts of what is low or out. Also stock value by category with a chart, and the 10 SKUs holding the most money.

You choose the reorder points. The file does not work them out for you.

The Example file has 20 made-up SKUs. The Blank file has none.

WHAT'S INCLUDED
- Inventory-Reorder-Tracker-Example.xlsx, filled in with made-up SKUs
- Inventory-Reorder-Tracker-Blank.xlsx, for your own stock

Tabs in each: Start Here, Setup, Items, Movements, Reorder List, Dashboard. Digital download. Nothing is shipped.

COMPATIBILITY
An .xlsx workbook with ordinary formulas. No macros and no add-ins. A script recalculated it in LibreOffice 26.8 and compared the results with a separate Python calculation. Another script confirmed it uses no LAMBDA, LET, XLOOKUP or spill formulas. A script also opened this file in Microsoft Excel for Mac 16.114.3 and ran a full recalculation: every cell matched the values stored in the file, with no error cells. That test did not type new data into Excel or look at the screen. Excel for Windows and Google Sheets have not been tried, and the menu steps below have not been tried in Excel or Google Sheets.

QUESTIONS AND HOW-TO
Can it track more than one location? No. It keeps one count per SKU.

How is stock value worked out? On hand times the one unit cost on the Items tab. It does not do FIFO or average costing, so it is not an accounting valuation.

What if I leave Reorder qty blank? The order quantity brings the SKU back up to its reorder point.

How do I correct a count? Add a movement for the difference and write Count in the note.

Using this file in Excel

Open the .xlsx file. If a yellow bar says Protected View, click Enable Editing.

Type only in the colored input cells. The other cells hold formulas and are locked so they don't get overwritten by accident.

The Example file has made-up entries so you can see how it fills in. Start your own work in the Blank file.

Before you type anything, use File > Save As and give the Blank file a new name. That keeps a clean copy for next time.

To change a locked cell, go to Review > Unprotect Sheet. There is no password. If you edit a formula, the totals may stop being right.

Copying this file to Google Sheets

Open Google Sheets in a browser and start a blank spreadsheet.

Go to File > Import, choose the Upload tab and select the .xlsx file.

Under Import location choose Replace spreadsheet, then click Import data.

Your copy now lives in your own Google Drive. Name it with File > Rename.

Sheets may not keep the locks from the Excel file, so type only in the colored input cells.

HOW AI WAS USED
AI helped write the listing text, the how-to text and the code that builds this file. Scripts tested: on hand, stock value, status, days of cover, the Reorder List and the Dashboard, on 6 sets of test data including stock exactly at the reorder point, zero and negative counts, a duplicate SKU, unknown SKUs, more lines than the list holds and full tables of 300 SKUs and 2,000 movements. No person is claimed to have checked it unless stated here.

PLEASE NOTE
This file adds up what you type. Reorder points are your own numbers. License: for your personal use only. No resale or sharing of this file.