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Excel workbook

Inventory Tracker and Reorder Workbook: Stock Levels, Reorder Points, Purchase Orders and Turnover in Excel

Log what comes in and goes out and see what you have, what it is worth, what to reorder and what has not sold.

$34 one time · example and blank copies · download link by email

Buy now, $34

Who it is for

Etsy and Shopify sellers, small retailers and anyone who keeps stock and wants to stop running out or over-buying.

Why it is different

  • Reorder points come from your own recent sales and your own lead times, not a fixed rule.
  • It finds dead stock, the items that have not sold in 90 days, and shows what money is tied up in them.
  • A filled example for an invented online shop with 25 items and a blank copy with working formulas.

What is inside

  • Start Here. Purpose, which cells to fill in and how stock value is worked out.
  • Setup. Default lead time, safety stock days, an as-of date and your categories and suppliers.
  • Items. Up to 150 items with on-hand quantity, average cost, stock value, days of stock left, reorder point and a status of OK, Reorder now, Out of stock or Overstock.
  • Movements. Stock received, sold, returned and adjusted, by date and item.
  • Purchase Orders. Items that need reordering with a suggested quantity and cost, with totals by supplier.
  • Summary. Total stock value, items to reorder, inventory turnover, days of inventory, the ten items holding the most value and stock that has not sold.
  • Count Sheet. A printable sheet for a physical count with the variance and its value.
  • Checks. Negative stock, duplicate item codes, unknown items and missing costs.

A look inside

Example data, real formulas

Summary tab with example data
Summary tab with example data. Made-up numbers.
Items tab with example data
Items tab with example data. Made-up numbers.

Get it

Inventory Tracker and Reorder Workbook

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Average cost is a simplified running average, and reorder points and suggested quantities are planning rules of thumb, not accounting figures. A physical count always wins. Not accounting or tax advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Rather hand it off?

We can keep the books for you each month

If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.

Get a bookkeeping quote Free books health check

Prefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).

Rather have someone do the books?

Get a Bookkeeping QuoteCall (908) 444-6373

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