Inventory Management Spreadsheet Template for Excel & Google Sheets
Keep a clean SKU register, log every stock movement, see what to reorder, and value your inventory at cost and retail - all in one spreadsheet. On-hand quantities are computed for you. Dual compatible with Microsoft Excel and Google Sheets.
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Inventory Management Spreadsheet
Everything in This Inventory Spreadsheet
Your Inventory at a Glance
Open the dashboard and see where you stand. Inventory value at cost, retail value, units on hand, SKUs to reorder, total SKUs, out-of-stock count, and potential margin - alongside a value-by-category column chart and a SKUs-by-stock-status chart.
- 7 KPI cards covering value, units, and stock status
- Inventory value by category column chart
- SKUs by stock status column chart
A Clean SKU Register
Enter each SKU once - name, category, unit cost, unit price, and opening quantity. On hand is computed as opening plus received minus sold plus adjustments from the Movements log. Stock value, retail value, and status calculate automatically.
- SKU, name, category, unit cost, and unit price
- On hand computed from the Movements log
- Stock value, retail value, and status per SKU
Log Every Stock Movement
Record each movement on one line - date, SKU, type, and quantity. Receive, Sell, or Adjust. Every entry flows back into the SKU register so on-hand quantities and stock values stay current without manual recalculation.
- Date, SKU, type, and quantity per row
- Receive, Sell, and Adjust movement types
- Feeds the SKU register automatically
Know What to Reorder
For every SKU, see whether a reorder is needed against its reorder point, the suggested quantity to order, and the estimated order cost. Totals roll up at the bottom so you know the full purchase value at a glance.
- Reorder needed flag per SKU
- Suggested order quantity
- Order cost with totals
Value Your Inventory
A by-category view showing units, cost value, retail value, and potential margin for each category. See where your inventory dollars are concentrated and how much margin is sitting on the shelf.
- Units and values grouped by category
- Cost value and retail value side by side
- Potential margin per category
Spot Low Stock Before It Bites
Each SKU carries a status of Out, Reorder, or OK against its reorder point. Stock value and retail value sit next to it so you can see the items that need attention and what they are worth in the same view.
- Out, Reorder, or OK status per SKU
- Stock value and retail value alongside
- Status driven by your reorder point
Configure It for Your Business
Set your business name, currency, and the valuation date you want to report against. Everything else - on-hand quantities, values, reorder suggestions, and the dashboard - flows from the SKU register and the Movements log.
- Business name and currency
- Valuation date for reporting
- Drives currency across every sheet
Customizable & Flexible
Adapt the template to your business. Rename categories, add SKUs, log movements - the formulas update automatically. Works identically in Excel and Google Sheets.
- Add SKUs or rename categories
- Set reorder points per item
- Excel and Google Sheets compatible
Ready to take control of your finances?
Set Up in 15 Minutes
How the Inventory Template Works
Open in Excel or Google Sheets
Get instant access after purchase. Open in Microsoft Excel directly, or import into Google Sheets - no software to install, no add-ons.
Configure Your Business
Set your business name, currency, and valuation date on the Settings sheet. Takes about 15 minutes.
Enter Your SKUs
Add each item with its unit cost, unit price, and opening quantity. The dashboard, valuation, and reorder suggestions update automatically.
Log Movements as You Go
Record receipts, sales, and adjustments on the Movements sheet. On-hand quantities, values, and stock status update in real time.
Built for Results
Why This Inventory Template Works
Computed On-Hand Quantities
On-hand stock calculates automatically from opening balances and the movements log - no manual tallying.
No Formulas to Write
Enter numbers in highlighted input cells. Stock values, reorder suggestions, charts, and KPIs are pre-built and update automatically.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
Any updates we release to the inventory template included at no extra cost.
Your Business Data Stays Private
Runs entirely in your spreadsheet. We never see or store your inventory data.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and to any updates we release.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or to any updates we release.
Do I need to sign up to use this template?
You don't need to create an account with us. The template is delivered as an Excel file: open it directly in Microsoft Excel, or import it into Google Sheets from your own Google account if you prefer working there.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Free access to any updates we release, One-time purchase for lifetime access.
Can I get future updates?
Yes. Whenever we release an update to this template, you get it at no additional cost - lifetime access covers every version we publish. We do not commit to a fixed update schedule; improvements ship when they are ready.
Do you offer any discounts?
There are no discount codes for individual templates, but many templates are also part of a bundle that costs less than buying the same templates separately. Either way it is a one-time purchase with lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is a file you keep yourself, on your computer or in your own Google Drive, so your financial information never reaches us.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.
Do you offer refunds?
Because these digital products are delivered instantly, purchases are generally final once you consent to immediate delivery at checkout. If the file we delivered has a genuine error, such as a formula that miscalculates or a feature its page describes but the file lacks, tell us what does not match: we will fix or replace it, or refund you if we cannot. Reporting within 30 days speeds resolution but never limits your statutory consumer rights; the full policy is in our Terms & Conditions.
Can't find the answer you're looking for? Contact our team
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Highlights:
Take Control of Your Inventory
Get the Inventory Management template and start tracking SKUs, movements, reorders, and valuation in Excel or Google Sheets.