Excel Inventory Management Template ready to use download now forfreeTrack inventory in excel, like a pro.

Sometimes it’s really hard to track inventory in a normal spreadsheet.

You do need a template which can help you to track your stock effectively.

So, if you are searching for an excel inventory management template.

For me, it’s an honor to tell you that here I have an amazing template in which you can track your inventory easily. Just download and start using it.

It’s simple, quick and easy to use. And, I’m sure you’ll love it. This is an automated template which will help you to save your a lot of time.

I have a Lite Version (super useful) as well as a Pro Version (super super super useful). You can download any one you like.


download now ready to use excel inventory management template


Features

  • Dashboard
  • User forms
    • Stock In
    • Stock Out
    • Invoice Generator [Pro]
  • Data Sheets
    • Stock In
    • Stock Out
    • Product Master
    • Customer Data [Pro]
    • Supplier Data [Pro]
  • Report
    • Stock Report
    • Customer Wise Report [Pro]
    • Supplier Wise Report [Pro]
    • Product Wise Report [Pro] 

Dashboard

Here all the important insights are on a single sheet. And, you don’t have to worry about updating it again & again.

Dashboard: Lite Version

ready to use excel inventory management template for free download with dashboard for insights

Dashboard: Pro Version

ready to use excel inventory management template for free download with pro dashboard for insights

These insights will get updated in real time, as soon as you add new data. This dashboard will help you to track following important insights.

Current Stock

This figure is the current stock units as on date. It will update with every single entry done by you for stock-in and stock-out. It will calculate by deducting stock-out from stock-in.

check out current stock from dashboard in this excel inventory management template

Stock Value

Stock value is the total value of the current stock after deducting stock out from stock in. It’s calculated by using the unit price of each product.

stock value in excel inventory management template

Stock In

Stock In is the units you have entered in stock-in data in the current month. If you are using pro version you can use the drop down to check stock in quantity for previous months as well.

stockin in excel inventory management template

Stock In Return [Pro]

This section will show you the stock-in units which you have returned back to suppliers. In pro version, you can track them supplier wise.

track stock in in ready to use excel inventory management template

Stock Out

Stock Out is the units you have entered in stock out data in the current month. With pro version, you can check for other months as well.

stockout in excel inventory management template

Stock Out Return [Pro]

This section will show you the stock-out units which your customers have returned back to you. In pro version, you can track them customer wise.

track stock out in ready to use excel inventory management template

Category Wise Stock

Current stock value is for each product category. You can specify the category for each product in product master sheet.

category wise current stock in excel inventory management template

Product Wise Stock And Reorder Level

This part of the dashboard will show you product’s current stock and value. It will also tell you about the re-order level of a product. And, you will get an alert message if the stock level is less than re-order level.

There is a drop down to select different products.

product level reorder status in excel inventory management template


download now ready to use excel inventory management template


User forms

You can use these user forms to enter data. I have managed user forms in this way that you have to enter minimum data.

Here are the things you can capture with these user forms.

New Product

By using this user form you can create a new product. You have to enter following data into it. And, the best part is I am using data from product master to help you to fill another user forms with minimum data.

enter new product in user form in excel inventory management template

Stock In

Whenever there is new stock, you can enter that stock using this user form. In this user form, you just have to insert the product name (using drop down list), supplier name, and quantity.

It will get the rest of the data from your product master sheet.

enter stock in in excel inventory management template

Stock Out

Use this user form to enter stock out data. All you have to enter, product name, customer name and quantity. Rest of the data will be captured from product master sheet.

enter stock out in excel inventory management template

Invoice Generation [Pro]

In Pro Version, you can also generate invoices.

With invoice generation sheet you can instantly create invoices & track data into the sheet. It just works like stock out user form, but specifically for invoices.

You can create a proper invoice with all the customer details & further you can also generate a customer report as well.

This form stores data into the same sheet where you have stock-out data.

generate invoices with ready to excel inventory management template


download now ready to use excel inventory management template


Data Sheets

You can access the data sheets where entire data will capture from user forms. Every entry in user forms has a serial number which you can use to refer it.

Product Master

Product Master is the most important sheet in this template. Your all products will be listed here with details.

stock in sheet in excel inventory management template

Stock In Sheet

Stock In sheet will contain your entire stock-in data. Each entry is captured with a unique serial number, and you can use that serial number to refer to a specific entry.

And, if you are using pro version, the stock-in return will also be captured here in this sheet.

Stock Out Sheet

Same like stock-in sheet stock-out will contain entire stock out data. You can enter your data in this sheet using stock out user form. Entries in this form are also captured with a unique serial number.

And, if you are using pro version, stock out return will also be captured here in this sheet.

Customer Details [Pro]

You can enter customer details in this sheet which will further use in stock out user form to track customer wise stock details.

customer sheet in ready to use excel inventory management template for free download

Supplier Sheet [Pro]

You can enter supplier details in this sheet which will further use in stock in user form to track supplier wise stock details.

supplier sheet in ready to use excel inventory management template for free download


download now ready to use excel inventory management template


Reports

In this template, all the major insight are on the dashboard. But, you can also extract the following reports.

Stock Report

This stock report will be generated from your product master sheet. It will give you the complete summary for the current stock.

stock report in excel inventory management template

Customer Wise Stock Out [Pro]

You have the option to create a customer wise report with pivot table for stock out. It will show you the quantity and values of stock out.

get customer wise current stock report in ready to use excel inventory management template

Supplier Wise Stock Out [Pro]

You also have the option to create a supplier wise report with pivot table for stock out. It will show you the quantity and values of stock in.

get supplier wise current stock report in ready to use excel inventory management template

Product Wise Current Stock [Pro]

In 1-click you can also generate a product wise current stock report. It will show you the product wise quantity and value of current stock.

get product wise current stock report in ready to use excel inventory management template


download now ready to use excel inventory management template


Instructions

This template is user-friendly and easy to use, and here are some instructions to follow which will help you to use this template effectively.

Menu Button

This template has a dynamic menu bar which has all the option buttons on it. You can call it anytime using this menu button.

menu button in excel inventory management template

From this menu bar, you can navigate to any of the data sheets, user forms, and generate reports.

menu in excel inventory management template

Use back button at the top of the menu bar to go to dashboard

menu close button for excel inventory management template

Entering Data

As I have already mentioned that you have user forms to capture your data. And, data from each user from will be captured into a separate data sheet.

In user form, after entering your data, click on enter button to save the entry.

enter button in excel inventory management template in excel

Close Template

You also have a shut-down button to close this template. And before closing, it will save your entire work as well.

shutdown button for excel inventory management template


download now ready to use excel inventory management template


Things to Avoid

  1. Do not change the name of any worksheet.
  2. Do not delete any worksheet.
  3. Do not add or remove any cell, row, or column in the user form.

Things you can try

Download Your Template

FeaturesLite VersionFull Version
Dashboard
Stock In Form
Stock Out Form
Stock Report
Stock Return
Invoice Generation ❌
Supplier Report ❌
Customer Report ❌
Developer Code ❌
Get AccessLite Version Get AccessFull Version

Need Help?

Drop me a line and I’ll get back to you soon.