Track your inventory in Excel, like a pro.
Sometimes it’s really hard to track stock or inventory in a normal spreadsheet.
And 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 which can help you track your stock easily then you are landed on a right place.
For me, it’s an honor to tell you that here I have an amazing template in which you can track your inventory easily.
This is an automated template which will help you to save your a lot of time.
As all the formulas and data sheet are already arranged this way that you don't need to do anything.
It’s simple, quick and easy to use and I’m sure you’ll love it.
Dashboard
Here all the important insights are in a single sheet. And, you don’t have to worry about updating it again and again.
Lite Version
PRO Version
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.
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 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.
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.
Stock Out
Stock Out is the units you have entered in stock out data in the current month. Using the drop down menu, you can check for other months as well.
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.
Category Wise Stock
Current stock value is for each product category. You can specify the category for each product in product master sheet.
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.
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.
The best part is we are using data from product master to fill another user forms with minimum data.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
From this menu bar, you can navigate to any of the data sheets, user forms, and generate reports.
Use back button at the top of the menu bar to go to dashboard
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.
Things to Avoid
- Do not change the name of any worksheet.
- Do not delete any worksheet.
- Do not add or remove any cell, row, or column in the user form.
Things you can try
- You can create your pivot table from data sheets (available in pro version).
- You can take print out of your dashboard.
- Before using this template make sure to enable macros in excel.
Hi i tried to download but nothing was sent to me thanks
Hello,
I’m looking for a friend who is searching for a program that automatically can make an invoice for his customer. The problem is that every customer is getting a different discount on their ordered products.
Is there any possibility to integrate this in your application, because I think that this is almost the perfect application for him.
Also is it possible to set the currency into euro’s (€) and a choice to set another language? (Dutch).
Please let me know.
Hello,
I would like to find out how to get a custom document created for me. How can I get this started?
Can this template be used on a Macbook Pro? Also i would like to know if there is an option to create labels to print (Costumers and products). I am in desperate need of a Management Software for my company
Yes, you can use it in MAC BOOK. How you want to print, I mean as a report or something else?
Trying the free version before going for the pro version. Even on entering values in the user form, the current stock and stock values shows 0 and -ve. What am i missing?
can we create challan of out material .
please send me trail version.
You can create an invoice with the PRO version.
Dear Sir,
We haven’t received the mail regarding the downloading of the free trial version.
Kindly advice
Re-Sent
looks great will try it out
i try to purchase pro version but can not complete the process can please help me out,
Mailed You.
Not received any email
Can you explain the advantage of Dev version
How many user can use Pro version ?
if it’s multiuser can I create user password ?
1. With DEV Version you get the Developer Code as well with which you can make changes into it if you want (if you know VBA).
2. If you are using Excel’s latest version (365 or 2019) then you can use it with multiple users + you need to use One Drive/Google Drive to share it across the systems.
3. No, it doesn’t support User/Password but you can create a password to the main Excel file.
After enter new data like product id
how we can change
would love to try it
Hello,
I would want to try the free version before I purchase the pro one, thank you.
Hello
I will like to try the free version before buying it, thank you.
I couldn’t see the doc
enter email to get it into the inbox.
No email hasn’t received.
Re-Sent.
I haven’t received the mail for the free version.
Please resent it. Thank you.
Sent
Hi, I’d try the free version before I purchased pro one. But haven’t received any emails yet.
sent again
Is this a monthly fee or one time price?
One Time
not receive any mail
Re-Sent
Sir, Not received any email
check now
Hello
I wanted to try your free version first before buying the full version, but I did not get the email.
How can I resolve this?
thanks
check your mail, sent again.
Requested free version download. No link has been sent.
Check your mail now.
Hi there,
I’m interested in purchasing your pro version. However I would like to see few screen shots or a video of how it works, if you have that please share it with me.
Thank you
Hi, Thanks for your response. I have tried the free version and I think its suitable for me. However, when I tried to input the master data and stocks plus the price, the value on the very right cell is still 0? I made sure the format is in numbers but, I still get 0 result. Which part did I messed up?
Thanks
share a screenshot with me @ puneetatgogia.me
Email Sent, looking forward for your reply Puneet.
Replied
I applied for free trail download but couldnot.
does it work with excel office 365 2019 for mac? As per my past experience I faced lots of error with VBA on Excel Mac
OH, I’m sad for your past experiences but this template works with MAC.
I am trying the free version, however I dont get the download in my email
Re-Sent
Hi,
Need option of entering multiple items,
Possible?
Nope
The link in the email just opens a blank window. Unable to download the template.
Sent again, please check.
Dear Puneet,
I liked the excel inventory. is there any option to edit the product details or price of the product once entered
You can do it from the main data sheet.
To change an error occurred during new product entry. How should I go in to make changes?
What kind of error you have faced? Can I have a snapshot?
I need to add one more attribute to stock out form. can you help?
Awesome software
This is exactly what I was looking for. Thank you.
hi after use can share comments
I highly appreciate your program
Many thanks you for the inventory management tool. I wanted to learn one thing which will allow me to monitor an inventory by getting alert from the excel when target is set. In simple word, how will i set my report to get an alert when the target given me is below the target
How can we fix the sale price of products and discounts so that employees cannot change while selling?
How i can download this tamplete???
Hi is it okei to add location on it? and also i want to search by code and also per item. not by scrolling
Dear Puneet
Thank you very much for the awesome inventory management tool. Also a special thanks for editing the sheet to have the currency from South Africa. Highly appreciated and will recommend and support you.
Chris
Hi,
How can i edit a item name entered in the list.
hi Navin,
Can you forward the excel template to my email? [email protected]
Thanks again.
Regards,
Safdar
Forwarded.
Hello, I just downloaded the free version. How can I delete the info in the template? Is there an option to edit a product once entered?
hi Navin,
Can you forward the excel template to my email? [email protected]
Thanks again.
Regards,
Safdar
Hi, Need a drop down list to see the single product category. and same need to required on “Product wise current stock vs. reorder level”
one product category have different different product name, so can see categories wise.
Hi
am a Steven smoke I like it, please sent template to my email. [email protected]
thanks
Dear Puneet,
I recently purchased the PRO version. Everything is great but i would like to ask a favour. Is it possible to have a searchable drop down for stock in and stock out as we have a long list of items?
Hi not received email for trial verion
Dear Puneet
can i get the link to download 3
I’m having an error it displays “Cannot run the macro”excel-inventory-management-template.xlsm’!OpenMenu”. I have already done enabling the macros but i can’t still navigate the system.
Close the template once and re-open it and make sure you have enabled your macros. Excel Options ➜ Trust Center ➜ Trust Center Settings ➜ Macro Settings ➜ Trust access to the VBA project object model
Dear Puneet,
In the drop down list for stock in and stock out is it possible to have a search option from the drop down. As we have many items and it is difficult to scroll and find
please send me a trial copy of inventory template to [email protected]
Kindly send me this template my email ID is [email protected]
Hi
i have followed step as you told about macro setting in instruction . but when i open inventory template, this message pop in excel
run-time error “1004”:
Method “Worksheet” of object”_Global”failed
what i should about this messages?
2) can you please help in deleting old sample data? or is possible to send me excel pro to email without any sample data
it is a good blog about Pos billing Software.
is there any app for this
when i use stock in then it is not showing in product master
how can i clear the sample data?
i can’t add a new product it’s. the cells are protected. what will i do?
it is asking for password
i have given the request for free trial version with my email id yesterday at 2.02pm but till now didn’t receive any email
i need to know how to clean the table to start using my staff,
so i need a clean one
asap
Really helpful. Best to maintain inventory.
Need this for iOS is there any help available?
Hey Puneet,
I am using the free version and it has really made inventory management very easy. All thanks to you for the effort you put in. I need the iOS version for the same, if you could please help me with it. Is anything for iOS available?
GOOD
Thanks
Heyy, Is there any iOS version available for the above template?? It would be really helpful if you can reply asap.
Ankit this template uses macros and unfortunately, Excel’s IOS version doesn’t come with VBA functionality. I wish to serve you with this in future.
I have a doubt about the functioning. I work with a lot of electronic devices as monitors, cameras, etc. and each one of this products has a serial number, like an identity code (I imagine you know how it works). I need to register every serial number code to keep track of out product, to know when someone returns something it is certain that he/she got it from me.
And another thing would be if i could make receipts out of this, so customers could sign it in prove that they already took what they bought.
Thanks for your time.
Hey, Lgnacio,
In this template, you can create a unique Product ID code for each product and when you go with PRO version there is an option to create an invoice for each customer.
Thank you i have just downloaded the free version . this is the template that i was looking for thank you.
I’m so glad you liked it. 🙂
Hi! Can I Use It with Barcode Reader.
You need to get the developer version and add a barcode font into it.
Hi… I am not able to make payment. Pl. do revert us with needy support.
Hey, Anand please check your mail I have reverted with a new link for Payment.
Did not receive a link.. would try it
Could you please try it one more time?
Put email in to receive free version and get no response
Could you please try it one more time?
didn’t received the link in mail. I tried to submit it twice.
Sent
Not received the link in mail.
Please check other folders as well, otherwise try again once.
didn’t received the download link
Please try again once.
Please Provide me the download link
Hi Puneet, did not recieve the link
i have paid 2 times for DEV version but it is not downloaded, if it is not available for Pakistan, then plz reverse the transaction
.
A mail has sent to you, please refer to that email.
Sir, no email received yet
Can you please re-check Umair?
how much it costs
Please advice how to get the download link.
Click on download now in Free Version section.
Please help me to get the link of Inventory management template.
Please click on download now in Free Version section.
i am unable to get the free version link on my mail inbox and want to know how much time the link available for me to download
Link is active forever.
plzz send me or tell me where to download
Please click on download now in Free Version section.
Trying to download the Free version ,but unable to download it.
Click on download now in Free Version section.
Trying to download Free version but can not..please can send me the link
Sent again. I’m sorry you have faced this error.
When I click on the Download button for the free version it asks me to put in a first name and email ID. When I put in the information it says that an error has occured while submitting the data and to try again. I keep trying but I get the same thing. Please help if possible.
check your mail now.
Got it thanks.
Not working, please explain the process for using the link
Please reply.
Link is working very much, please try again.
Thanks.
May be I am using it in a correct way.
Please let me know the process.
I’m afraid I’m not able to understand you. You can write me on my email.
Thanks for your reply Mr. Puneet,
May be I am not able the use the link in a correct way.
Please let me know the correct process for using the link.
Waiting for reply.
Thanks..
What’s the problem with the link.
Thanks.
In the mail link, when I have clicked on the Download button for the free version its again asking me to put in a first name and email ID.
When I put in the information it says that an error has occured, while submitting the data and to try again. I keep trying but I get the same thing.
Please help, I think I am “not understanding” or “not using the correct link” which you have sent.
Please guide me.
Sent again. I’m sorry you have faced this problem.
In you mail from “Disqus”, there is no link available.
Thanks for all your support Mr. Puneet,
Please provide the link for Inv. Management System
Om, link is there.
Thanks Mr. Puneet.
I have not received the link. Please provide.
Sent again. Please check.
Not working, please explain the process for using the link
How i can download this tamplete???
If yes so please send the link on my mail.
Ram, link is there.
Hello Puneet,
I hope you are doing well.
I appreciate if you can please tell me how I can change the $ sign for Stock Value.
I just want the numbers no $ sign.
Looking forward for you quick and positive response.
Thanks
Hey Haris Arif, please unhide help worksheet and remove $ sign from it.
Where I can see this option ?
Unhide worksheet by right click on worksheet tab.
Right click on worksheet tab and unhide help worksheet.
Hi Puneet,
Thanks for your reply.
I am unable to change the $ sign from the product wise stock value where it shows the item in stock
I also need your help to change the $ sign in Daily Sales Report I am unable to change.
I purchased this back in January 2017. Is this an updated version which I need to download now?
Taptronic, please share your registered email ID. I’ll send you updated version, if you have not received.
It was originally purchased under: OPTIMALNAMES AT gmail DOT com on January 13, 2017 Thank you!
Sharing with you updated.
So far no updated version at email address above..
Check your inbox now.
Want to let you know that I received the template now. Thank you! One final question, about the Expense Tracker template from https://excelchamps.com/blog/expense-tracker I keep getting a 404-not found error after entering my name and email address. Can you send that template to me too?
Hi.
What a fantastic template.
Question, how do I change the currency?
Nevermind,
Sorted it out.
how to reset the sheet. as there are few entries in the template.
if we delete anything from any sheet. it effect the template result.
or
if i enter data in template. the sample data that is already in the sheet remains in the template.
Hey Jatinder, It’s very simple, select that old data (just data not headings) and right click and then delete. Just make sure you haven’t delete the entire table.
Do i need to delete the old data from every sheet sfter unhiding each sheet
Or
Do i need to delete the data from stock report.
Thanx in advance
There are 3 sheets for data ==> Stock In | Stock Out | Product Master.
Do for stock-in and stock out as I said in the above comment. And for product master sheet, add your all the products first and then delete all the old.
hi puneet.
still struggling with the issue.
stock in & stock out s fine.
but when i add new product after deleting data in stock in and stock out sheet . serial number starts from 11 onwards in prodct master sheet.
once new product data is added & stock in also added.
if i try to delete old data from product master sheet. something went wrong as help sheet shows error resulted in wrong display of data in template
HI PUNEET
STILL STRUGGLING WITH THE TEMPLATE.
CAN U SEND ANY BLANK EXCEL TEMPLATE SHEET .
OR
REPLY THE QUERRY.
THANX