READY to use Excel Inventory Management TEMPLATE [User form + Stock Sheet]

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

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

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. Using the drop down menu, 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

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.

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

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

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

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

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

  1. You can create your pivot table from data sheets (available in pro version).
  2. You can take print out of your dashboard.
  3. Before using this template make sure to enable macros in excel.

Download Your Template

FREE Version

  • Dashboard
  • Stock In Form
  • Sto​​​​ck Out Form
  • Stock Report
  • Stock Return
  • Invoice Creator
  • Supplier Report
  • Customer Report
  • Developer Code

PRO Version

  • Dashboard
  • Stock In Form
  • Sto​​​​ck Out Form
  • Stock Report
  • Stock Return
  • Invoice Creator
  • Supplier Report
  • Customer Report
  • Developer Code

DEV Version

  • Dashboard
  • Stock In Form
  • Sto​​​​ck Out Form
  • Stock Report
  • Stock Return
  • Invoice Creator
  • Supplier Report
  • Customer Report
  • Developer Code

301 thoughts

Leave a Comment

Your email address will not be published.

  1. I need a free template to be used the store managing dairy movement and weekly report (Status) kindly help with that short and clear one for test, Once it works we can go for another greater step.

  2. Hei, nice product, can i also please test the free version before i purchase pro?

    Thanks very much
    Nik

  3. it is downloaded with stock already in how do you clear to start with a fresh clean stock inventory?

  4. Hi Mr. Puneet,

    Can I also have a copy of your template ? I can’t access the download link of FREE VERSION.

    Please send me to this email

    [email protected]

    Thank you so much in advance.

    Regards,
    YannaSilva

  5. Hi, I would like to go for Pro version, before that could you please confirm below concern
    We having parts business, do we able to change stock items?
    Do we able to change the currency?

  6. Dear Puneet, thanks for the templates, I have managed to download the free version but am unable to enter anything in it

  7. Are the fields modifiable for my specific application?
    As an inventory tool, does your programing include high/low limits and reorder points; programmed in?
    Is your template barcode capable to generate labels and record inventory based on scanning?
    I can send you a list my requirements if necessary.

    • I have this question too; did you get a response by any chance?

      Does the Pro or Dev version allow for easy customization? I’d at least want to add additional header columns..

      • Hey Veronica,

        WIth Developer Version, you can do all kind of customizations and if you go PRO version you can mail us you requirments (what columns you want to add) we’ll try to make it up for you.

        …with love, Puneet.

  8. Hi Puneet, I am from Chandigarh. I need your help.
    I want a simple excel Stock Management System for smartphones wherein I just need the EAN(Product ID), Description & Quantity. I want an excel where I just scan the barcode of the product and it automatically gets deducted from the actual stock likewise with the Stock In. Do you have such template?

  9. Hi despite rying more 3 times, i am not receiving the link in my mail for the trial version.

    Can you please help me please

  10. 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 again,

      I don’t want to be rude but can I get an answer to these questions for my friend so we can see if we will buy this application/

      Thanks in advance.

  11. Hello,

    I would like to find out how to get a custom document created for me. How can I get this started?

  12. 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

  13. 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?

  14. Dear Sir,

    We haven’t received the mail regarding the downloading of the free trial version.

    Kindly advice

  15. 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.

  16. 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

  17. 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

  18. 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

  19. 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

  20. Dear Puneet,

    I liked the excel inventory. is there any option to edit the product details or price of the product once entered

  21. 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

  22. How can we fix the sale price of products and discounts so that employees cannot change while selling?

  23. Hi is it okei to add location on it? and also i want to search by code and also per item. not by scrolling

  24. 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

  25. 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?

  26. 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.

  27. 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?

  28. 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

  29. 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

  30. 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

  31. 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?

  32. 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.

  33. 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.

  34. Thank you i have just downloaded the free version . this is the template that i was looking for thank you.