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.
is it possible to incorporate sales feature to the pro version? i got multiple stores and just few sku’s to monitor. send me an e-mail how to add and cost, [email protected]
can I also have a free version?
Hi Puneet,
I got the FREE version of your excel. I liked and wanted to learn more about how the ‘ENTER’ in ‘EnterNewProduct’ formula/macro works. Can you please help me with it?
Sent.
Hi Puneet,
I didn’t receive any mail from you. Can you please re-send it?
Hello,
I haven’t received the template even though I signed up. Please resend.
Hi,
Please send purchase order month wise delivery schedule sheet
Hi
I requested a free version but have not received it yet.
Re-Sent
Hello Puneet,
Please advise if there is a free worksheet in excel for CMMS.
Thanks and regards,
Ebedi
please i requested for a free version but i have not received it
please i really need it, kindly send it to me
Sent
HOPE IT WILL BE USEFUL FOR ME
Hi
I would like to get your inventory sheet and to learn more about it..
Thanks
I have requested a free version template but it has not reached my inbox
Download link sent, check now.
Hi
How can i change the dates for stock in/out on free version?
Could you please me the reply to my email.
Thanks
You can edit them in the data worksheet.
I have requested a free version template but it has not reached my inbox.
Check Now.
Can i get a free version of this to
Sent
I have not received the email template yet. Can you please send it again?
Sent
Hi,
how to get the free version of the file?
Thanks
Sent
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.
Sent
I have not received template to email?
Sent
Hi Puneet,
Can you please change the format on the dashboard to INR
I also did not receive template in my inbox
Check now. 🙂
I have requested a free version template but it has not reached my inbox.
check now.
Hei, nice product, can i also please test the free version before i purchase pro?
Thanks very much
Nik
Nik, you can simply download it from the link above.
Hello Kindly share the free version on my email, [email protected] before trying out the pro-version.
it is downloaded with stock already in how do you clear to start with a fresh clean stock inventory?
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
Hi
Can I have also the template ? I can’t download it directly.
Here’s the emai [email protected]
Thank you so much.
Does anyone have the Dev version? Can I import data? Or am I limited to the user form?
Hey Veronica, to import the existing data you need to simply copy-paste it.
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?
Yes, you can change currency, but need to understand more from about changing stock items.
how to activate macros sir
no email sent to me
hello thank very musch how do i activate the macros that will be part of the excel file that you send
free version not able to download
Dear Puneet, thanks for the templates, I have managed to download the free version but am unable to enter anything in it
Please activate your macros.
No mail recived
check now.
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.
Hi I don’t receive any email
Try again
Absolutely marvelous!!
nice
i dont get any email
Try again
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?
nice
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
check now…
same issue im also not getting any link in my inbox
Done
no template in email
Sent
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 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.
Hey Randolf,
There’s an option where you can define the discount percentage in the invoice manually.
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