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Inventory & Purchasing

Small Business Inventory Control Tracker

Track stock movements, current balances, reorder needs, and inventory value in one practical Excel workbook.

✓ Verified product facts
XLSXv1.0.0Excel 2021 desktop
Available file languages
EN · EnglishAR · العربيةES · Español
Early public previewProduct purchasing is not open yet. Review the verified scope, compatibility, and available language editions here.
100items
300movements
7worksheets
8dashboard KPIs
2charts

Verified product facts

One connected path from movement to decision.

Set up the item catalogue and opening balances once, then record receipts, issues, and adjustments as they happen. Formula-driven summaries calculate signed movement quantities, current stock, inventory value, reorder suggestions, and four stock-status classifications.

What it helps you do

✓Separate item setup from day-to-day movement activity.

✓See Healthy, Low Stock, Reorder Now, and Out of Stock classifications.

✓Review active items, units on hand, inventory value, movement volume, and shortages.

✓Estimate the cost of returning items to target stock before placing an order.

7 / 7

Inside the workbook

7 worksheetsPurpose
01START-HEREWorkflow, color guide, capacity, and limitations.
02SETUPBusiness details and dropdown lists.
03ITEMSItem master and inventory planning assumptions.
04STOCK-MOVEMENTSReceipts, issues, and quantity adjustments.
05INVENTORY-SUMMARYCurrent quantities, values, reorder needs, and status.
06REORDER-REPORTSuggested order quantities and estimated restock cost.
07DASHBOARDEight KPIs, stock-status counts, and inventory value by category.

Compatibility

Compatibility

✓Microsoft Excel 2021 desktopSupported baseline—Other spreadsheet applicationsNot guaranteed

No macros, VBA, Office Scripts, Power Query, add-ins, external links, or connections.

Scope

Designed for focused inventory—not an ERP.

The workbook supports one catalogue and one display currency code. It does not include warehouse or bin control, lots, serial numbers, expiry dates, reservations, barcodes, purchase orders, sales orders, tax, accounting, or real-time multi-user transactions.

v1.0.0

Version and updates

v1.0.0 · Initial release

Your entitlement remembers the product and purchased license. Patch and minor updates are included; major upgrades are separately priced with a 40% owner discount, while critical fixes remain free.

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Reviews will open to verified buyers after launch.

Learn alongside the tool

Learn alongside the tool

A practical three-part Inventory guide series

01How to set practical reorder pointsRead the complete guide
02A simple stock-movement disciplineRead the complete guide
03How to reconcile to a physical countRead the complete guide

Related free tool

Reorder Point Calculator

Calculate the replenishment trigger from average demand, lead time, and a safety buffer—privately in your browser.

Use the free calculator →