Inventory Movement & Reorder Planner
Receipts, issues and adjustments with automatic stock, reorder points and a buy list.
See what is insideFREE EXCEL TEMPLATE
Inventory list
template for Excel.
Know what you have, what it is worth and what to order next. One row per item, with a reorder level that turns the status amber before you run out.
Free · No sign-up · Download blank XLSX · Example XLSX
ExcelCraft / Inventory ListFictional sample
- Stock value
- Reorder flags
- Summary by category
INSIDE THE WORKBOOK
Every sheet
has one job.
Mint cells are where you type. White cells calculate. Instructions inside the file explain each field.
- Inventory
- SKU, item, category, location, unit, quantity on hand, unit cost, reorder level and supplier; stock value and status calculate.
- Summary
- Items, stock value, items to reorder and out of stock, with value by category and items by status.
- Lists
- Your categories for the drop-down.
WHY IT HELPS
Built around
the real task.
Items, quantities, stock value and reorder flags in one list.
The reorder level does the remembering
Set the quantity at which you want to reorder. Items at or below it show Reorder; at zero they show Out of stock.
Value at a glance
Quantity × unit cost gives the value of every item and the total, by category on the Summary.
Built for a quick stock count
Sort by location, walk the shelves, type the counts. Status and value update as you go.
GETTING STARTED
Three steps
to your own version.
Open the example to see how it works, or start blank with your own records.
Set categories
Rename the sample categories on Lists to match what you stock.
List your items
Add each item with quantity on hand, unit cost and reorder level.
Reorder
Filter Status for Reorder and Out of stock to see what to buy.
QUESTIONS
Before you begin.
Short answers about how the workbook behaves.
Does it track stock in and out?
No. It holds current quantities that you update. To record every delivery and sale with stock calculated automatically, see the Inventory Movement & Reorder Planner (Pro).
Can I use barcodes?
Use the SKU column for barcode numbers. A USB scanner types into the selected cell like a keyboard.
How many items can it hold?
500 rows. Extend the ranges as described in Instructions for more.
Can I add a selling price?
Add a column after Supplier for your own notes. Keep the calculated columns as they are.
How do I keep my changes?
Use Download XLSX or PDF in the editor before closing the tab. Nothing is saved to a server automatically, and your workbook never leaves your device while you edit.
Will it work in Excel and Google Sheets?
The files use standard XLSX formulas without macros, pivot tables or external links. They are checked with the ExcelCraft engine; compatibility with every Excel or Google Sheets version is not guaranteed. Review formulas, charts and formatting in your app before relying on important figures.
Can I change the currency?
Amounts use a $ number format. Change the cell format to your currency; the formulas do not convert between currencies.
EXCELCRAFT PRO · EARLY ACCESS
Need the whole workflow?
Try Pro.
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
- Every Pro workbook as it is released, with dashboards, checks and instructions
- Planned: monthly AI credits for editing spreadsheets through chat
- Planned launch pricing; final terms are not set
$8/ month
or $60 / year · planned launch price
No payment today. We email you once when Pro opens.
How Pro worksRELATED
Works well with.
Separate workbooks for neighbouring jobs. Records do not sync between files.
Purchase Order & Receiving Tracker
POs, line items and deliveries, with late orders and supplier on-time rates.
See what is inside
Invoice Template
A printable invoice that fills in customer details, tax and the balance due.
Open the templateYour workbook stays in this browser while you edit. Use Download in the editor to keep your work, and review important figures in the saved copy. How local files are handled.
Original ExcelCraft workbook design, formulas and fictional sample data · CC0. Management tool only; not tax, legal or accounting advice.