Inventory Tracker and Reorder Workbook: Stock Levels, Reorder Points, Purchase Orders and Turnover in Excel

Who it is for

Etsy and Shopify sellers, small retailers and anyone who keeps stock and wants to stop running out or over-buying.

Not the right fit if

You need inventory synced automatically with your store, or accounting-grade costing like FIFO.

Why it is different

• Reorder points come from your own recent sales and your own lead times, not a fixed rule.
• It finds dead stock, the items that have not sold in 90 days, and shows what money is tied up in them.
• A filled example for an invented online shop with 25 items and a blank copy with working formulas.

What is inside

• Start Here. Purpose, which cells to fill in and how stock value is worked out.
• Setup. Default lead time, safety stock days, an as-of date and your categories and suppliers.
• Items. Up to 150 items with on-hand quantity, average cost, stock value, days of stock left, reorder point and a status of OK, Reorder now, Out of stock or Overstock.
• Movements. Stock received, sold, returned and adjusted, by date and item.
• Purchase Orders. Items that need reordering with a suggested quantity and cost, with totals by supplier.
• Summary. Total stock value, items to reorder, inventory turnover, days of inventory, the ten items holding the most value and stock that has not sold.
• Count Sheet. A printable sheet for a physical count with the variance and its value.
• Checks. Negative stock, duplicate item codes, unknown items and missing costs.