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The AiInviter guide

Inventory spreadsheet with stock in, stock out and reorder alerts

List your products once with a SKU, cost, sale price, opening stock and reorder level. Then log each delivery and each sale as a stock movement, and the inventory spreadsheet keeps the on-hand count for every item.

Items that drop to their reorder level are flagged "Reorder", and the summary shows how many units you hold, what that stock cost you and what it is worth at your prices. Works in Excel and Google Sheets, no macros.

Stock tracking that a small business can keep up with

There is one log for every change in stock: the date, the SKU (pick it from a dropdown or type it), In or Out, the quantity and a note such as the supplier or order number. On hand is the opening stock plus everything in minus everything out, worked out per SKU with SUMIFS.

  • Up to 500 items and 2,000 movements
  • On hand, stock value and retail value per item
  • "Reorder" flag at or below your reorder level
  • Value and units by category

A small business spreadsheet for makers, shops and resellers

Candles, prints, spare parts or coffee beans: anything you count fits. Quantities can be decimals for stock sold by weight. Type your starter items in the editor (SKU, name, category, cost, price, opening stock, reorder level) and they are already in the file when you download it.

Stock value for your bookkeeping spreadsheet

The summary totals stock value at cost and at retail price, which is the number many owners copy into their bookkeeping spreadsheet at the end of a month or year. It is a simple quantity times cost figure from what you type; your accountant can tell you which valuation method your books need.

How it works

  • Pick a design and open it in the editor.
  • Change the text and colors. The preview is free and shows a watermark.
  • Pay once with a card through Stripe and download the clean file right away.

Ready when you are

Try it free, pay only for the clean file.

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Questions

Frequently asked questions

How does the inventory spreadsheet count stock?

For each SKU it adds every In quantity from the movements log to the opening stock and subtracts every Out quantity. Upper or lower case in the SKU does not matter.

When does an item show "Reorder"?

When the on-hand count is at or below the reorder level you set for it. Leave the reorder level blank to switch the flag off for that item.

Does it work in Google Sheets?

Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets. It has no macros or scripts, so it also works in Excel on Windows and Mac.

How many products can I track?

Up to 500 items and 2,000 stock movements in one file. For a new period, set the opening stock to the current on-hand count and clear the movements.

Can I use it with the expense tracker?

Yes. Many small businesses use an inventory spreadsheet for stock and a separate expense tracker spreadsheet for spending; both open side by side in Excel or Google Sheets.

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