Small Business - Template 59
Small Business Inventory Tracker
Know what you hold, what is reserved and what to reorder.
Microsoft Excel◆Google Sheets◆.xlsx file
Log your purchases and your sales and everything else works itself out - on-hand quantity, reserved stock, available to sell, stock value and colour-coded reorder alerts across up to 1,000 SKUs. It understands the difference between stock you hold and stock you can still sell, so an order reserves units the moment it is placed and only removes them when the parcel actually ships. The Kit Builder maps a recipe once, so completing a batch adds the finished goods and consumes the components for you. Made for makers, resellers, candle and skincare studios, craft businesses and anyone holding physical stock.
What's inside · 10 tabs
- Inventory Dashboard - stock health, reorder alerts, monthly units sold, top sellers and every open purchase order
- Items - one row per product, material or finished good - on-hand, reserved, available, value and margin worked out
- Purchases - every purchase order stays open until it is received, so you never order the same thing twice
- Sales - reserve stock at order and release it at dispatch, with returned, lost and cancelled handled properly
- Adjustments - damage, samples, losses and stock counts logged in one place, positive or negative
- Kit Builder - map a finished product to its components once, with a waste allowance per line
- Assemblies - complete a batch and the finished units rise while the components fall
- Suppliers - lead times, order minimums and open purchasing exposure for every supplier
- Settings - currency, categories, statuses and capacity - set once and every tab follows
- Setup guide - a 14-page illustrated PDF, plus a sample workbook and a clean blank one
Pairs Beautifully With
