skip to Main Content

Stock and Inventory Tracker Excel Template

4.61 (23 reviews)

Plan, calculate, and manage your incoming and outgoing stocks in Excel. Printable summary dashboard with charts. Works in Mac & Windows.

Learn more about License Types


Someka refunds icon

30-Days
Return

Someka one time payment icon

One-Time
Payment

Someka direct download icon

Instant
Download

TEMPLATE DESCRIPTION

If you are tracking your incoming and outgoing stocks in your company, probably you know how it can be critical for productivity. Especially when you have too many products to track and don’t know where to start. Now it is all easy to manage each product or category for a given time or period with the Stock and Inventory Tracker Excel Template!

This Inventory Tracker tool lets you track your sold products and inventory to build a better business strategy. All you have to do is input your category and product list (to be able to select them later). Then, you received orders, and sales orders to the related sections.

STOCK AND INVENTORY TRACKER TEMPLATE FEATURES:

Once you have entered your data, you can manage your inventory much better by reviewing the characteristics of each product, such as inventory quantity (after all purchases and sales), cost of inventory quantity, cost of goods sold, profit, and total revenue.

Stock-Inventory-Tracker-Excel-Template-Someka-S01

Items List:

This section of stock and inventory tracker template is where you input your data for each column. For Category and Product columns you may choose the necessary option from the drop-down menu which you input in the Settings part.

Stock-Inventory-Tracker-Someka-Excel-Template-S02

  • Initial Quantity represents the level of quantity that you already have in your stocks.
  • Alert level represents the quantity level of the product in the stocks which you wouldn’t like to have fewer for that product.
  • Remarks section serves as an additional notes column.

Received Products and Sales:

Above all, the Date, Codes, Quantity, and Unit Price tabs are similar to Items List tab. Since we’ve formulated the Category, Products, and Units columns, you don’t need to input them manually. Moreover, on the Codes column in stock and inventory tracker, you may choose any code which you already entered in Items List.

Additionally in this section, you can see the Total Paid for each codes.

Stock-Inventory-Tracker-Someka-Excel-Template-S03

To clarify, having full power on your inventory will help you plan your route and optimize your sales and purchases.
The template also lets you see when you are short on any product by the alert levels you determine for each product.

Note: If you want this template in Google Sheets, you can download our Stock Inventory Google Sheets Template.

Stock and Inventory Tracker Features Summary:

  • Simple Inventory Tracker in Excel
  • Dashboard to see Inventory Situation
  • Overall Inventory Report
  • Data Input section for; Item list, Sales and Received Products
  • Informational notes included
  • Automated charts and bars
  • No installation needed. Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Includes VBA code

Stock and Inventory Tracker is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

23 reviews for Stock and Inventory Tracker Excel Template

  1. Marcy

    monitoring sold products and stocks is easy with your product and charts and filters are really well thought out

  2. Zechariah B

    It is good and clear product thank you. However, I need a help. I need an extra lead time column to check whether I can get materials without shortage on time or not. This leads to determine purchase order time. I try to add this column but it is not possible.

    • Someka

      Hello Zechariah,

      After purchasing a paid version, we will send you a password, and with this password you will be able to unlock your workbook and your sheets.
      After unlocking, you may self-customize the template according to your needs.

    • Zechariah B

      thank you someka, Actually I also need a new sheet, Is it possible?

    • Someka

      Hello Zechariah,

      First, you need to unlock both worksheets and workbook as we mentioned above.
      After that, please open the sheet tabs and add a new sheet.
      Hope this helps!

  3. ahmad

    hello.. how do you calculate the profit? is this using FIFO or LIFO?

    • Someka

      Hi there,
      This tool uses Weighted Average Method for the profit calculations.

      Let’s give an example from a refrigerator sale:
      When you received 100 units of refrigerator for $100 and then 300 units of refrigerator for $200.
      This equals a total cost of (100×100)+(300×200) = $70,000 for a total of 400 refrigerators.
      The cost of sold quantity will be 70.000 / 400 = $175 for each refrigerator.
      The cost of Inventory will be calculated as 399 x 175 = $69.825

      Calculation Method

      Hope this helps!

  4. Yuno

    Hello, I’ve been trying to use the stock_inventory_tracker sheet, but the worksheet does not allow me to add more rows to the “Sales” Sheet.

    • Someka

      Hi Yuno,

      Do you have the modifiable version of the Stock Inventory Tracker Sheet?

      When you download the modifiable version of the template, you will receive the password to unlock it. After that, you will be able to add more rows to the Sales Sheet by clicking the plus sign on the left side of the template.

      Please do not forget to unlock both the worksheet and workbook to be able to click that sign. Hope that helps!

  5. ERIKA AVILA

    Can I upload this on Google Drive after buying in it?

    • Someka

      Hello Erika!

      For sharing rights, we provide two different licence types to our users. Check this guide to learn more about it: Licence Details

  6. Godfrey

    amazing

  7. M

    How modifiable are the templates after purchase? Want to know If can add columns under the Settings tab of Stock Inventory Tracker.

    • Someka

      Hi there,

      Did you see the “+” sign on the Settings sheet? The modifiable version of the template will allow you to click that sign and increase the number of rows. We attached ta picture below to show you the plus sign you need to click. Hope that helps!

      stock and inventory comment pic2

  8. Dana

    Thanks for sharing the amazing template! I am wondering whether the template can automatically generate the COGS journal entries?

  9. Alexandros D

    Hi, my overall experience is absolutely positive. But, as asked before in the comments section I need more rows to add products. It would be great to have unlimited rows for the database section. This spreadsheet is perfect for effectiveness but it makes me feel limited. Please consider updating it with unlimited rows. Thanks!

    • Someka

      Hi Alexandros, thanks a lot for the time you spare to write a review! Yes, we will consider feedback from our customers for future updates. Please do not forget to check the mail you received from us to be notified of any updates!

  10. Mandana Salimian

    I have purchase the Stock and Inventory template. For the Dashboard tab, am I able to change the connection sources or edit the slicers to display other information? Were pivot charts created in another workbook?

    • Someka

      Hi Mandana,

      First of all, thanks a lot for your interest!
      Of course, you can edit and display the calculation sheets which is used for slicers.

      You should start from displaying sheet tabs, after that you will be able to unhide the “Data” and “PT_Charts” sheet of Stock and Inventory Tracker template.

      stock and inventory comment pic1

      Once you unlock the sheets, you will be able to see formulas and hided pivot tables as well. If you would like to see the pivot table used to create this slicer. You should click on the slicer first, and go to the Slicer tab on the ribbon. In that way, you might view the connection of the slicer and pivot table.

      stock and inventory comment pic2

      Hope our explanation helps you! Do not hesitate to contact us anytime you have any questions.

  11. Fung Foo

    Hi,
    I just bought this template and still have difficulty unlocking the sheet with the password that you provided. Its look like I can unlock the sheet but not the workbook. Please help.

    • Someka

      Hi Fung,

      If you have unlocked the worksheet, you will be able to unlock the workbook by following the same steps.
      When you click the “Protect Workbook” button, you will see that it is still protected. Now, you should enter the password and unlock it again.

      stock inventory tracker comment pic4

      Hope that helps!

  12. Hasitha Budditha Fernando

    Dear Someka.
    Nice template… took me an hour to get the hang of it. Seems to get most of what I need done.

  13. Hasitha Budditha Fernando

    Excellent

  14. Mancer m.

    Very useful. Thanks for sharing this. (Bought the modifiable version as well)
    The structure of the template is very well done.

  15. Matthew Stone

    I am interested in the Excel Stock and inventory Tracker. The free version limits the number of “Products” does the $19.99 version allow one to have an unlimited number of Products?

    Thanks.
    Matt

    • Someka

      Hi Matthew,

      Thanks a lot for the time you spend writing a comment!

      The modifiable version of the template allows you to input up to 500 items which are quite enough. But if again you need more than 500, we also have a customization process to make adjustments according to your data/job specifically.

      Hope that helps!

      Best regards,

  16. Edmund

    Dear Someka.
    Nice template… took me an hour to get the hang of it. Seems to get most of what I need done.
    I noticed that there are 500 rows for the entry for RECEIVED. Is there a possibility to increase more?
    Generally speaking for the price of the product… it is as good as it gets. Thanks… Happy customer.

  17. Asim

    it looks good. is it possible to share with other users on different network?

    • Someka

      Hello Asim!

      For sharing rights, we provide two different licence types to our users. Check this guide to learn more about it: Licence Details

  18. Roderik

    Currently, I am using this template and I’m glad. Do you also have an inventory tracker that integrates forecasts, so i can also use it for my purchasing plan?

    • Someka

      Hi Roderik,
      We’re happy to like our template! For now, we just have one Stock&Inventory template. But, we have noted your request to the list of ideas we will consider for the future templates.
      For further questions or requests please feel free to contact with us anytime you want!

  19. Freda

    such an amazing spreadsheet, real great of you to do this, can’t wait to get mine started. I’ve literally searched the whole of web for something simple like this

  20. veronicaritter

    I did this and it works! thanks for this.. big help for my small business.. but how about if I add some more items? for example A1 to A50?

    • Someka

      Hi Veronica,

      First of all thank you for your feedback!

      We added more rows in the modifiable version of the Stock & Inventory Tracker for our customers who have a great number of items. If you need more rows for your items, you can have a look modifiable version of the template to be able to open more space. There is a plus sign on the left side, after you unlock the template, just need one click to get more space!

  21. jasmine1

    This is one of the simplest but powerful inventory tracking sheet established on Ms Excel. Thumps up guys!

  22. Dustin C

    Overall I enjoy that I can export an inventory sheet and calculate all the counts automatically into the Excel.

  23. ahmed

    great work, simple and powerfull

Leave a customer review

Only verified users who have downloaded and used the template may leave a review.

RELATED TEMPLATES