Inventory and stock register template

A stock register for small shops, workshops and online sellers. Each item has a SKU, category and unit, an opening quantity, stock received and stock issued; the sheet calculates what is on hand and its value at unit cost, totals the value of all stock, and flags any item at or below its reorder level in red so you know what to buy before you run out.

Templates

Inventory and stock register (Excel spreadsheet): An inventory spreadsheet and stock register: opening stock, stock in and out, on-hand quantity, stock value and a reorder flag that turns red.
Purchase order (Excel) (Excel spreadsheet): A purchase order format in Excel: vendor and ship-to details, items with quantities and unit prices, tax and total, ready to print and sign.
Invoice (Excel) (Excel spreadsheet): An auto-calculating invoice in Excel: line items, subtotal, discount, tax, total, amount paid and balance due, laid out to print on one page.

How to use these templates

List each item once with a SKU, name, category and unit of measure.
Enter the opening stock from your last count and a reorder level for each item.
Add stock received to In and stock sold or used to Out as it happens, or once a week from your receipts and invoices.
Filter the Reorder column for items to buy, then raise a purchase order for them.

Keeping stock records accurate

Give every item a unique SKU. Two items with the same name in different sizes or colours need different codes.
Count physical stock regularly and correct the opening figure. Small differences from damage and miscounts add up.
Set reorder levels from how fast an item sells and how long the supplier takes: daily sales times lead time, plus a buffer.
Start each period by copying closing stock into the opening column and clearing In and Out.
In India this is often called a stock register; in the UK, a stock list. The layout is the same.

Frequently asked questions

How is stock on hand calculated?

Opening stock plus stock in, minus stock out.

Can I sort and filter the list?

Yes. The header row has filter buttons, so you can show one category or only the items marked Reorder.

How do I value my inventory?

The sheet multiplies on-hand quantity by unit cost for each item and totals it. Use the cost you paid, not the selling price.

Does it work for a warehouse with many locations?

Add a Location column and filter by it, or keep one copy of the sheet per location.