Salon and Spa Stock Inventory

Who this is for

The stock room and the retail shelf counted on one sheet. Each line says what it is, what size, how many are held and what one costs, and the sheet splits the value of the retail stock from the products used in treatments.

Salon and spa owners and managers, barbers, nail and beauty technicians — anyone whose stock cupboard is worth more than they think and whose retail shelf is harder to count than it looks.

What this helps you track

• Every product held, by brand and size, and where it is kept
• Whether each line is back bar stock, retail stock or colour
• How many of each are on hand at the date of the count
• The value of the whole stock room at the cost per unit you enter
• The retail portion totalled on its own, so shelf stock can be seen separately

How to use it

1. Fill the header with the salon, the site, who is counting and the date.
2. Count the retail shelf first, while it is tidy, then the back bar and the colour stock. Give each product and size its own line.
3. Mark the type of each line — back bar, retail or colour — because the retail column depends on it.
4. Enter the cost per unit from your supplier invoice, not the retail price, unless you are valuing the shelf at what it sells for; whichever you choose, say so in the notes and keep it consistent.
5. The line value, the retail value, the totals and the summary are worked out in the browser and the workbook; on paper, multiply across and add the columns up.
6. Compare the count with the last one before placing an order, and note anything that is moving faster or slower than expected.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

How does the retail column work?

It repeats the line value where the type is set to Retail, and shows nothing otherwise. The summary totals that column, so the shelf and the stock room are separated without counting twice.

Should part-used back bar bottles be counted?

Most salons count them as whole units and accept a little imprecision, or count in halves. Either works as long as you do the same thing at every count — the comparison between counts is what makes it useful.

Cost price or retail price in the value column?

Cost price is the usual choice for stock value, since that is what the stock represents to the business. The sheet takes whatever you enter and supplies no prices or margins of its own.

What about colour tubes and tints?

Give them the colour type and list them by shade code. A separate line per shade is more work but is the only way to see which shades are actually running out.