Small business paperwork

Stock and Inventory Spreadsheet

Stock on hand valued at cost and at retail, with margin per line and a reorder flag against the minimum level you set for each item.

Download the spreadsheet · 24 kB

.xlsx · 3 tabs · opens in Excel, LibreOffice, Numbers and Google Sheets · no sign-up

What it works out for you

Stock value at cost and at selling price, per line and in total
Margin and margin percentage on every item
A reorder flag when quantity falls to your own minimum
How many lines need reordering, and what they are worth

Who it is for

Makers, resellers, shops and anyone holding stock they have paid for.

What is inside

3 tabs: Read me, Stock, Movements. The first is a Read me that explains the file in plain words and says what it deliberately does not contain.

Cells come in two colours. Cream cells are yours to fill in. Grey cells work themselves out — leave them alone unless you want to change the sum, in which case go ahead, nothing is locked.

It opens blank, and that is correct

This is an empty workbook, so every grey cell is empty until there is something to work from. Type into two or three cream cells and the grey ones beside them fill in straight away. If you download it, open it and see nothing but headings, nothing has gone wrong — the sheet simply has no figures yet.

One thing worth knowing: a file preview — in Google Drive, in a phone’s file browser, in Windows Explorer — often shows calculated cells as blank even after you have filled the sheet in, because a preview does not run formulas. Open the file properly in Excel, Numbers, LibreOffice or Google Sheets and the figures appear.

Amounts and figures

Amounts are plain numbers with no currency symbol, so the same file suits any country. Format the column as your own currency if you would rather see one. There are no rates, intervals or targets of ours anywhere in the file — every figure of that kind is a cell waiting for the one that applies to you.

The printable versions

The same job on paper, for a folder or a clipboard. Free PDFs, A4 and US Letter.

Stock Take Sheet

Count stock area by area and see the variance beside the count, so a stock take produces a number you can act on rather than a vague reassurance.

WT-07 1 page

Consumables and Shop Supplies Inventory

Turn reordering from a guess into a decision, by recording the level you have chosen to hold against what is actually on the shelf.

WT-12 1 page

Delivery Note

Send goods with a note, or check a delivery in properly, with the discrepancy line that settles arguments weeks later.

WT-14 2 pages

Questions

Is it really free?

Yes. No sign-up, no email address, no trial. Download it, use it, change it, keep it. The site is paid for by advertising elsewhere on it, not by this file.

Will it work in Google Sheets?

Yes. Google Drive → New → File upload → pick the file, then open it with Google Sheets. Every formula is deliberately a plain one, so nothing breaks in the move.

Does it work in Excel, LibreOffice or Numbers?

Yes. It is an ordinary .xlsx file with no macros and no add-ins. Anything that opens spreadsheets will open it.

Can I change the formulas?

Please do. Nothing is locked or password protected, and the formulas are ordinary ones you can read. If your situation needs a different sum, change the sum.

Are there any figures built into it?

No rates, intervals, targets or thresholds of ours. Where a figure like that is needed there is a cell for you to enter your own, taken from your handbook, lender, insurer or tax authority. We do not know your circumstances and will not guess at them.