READY to use Excel Inventory Management TEMPLATE [Free Download]

READY to use Excel Inventory Management TEMPLATE [User form + Stock Sheet]

Track your inventory in Excel, like a pro.

Sometimes it’s really hard to track stock or inventory in a normal spreadsheet.

And you do need a template which can help you to track your stock effectively.

So if you are searching for an Excel inventory management template which can help you track your stock easily then you are landed on a right place.

For me, it’s an honor to tell you that here I have an amazing template in which you can track your inventory easily.

This is an automated template which will help you to save your a lot of time.

As all the formulas and data sheet are already arranged this way that you don't need to do anything.

It’s simple, quick and easy to use and I’m sure you’ll love it.

Dashboard

Here all the important insights are in a single sheet. And, you don’t have to worry about updating it again and again.

ready to use excel inventory management template for free download with dashboard for insights

These insights will get updated in real time, as soon as you add new data. This dashboard will help you to track following important insights.

Current Stock

This figure is the current stock units as on date. It will update with every single entry done by you for stock-in and stock-out. It will calculate by deducting stock-out from stock-in.

check out current stock from dashboard in this excel inventory management template

Stock Value

Stock value is the total value of the current stock after deducting stock out from stock in. It’s calculated by using the unit price of each product.

stock value in excel inventory management template

Stock In

Stock In is the units you have entered in stock-in data in the current month. If you are using pro version you can use the drop down to check stock in quantity for previous months as well.

stockin in excel inventory management template

Stock In Return [Pro]

This section will show you the stock-in units which you have returned back to suppliers. In pro version, you can track them supplier wise.

track stock in in ready to use excel inventory management template

Stock Out

Stock Out is the units you have entered in stock out data in the current month. Using the drop down menu, you can check for other months as well.

stockout in excel inventory management template

Stock Out Return [Pro]

This section will show you the stock-out units which your customers have returned back to you. In pro version, you can track them customer wise.

track stock out in ready to use excel inventory management template

Category Wise Stock

Current stock value is for each product category. You can specify the category for each product in product master sheet.

category wise current stock in excel inventory management template

Product Wise Stock And Reorder Level

This part of the dashboard will show you product’s current stock and value.

It will also tell you about the re-order level of a product. And, you will get an alert message if the stock level is less than re-order level.

There is a drop down to select different products.

product level reorder status in excel inventory management template

User Forms

You can use these user forms to enter data. I have managed user forms in this way that you have to enter minimum data.

Here are the things you can capture with these user forms.

New Product

By using this user form you can create a new product.

The best part is we are using data from product master to fill another user forms with minimum data.

Stock In

Whenever there is new stock, you can enter that stock using this user form. In this user form, you just have to insert the product name (using drop down list), supplier name, and quantity.

It will get the rest of the data from your product master sheet.

enter stock in in excel inventory management template

Stock Out

Use this user form to enter stock out data. All you have to enter, product name, customer name and quantity.

Rest of the data will be captured from product master sheet.

enter stock out in excel inventory management template

Invoice Generation [Pro]

In Pro Version, you can also generate invoices.

With invoice generation sheet you can instantly create invoices & track data into the sheet. It just works like stock out user form, but specifically for invoices.

You can create a proper invoice with all the customer details & further you can also generate a customer report as well.

This form stores data into the same sheet where you have stock-out data.

generate invoices with ready to excel inventory management template

Data Sheets

You can access the data sheets where entire data will capture from user forms. Every entry in user forms has a serial number which you can use to refer it.

Product Master

Product Master is the most important sheet in this template. Your all products will be listed here with details.

stock in sheet in excel inventory management template

Stock In Sheet

Stock-In sheet will contain your entire stock-in data. Each entry is captured with a unique serial number, and you can use that serial number to refer to a specific entry.

And, if you are using pro version, the stock-in return will also be captured here in this sheet.

Stock Out Sheet

Same like stock-in sheet stock-out will contain entire stock out data. You can enter your data in this sheet using stock out user form. Entries in this form are also captured with a unique serial number.

And, if you are using pro version, stock out return will also be captured here in this sheet.

Customer Details [Pro]

You can enter customer details in this sheet which will further use in stock out user form to track customer wise stock details.

customer sheet in ready to use excel inventory management template for free download

Supplier Sheet [Pro]

You can enter supplier details in this sheet which will further use in stock in user form to track supplier wise stock details.

supplier sheet in ready to use excel inventory management template for free download

Reports

In this template, all the major insight are on the dashboard. But, you can also extract the following reports.

Stock Report

This stock report will be generated from your product master sheet. It will give you the complete summary for the current stock.

stock report in excel inventory management template

Customer Wise Stock Out [Pro]

You have the option to create a customer wise report with pivot table for stock out. It will show you the quantity and values of stock out.

get customer wise current stock report in ready to use excel inventory management template

Supplier Wise Stock Out [Pro]

You also have the option to create a supplier wise report with pivot table for stock out. It will show you the quantity and values of stock in.

get supplier wise current stock report in ready to use excel inventory management template

Product Wise Current Stock [Pro]

In 1-click you can also generate a product wise current stock report. It will show you the product wise quantity and value of current stock.

get product wise current stock report in ready to use excel inventory management template

Instructions

This template is user-friendly and easy to use, and here are some instructions to follow which will help you to use this template effectively.

Menu Button

This template has a dynamic menu bar which has all the option buttons on it. You can call it anytime using this menu button.

menu button in excel inventory management template

From this menu bar, you can navigate to any of the data sheets, user forms, and generate reports.

menu in excel inventory management template

Use back button at the top of the menu bar to go to dashboard

menu close button for excel inventory management template

Entering Data

As I have already mentioned that you have user forms to capture your data. And, data from each user from will be captured into a separate data sheet.

In user form, after entering your data, click on enter button to save the entry.

enter button in excel inventory management template in excel

Things to Avoid

  1. Do not change the name of any worksheet.
  2. Do not delete any worksheet.
  3. Do not add or remove any cell, row, or column in the user form.

Things you can try

  1. You can create your pivot table from data sheets (available in pro version).
  2. You can take print out of your dashboard.
  3. Before using this template make sure to enable macros in excel.

Download Your Template

393 thoughts

Leave a Comment

Your email address will not be published.

  1. How would you manage price changes for same product?
    Value of stock becomes a problem for stock take.
    can weighted average be built in?

    Reply
  2. Would have like to input multiple items for stock in and out. Single input will take to long.
    Order form would also be nice.

    Reply
  3. we have approx 300 items. Purchase price every time different we can not fix unit price. we didn’t want category wise stock in dash board .we want delivery challan returnable and non returnable challan not invoice. Report of item should display price .

    Reply
  4. I am trying to download the program. I enter my name and email but never receive the link. I would like to try this

    Reply
  5. Hi Puneet

    I liked your free template and tried using it though have some queries :

    Need to add few columns Unit, Packing description, additional for product type.
    I have one product list with multiple locations and each location need to maintain idle stock separately. The procurement happens centrally and as per requirement of re ordering stock report (based on closing stock of each location for that month – idle stock) is issued to each location. Would need consolidated as well as location wise reports. Also need to understand consumption for the month for each location.

    How do I achieve this?
    Regards

    S Patwardhan

    Reply
  6. Dear Concern,
    The inventory system is perfect for me, but i need to customize this excel file. If you don’t mind can you help me out.

    Thanks in advance

    Reply
  7. Hi, I want to upload bulk Entry for New product through uploading csv file. Manual Entry for huge items its take more time.
    Excel sheet is brilliant. Hope to listen from your side.

    Reply
  8. This is great, and it will be very useful in my department. But I only need to monitor our item for in and out, No price needed. Can I disable the auto-hide? and for the description to be pre-filled if possible.

    Reply
    • You can do this way: Skip the price while entering stock in and out, and even a new product. And, it’s okay if you skip the description.

      Reply
      • Hi Puneet,

        This looks like the exact thing I’ve been looking for for my dad.

        Would it be possible in the “stock in” function to add a “storage location” I.e rack 1 box 2, and would it then be possible to search the inventory when trying to locate where a sold product is being stored?

        Regards,

        Matt

        Reply
  9. HI PUNEET,
    I really liked your template, will like to go with pro version, before that i need some help, we have tiles business, so will you do customisation as per my requirement, there are some customisations i want in your template, pls reply at earliest.

    Reply
  10. I would like your free: “READY to use Excel Inventory Management TEMPLATE [User form + Stock Sheet]” Thank you!

    Reply
  11. I am interested in this product. I have a few questions?
    1. Can it used on MAC
    2. How Many products will I be able to add? I have over 2000 products
    3. Is it possible to add discounts on the invoice based on the product.
    3. Will I be able to create labels to print?

    Thanks

    Reply
  12. Hi Puneet,
    I got the FREE version of your excel. I liked and wanted to learn more about how the ‘ENTER’ in ‘EnterNewProduct’ formula/macro works. Can you please help me with it?

    Reply
  13. Hi

    How can i change the dates for stock in/out on free version?

    Could you please me the reply to my email.

    Thanks

    Reply
  14. I need a free template to be used the store managing dairy movement and weekly report (Status) kindly help with that short and clear one for test, Once it works we can go for another greater step.

    Reply
  15. it is downloaded with stock already in how do you clear to start with a fresh clean stock inventory?

    Reply
  16. Hi Mr. Puneet,

    Can I also have a copy of your template ? I can’t access the download link of FREE VERSION.

    Please send me to this email

    yannax1998@yahoo.com

    Thank you so much in advance.

    Regards,
    YannaSilva

    Reply
  17. Hi, I would like to go for Pro version, before that could you please confirm below concern
    We having parts business, do we able to change stock items?
    Do we able to change the currency?

    Reply
  18. Dear Puneet, thanks for the templates, I have managed to download the free version but am unable to enter anything in it

    Reply
  19. Are the fields modifiable for my specific application?
    As an inventory tool, does your programing include high/low limits and reorder points; programmed in?
    Is your template barcode capable to generate labels and record inventory based on scanning?
    I can send you a list my requirements if necessary.

    Reply
    • I have this question too; did you get a response by any chance?

      Does the Pro or Dev version allow for easy customization? I’d at least want to add additional header columns..

      Reply
      • Hey Veronica,

        WIth Developer Version, you can do all kind of customizations and if you go PRO version you can mail us you requirments (what columns you want to add) we’ll try to make it up for you.

        …with love, Puneet.

        Reply
  20. Hi Puneet, I am from Chandigarh. I need your help.
    I want a simple excel Stock Management System for smartphones wherein I just need the EAN(Product ID), Description & Quantity. I want an excel where I just scan the barcode of the product and it automatically gets deducted from the actual stock likewise with the Stock In. Do you have such template?

    Reply
  21. Hi despite rying more 3 times, i am not receiving the link in my mail for the trial version.

    Can you please help me please

    Reply
  22. Hello,

    I’m looking for a friend who is searching for a program that automatically can make an invoice for his customer. The problem is that every customer is getting a different discount on their ordered products.
    Is there any possibility to integrate this in your application, because I think that this is almost the perfect application for him.
    Also is it possible to set the currency into euro’s (€) and a choice to set another language? (Dutch).

    Please let me know.

    Reply
    • Hello again,

      I don’t want to be rude but can I get an answer to these questions for my friend so we can see if we will buy this application/

      Thanks in advance.

      Reply
  23. Hello,

    I would like to find out how to get a custom document created for me. How can I get this started?

    Reply
  24. Can this template be used on a Macbook Pro? Also i would like to know if there is an option to create labels to print (Costumers and products). I am in desperate need of a Management Software for my company

    Reply
  25. Trying the free version before going for the pro version. Even on entering values in the user form, the current stock and stock values shows 0 and -ve. What am i missing?

    Reply
  26. Dear Sir,

    We haven’t received the mail regarding the downloading of the free trial version.

    Kindly advice

    Reply
  27. Can you explain the advantage of Dev version
    How many user can use Pro version ?
    if it’s multiuser can I create user password ?

    Reply
    • 1. With DEV Version you get the Developer Code as well with which you can make changes into it if you want (if you know VBA).
      2. If you are using Excel’s latest version (365 or 2019) then you can use it with multiple users + you need to use One Drive/Google Drive to share it across the systems.
      3. No, it doesn’t support User/Password but you can create a password to the main Excel file.

      Reply
  28. Hello

    I wanted to try your free version first before buying the full version, but I did not get the email.
    How can I resolve this?

    thanks

    Reply
  29. Hi there,
    I’m interested in purchasing your pro version. However I would like to see few screen shots or a video of how it works, if you have that please share it with me.

    Thank you

    Reply
  30. Hi, Thanks for your response. I have tried the free version and I think its suitable for me. However, when I tried to input the master data and stocks plus the price, the value on the very right cell is still 0? I made sure the format is in numbers but, I still get 0 result. Which part did I messed up?

    Thanks

    Reply
  31. does it work with excel office 365 2019 for mac? As per my past experience I faced lots of error with VBA on Excel Mac

    Reply
  32. Dear Puneet,

    I liked the excel inventory. is there any option to edit the product details or price of the product once entered

    Reply
  33. Many thanks you for the inventory management tool. I wanted to learn one thing which will allow me to monitor an inventory by getting alert from the excel when target is set. In simple word, how will i set my report to get an alert when the target given me is below the target

    Reply
  34. How can we fix the sale price of products and discounts so that employees cannot change while selling?

    Reply
  35. Hi is it okei to add location on it? and also i want to search by code and also per item. not by scrolling

    Reply
  36. Dear Puneet

    Thank you very much for the awesome inventory management tool. Also a special thanks for editing the sheet to have the currency from South Africa. Highly appreciated and will recommend and support you.

    Chris

    Reply
  37. Hello, I just downloaded the free version. How can I delete the info in the template? Is there an option to edit a product once entered?

    Reply
  38. Hi, Need a drop down list to see the single product category. and same need to required on “Product wise current stock vs. reorder level”
    one product category have different different product name, so can see categories wise.

    Reply
  39. Dear Puneet,

    I recently purchased the PRO version. Everything is great but i would like to ask a favour. Is it possible to have a searchable drop down for stock in and stock out as we have a long list of items?

    Reply
  40. I’m having an error it displays “Cannot run the macro”excel-inventory-management-template.xlsm’!OpenMenu”. I have already done enabling the macros but i can’t still navigate the system.

    Reply
    • Close the template once and re-open it and make sure you have enabled your macros. Excel Options ➜ Trust Center ➜ Trust Center Settings ➜ Macro Settings ➜ Trust access to the VBA project object model

      Reply
  41. Hi
    i have followed step as you told about macro setting in instruction . but when i open inventory template, this message pop in excel

    run-time error “1004”:
    Method “Worksheet” of object”_Global”failed

    what i should about this messages?

    2) can you please help in deleting old sample data? or is possible to send me excel pro to email without any sample data

    Reply
  42. i have given the request for free trial version with my email id yesterday at 2.02pm but till now didn’t receive any email

    Reply
  43. Hey Puneet,

    I am using the free version and it has really made inventory management very easy. All thanks to you for the effort you put in. I need the iOS version for the same, if you could please help me with it. Is anything for iOS available?

    Reply
  44. Heyy, Is there any iOS version available for the above template?? It would be really helpful if you can reply asap.

    Reply
    • Ankit this template uses macros and unfortunately, Excel’s IOS version doesn’t come with VBA functionality. I wish to serve you with this in future.

      Reply
  45. I have a doubt about the functioning. I work with a lot of electronic devices as monitors, cameras, etc. and each one of this products has a serial number, like an identity code (I imagine you know how it works). I need to register every serial number code to keep track of out product, to know when someone returns something it is certain that he/she got it from me.
    And another thing would be if i could make receipts out of this, so customers could sign it in prove that they already took what they bought.
    Thanks for your time.

    Reply
    • Hey, Lgnacio,

      In this template, you can create a unique Product ID code for each product and when you go with PRO version there is an option to create an invoice for each customer.

      Reply
  46. Thank you i have just downloaded the free version . this is the template that i was looking for thank you.

    Reply
  47. i have paid 2 times for DEV version but it is not downloaded, if it is not available for Pakistan, then plz reverse the transaction
    .

    Reply
  48. i am unable to get the free version link on my mail inbox and want to know how much time the link available for me to download

    Reply
  49. When I click on the Download button for the free version it asks me to put in a first name and email ID. When I put in the information it says that an error has occured while submitting the data and to try again. I keep trying but I get the same thing. Please help if possible.

    Reply
          • Thanks for your reply Mr. Puneet,
            May be I am not able the use the link in a correct way.
            Please let me know the correct process for using the link.

          • Thanks.
            In the mail link, when I have clicked on the Download button for the free version its again asking me to put in a first name and email ID.
            When I put in the information it says that an error has occured, while submitting the data and to try again. I keep trying but I get the same thing.

            Please help, I think I am “not understanding” or “not using the correct link” which you have sent.
            Please guide me.

          • In you mail from “Disqus”, there is no link available.
            Thanks for all your support Mr. Puneet,

  50. Hello Puneet,
    I hope you are doing well.
    I appreciate if you can please tell me how I can change the $ sign for Stock Value.
    I just want the numbers no $ sign.
    Looking forward for you quick and positive response.
    Thanks

    Reply
  51. how to reset the sheet. as there are few entries in the template.
    if we delete anything from any sheet. it effect the template result.
    or
    if i enter data in template. the sample data that is already in the sheet remains in the template.

    Reply
    • Hey Jatinder, It’s very simple, select that old data (just data not headings) and right click and then delete. Just make sure you haven’t delete the entire table.

      Reply
      • Do i need to delete the old data from every sheet sfter unhiding each sheet
        Or
        Do i need to delete the data from stock report.

        Thanx in advance

        Reply
        • There are 3 sheets for data ==> Stock In | Stock Out | Product Master.

          Do for stock-in and stock out as I said in the above comment. And for product master sheet, add your all the products first and then delete all the old.

          Reply
          • hi puneet.
            still struggling with the issue.
            stock in & stock out s fine.
            but when i add new product after deleting data in stock in and stock out sheet . serial number starts from 11 onwards in prodct master sheet.
            once new product data is added & stock in also added.
            if i try to delete old data from product master sheet. something went wrong as help sheet shows error resulted in wrong display of data in template

          • HI PUNEET
            STILL STRUGGLING WITH THE TEMPLATE.
            CAN U SEND ANY BLANK EXCEL TEMPLATE SHEET .
            OR
            REPLY THE QUERRY.
            THANX

  52. Is it possible to generate the items which are below the re-order level on dashboard or any report? It’s quite complicate if I have to check it one by one from drop-down list on dashboard.

    Reply
      • I see, but it will show all data, it would be easier if we can generate only re-order report in case we have many products.

        Reply
        • That is possible but only in PRO version where you can generate a product wise report with total quantity, value and reorder level, instead of complete sheet.

          Reply
  53. Hi i have send the query about the template but no response for last 2 days…anyone guess that still this template is useable for not ?

    Reply
  54. I bought this Excel Inventory Management Template and its AWESOME 🙂 . I love the way it has been design keeping in view that all features used are user friendly to understand and apply accordingly. I can see lot of efforts, time and hard work has been placed in this template. This is really saving my time and no problem in recording and analyzing the inventory position. Dashboard is a value added sheet in this template. I wish to see more templates by Puneet 🙂 Keep Rocking Brother 🙂 and Thank you so much again for making complex things simple for us 🙂

    Reply
  55. Need a help to implement it. How current stock level column does it work ? While stock outing out, there is no change happening in the current stock. Once we explorer we would like to go for pro-version

    Reply
  56. I just bought the Pro Template. Found all the hidden tabs and can’t believe how much work you put into this! What a great value for all the more you are charging. I consider myself an Excel Super User, but I will never be as “super” with it as you, Puneet. I’m struggling right now with keeping track of custom-made items for my employer; this will help me a great deal. I can’t wait to get back to work in the morning and try it out! Thank you so much for sharing all your efforts with us.

    Reply
  57. Hi Puneet,

    I was checking the template and its features a few days ago but forgot to come back and report how it went. IMO, is really useful and you’ve made a nice work with it. Thank you very much for sharing!

    Reply