Excel Inventory Management Tracker

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Streamline Your Inventory with Ease!

Say goodbye to stockouts and overstock headaches with the Excel Inventory Management Tracker—a powerful, user-friendly Excel tool designed for small businesses, e-commerce sellers, and retailers. This affordable alternative to pricey software like QuickBooks or Shopify add-ons helps you track stock levels, spot low-stock alerts, forecast demand, and generate professional reports—all within Excel, no subscriptions needed!

Key Features

• Effortless Stock Tracking: Input product details (SKU, name, reorder point) and transaction data (stock in/out) in dynamic, auto-expanding tables.
• Automatic Calculations: Real-time updates for current stock, stock value (Current Stock * Unit Cost), and low-stock alerts using SUMIFS and INDEX-MATCH formulas.
• Low-Stock Alerts: Conditional formatting highlights items below reorder points in red for quick action.
• 30-Day Sales Forecasting: Built-in trend analysis (FORECAST.LINEAR) predicts future sales based on transaction history.
• Interactive Dashboard: Summarizes total products, stock value, and low-stock items with pivot tables and a column chart for visual insights.
• One-Click PDF Reports: Export low-stock summaries instantly for reordering or sharing with suppliers.
• Fully Customizable: Add more products, extend ranges, or adapt for multiple warehouses with simple tweaks.

Why Choose This Tool?

• Affordable: One-time purchase for lifetime use—no recurring fees.
• User-Friendly: No coding skills needed; setup is automated with a VBA macro, and sample data gets you started fast.
• Visual & Actionable: Pivot charts and dashboards make it easy to spot trends and prevent stock issues.
• Scalable: Handles up to 100 products and 1000 transactions out of the box, expandable for larger inventories.
• No Dependencies: Works entirely in Excel, offline, with no add-ins required.

What’s Included

• Excel File (.xlsm): Macro-enabled workbook with four sheets: Inventory, Transactions, Dashboard, and Reports.
• Automated Setup: VBA macro creates all sheets, formulas, tables, conditional formatting, pivot table, chart, and PDF export button.
• Sample Data: Pre-populated examples to test and learn the tool instantly.
• User Guide: Detailed instructions (readme.txt) for setup, usage, customization, and troubleshooting.

How It Works

1. Setup: Open the .xlsm file, enable macros, and run the included VBA macro to create all sheets with sample data.
2. Input Data: Add products in the Inventory sheet (SKU, name, reorder point, etc.) and log stock movements in the Transactions sheet (e.g., +100 for stock in, -20 for sales).
3. Monitor & Analyze: The Dashboard auto-updates with stock summaries, low-stock counts, and a 30-day sales forecast. Pivot charts visualize trends.
4. Generate Reports: Use the Reports sheet to view low-stock items and export to PDF with one click.
5. Optimize: Adjust reorder points or add transactions to prevent stockouts and plan restocks.

Note: Any empty default sheets (e.g., Sheet1) can be deleted (right-click > Delete) without affecting functionality.

System Requirements

• Microsoft Excel 2010 or later (Excel 2016+ or Microsoft 365 recommended).
• Windows or Mac (macros may require manual enabling on Mac).
• File format: .xlsm (macro-enabled).

Customization Options

• Extend Capacity: Add rows for more products (100+) or transactions (1000+); tables auto-expand.
• Enhance Forecasting: Adjust the 30-day forecast period or add more historical data.
• Multi-Warehouse Support: Add a Warehouse column in Transactions and tweak formulas.
• More Visuals: Create additional pivot charts for stock trends or other metrics.

Perfect For

• E-commerce sellers managing Etsy, Shopify, or Amazon stores.
• Small retailers tracking physical or online inventory.
• Businesses needing a cost-effective alternative to complex software.
• Anyone wanting clear, actionable inventory insights in Excel.

Get Started Today!

Transform your inventory management for just $19.99! Download now and take control of your stock with this intuitive, all-in-one Excel tool. For support or customization requests, contact us via Payhip.

Tags: Excel Inventory Template, Stock Management, E-commerce Tools, Small Business Solutions, Inventory Tracker