Inventory & Reorder Manager — Track Stock, Reorder Points, Purchase Orders & Stock Value in Excel

🔥 Inventory & Reorder Manager — Instant Download Template

Know what is on hand, what to reorder and how much, and what your stock is worth.

A ready-to-use Excel workbook for shops, wholesalers and makers. It brings your item list, suppliers, every stock movement, a reorder report, purchase orders and stock valuation into one file, with a Dashboard that updates from every tab. Seven working tabs plus START HERE and Settings, in one file.

✨ What You Get Inside

- START HERE: step-by-step setup, a map of every tab and my contact email

- Settings: business name, usage window (30 days by default), target days of stock, low-stock buffer, ABC class cutoffs and every dropdown list (movement types with a +1 / −1 direction, locations, categories, units, PO statuses)

- Items: your SKU list with category, supplier, unit cost, sell price, opening quantity, safety stock and minimum order, plus units in, units out, on hand, reorder status and margin % (entry rows 7 to 500, 494 rows)

- Suppliers: lead time, minimum order, payment terms, SKUs supplied, open PO value, late PO lines and items to reorder (entry rows 7 to 500, 494 rows)

- Stock Movements: Received / Sold / Used / Returned / Damaged / Adjustment rows by location, with signed quantity, receipt cost and month (entry rows 7 to 500, 494 rows)

- Reorder Report: one row per item with units sold and used in the usage window, average daily usage, supplier lead time, safety stock, reorder point, quantity on order, REORDER / Low / OK status, days of stock left, suggested order quantity (at least the minimum order), order cost and an action (“Order” plus the quantity, or “Covered by open PO”) (entry rows 7 to 500, 494 rows)

- Purchase Orders: a printable PO (pick a PO number to fill in supplier, contact, email, order and expected dates, up to 12 lines and the PO value), plus a PO line log (rows 29 to 500, 472 rows) with quantity received from Stock Movements, open quantity, open value and a LATE flag

- Valuation: weighted average cost, stock value, retail value, units sold in the last 365 days, annual usage value, cumulative % and ABC class for every item (entry rows 7 to 500, 494 rows), plus units on hand for each of 4 locations

- Dashboard: 8 KPI cards and 3 charts (stock value by category, top 10 SKUs by units sold, SKUs by stock status)

💡 Who This Is For

- Retail shops tracking stock across a backroom, shop floor and online

- Wholesalers and makers who buy from several suppliers

- Small businesses that write their own purchase orders

- Anyone who wants reorder points based on real usage instead of guesswork

🔄 Before & After Using This Template

- Before: Running out before you notice / After: A REORDER / Low / OK status on every item, based on recent usage and supplier lead time

- Before: Guessing how much to order / After: A suggested order quantity that respects the minimum order and counts stock already on order

- Before: Not knowing what your stock is worth / After: Stock value at weighted average cost, retail value and ABC class for every item

🏆 What Makes This Template Better

- Stock Movements drive on hand, the Reorder Report and Valuation, so every count updates from one log

- Live formulas throughout, so totals, flags and charts update as you type

- Every dropdown list lives on Settings, so you can rename items to fit your business

- Formula cells are pre-locked and shaded gray; sheet protection is off, so you can switch it on to prevent accidental edits

- Rows marked EXAMPLE DATA show how each tab works before you add your own numbers

- One ready .xlsx file: no zip to unpack

⚡ Get Results in Minutes

- Download instantly

- Open in Excel 2019 or later, Microsoft 365, or Google Sheets

- Add your items and suppliers, set your reorder rules on Settings, then replace the EXAMPLE DATA rows

- Start using it immediately

Compatibility: Works in Excel 2019 or later, Microsoft 365, or Google Sheets. No macros.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your files.

Need it tailored? Get a Custom Build of this kit built around your business: https://payhip.com/b/Vs6m3

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime — I’m here to help you get the most out of your templates. You can also email herrickkyle87@outlook.com (the address is on the START HERE tab too).

🚀 Ready to Use This Template?

Click “Buy Now” to get instant access and start using it today.

Organization tool only; not tax, legal, accounting or financial advice.