Inventory and Reorder Point Tracker

For independent shops, makers and small online sellers who keep stock on shelves and reorder from a handful of suppliers, and who are tired of running out of best sellers while slow lines gather dust.

Log every stock movement in one place: deliveries received, weekly sales from your till, customer returns, write-offs and count corrections. On-hand quantities update for every SKU. Each item gets a reorder point built from its last 90 days of sales, the supplier's lead time and a safety stock sized to the service level you pick (90% to 99%). When stock plus what's on order falls to that point, the workbook suggests an order quantity, rounded up to the case pack and at least the supplier's minimum order quantity. The Reorder List pulls everything due from one supplier onto a printable page with the order value and a check against the supplier's minimum. Purchase orders track received, open and late lines from the PO number you note on each delivery. A printable Stock Count sheet shows variances and their value. The Dashboard shows stock value at cost and retail, out-of-stock, overstock and no-sales items, open and late POs, inventory turns and days of cover, with charts by month and by category.

Included: worked-example and blank workbooks (11 sheets, 38,089 formulas; room for 300 items, 30 suppliers, 3,000 stock movements and 500 PO lines), plus a 7-page PDF in US Letter and A4 with the reorder maths and a worked example, a cycle-count and receiving routine, and blank and filled purchase order and stock count pages.

General information to help you manage stock, not financial or accounting advice.