Inventory Management Excel Templates

For small and medium sized businesses, managing inventory and orders can be done effectively with Excel templates. The following are the currently available inventory templates.

Retail Business Manager Read and Download

This Excel template provides a simple and effective solution for managing retail and wholesale business for small business owners. The template includes order management, inventory management, finance management, invoice and purchase order generation, data management and extensive business performance reporting.

FEATURES

  • Order Management
    • 5 types of orders
    • Handles returns
    • Auto-populate product prices in orders
  • Inventory Management
    • Calculates current inventory of a product
    • Set re-order points and know what to order
    • Checks availability while creating invoices
  • Finance Management
    • Track payments on orders
    • Handles Tax
    • Handles product level and order level Discounts
    • Track operational expenses
    • Calculates COGS, Gross and Net Profit
  • Invoice / P.O.
    • Generate automatic Invoice/P.O.
    • Export to PDF or Print
    • Customize with logo and data as needed
  • Data Management
    • Easily accessible Product and Order Lists
    • Organized Customer/Supplier data
    • Maintain product price data
  • Reporting
    • 6 Page interactive report
    • 12 month trends of all key metrics
    • Identify best products and partners
    • Inventory Value calculation
    • Know when payments are due

Retail Inventory and Sales Manager Read and Download

  • Enter and manage up to 2000 different Products
  • Manage inventories in multiple locations (up to 10)
  • Create and print invoices instantly (up to 40 different products in one invoice)
  • Customize invoice with your own (up to 4) customer information columns
  • Can handle 50,000 line items (if you have 10 line items per order, you can have 5000 orders)
  • When limit is reached, you can archive the file and start fresh with a new copy
  • Set tax rates differently for each product
  • Set custom re-order points for each product (re-order points are same for each location)
  • Can have a mix of products which are inventoried and products which are not
  • Easy to print product, customer and order lists
  • Easy to enter starting inventory of each product in each location
  • Instant access to current and future inventory levels of each product
  • Identify the products to be re-ordered
  • Know if the sale orders can be fulfilled or not
  • Easily understand the sales and purchase patterns
  • Quickly see your top customers and suppliers
  • Identify your best performing products and how different product categories contribute to sales

 

Manufacturing Inventory and Sales Manager Read and Download

This Excel template helps in managing inventory at a manufacturing/assembly business. If you buy raw materials and convert them to products by assembling or manufacturing, then you can use this template to manage inventory of products and raw materials. You can save time by the automatic calculation of current inventory levels of products (finished goods) and also products (in the form of raw materials). All the order details will be managed in one place and you can see purchase and sales trends instantly in this Excel template.

  • Manage inventory at a manufacturing/assembly business
  • Automate inventory calculations of raw materials based on products
  • Choose whether you hold manufactured goods or not
  • Know current inventory levels of each product and raw material
  • Identify the products to be re-ordered
  • Easily understand the sales and purchase patterns
  • Identify your best performing products
  • Know how the different product categories contribute to sales
  • Easily retrieve and view your order details

Retail Inventory Tracker  (Free)

Read and Download

This Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. The template will assist in knowing the inventory levels of each product and understanding which products to re-order. Also, you can quickly view the purchases/sales patterns over time and the best performing products. The Inventory and Sales Manager Excel template has the following features:
  • Enter and manage up to 2000 different Products
  • Set custom re-order points for each product
  • Simple and Easy data entry
  • Know current inventory levels of each product
  • Identify the products to be re-ordered
  • Know if the sale orders can be fulfilled
  • Easily understand the sales and purchase patterns (monthly and cumulative)
  • Quickly see your top customers and suppliers
  • Identify your best performing products
  • Know how the different product categories contribute to sales
  • Easily retrieve and view your order details

Manufacturing Inventory Tracker (Free)

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Rental Inventory Tracker (Free)

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