Start a review, then follow the totals back to the underlying rows.
Suggested for your taskFor a maker's shelf, supplies cupboard or small shop
Inventory Control Kit
See what is left, what needs ordering and what the restock will cost.
Record products and stock movements once. The workbook calculates balances at your review date, recent usage, estimated days of cover and a reorder list using your supplier lead times and minimum order quantities. You decide what to buy; the sheet brings the relevant numbers together.
- Format
- Excel · .xlsx
- Inside
- 7 worksheets
- Included
- Clean file + example + guide
Check the capacity and fitWho it is for, supplied record limits and software requirements
The everyday problem
What should I restock before the next delivery?
You have packaging in one cupboard, finished pieces on another shelf and a list of supplier orders somewhere else. A low-stock flag alone does not tell you whether an item will last until the next delivery, or how much a restock will cost. This kit connects your manual stock register to a purchasing review.
Optional guideNeed help getting started?Choose where to begin. All listed files are included.
Add the complete product to your cart whenever you’re ready. Use this guide only if you’d like help choosing what to open first; your choices do not change the product or its price.
Guide step 1 of 4
What would you like to do?
Pick a useful task, or build your own selection.
Which sheets would you explore first?
Choose your starting points. The workbook keeps all its connected sheets and formulas; this does not remove or rebuild worksheets.
Nothing selected yet.
Open this first to understand which cells to edit and how to read warnings.
Suggested for your taskSet the date before a stock check or purchasing review.
Suggested for your taskAdd an item, update its target or investigate a quantity that does not look right.
Suggested for your taskReceive a delivery, use materials or record items leaving your stock pool.
Suggested for your taskSet up a supplier or change the assumptions used in purchasing suggestions.
Suggested for your taskMake the next purchasing list instead of checking products one by one.
Suggested for your taskWhich file would you open first?
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Your starting plan.
Your first file or method
Both XLSX files, all 7 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the complete setup guideThe complete product. Your starting choices do not change its contents or price.
Your choices help you understand the complete product. They do not alter its contents or price.
Both XLSX files, all 7 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the tasks, contents and file choices
Useful starting tasks
Follow one notebook to the reorder list.. Use the included START_HERE.pdf guide to follow one complete task in a disposable example copy.
Choose my own starting points. Explore the contents and select only the parts you would use first.
Contents to explore
- Dashboard: Start a review, then follow the totals back to the underlying rows.
- Start: Open this first to understand which cells to edit and how to read warnings.
- Settings: Set the date before a stock check or purchasing review.
- Products: Add an item, update its target or investigate a quantity that does not look right.
- Movements: Receive a delivery, use materials or record items leaving your stock pool.
- Suppliers: Set up a supplier or change the assumptions used in purchasing suggestions.
- Reorder: Make the next purchasing list instead of checking products one by one.
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Explore the worked example: Fictional records show how the sheets work together. Save a disposable copy before trying a change. inventory-control-example.xlsx
Start my own working copy: Open the clean workbook after reading the guide. Keep the original and save a copy for your own records. inventory-control-clean.xlsx
Follow the complete first taskUse the included guide and a disposable example copy.
Your first useful session / Start with the example
Follow one notebook to the reorder list.
Follow this one complete task before entering your own records. Keep the blank original and save a working copy.
Record the movement
In a disposable example copy, find NB-A5 in Products and its dated OUT entries in Movements. Its supplier is PAPER; use the 6 October 2026 review date.
Inspect the suggestion
Open Reorder. Compare units on hand, recent usage, supplier lead time and suggested quantity.
Make the decision
Review the supplier constraints before ordering outside the workbook. Start your clean file with one real item.
EVERY WORKSHEET / ACTUAL EXAMPLE FILE
See what you enter.
Understand what updates.
Inspect all 7 sheets. These are images of the delivered example, with fictional records. Open an image to read its full detail.
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Dashboard
The stock position and the records needing attention at your chosen review date.
- You enter
- No routine entries; data comes from the working sheets
- Calculated or supplied reference
- A summary of the stock position, reorder needs and records requiring attention
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Start
Open this first to understand which cells to edit and how to read warnings.
- You enter
- No routine data entry; this is the instruction sheet
- Calculated or supplied reference
- No calculations; instructions and a route through the file
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Settings
Set the date before a stock check or purchasing review.
- You enter
- Review date and workbook settings
- Calculated or supplied reference
- The date used by stock balances and the recent-usage window
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Products
Each item connects its stock balance to recent usage, its target and its supplier.
- You enter
- Up to 100 products: SKU, name, category, cost, opening stock, reorder level, target and supplier
- Calculated or supplied reference
- Stock balance; Recent usage and stock cover; Indicative stock value; Stock and input warnings
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Movements
Receive a delivery, use materials or record items leaving your stock pool.
- You enter
- Up to 500 dated IN and OUT entries with quantity, reference and notes
- Calculated or supplied reference
- Checks for unknown SKUs, invalid movement types and invalid quantities
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Suppliers
Set up a supplier or change the assumptions used in purchasing suggestions.
- You enter
- Up to 50 suppliers and their lead times and minimum order quantities
- Calculated or supplied reference
- Input checks on the supplier records
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Reorder
A purchasing view using your stock targets, supplier lead times and order minimums.
- You enter
- Review the suggestions; place orders separately
- Calculated or supplied reference
- Stock cover; Suggested purchase quantity and cost; Suggested order date
Follow the supplied fictional exampleRead the inputs and the result together
From the supplied fictional example
Fictional example: restocking A5 notebooks
The movement history leaves 40 − 36 = 4 notebooks. Recorded OUT usage averages 36 ÷ 30 = 1.2 units per day, giving about 3.33 days of cover against a seven-day supplier lead time. The target-stock gap is 60 − 4 = 56, larger than the minimum order and lead-time-usage gap, so the suggested quantity is 56. At USD 4.50 each, its indicative cost is USD 252.00. The later receipt is still planned and does not increase today's balance. These are recalculated values from the included fictional worked example, rounded for display.
- Review date
- 06 Oct 2026
- Opening stock / recorded OUT
- 40 / 36 units
- Target stock
- 60 units
- Supplier lead time / minimum order
- 7 days / 10 units
- Unit cost
- USD 4.50
- Later planned receipt
- 60 units on 10 Oct 2026
- On hand at the review date
- 4 units
- Estimated days of cover
- 3.33 days
- Suggested purchase quantity
- 56 units
- Indicative purchase cost
- USD 252.00
Try the calculation
Follow a stock movement.
Change the fictional inputs below and compare the result. Nothing is submitted or saved.
Choose Calculate example to see the result.
A small browser demonstration of selected calculation rules. It does not open or edit the downloadable workbook. The kit contains the full records and planning views.
From setup to a regular review
How you use it.
Open the 4-step setup and review routineInputs, calculations and the decision each step supports
- 01
Set up the items you actually keep
You enterEnter a unique SKU, product name, unit cost, opening quantity, reorder level, target stock and supplier.
CalculatedThe workbook checks identifiers and numeric inputs before using the records in its summaries.
Your next stepKeep your finished products and supplies in one consistent register.
- 02
Record each delivery and use
You enterAdd a dated IN or OUT movement with the SKU, quantity and a reference or note.
CalculatedBalances include movements up to the selected review date. The workbook separately measures OUT quantities in the trailing 30-day window.
Your next stepReview the stock position for a chosen date and see which items have been used recently.
- 03
Add the supplier constraints
You enterRecord supplier lead times and minimum order quantities in the Suppliers sheet.
CalculatedWhen stock reaches its threshold or estimated cover is at or below supplier lead time, the suggestion uses the largest of the minimum order quantity, the gap to target stock and the gap to cover lead-time usage.
Your next stepReview a purchasing suggestion with the delivery delay and order minimum visible.
- 04
Review before placing an order
You enterChoose your review date, resolve input warnings and open Reorder.
CalculatedThe sheet brings stock cover, suggested purchase quantities, indicative purchase cost and order timing into one review.
Your next stepDecide what to order outside the workbook, with the stock evidence beside you.
7 sheets. Inspect each one.Inputs, outputs and when to use every worksheet
StartOpen sheet details
Editable inputs
- No routine data entry; this is the instruction sheet
Calculated or reference
- No calculations; instructions and a route through the file
Open this first to understand which cells to edit and how to read warnings.
Inspect the actual Start sheetSettingsOpen sheet details
Editable inputs
- Review date and workbook settings
Calculated or reference
- The date used by stock balances and the recent-usage window
Set the date before a stock check or purchasing review.
Inspect the actual Settings sheetProductsOpen sheet details
Editable inputs
- Up to 100 products: SKU, name, category, cost, opening stock, reorder level, target and supplier
Calculated or reference
- Stock balance
- Recent usage and stock cover
- Indicative stock value
- Stock and input warnings
Add an item, update its target or investigate a quantity that does not look right.
Inspect the actual Products sheetMovementsOpen sheet details
Editable inputs
- Up to 500 dated IN and OUT entries with quantity, reference and notes
Calculated or reference
- Checks for unknown SKUs, invalid movement types and invalid quantities
Receive a delivery, use materials or record items leaving your stock pool.
Inspect the actual Movements sheetSuppliersOpen sheet details
Editable inputs
- Up to 50 suppliers and their lead times and minimum order quantities
Calculated or reference
- Input checks on the supplier records
Set up a supplier or change the assumptions used in purchasing suggestions.
Inspect the actual Suppliers sheetReorderOpen sheet details
Editable inputs
- Review the suggestions; place orders separately
Calculated or reference
- Stock cover
- Suggested purchase quantity and cost
- Suggested order date
Make the next purchasing list instead of checking products one by one.
Inspect the actual Reorder sheetDashboardOpen sheet details
Editable inputs
- No routine entries; data comes from the working sheets
Calculated or reference
- A summary of the stock position, reorder needs and records requiring attention
Start a review, then follow the totals back to the underlying rows.
Inspect the actual Dashboard sheetCompare with a manual starting pointWhat the connected workbook adds
| What is included | Weekly Task Planner — free | Inventory Control Kit 2.2 |
|---|---|---|
| Purpose | A manual list of 20 tasks | A stock register and purchasing review |
| Working records | Tasks with owner, date, priority, status and notes | 100 products, 500 movements and 50 suppliers |
| Calculated views | No dashboard or stock calculations | Balances, recent usage, stock cover and reorder suggestions |
| Files | One .xlsx with Read Me sheet | Clean workbook, worked example and one START_HERE.pdf guide with practical limits and license |
Files, capacities and practical limitsRead these before choosing your working copy
The download
Files with a purpose.
inventory-control-clean.xlsx
Your blank working file. Keep this original and save a separate copy for your own records.
inventory-control-example.xlsx
Fictional worked records. Make a disposable copy before trying the first task.
START_HERE.pdf
Your single guide to setup, the first useful task, file recovery, practical limits and license.
Workbook labels, examples and guides are in English. Dates are displayed with month names, such as 06 Oct 2026. Use one currency throughout the workbook.
Before you choose
Fit and practical limits.
- A small maker checking finished pieces, packaging and materials before a market weekend.
- A home studio recording supplies used and deliveries received from different suppliers.
- A small shop maintaining one stock pool without connecting an ecommerce or accounting system.
Understand the boundaries.
- One stock pool and one currency per workbook; no warehouse-to-warehouse transfers.
- Manual records: no barcode scanning, ecommerce sync, supplier ordering or accounting integration.
- Stock cover uses recorded recent usage; it is not a demand forecast.
- No bill of materials, batch production, unit conversion or inventory accounting method.
- The supplied calculation ranges have fixed capacities. Adding rows requires extending formulas and validations.
- Resolve every input warning before relying on calculated views.
Editable .xlsx files for a desktop spreadsheet application; the software is not included. Native Microsoft Excel verification is still pending in this private preview. Google Sheets and Apple Numbers compatibility have not been confirmed.
Inventory Control Kit / Version 2.2
Your own working copy.
Clean workbook, separate example and one START_HERE.pdf guide covering setup, practical limits and the internal-use license.
$9.90USD · One-time purchaseTaxes included where applicable.
Desktop spreadsheet software required; it is not included. Native Excel compatibility is still awaiting verification.
Digital download. Review availability and the final total in your cart.
Questions about this workbook
The details that affect your choice.
Can I track materials as well as finished products?
Yes. Give each item its own SKU and choose a consistent unit for it. For example, keep boxes as boxes and labels as individual labels. The workbook does not convert units or calculate a bill of materials.
What does days of cover mean?
It divides the stock balance by average daily OUT usage over the trailing 30 days, including the review date. When there are no recorded OUT movements in that window, the sheet shows No usage instead of inventing a coverage estimate. It is a review of recorded use, not a forecast of future sales.
Does the workbook order from suppliers for me?
No. When an item reaches its reorder level or estimated cover is at or below supplier lead time, the workbook suggests a whole-unit quantity using your target, recent usage and order minimum. You review that suggestion and place the order through your normal supplier process.
Can I look back at an earlier stock position?
The review date controls which dated movements contribute to the balance. Keep the opening quantity and movement history consistent; entering an earlier review date does not reconstruct records you never logged.
What happens if I make an invalid entry?
Input-check columns flag problems such as missing or duplicate identifiers and invalid quantities. Review the affected row before using a total. Pasting into a spreadsheet can bypass a dropdown or validation prompt, so the visible checks still matter.
Is the stock value suitable for my accounts?
It is an indicative quantity × entered-unit-cost calculation. It is not FIFO, weighted-average costing, a tax calculation or an accounting valuation.