Enter or review these records before relying on the summary.
Suggested for your taskFor a small business moving stock between sites
Multi-Site Stock & Transfers
Know what is at each place, and what is still on its way.
Link location balances, dated movements and transfers. Stock in transit stays apart from stock available at its destination.
Excel 2021, Excel 2024 or Microsoft 365 with XMATCH; native compatibility not verified. Spreadsheet software is separate.
- Format
- Excel · .xlsx
- Inside
- 8 worksheets
- Included
- Clean file + example + guide
$10.90USD · one-time priceTaxes included where applicable.Explore the sheets Follow the real example
Check the capacity and fitWho it is for, supplied record limits and software requirements
The everyday problem
Know what is at each place, and what is still on its way.
Link location balances, dated movements and transfers. Stock in transit stays apart from stock available at its destination.
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.
Enter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
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 8 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 8 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
Name the locations and items. 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: Enter or review these records before relying on the summary.
- Start: Enter or review these records before relying on the summary.
- Settings: Enter or review these records before relying on the summary.
- Sites: Enter or review these records before relying on the summary.
- Items: Enter or review these records before relying on the summary.
- Stock Lanes: Enter or review these records before relying on the summary.
- Movements: Enter or review these records before relying on the summary.
- Transfers: Enter or review these records before relying on the summary.
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. multi-site-stock-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. multi-site-stock-clean.xlsx
Follow the complete first taskUse the included guide and a disposable example copy.
Your first useful session / Start with the example
Name the locations and items
Follow this one complete task before entering your own records. Keep the blank original and save a working copy.
Name each location
Create a stable ID and name for every stock location before linking a location balance.
Inspect SitesName each item
Create the item ID, indicative unit cost and target quantity for each location on the Items sheet.
Inspect ItemsOpen each location balance
Link a site and item in one Stock Lane; enter its opening quantity only once, before later events.
Inspect Stock LanesRecord receipts and use
Enter dated inbound and outbound movements for the correct lane; do not use this sheet for transfers.
Inspect MovementsDispatch and receive transfers
Record the source and destination lanes, dispatch date and actual receipt date as separate events.
Inspect Transfers
EVERY WORKSHEET / ACTUAL EXAMPLE FILE
See what you enter.
Understand what updates.
Inspect all 8 sheets. These are images of the delivered example, with fictional records. Open an image to read its full detail.
Actual example worksheet · Preview range A1:E29. Image only; entries are made in your downloaded workbook.
Dashboard
Dashboard: Labelled results and source warnings.
- You enter
- Review linked input records
- Calculated or supplied reference
- Labelled results and source warnings
Actual example worksheet · Preview range A1:D40. Image only; entries are made in your downloaded workbook.
Start
Start: The first task and route through the sheets.
- You enter
- Read the route through the file
- Calculated or supplied reference
- First useful task
Actual example worksheet · Preview range A1:D27. Image only; entries are made in your downloaded workbook.
Settings
Settings: Review date and chosen assumptions.
- You enter
- Review date and assumptions
- Calculated or supplied reference
- Chosen settings
Actual example worksheet · Preview range A1:D14. Image only; entries are made in your downloaded workbook.
Sites
Sites: 30 supplied input rows.
- You enter
- Record ID, Site / storage place, Reference / short note
- Calculated or supplied reference
- Input check
Actual example worksheet · Preview range A1:F14. Image only; entries are made in your downloaded workbook.
Items
Items: 100 supplied input rows.
- You enter
- Record ID, Item, Unit cost, Target at each site, Stock unit
- Calculated or supplied reference
- Input check
Actual example worksheet · Preview range A1:J14. Image only; entries are made in your downloaded workbook.
Stock Lanes
Stock Lanes: 150 supplied input rows.
- You enter
- Record ID, Site ID, Item ID, Opening qty
- Calculated or supplied reference
- On hand, In transit here, To target, Stock value, Stock state
Actual example worksheet · Preview range A1:H14. Image only; entries are made in your downloaded workbook.
Movements
Movements: 300 supplied input rows.
- You enter
- Record ID, Stock Lane ID, Event date, Direction, Quantity, Reference / short note
- Calculated or supplied reference
- Signed qty
Actual example worksheet · Preview range A1:I14. Image only; entries are made in your downloaded workbook.
Transfers
Transfers: 150 supplied input rows.
- You enter
- Record ID, From lane ID, To lane ID, Quantity, Dispatched on, Received on, State, Reference / short note
- Calculated or supplied reference
- Input check
Follow the supplied fictional exampleRead the inputs and the result together
From the supplied fictional example
The supplied fictional example
The Studio starts with 20 boxes, receives 10 and dispatches 8: 22 remain there. The stall starts with 5 and uses 2: 3 remain. Eight boxes are in transit, so 25 are on hand and 8 are not yet available at their destination.
- Studio opening
- 20 boxes
- Studio receipts
- 10 boxes
- Studio dispatch
- 8 boxes
- On hand
- 25 units
- In transit
- 8 units
FOLLOW THE ACTUAL EXAMPLE FILE
The supplied fictional example
Fictional records from the supplied example XLSX. Follow the same references through the sheets, then start your own clean copy.
The records behind the result
Studio opening 20 boxes
Studio receipts 10 boxes
Studio dispatch 8 boxes
The Studio starts with 20 boxes, receives 10 and dispatches 8: 22 remain there. The stall starts with 5 and uses 2: 3 remain. Eight boxes are in transit, so 25 are on hand and 8 are not yet available at their destination.
- On hand
- 25 units
- In transit
- 8 units
This is an explanation of the downloadable workbook, not an online editor. Its complete clean and worked files are included. Save a working copy. Manual entry, with no automatic sync or external connections.
Inspect the actual worksheetsFrom setup to a regular review
How you use it.
Open the 3-step setup and review routineInputs, calculations and the decision each step supports
- 01
Name the locations and items
You enterCreate stable site and item IDs, a target quantity and a unit cost.
CalculatedBalances join each site/item lane by its stable ID.
Your next stepReview the labelled results and correct source warnings before acting.
- 02
Open each location balance
You enterEnter one Stock Lane for each site/item pair and its opening quantity.
CalculatedDated movements alter on-hand quantities; opening balances stay separate.
Your next stepReview the labelled results and correct source warnings before acting.
- 03
Record physical events
You enterEnter dated inbound/outbound movements and separately the dispatched and received transfer dates.
CalculatedDispatched transfers leave the origin, and only actual receipt puts them at the destination.
Your next stepReview the labelled results and correct source warnings before acting.
8 sheets. Inspect each one.Inputs, outputs and when to use every worksheet
DashboardOpen sheet details
Editable inputs
- Review linked input records
Calculated or reference
- Labelled results and source warnings
Enter or review these records before relying on the summary.
Inspect the actual Dashboard sheetStartOpen sheet details
Editable inputs
- Read the route through the file
Calculated or reference
- First useful task
Enter or review these records before relying on the summary.
Inspect the actual Start sheetSettingsOpen sheet details
Editable inputs
- Review date and assumptions
Calculated or reference
- Chosen settings
Enter or review these records before relying on the summary.
Inspect the actual Settings sheetSitesOpen sheet details
Editable inputs
- Record ID, Site / storage place, Reference / short note
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Sites sheetItemsOpen sheet details
Editable inputs
- Record ID, Item, Unit cost, Target at each site, Stock unit
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Items sheetStock LanesOpen sheet details
Editable inputs
- Record ID, Site ID, Item ID, Opening qty
Calculated or reference
- On hand, In transit here, To target, Stock value, Stock state
Enter or review these records before relying on the summary.
Inspect the actual Stock Lanes sheetMovementsOpen sheet details
Editable inputs
- Record ID, Stock Lane ID, Event date, Direction, Quantity, Reference / short note
Calculated or reference
- Signed qty
Enter or review these records before relying on the summary.
Inspect the actual Movements sheetTransfersOpen sheet details
Editable inputs
- Record ID, From lane ID, To lane ID, Quantity, Dispatched on, Received on, State, Reference / short note
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Transfers sheetFiles, capacities and practical limitsRead these before choosing your working copy
The download
Files with a purpose.
START_HERE.pdf
One four-page guide: first session, file index, practical limits, recovery and license.
multi-site-stock-clean.xlsx
Empty workbook. Save As a working copy before entering records.
multi-site-stock-example.xlsx
The same workbook with fictional records and checked results.
English instructions, sheet names and field labels.
Before you choose
Fit and practical limits.
- For a small business moving stock between sites
Understand the boundaries.
- Save a working copy. Manual entry, with no automatic sync or external connections.
- Supplied tables have fixed capacities. Extend formulas, tables and validation together before using extra rows.
- Use one currency. Blank means unknown; enter 0 when the amount is known to be zero.
- Resolve the highlighted input rows before relying on the summary.
- Uses exact-mode XMATCH. Requires Excel 2021, Excel 2024 or Microsoft 365; older Excel editions are not supported. Native Excel, Google Sheets and Numbers have not been verified.
- One Stock Lane is one site and item. Opening quantity is as at the period start; do not re-enter that opening in Movements.
- A dispatched transfer leaves the origin and remains in transit until its actual receipt date. Planned and cancelled transfers do not change stock.
- A negative location balance blocks the summary. This register does not book transport, purchase orders or accounting inventory valuation.
Excel 2021, Excel 2024 or Microsoft 365 with XMATCH; native compatibility not verified. Local digital-engine tests are separate from native application verification.
Multi-Site Stock & Transfers / Version 1.0
Your own working copy.
Clean workbook, separate example and one START_HERE.pdf guide covering setup, practical limits and the internal-use license.
$10.90USD · 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.
Must I connect an account?
No. The workbook uses manually entered records and has no external connection.
Can I add unlimited records?
No. Supplied capacities are listed. Extend formulas, tables and validation together before using additional rows.
Why does the result ask me to review inputs?
Correct the highlighted Input check at its source. Keep a backup before changing IDs, dates or assumptions; do not replace a formula with a typed result.