Description
The Operations & Inventory Bundle is an inventory management spreadsheet for small businesses that hold stock, ship orders or make their own products. You get 10 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
Stock that adds up on its own
You never type stock totals. Purchases, sales, wastage, returns and adjustments go on the movement log, good units from completed production runs are added automatically, and the Inventory Tracker works out current stock, value, margin and reorder status.
10 templates in 4 groups
Stock (4): Inventory Tracker, Stock Movement Log, Batch & Expiry Tracker and Stock Count & Variance. Reorder alerts, wastage value, batches expiring within your alert window, and counted vs system stock with variance value and count accuracy.
Orders & dispatch (2): Order Tracker and Courier Performance. Each order from received to delivered against your delivery target; shipments, on-time rate, returns and shipping cost per courier.
Production & quality (2): Production Planner and Quality Control Log. Planned vs produced, rejects, yield and units per hour; inspections with defect rate and pass or fail against your own limit.
Assets & upkeep (2): Asset Register and Maintenance Schedule. Depreciation and book value; recurring jobs with next due dates, overdue alerts, cost and downtime.
One dashboard for everything
The dashboard shows 30 headline numbers and 12 charts: stock value by category, units in vs out, items to reorder, expiring stock, count accuracy, orders and on-time delivery, courier performance, production vs plan, defects by type, maintenance cost and asset book value.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- SKUs and Asset IDs from dropdowns fill in names and costs
- No macros, add-ons or formulas to write
Good to know
The Inventory Tracker, Order Tracker and Asset Register are also part of our Small Business Complete Bundle (here the Inventory Tracker is linked to the movement log and production); the other seven templates are new.
Step-by-step guide
New to this? Read our guide: 10 Inventory Management Spreadsheets for Small Business: Stock to Maintenance.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Buy smarter with the Purchase & Vendors Bundle.
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