Sheets
5
Master data and transactions separated
Wholesale Excel template
Download the inventory management template for free. Keep stock, movements, and reorder points in one workbook.
A free Excel template for inventory visibility, stock movements, stock counts, and reorder point management. The same page also shows a web-screen version of the workflow.
Free download
Stock list
Reorder point
Stock count
Workflow
Traceable
Visibility and stock checks
Input
Scalable
Ready for multi-site operations
Input example
Align the inventory assumptions first
Align the product count, number of sites, minimum stock, and update frequency first, and the inventory view becomes much more stable.
Product count
120 SKUs
Sites
2 locations
Minimum stock
Reorder point enabled
Update frequency
Daily
Free download
See what is inside the Excel version first
A free Excel template that brings together stock movements, stock counts, and reorder point checks. After downloading, start by organizing the product master.
File
wholesale_inventory_management_template_en.xlsx
Sheets
5 sheets
Purpose
Inventory, movements, reorder points
Align the product master, stock list, and reorder points first to stabilize the process.
Keep stock movements and stock counts in the same workbook so monthly differences are easier to review.
Reorder points are visible, which helps you act before stock runs out.
Start with the product master.
How Excel is used
What inventory management looks like in Excel
When the product master, movements, stock counts, and reorder points are kept separate, it becomes much easier to keep inventory data consistent.
Step 1
Product master
Set the product name, unit, lot, and reorder point first so everyone uses the same baseline.
Step 2
Movement log
Record inbound and outbound movements separately so quantity changes remain traceable.
Step 3
Stock count
Compare the physical count with the book count during stock takes to catch differences early.
Step 4
Reorder alert
Highlight only the products below their reorder point so decisions happen before shortages.
Excel to screen mapping
Which Excel columns turn into which screens?
When you carry the inventory data model directly into screen design, the workflow becomes easy to use for both field and office teams.
Excel element
System element
Notes
Excel element
Product master
System element
Searchable master list
Notes
Keeps product name, unit, and inventory rules together.
Excel element
Stock list
System element
Current stock table
Notes
Shows on-hand quantity, site, and lot in one view.
Excel element
Movement history
System element
Transaction history
Notes
Tracks inbound and outbound differences over time.
Excel element
Reorder point
System element
Alert card
Notes
Makes it easier to fire alerts before stock runs out.
Adoption boundary
Where does Excel end and the system begin?
Think about product count, number of sites, and update frequency when deciding the split between Excel and web.
Excel is enough
Small inventory operations
If you have a small team and only a modest number of products, Excel can still handle the work well.
- Few staff involved
- Small product catalog
- Low update frequency
Partial systemization
Lighten visibility and alerts first
If you move only the stock list online first, field updates and reviews become much faster.
- You want a cleaner stock list
- You want to split movements first
- You want reorder notifications
Full systemization
Build around sites and history
If you need multiple sites, lot tracking, or access separation, you should plan for a system from the start.
- Multiple sites
- Lot tracking required
- Permissions and history required
FAQ
Frequently asked questions
Here are the questions people usually ask before they adopt it.
What do you need for an estimate?
If you can share the number of products, number of sites, lot tracking needs, and reorder-point rules, we can outline the estimate.
Can we use it with our current inventory sheet?
Yes. You can keep the existing spreadsheet and move only the stock list or alerts online first.
Is it suitable for mobile use?
Yes. It is designed with field updates in mind, so mobile viewing and data entry are both part of the concept.
Consultation
We can help you sort out which parts should stay in Excel and which parts should move into a web system, based on product master data, site count, lot tracking, reorder points, and sharing needs. We can also tune the columns to match your current inventory sheet.
We can adjust the columns to match your operation.