10 Free Stock Templates + Directions


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Conducting a bodily stock rely is a tedious however important enterprise course of. Since product monitoring wants differ, stock templates are not often one-size-fits-all. Whereas some merchandise simply want a fundamental amount rely, others would require variations in dimension, coloration, or each for accuracy.

We tried dozens of stock templates on-line and picked the very best for many enterprise sorts. We even created just a few ourselves that can assist you get began on a listing rely course of that works for you. You’ll be able to obtain free Excel or Google Sheets stock template spreadsheets from our listing beneath.

Use a free stock administration software program like Sq. for essentially the most user-friendly possibility.

Go to Sq.

1. Match Small Enterprise Stock Administration Template

Greatest for: Retailers on the lookout for an automatic stock monitoring workbook with reporting performance

For retailers and ecommerce enterprise homeowners on the lookout for added automation and reporting performance of their bodily stock counting course of, our stock administration workbook is your most suitable option. It comprises every little thing from bodily stock rely templates to stock efficiency calculators. Step-by-step directions are additionally included within the workbook.

To make use of, print, or modify the workbook, obtain it as a Google or Excel spreadsheet to make a replica.

Alternatively, we advocate utilizing a point-of-sale (POS) system to automate stock administration. An end-to-end POS system like Sq. for Retail helps small retailers deal with gross sales and stock counts, plus get real-time insights on product efficiency and income. You’ll be able to arrange a free Sq. for Retail account in minutes.

Go to Sq. for Retail

2. Match Small Enterprise Primary Retail Inventory Depend Template

Greatest for: Retailers on the lookout for a fundamental stock monitoring sheet to make use of for bodily counts

This workbook comprises 5 totally different templates in numerous tabs for counting your on-hand inventory and is without doubt one of the best stock templates to make use of that can assist you forestall stockouts. Make a replica of the file to make use of, print, or modify the templates within the workbook. You’ll be able to edit in Google Sheets, export to Excel, or print from there.

The primary tab has essentially the most fundamental template for companies that want a fast counting listing for only a few gadgets. The second tab has columns devoted to shelf and stockroom portions, best for mom-and-pop retailers with small storage rooms.

The subsequent template is for counting by the case—best for warehouses, liquor shops, or different companies with massive portions of the identical merchandise. The templates on the final two tabs have choices for monitoring variants, equivalent to a number of sizes or colours of the identical product.

3. Match Small Enterprise Liquor & Bar Stock Template

Greatest for: Single retailer or restaurant homeowners needing to trace beer, wine, spirits, and mixers

For retailer or restaurant homeowners promoting alcoholic drinks, preserving a tab on provide requires a extra detailed stock rely course of. The convenience or complexity of conducting bar stock will rely upon your corporation dimension. For those who solely have one calmly trafficked venue or retailer, utilizing a spreadsheet may do the trick for sustaining stock rely.

The tables are simple, with area to customise your merchandise listing. It enables you to observe the variety of items based mostly on the place they’re saved together with the unit worth and totals.

When you’ve got a high-volume bar or plans on increasing your corporation, we advocate utilizing a POS system to assist keep liquor and bar stock. See our prime picks for the very best bar POS methods. Certainly one of our alternatives, Revel, enables you to enter and observe stock the second it’s ordered and modify your stock rely in actual time as merchandise are offered.

4. Spreadsheet 123 Meals Stocktake Stock Template

Greatest for: Small eating places and cafes that want correct monitoring and counting of substances

Go to Spreadsheet 123 to Obtain Template

This meals stocktake stock template lets you handle meals variances and offer you a fast overview of your stock value at opening, forecast revenue margins, and value variances. You’ll be able to categorize your meals inventory and get a weekly report and evaluation of product buy value, inventory availability, and gross revenue for every part. It additionally lets you outline the unit of measure and country-specific tax settings.

In case you are comfy with Excel, this stock template is a straightforward however complete resolution. Nevertheless, you may must get a separate stock template to trace your beverage stock, as there is no such thing as a provision for counting per case and unit. Total, the spreadsheet is straightforward to make use of and keep. Spreadsheet 123 recommends this template as a great way to coach crew members to deal with stock. You merely must click on on the obtain button to get your personal copy of the template.

5. Coupler.IO Barcode Stock Template

Greatest for: Small retail companies wanting to keep up backend stock knowledge linked to a easy barcode scanner app

Go to Coupler.IO to Obtain Template

For those who’re on the lookout for a easy barcode scanner app on your small retail enterprise, AppSheet’s stock administration app is a straightforward, easy-to-use possibility. This turns your smartphone’s digital camera right into a barcode scanner, which you’ll then use to seize barcode knowledge to look, replace, and kind your stock throughout the app. Utilizing this software program would require you to have a Google Sheet devoted to keep up stock knowledge within the backend.

Coupler.IO designed a barcode stock template for AppSheet’s stock administration app. Obtain the template and make a replica, after which get the AppSheet add-on on your Google Sheets. This template is already arrange with predefined column sorts that you could customise and match with the app so it provides you an organized view of your knowledge. Go to AppSheet’s stock administration app obtain web page for extra directions.

Once you’re prepared to enroll in your first POS system, you’ll discover superior options, like Lightspeed, have barcode scanners to make the method of stock administration and bodily stock counts quicker. For annual or massive cycle counts, you’ll be able to manage the rely by product line, retailer location, or product class—no matter works greatest on your store, workers, and rely helpers.

6. Coupler.IO Easy Meals Stock Template

Greatest for: Small foodservice companies needing a easy resolution for monitoring substances

Meals Stock Template: Permits you to listing gadgets by date of buy, use date, and storage location.

This can be a quite simple stock template for monitoring your substances. Coupler.IO’s Easy Meals Stock template lets you listing gadgets based mostly on date of buy and makes it simple to establish substances which might be about to exit of inventory or expire. It additionally enables you to specify the place every ingredient is positioned in your kitchen and highlights staple gadgets for quicker monitoring.

In contrast to Spreadsheet 123’s meals stocktake stock template, this spreadsheet doesn’t present any reporting perform and is greatest as a supplemental stock monitoring device for bigger stock administration workbooks. It’s additionally best for infrequent sellers that generally combine house pantry gadgets with substances they use to create merchandise on the market. Click on on the obtain hyperlink and make a replica on your private use.

7. Microsoft Workplace Warehouse Stock Template

Greatest for: Wholesalers and retailers that keep a warehouse or cope with massive volumes of stock and variants

Go to Microsoft to Obtain Template

For wholesalers and retailers with high-volume stock, Microsoft Workplace’s warehouse stock template is a straightforward but efficient resolution for preserving stock organized and straightforward to trace. It lets you keep stock bin areas inside your warehouse whereas additionally preserving observe of stock ranges and realizing when it’s time to reorder. This additionally improves effectivity in fulfilling buy orders, not solely when it comes to velocity but additionally by minimizing stock loss if you’re coping with perishable merchandise.

There isn’t a reporting perform included on this worksheet, so like Coupler.IO’s easy meals stock template, you need to use this as a supplementary toolkit on your bigger stock administration workbook. All you might want to do is click on on the obtain hyperlink and make a replica of the template, which you’ll then customise.

8. Fleetio Elements Stock Template

Greatest for: Small companies that promote customized gadgets with warranties or hire gear equivalent to automobiles and bicycles

Fleetio free parts inventory template.

The tabs on this stock spreadsheet could be personalized to listing the elements you retain observe of to keep up your gear on the market, hire, or use.

For those who earn from promoting customized gadgets that carry warranties, or hire gear that requires common upkeep, you’ll want a relentless provide of substitute elements to maintain the enterprise going. Stocking small gadgets like various kinds of screws, oil, and tires can change into difficult with out a devoted stock monitoring system. This small enterprise stock template from Fleetio was designed for its car rental service however could be simply personalized to match your corporation wants.

Every tab represents a elements class, and you may add as many tabs as you want by copying one as a template and changing the info. The template retains observe of the present stock degree and alerts you of reordering necessities in actual time. Provider contact info can also be saved on the spreadsheet for straightforward reference.

Obtain this template

9. Microsoft Workplace Tools Stock Template

Greatest for: Any small enterprise that makes use of gear to customise their merchandise or present skilled house providers

Microsoft free equipment inventory template.

This gear stock template from Microsoft comes with a depreciation worth tracker for every merchandise in your stock.

A few of the hottest on-line companies as we speak supply personalized merchandise by the use of crafting or printing. House service professionals additionally want transportation, cleansing, plumbing, or gardening gear to run their enterprise. This Microsoft stock template lets you observe the worth of all of your gear from the second of buy, to value of upkeep, up till the top of their helpful life. It provides you well timed info on your corporation financials (reporting) and prepares you for bills wanted to interchange gear.

Like the remainder of the spreadsheets on our listing, this gear stock template is free to obtain and use. It already features a preset depreciation calculation based mostly on the values and depreciation methodology that you’ll specify.

Obtain this template

10. Smartsheet Software program Stock Template

Greatest for: Small to midsize IT firms that present technical providers and promote software program

Go to Smartsheet to Obtain Template

Smartsheet’s software program stock template is designed for IT professionals who supply their technical experience whereas additionally promoting pc software program and {hardware} merchandise. It lets you effectively preserve observe of your software program and {hardware} purchases, license expirations, and upgrades. The worksheet makes it simple to find the place and when every software program was put in, decide license renewal dates, and find buy and provider info.

This free stock spreadsheet affords a really detailed monitoring system for IT companies, setting it other than the opposite stock templates in our listing, however you have to a separate toolkit for producing experiences. Nevertheless, the template already enables you to preserve a document of all of your purchases and gross sales and you’ll solely want somebody with Excel expertise to create a system to compute your gross sales metrics. Click on on the obtain hyperlink and make a replica of the file to begin utilizing the template.

Free Stock Template Steadily Requested Questions (FAQs)

Sure. Smaller companies with just a few hundred gadgets of their stock can simply use Excel for administration and monitoring. There are a selection of Excel features obtainable that can assist you simply create a personalized and arranged stock listing. You’ll be able to even set it up in order that Excel can generate experiences that can assist you with planning on your stock sooner or later.

Excel comes constructed with easy to superior functionalities that can assist you construct a listing template personalized to your corporation. There are presets for formulation and stock rely sheet features to construct out your template. The quicker method is to make use of prebuilt stock spreadsheet templates like those we listed above. All you might want to do is obtain a replica, customise the fields, and add your stock info—then it’s all set to make use of!

Most stock templates are categorized based mostly on use kind. Retailers would search for stock spreadsheets that may observe each non-perishable and perishable gadgets, with bigger institutions on the lookout for warehouse administration options. These within the meals trade can use templates that help meals stocktake by location in addition to drinks that may be tracked by case, bottle, or glass. Service-type companies, in the meantime, can use spreadsheets that may effectively monitor elements and gear.

Stock administration software program is an application-based stock monitoring system that’s best for companies with fast-growing stock quantity. It’s usually built-in with bigger enterprise administration options like POS methods and even cell fee processing purposes. The most effective ones supply superior monitoring and reporting options tailor-made to totally different enterprise sorts.

Backside Line

Counting stock with a POS system or simple-to-use kinds are the primary steps in creating an correct stock listing for managing your inventory. There are lots of small enterprise stock spreadsheets on the market, however the free stock templates and processes listed above will get you began heading in the right direction. Upon getting a listing listing with correct counts, use it as a clear slate for stock management. And in the event you’re not already monitoring stock by a contemporary, computerized system, now’s the time to begin.


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