Template · Industrial engineering

Inventory stock and reorder tracker

Roll stock balances forward from opening units, receipts, and issues, then compare closing stock with a minimum and target.

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Inventory stock and reorder tracker
Example data — replace the blue input cells with your own.
Roll stock balances forward from opening units, receipts, and issues, then compare closing stock with a minimum and target.
Populated records3
First record: Reorder units65
60 record rows. Blue cells are inputs; dark cells calculate.
SKUOpening unitsReceived unitsIssued unitsMinimum unitsTarget unitsClosing unitsReorder units
SKU-001802065401003565
SKU-00212003550120850
SKU-0033015401040535

Showing the first 16 of 72 rows and 8 of 8 columns. Cells with formulas show the formula on hover.

What does this template do?

Roll stock balances forward from opening units, receipts, and issues, then compare closing stock with a minimum and target.

Closing units equals opening plus receipts less issues. Reorder quantity equals target less closing stock, floored at zero, only when closing stock is below the minimum.

All quantities in a row use the same unit. Minimum and target levels are manual policies; this worksheet does not calculate demand variability or purchase lead time.

The working tab keeps editable inputs separate from formulas, with room for 60 records. The Notes tab explains the method and how to extend the range. All example records are fictional and can be replaced. Download a workbook format to retain formulas, or CSV when you need calculated values only.

What’s inside

  • Closing units equals opening plus receipts less issues. Reorder quantity equals target less closing stock, floored at zero, only when closing stock is below the minimum.
  • 60 prepared record rows with blank-row guards
  • Blue input cells, typed dates and numbers, and frozen column headers
  • Notes with the method, assumptions, and range-extension instructions

Which tabs does the workbook have?

TabWhat it holds
WorksheetRoll stock balances forward from opening units, receipts, and issues, then compare closing stock with a minimum and target.
NotesHow to use the workbook, formula method, assumptions, and file format limits.

What formulas does this template use?

This template holds 122 formulas in 172 cells across 2 tabs, so 71% of its cells calculate. They use 5 distinct functions; the longest formula is 97 characters.

FunctionUsesWhat it does
IF301one result when a test is true, another when false
COUNT120counts numeric cells
MAX60largest value
COUNTIF2counts cells meeting one condition
COUNTA1counts non-empty cells

Counted from the workbook itself. Only functions that Excel, LibreOffice Calc, Google Sheets and Apple Numbers evaluate the same way are used, so the formulas survive every download format.

How do you use it?

  1. Replace the fictional records in blue cells with your own data. Keep the dark formula cells.
  2. Use the units stated in the column headers and keep each record on one row.
  3. Read the calculated columns and inspect the results before using them. Clear unused input rows; keep their formulas.
  4. The prepared range holds 60 records in rows 11–70. Extend formulas and summary ranges together if you add more rows.

What is it good for?

  • Roll stock balances forward from opening units, receipts, and issues, then compare closing stock with a minimum and target
  • Replacing the labeled fictional records with your own figures
  • Checking a calculation before adapting it to a larger workbook

Questions about this sheet

How is the result calculated?

Closing units equals opening plus receipts less issues. Reorder quantity equals target less closing stock, floored at zero, only when closing stock is below the minimum.

What assumptions should I check?

All quantities in a row use the same unit. Minimum and target levels are manual policies; this worksheet does not calculate demand variability or purchase lead time.

Can I add more than 60 records?

Yes. Copy the formula columns into new rows and extend every summary range to include them. Keep inputs and formulas in their original columns.

Are the example records real?

No. All example data is fictional and intended to demonstrate the formulas. Replace it before using the workbook for your own work.