Stock on hand, stock on order, and what to reorder today.
Eight tumblers left on the shelf, and you sell twelve a week — so you order a hundred and sixty more. Two hundred and forty were already on a lorry, arriving Tuesday. Every inventory sheet knows what is on the shelf; this one also knows what is already on its way.
What is in it
- Covered = on hand plus on order, and that is what the reorder flag reads
- ORDER means buy it; LOW means stock is coming but not fast enough
- Purchase orders with part-receipts, days late and value still to arrive
- Supplier lead time promised against lead time actually managed
- A printable stock valuation at weighted average cost
Who it is for
Small shops, makers and anyone reordering from more than one supplier.
How it works
Microsoft Excel 2016 or newer on Windows or Mac, and Google Sheets — upload the file and open it with Sheets, every formula works. LibreOffice too. No macros, no add-ons, no account to create and nothing to install.
The download is instant. Every workbook ships twice: one with a worked example already filled in so you can see what each column expects, and the same file completely blank for your own numbers. A plain-English Start Here guide comes with it as a PDF.
Sold through my Etsy shop, ThePlainLedger, so the download, the payment and the buyer protection are all handled by Etsy. I never ask for access to anything — no password, no manager invite, no app permissions. You download a file; that is the whole transaction.