Excel Template for Inventory Control - Stock Control - Client View

Sheet Names

• Main Dashboard (Client View): A visually rich overview page providing key performance indicators and summary statistics for the client.
• Current Stock Inventory: The core data sheet containing all current stock items, quantities, locations, and status.
• Stock Movement History: Records of all incoming (purchase orders) and outgoing (sales/invoices) stock transactions.
• Reorder Alerts & Recommendations: Automatically generated alerts for low-stock items and suggested reorder quantities based on historical consumption rates.
• Supplier Master List: Centralized information about suppliers, contact details, lead times, and preferred pricing.

Table Structures & Columns (Data Types)

Main Dashboard (Client View)

Stock Movement History

Formulas Required

• Stock Status Indicator: =IF([@Current Stock] <= [@Reorder Level], "Low", IF([@Current Stock] <= [@Reorder Level]*1.5, "Medium", "High"))
• Total Value in Stock: =[@Current Stock] * [Unit Cost]
• Days Until Reorder (Estimate): =IF([@Stock Status]="Low", ROUND(([@Reorder Level] - [@Current Stock]) / AVERAGEIFS([Quantity], [Item ID], [@Item ID]), 0), "N/A")
• Expiry Date Alert (if applicable): =IF(AND([@Expiry Date] <= TODAY() + 30, [@Expiry Date] > TODAY()), "Expiring Soon", IF([@Expiry Date] <= TODAY(), "Expired", ""))

Conditional Formatting Rules

• Low Stock Items: Apply red fill with white text to highlight items where current stock ≤ reorder level.
• Medium Stock: Yellow fill for items between reorder level and 1.5 × reorder level.
• Pending Reorder Recommendations: Blue border and bold text on rows where the system recommends immediate reordering based on usage trends.
• Near-Expiry Items: Orange background for items expiring within 30 days (if expiry tracking is enabled).

User Instructions

1. Open the template and enable macros if prompted (required for auto-refreshing stock calculations).
2. Navigate to the "Current Stock Inventory" sheet and enter new products or update existing ones.
3. Ensure accurate entry of "Reorder Level", "Unit Cost", and "Current Stock" for each item.
4. Use the "Stock Movement History" sheet to log all stock receipts (purchase orders) and dispatches (sales invoices).
5. The system automatically updates stock levels based on movements recorded.
6. Review the "Reorder Alerts & Recommendations" sheet weekly—this identifies items that require purchasing.
7. Customize the dashboard by adding client-specific KPIs or changing color schemes using the provided theme options.
8. Print or export as PDF for sharing with clients via email or presentation decks.

Example Rows

Recommended Charts & Dashboards (Client View)

• Stock Status Breakdown Pie Chart: Visualize percentage of items in Low/Medium/High stock status.
• Trend Line Graph: Monthly Stock Consumption: Track how quickly items are being used over time (based on movement history).
• Top 10 Fast-Moving Items Bar Chart: Highlight high-turnover SKUs for strategic planning and bulk ordering.
• Reorder Alert Heatmap: Color-coded grid showing which items are closest to triggering a reorder (ideal for client presentations).

This Excel template is an essential tool for businesses focused on efficient Inventory Control, accurate Stock Control, and delivering transparent, professional reports through the intuitive Client View. With dynamic formulas, automated alerts, and a clean dashboard layout, it supports data-driven decision-making while maintaining client-ready visual appeal.