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Free + Pro 6-sheet workbook no macros

Shelf — inventory tracker spreadsheet

Stock levels, reorder points and stock value for Excel and Google Sheets, every number a visible formula. Status turns yellow at the reorder point and red at zero. Pro adds a Movements log that updates quantities, a Reorder list with the cost to restock, a Dashboard by category, and a formulas walkthrough.

  • XLSX
  • No macros
  • SUMIFS
  • INDEX/MATCH
  • Google Sheets

The sheets

  1. 01
    Stock

    SKU, item, category, unit cost, on hand, reorder point, reorder quantity, value, status. Totals for stock value, items to reorder and units on hand. In Pro, on hand = opening + in − out.

    Free + Pro
  2. 02
    Movements

    Date, SKU from a dropdown, In or Out, quantity, note. The Item column looks the SKU up and shows 'unknown SKU' in red for typos.

    Pro
  3. 03
    Reorder

    Only the items at or below their reorder point: on hand, order quantity, unit cost, order value, and the total to restock. Works without FILTER, so Excel 2016 and Numbers are fine.

    Pro
  4. 04
    Dashboard

    Items, units, value and reorder count per category with data bars; out of stock, below reorder point, cost to restock everything, most valuable item.

    Pro
  5. 05
    Setup

    Categories as a named range for the Stock dropdown and the Dashboard.

    Pro
  6. 06
    Formulas

    Eleven formulas explained.

    Pro

Built for

  • Excel 2016+
  • Google Sheets
  • Numbers

Every workbook is recalculated in LibreOffice and by a second, independent formula engine on the sample data; the totals are compared with numbers worked out outside any spreadsheet, and every formula cell is scanned for errors. We don't run Excel itself on the build machine, so this says built for, not tested in — open the live preview to see the numbers the formulas produce.

What that means app by app: in Google Sheets, in Apple Numbers, in LibreOffice Calc.

Pro

$5

Every page, the Pro-only pages, the source files, no attribution, and 12 months of updates and email support.

Stock sheet with status and totals
yes
Quantities from a Movements log
yes
Reorder list with restock cost
yes
Dashboard by category
yes
Formulas walkthrough sheet
yes
Credit line on the sheet
not required
Updates and support
12 months, email

Licence

Use it for unlimited personal and commercial purposes, including client work.
Do not resell the spreadsheet itself, alone or in a bundle.

Full licence terms →

Know what to reorder before you run out

Each item has a reorder point and a reorder quantity. Status is a nested IF you can read: nothing left → Out of stock, at or below the point → Reorder, otherwise OK — and conditional formatting colours the word. The totals at the bottom and the top give stock value and how many items need ordering.

Pro: log movements, and the counts keep themselves

Type every receipt and sale on Movements — the SKU is a dropdown, and the sheet names the item beside it or says “unknown SKU” in red. Stock’s on-hand column becomes opening + in − out. The Reorder sheet shows only the rows that need ordering, with the cost to restock; the Dashboard breaks value and health down by category. Physical count? Type it into Opening and clear the old movements.

No FILTER, on purpose

The Reorder sheet mirrors Stock row by row with an IF, rather than using the FILTER function, so it works in Excel 2016 and Numbers, not just Microsoft 365. The Formulas sheet explains the trade-off.

Checked, not just built

The build recalculates the workbook in LibreOffice and in a second, independent engine on the sample stock and movements and compares thirteen values — on-hand after movements, stock value, reorder count, restock cost, value by category — against numbers computed outside Excel.

Free download

  • shelf.xlsx · Stock sheet
  • README.md · LICENCE.txt

Pro download

  • shelf-pro.xlsx · Stock, Movements, Reorder,
  • Dashboard, Setup, Formulas
  • README.md · LICENCE.txt (Pro)

Read before you build

Version history

  • 1.0.02026-09-11

    First release

  • 0
    macros
  • 11
    formulas explained
  • 13
    checks the build runs
  • 200
    items the sheets read

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