Monthly inventory count sheet (free, printable)
A monthly count is the middle ground between counting a few items every day and one big count at year end. Done at month end, it lines up with your books, so a gap in stock shows up in the same month as the sale or receipt that caused it. The free sheet below has the columns a month-end count needs.
Free: count sheet to print or fill in
Blank stock count sheet (PDF, A4) to print and write on, and the sample count sheet with variance (.xlsx) to fill in on a computer, or Open in Google Sheets (make a copy). Free, no email asked.
A month-end counting routine
- Pick the same day each month, after the last sale and receipt are entered, so the system number is settled.
- Stop receiving and transfers while you count, or log them separately.
- Count by location (shelf, bin, back room) and tick each location off, so nothing is counted twice or skipped.
- Mark items you could not find as NOT COUNTED, never as zero.
- Recount every line where the difference is larger than your tolerance, then adjust stock once with a reason.
Columns for a monthly count sheet
- Month, counter's initials and location.
- SKU and product name.
- System quantity at the start of the count.
- Counted quantity and difference (counted minus system).
- Unit cost, so the difference can be valued: difference times cost.
- Reason code and a recount column.
Compare month to month
- Keep each month's sheet. A line that is short every month points to theft, a wrong pack size or a bin that gets mixed up.
- Total the value of differences each month and divide by sales: a rising share is the number to act on.
- Note the opening and closing stock value, so your accountant can tie the count to the books.
Monthly, or a cycle count?
A full count every month suits a shop with a small range. If counting everything takes more than a few hours, count the fast and expensive lines monthly and the rest on a rotating calendar. The Excel sample works for both; the kit below builds the ABC calendar and the recount queue for you.
If you want the whole job done: the Stocktake Kit (12 USD)
The free sheet gives you a place to write counts. The Stocktake Kit for Excel adds an import tab for your inventory export, blind count sheets, variance at cost with a RECOUNT flag, an automatic recount queue, a shrink report by category and a 52-week ABC cycle-count calendar. One payment, no subscription, refund within 14 days if it does not work for your shop.
See the Stocktake Kit (12 USD) or buy it now
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