Stock take template for Excel: free inventory count sheet
A stock take is a physical count of what is on your shelves, compared with what your records say. You need a sheet to count on and a way to see the differences. Below are both, free: a blank sheet to print and an Excel sheet that subtracts for you.
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. Free, no email asked.
What an inventory count sheet needs
- SKU or item code, and a short description, so two people count the same thing.
- Location or bin, so the count walks the shop in order and nothing is counted twice.
- A Counted column that is blank. Hide the expected quantity from the counter (a blind count) so they count what is there, not what they expect.
- Counter initials and date, for the recount conversation later.
- In the office copy only: system quantity, counted minus system, and unit cost to put a value on the difference.
How to run the count in six steps
- Export your stock list (SKU, name, location, on hand, cost) from your till, shop or accounting tool.
- Stop or note sales and deliveries during the count, or record them separately.
- Print the blank sheet, or a blind copy of your list, and count one location at a time.
- Type the counted numbers into the sheet next to the system quantity.
- Sort by the difference. Recount the large ones before you change any record: most big gaps are a miskeyed number or a misplaced box.
- Adjust the stock record once, from the recounted figures, and keep the sheet as the audit trail.
Excel or Google Sheets?
The sample .xlsx opens in Excel, and Google Sheets can import it (File, Import). We checked its formulas with two independent spreadsheet readers; we have not tested it in Google Sheets itself.
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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