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Stocktake Kit for Excel

A year-end or quarterly stocktake in one workbook. Paste your inventory export, print blind count sheets, type what you counted, and the kit works out the differences, their value at cost, what to recount, and your shrink by category. One payment of 12 USD, no app, no subscription.

Buy the kit: 12 USD or download the free sample count sheet (.xlsx) Open in Google Sheets (make a copy)

20 s inside the kit: count, variance, recount queue, shrink report, calendar (the kit's own tabs on its fictional sample shop).

Who it is for

What is in the kit

Format: one Excel .xlsx workbook (plain formulas, no macros) in a ZIP. We checked every formula on the sample shop with two independent spreadsheet readers and imported the file into real Google Sheets (0 formula mismatches, drop-downs kept). To use it there, upload the .xlsx to Google Drive and choose File > Save as Google Sheets.

The sample shop in the kit

These are the kit's own tabs, filled with its fictional sample shop (20 lines, 2 locations).

Import tab: Stocky or Shopify inventory CSV pasted in, with category and unit cost columns you fill
Import tab (first 15 lines of the fictional sample shop; paste your Stocky/Shopify CSV here). Values calculated by LibreOffice.
Count tab: counted quantity per SKU, variance, value variance, percent and RECOUNT or NOT COUNTED flag
Count tab (first 17 lines of the sample): type counted quantities, flags and the recount queue number fill in. Values calculated by LibreOffice.
Variance tab: counted minus system quantity per SKU, value at cost, RECOUNT and NOT COUNTED flags
Variance
Shrink report: value variance by category and total
Shrink report
Recount queue: only the flagged lines
Recount queue
Cycle-count calendar: week, A/B/C group due, lines due
Cycle-count calendar (first 14 of 52 weeks)

Free: printable count sheet

Blank stock count sheet (PDF, A4) and the sample count sheet with variance (.xlsx). Or Open in Google Sheets (make a copy). Free to use, no email asked.

Questions

More templates for small businesses (landlords, contractors, sellers): tuper.app/templates.

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