SmartHelping / Inventory Management / Google Sheets
Inventory Management in Google Sheets
Track stock movements, inventory balances, and inventory value across multiple SKUs and locations. Review low stock, upcoming expirations, and recorded sales from one Google Sheets template.
Immediate access after purchase. By purchasing, you agree to the Terms of Service.
A Google account is required. Open the supplied sheet link and choose File → Make a copy.
Video walkthrough & template preview
See the inventory workflow in action.
What the template tracks
See what is in stock, where it is, and what needs attention.
Inventory by SKU and location
Record inventory entering and leaving each location. Review current unit balances and inventory values by SKU, by location, and in total.
Safety stock monitoring
Define safety stock levels for your SKUs. The Low Stock tab shows SKUs below their defined safety stock across all locations.
Upcoming expirations
Track purchase batches with expiry information. Choose how many days ahead to review, with formulas calculating the days remaining until expiry.
Recorded sales
Use the sold transaction type in the Database to track inventory sold over time by SKU and location.
Inside the template
Seven tabs for entry, tracking, and review.
Enter your transactions once in the Database, then use the reporting tabs to inspect stock balances and activity.
Lists
Define your unique SKU list, locations, and safety stock levels.
Database
Enter inventory transactions in the blue-text data-entry columns. Eight extra fields let you append additional information, including details useful for expiry tracking.
Inventory per location
Choose a SKU to view total units entering and leaving each location, the current inventory balance, and the inventory value at each location.
Inventory view all
Review units by SKU and location, total inventory value per location, total inventory value per SKU, and overall totals.
Expirations
View purchase batches that are due to expire within your selected number of days. Days until expiry are calculated automatically.
Low Stock
View SKUs whose inventory balance across all locations is below the defined safety stock level.
Total Sales
Review inventory recorded as sold over time, organized by SKU and location.
Getting started
Start with your own stock and locations.
Make your editable copy
Open the sheet using the access supplied with your purchase. Sign in to your Google account and choose File → Make a copy.
Clear the example inputs
Clear the sample values in the blue-text input cells. Clear values only so that the template’s formulas and formatting remain available.
Set up SKUs and locations
Define the SKU list, locations, and safety stock in Lists. Enter opening balances as add transactions for each SKU/location combination.
Record transactions and review the reports
Enter your inventory movements in the labeled data-entry columns. The formula-driven reporting tabs update from the data you enter.
Valuation & opening balances
Understand how the inventory value is calculated.
Weighted-average unit cost
Define the date range to use for inventory valuation. The template calculates a weighted-average cost per unit over that timeframe and applies that cost to the existing inventory balances.
Opening inventory balances
Create one add transaction for each starting SKU/location balance. For example, enter 5 units of SKU A at Location X and 10 units of SKU A at Location Y as separate rows.
Locations & scale
Expand the template as your tracking needs grow.
26 locations included by default
The template starts with space for 26 locations. Additional locations can be added by extending the location columns and copying the formulas across.
Multiple SKUs and small-business workflows
Use the template for tracking inventory transactions across products and locations. The practical size of the sheet depends on the data volume and Google Sheets capacity.
More templates in one purchase
Explore the bundles that include this template.
This Google Sheets inventory tracker is included in the Accounting and Inventory bundles, as well as the complete Super Smart collection.
Accounting Spreadsheet Bundle
Explore accounting, tracking, and reporting spreadsheets.
Explore the templateInventory Spreadsheet Bundle
Explore inventory tracking, forecasting, and planning tools.
Explore the templateSuper Smart Bundle
Explore the complete public SmartHelping spreadsheet collection.
Explore the templateQuestions before you start
A few useful details.
Is this an Excel file or a Google Sheets template?
This product is designed for Google Sheets. The purchase download supplies access to the sheet; open it and choose File → Make a copy to create your editable version.
Do I need a Google account?
Yes. A free Google account lets you open the sheet and save your own editable copy.
How many locations can I track?
The template is configured for 26 locations by default. You can add location columns and extend the formulas for additional locations.
How do I enter beginning inventory?
Record an add transaction for every SKU/location combination with an opening balance. Enter the units currently held at that location.
How does the template calculate inventory value?
It calculates weighted-average cost per unit using your selected date range and applies that cost to the existing inventory balances.
Can I track expiration dates?
Yes. Enter the relevant batch and expiry information, then use the Expirations tab to view purchases expiring within your chosen number of days.
Does low stock mean low stock at a specific location?
The Low Stock tab evaluates each SKU against its safety stock level across all locations. Use the location views to inspect balances at individual locations.
Does it enter transactions automatically?
You enter the transaction data in the Database. The remaining formula-driven reporting views calculate from those entries.
What happens after purchase?
You receive immediate access to the template through the purchase download. Make your own Google Sheets copy, clear the example inputs, and enter your data.
Keep stock movements and balances in view
Bring your inventory tracking into one Google Sheet.
Inventory Management in Google Sheets — $45, one-time purchase.
