This page describes a simple Excel inventory system.

"Neil streamlined our supply management process in a matter of days. What used to be Post-it notes, Teams messages, conversations, and emails is now a barcoded inventory system with online order forms to track and manage inventory. He utilizes AI to the fullest and empowers his clients to do the same. He not only develops processes but teaches you how to update them to keep you independently moving forward. All that at a very reasonable price!"
— Gloria Hohenadel, Grace Reliant Health Services, MO
"Discovering this inventory system has been a lifesaver for our small business. It will allow us to track our inventory in a simplistic and inexpensive way, without having to pay for expensive subscriptions that are not practical for our budget. Neil has been wonderful to work with and will help you every step of the way. I highly recommend!"
— Catherine Brooks, Brooks Optical, VA

On this page

  1. New features in spreadsheet (v6)
  2. Video Summary of inventory spreadsheet v6
  3. Feature comparison: Which version should you buy?
  4. Video description of barcoding and spreadsheet v4b
  5. Example screen shots
  6. Purchase links
  7. Available services
  8. Example customer story of fixing inventory management
  9. Additional customer testimonials

Not sure? Contact us with questions

New features in spreadsheet v6

  • Incoming sheet with notes and optional columns.
Image of Incoming sheet with Notes and Optional columns
  • An order form for each location so people can request inventory.
Image of an order form
  • Optional separate tabs for incoming and outgoing transactions for up to 3 locations.
Screen capture of IN and OUT tabs

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  • AI prompts to extract data from the workbook to create barcode sheets and a SKU catalog (use with ChatGPT, Claude or similar).
Image of barcodes on a sheet
Image of a SKU catalogue
  • Added Date Needed and Lead Time columns.
Spreadsheet column to record lead times

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  • Added Notes column for IN and OUT transactions.
A field for scan notes
  • Added space for 2000 SKUs (from 500).
SKU table for up to 2000 items
SKU table for up to 2000 items
  • Added an automatic SKU finder. Scan or type a SKU into column A, and the matching row is found automatically.
Image of the cursor moving to the location that matches what was last entered into column A

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  • Tracks items across 3 locations with a location summary report.
A report of SKUs across 3 locations
A report of SKUs across 3 locations

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Video Summary of inventory spreadsheet v6

Click here for video summary (v6)

Feature Comparison and which version should you buy

Version 4 is appropriate if you:

  • Currently have an inefficient and messy inventory system
  • Have fewer than 500 SKUs
  • Have one location
  • Have one person managing inventory

Version 6 is appropriate if you:

  • Currently have an inefficient and messy inventory system
  • Have up to 2,000 SKUs
  • Have up to three locations
  • Have one or more people managing inventory
  • Need to track items with purchase lead times
  • Want to use AI prompts to read inventory data and create barcode sheets and reports.
Feature V4b V6
Define up to 500 SKUs with descriptions. ✓ ✓
Define SKU cost and sales price. ✓ ✓
Set reorder levels; low stock turns red. ✓ ✓
Define storage location: Location/Aisle/Bay/Shelf. ✓ ✓
Calculate total inventory cost and sales value. ✓ ✓
Scan items into inventory with barcodes. ✓ ✓
Scan items out of inventory with barcodes. ✓ ✓
Show current quantities and low-stock alerts. ✓ ✓
Show most frequently scanned items for reordering. ✓ ✓
Create barcodes with Avery 5161 labels. ✓ ✓
Separate incoming and outgoing tabs. – ✓
Order form for inventory requests by location. – ✓
AI prompts for barcode sheets and SKU catalog creation. – ✓
Define up to 2,000 SKUs with descriptions. – ✓
Track date needed and lead time. – ✓
Notes column for incoming and outgoing transactions. – ✓
3 customizable outgoing columns. – ✓
Find SKUs automatically in the summary table. – ✓
Summary of inventory across 3 locations. – ✓

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Video description of barcoding and spreadsheet v4b

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Example screen shots

Product SKU names and their corresponding barcodes
Product SKU names and their corresponding barcodes
Inventory Summary Sheet
Inventory Summary Sheet (v6)

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Example usage for a medical supplies inventory

This inventory sheet is used to track medical supplies in a storage room before they are used to help people in need on the streets of Detroit. Several hundred SKU IDs (e.g., Enz-Det-Tab) were automatically generated in Excel from the item descriptions. Each SKU ID and description is displayed on the barcode label.

Current inventory list
Current inventory list (v4)
Items are scanned in
Items are scanned in (v4)
Inventory list of items scanned out
Inventory list of items scanned out. Remaining inventory turns red when the level is too low (v4 screen capture)
Medical supplies inventory graph
Medical supplies inventory graph
Automatically generated SKU IDs
Automatically generated SKU IDs

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Use the links below to purchase the spreadsheet and any additional help.

Live assistance could be used for: spreadsheet setup with data, label creation, report creation, defining inventory workflows, spreadsheet modifications, inventory cleanup.

Purchasing notes

  • Select one of the links above.
  • You will be taken to the Gumroad payment screen where you can download the spreadsheet after payment. 
  • Set the tip to 0%.
  • If you purchase Live Assistance, I will contact you to set up a time using the email you provide on the payment screen.
  • 100% refund if not satisfied.
  • If you need to print to a single-feed label printer you can use the Label LIVE app to connect the SKU data in Excel to a label maker. Contact me if you need help with this.
  • If you need help automatically generating SKU IDs from a long list of inventory item descriptions, contact me to discuss your scope. Based on the size and complexity of the list, it will be one or two hours of work.

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Available Services in addition to the spreadsheet

  • Help getting started, from defining SKUs, creating labels, putting data into the spreadsheet with your barcode scanner, and training staff on a simple workflow.
  • Help on connecting a single-feed label printer to Excel to generate barcode labels. 
  • Help organizing a disorganized inventory, from piles of boxes to a workflow with known quantities of items with associated barcodes.
  • Help on fixing your current spreadsheet.
  • YouTube video How to Fix a Messy Inventory.

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Example customer story of fixing inventory management

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Additional customer testimonials

"We are a small street medicine and outreach team in Detroit. We have been desperately trying to find help and come up with a process to implement, track, and keep inventory for our supplies. Neil has been exceptionally helpful in making this happen. This has been the best money spent. I wish we would have done this years ago. He has gone above and beyond to help us ensure success, even after we paid."
— Stanley Stinson, Street Medicine and Outreach, MI
"I'm beyond grateful I found Neil. In less than two hours, he took my small business from zero to a fully functional inventory system that works like a charm. I plan to use his services every single time the need arises. Reaching out to Neil for help is going to make your life a whole lot easier."
— Justin Walker, Antique Timberworks, TX
"As a startup CNC machine business (precision cutting and drilling) in New Zealand, our stock control needs are small at the moment but specialized. When I found Neil’s Inventory Spreadsheet, it seemed to fit with what we need. We have been using it for a few months now and are very pleased with how it works for us. Neil is quick to offer support and advice when needed. I recommend his Inventory Spreadsheet and services to small businesses and individuals."
— Des Pitfield, DATUM Machines, New Zealand

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