Inventory Tracking Excel
Automatically calculates remaining stock from incoming and outgoing movements, the low-stock alert, and total stock value.
Which free Excel template is right for you?
The right Excel template is chosen by the question you can't answer: if you don't know how many units of a product are left, use stock tracking; if you don't know who owes how much, use the customer account or customer credit (veresiye) ledger; if you don't know where the money is going, use income and expense; and if the cash drawer doesn't balance at the end of the day, the daily cash book template does the job. All 22 files below are free, with no sign-up or email required; each one comes with formulas, drop-down lists and a sheet that summarizes the numbers.
22 free Excel templates
Customer Account Tracking Excel
A statement table that tracks the debit–credit balance per customer or supplier account across all transactions and gives due-date warnings.
Store Credit Ledger Excel
A digital ledger that automatically calculates, per customer, the credit extended, the amount paid, the remaining balance and the number of days overdue.
Warehouse Count / Inventory Excel
Compares the quantity in your system with the physical count and automatically reports shortages, surpluses and the value of the loss.
Income and Expense Table Excel
Totals income and expenses by category; calculates VAT, the grand total and net profit/loss automatically.
Daily Cash Book
Keeps a day-by-day record of cash going into and out of the cash box; automatically finds the difference between the end-of-day count and the book.
Invoice Tracking Excel
Brings issued and received invoices, VAT, collections and overdue receivables together in a single table.
Order Tracking Excel
Tracks orders by channel, status, amount and shipping tracking number; calculates delivery time in days.
Product Price List Excel
A price list with barcodes that automatically calculates the selling price from the purchase price and profit margin, plus the shelf price including VAT.
Asset Assignment Tracking Excel
Automatically tracks which fixed asset is held by which employee, the planned return date and the total value of assets out on assignment.
Account Reconciliation Form
Combines a printable reconciliation form to send to the other side with tracking of replies and differences for the reconciliations you've sent, all in one file.
Account Statement Example
Lists a single account's transactions for the period with a running balance and automatically fills in the A4 statement document to send to the customer.
Stock Count Report
A printable report, signed by the counting team, that records when, where, and by whom the count was done and its result; the result figures come automatically from the product list.
Cash Count Report
Counts the money in the drawer by banknote and coin denomination, compares it with the recorded balance and works out the cash shortage or overage; a printable document for the person handing over and the person taking over to sign.
Collection Receipt
A printable two-copy receipt that documents a payment received from a customer with the date, serial no., amount (in figures and words), payment method, and remaining balance owed; the list of issued receipts is on a separate tab.
Payment Voucher
A printable two-copy voucher that has the person receiving a cash, bank-transfer, or check payment from the business sign for it; the list of issued vouchers and the total by expense type are on separate tabs.
Price Quotation Form
A printable quotation document for a single customer, with a validity date and discount and VAT calculated by formula; the list of quotes issued and the acceptance rate are on separate tabs.
Check & Promissory Note Tracking
A tracking table that keeps checks and promissory notes received and issued in one list with due date, amount, status and endorsement details; it counts the days left to maturity and gives separate totals for what will be collected and what must be paid this month.
Warehouse Receipt and Issue Voucher
A printable voucher that documents every item entering or leaving the warehouse line by line, with the signatures of the person handing over and the person receiving; a log of all vouchers and totals by movement type are on separate tabs.
Employee Advance Tracker
A sheet that keeps the advances given to employees, the amounts deducted from salary and the amounts repaid in cash in a single list, and shows each employee's remaining advance by formula; the advance receipt to be signed is on the first tab.
Auto Repair Work Order Form
A printable work order that is filled in when the vehicle is received and signed by the customer, with parts and labor totaled separately; the plate-based service record of every job and the monthly parts/labor revenue are on separate tabs.
Shipment Tracking Excel
A sheet that tracks every shipment going out to a customer by delivery note no., vehicle or courier tracking no., and number of packages; includes a printable shipment form, days late, and on-time delivery rate by customer.
Which template is for whom?
Most templates look alike; the difference is who is tracking which question. The table below shows each file's typical user and the first columns you'll see when you open the sheet.
| Template | Typical user | First columns in the sheet | Column |
|---|---|---|---|
| Inventory Tracking Excel | Retail businesses such as grocers, supermarkets, stationers and hardware stores | Product Code / Product Name, Category / Unit, Received / Issued | 9 |
| Customer Account Tracking Excel | Businesses that sell wholesale and semi-wholesale | Date / Document No, Account Code, Account Name | 8 |
| Customer Credit Ledger (Veresiye) Excel | Grocers, supermarkets, butchers, greengrocers, bakeries | Date, Customer Name / Phone, Item Taken / Description | 9 |
| Warehouse Count / Inventory Excel | Businesses that run a year-end / period-end inventory count | Product Code / Name, Warehouse / Shelf, System Quantity | 9 |
| Income & Expense Sheet Excel | Sole proprietors and small business owners | Date / Month, Type, Category | 8 |
| Daily Cash Book | Cash-heavy retail businesses such as grocers, supermarkets, butchers and nut shops | Date / Receipt No, Transaction Type, Description | 9 |
| Invoice Tracking Excel | All businesses that sell on credit terms | Invoice No / Account, Invoice Date / Type, Net Amount, VAT %, VAT Amount | 8 |
| Order Tracking Excel | E-commerce and marketplace sellers | Order No / Customer, Order Date, Channel | 8 |
| Product Price List Excel | Wholesalers and companies with a dealer network | Barcode / Product Code, Product Name / Category / Unit, Purchase Price | 8 |
| Asset Assignment Tracking Excel | Small and medium-sized businesses that issue laptops, phones or tablets to staff | Assignment No, Employee / Department, Asset Code / Name | 10 |
| Account Reconciliation Form | Wholesalers and manufacturers who settle accounts with their suppliers and dealers at the end of each period | Period, Account Code / Account Name, Contact / Authorized Person | 11 |
| Account Statement Example | Wholesalers and manufacturers who need to send customers an account statement at period end | Date, Document Type, Document No | 10 |
| Stock Count Report | Supermarkets, grocers and wholesalers who want to put their year-end or period-end count on paper and have it signed | Report No / Count Date, Count Type, Start / End Time | 9 |
| Cash Count Report | Supermarkets, grocers, pharmacies and kiosks that want to close the drawer at the end of the day and put the result on paper | Report No / Count Date / Time, Count Reason, Business / Branch / Cash Officer | 9 |
| Payment Receipt | Grocers, supermarkets and tradespeople who sell on credit or in installments and want to give the customer a written document when they take payment | Series / Serial No, Date, Payer (Person / Company) | 10 |
| Payment Voucher | Tradespeople, construction and warehouse businesses that hire day laborers, porters or craftsmen and pay daily wages in cash | Series / Serial No, Date, Payee (Person / Company) | 10 |
| Price Quotation Form | Tradespeople, mechanics, renovation and installation businesses that give customers a written price before starting work | Quote No / Quote Date, Validity Period / Valid Until, Customer Information | 12 |
| Cheque & Promissory Note Tracker | Wholesalers, hardware stores, building-materials dealers, and distributors who receive post-dated checks or promissory notes from customers | Type / Direction, Drawer / Debtor, Account Received From / Given To | 11 |
| Warehouse Receipt / Issue Slip | Warehouses, wholesalers, and distributors that receive goods from suppliers and want a signed delivery record | Slip No / Date, Slip Type, Document No | 11 |
| Employee Advance Tracker | Tradespeople, shops and restaurants that give employees an advance before payday and want to see who took how much in a single list rather than in a notebook | Date, Employee, Transaction | 12 |
| Auto Repair Work Order Form | Small auto repair shops and garages that do maintenance, mechanical, brake, clutch and front-end work | Work Order No / Intake Date, Customer and Phone, Plate | 13 |
| Shipment Tracking Excel | Wholesalers, distributors and building-material dealers who deliver goods to customers in their own vehicles | Shipment No / Ship Date, Customer, Order No | 13 |
Just need a one-off calculation?
A template is for keeping the same record continuously. If you're curious about just one number — separating out VAT, finding a selling price, working out how many days stock takes to turn over — you don't need to download a file: the free calculators run in your browser.
VAT Calculator
VAT-inclusive to exclusive and exclusive to inclusive. 1%, 10% and 20% are preset; net amount and VAT amount instantly.
Profit Margin Calculator
From purchase price to selling price, from selling price to margin. It shows markup on cost and margin on sales separately.
Price Increase and Discount Calculator
The new price after a percentage increase or discount, the rate of change between two prices, and the effect on profit.
Frequently asked questions
Are the templates really free?
Yes. All of them are free; they don't ask for sign-up, email or payment. The files have no watermark, cell protection or opening password, and you can use and modify them freely in your business.
I don't have Excel — can I still use them?
Yes. The files are in .xlsx format and open in Google Sheets, LibreOffice Calc, WPS Office and Numbers. The formulas work in those programs too.
Which template should I start with?
Choose by the most urgent question you have: if you don't know your product count, stock tracking; if you don't know who owes how much, customer account or customer credit (veresiye) ledger; if you're wondering where the money goes, income and expense; if the drawer doesn't balance at the end of the day, the daily cash book.
Can I use the templates together?
Yes. If you write product codes and account names the same way, you can move data between templates by copy and paste; for example, the product codes in the stock tracking template match the count and price list templates.
What happens when the file gets big?
The formulas are set up for up to 300 rows; you can extend them by dragging the last row down. After a few thousand rows Excel slows down and two people can't edit the same file at the same time — at that point it's healthier to move to a dedicated app.
Articles explaining how we built the templates: How to track inventory with Excel · What is a customer account and how do you track it? · How to keep a customer credit (veresiye) ledger in Excel
Last updated: October 6, 2026