Use Excel to calculate economic order quantity (EOC or Q.) and reorder point in terms of both inventory position and inventory on hand for different lead times.

Free Excel Inventory Templates. The free templates below vary in their features depending on whether you are managing the assets of a business, personal possessions, or some other type of inventory. While it might seem like a chore to track all of these items, there are several benefits to using Excel inventory templates. View current inventory. Free Excel Inventory Templates. The free templates below vary in their features depending on whether you are managing the assets of a business, personal possessions, or some other type of inventory. While it might seem like a chore to track all of these items, there are several benefits to using Excel inventory templates. View current inventory. Reorder Level: The minimum quantity of a product that must be on hand. When the stock quantity gets below this level, it updates the Reorder column to let you know it’s time to order more. Days per Reorder: The lead time for new orders. This is how much time you should expect it to take to receive new items after they have been ordered. Related posts of 'Inventory Reorder Point Excel Template' Total Compensation Statement Excel Template Spreadsheets contributed us the possible to input, transform, and calculate anything we needed and store it digitally for reprocess.

Whether you’re operating a small retail business or need an order form for nonprofit fundraising, order forms can serve a variety of business needs, including fulfilling online sales, creating construction and maintenance work orders, and ordering services such as catering or photography. Below, you’ll find a variety of work order templates, all of which are free to download, easy to use and customize, and printable.

Generic Product Order Forms

Purchase Order Template

Purchase orders are often used between businesses when a buyer is requesting goods from a supplier. Customers can use this purchase order template to let a seller know which items they want shipped. Once the order has been fulfilled, the seller can complete the sales process with an invoice and payment receipt. This is a Google Sheets template that you can easily save to a Google Drive account and view on a mobile device.

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Excel | Google Sheets | Smartsheet

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Sales Order Form Template

Use this template for either a sales invoice or order form. The Microsoft Excel template includes all the details of an order, such as an itemized list of products, quantities ordered, unit prices, and total cost. There is also room to add payment terms and conditions or other information that customers require. The template automatically calculates costs, including taxes and shipping charges.

Wholesale Order Form

This basic, printable order form makes it easy to list an entire catalog of items for sale along with wholesale prices. Customers can list quantities of items they wish to order and provide shipping and billing information. Customize the template by adding a company logo and terms and conditions for wholesale orders, product returns, or payment policies.

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Excel | Word | PDF

Inventory Order Form

If you’re managing inventory for a retail or wholesale business, this template is designed to keep track of when items need to be ordered. In order to facilitate your inventory planning and ordering process, the spreadsheet includes columns for tracking stock quantities, how many items need to be reordered, and days per reorder. The template also has drop-down menus on each column for easy sorting and filtering.

Supply Order Form Template

Use this template to submit a request for office supplies. The form can be used in any setting that requires approval before purchasing supplies, such as a business, school, or research lab. List the number and type of supplies needed, a date for the order request, and contact info. The template also includes signature lines for documenting approval. Save the template to your Google Drive for easy sharing with a manager or purchasing department.

Download Supply Order Form Template

Inventory Reorder Excel

Excel | Word | PDF | Google Sheets

Return Order Form

Create a return order form that you can send to customers or allow them to download from your website. Adjust the template to suit your business needs and products, and add your refund and exchange policies to create a comprehensive form. Customers can list the items being returned along with the reason and other pertinent details. Making returns and exchanges simple is one way to support and foster customer relationships.

Download Return Order Form

Word | PDF

Order Form Templates by Product or Service Type

Food Order Form

Restaurants, caterers, bakeries, and other businesses that provide food products or services can provide customers with this order form. Use it for special orders, events, or everyday purchases. The format of the template makes it simple to modify for use as an invoice or packing slip.

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Excel | Word | PDF

T-Shirt Order Form

This template is appropriate for a small business selling custom t-shirts, or for a group to use when collecting orders from team members, such as for a sports team, company event, or fundraiser. Users can enter the size, color, and number of shirts ordered. The template includes an order number for record keeping and space for adding instructions or policies.

Download T-Shirt Order Form

Excel | Word | PDF

Reorder Point And Safety Stock Excel Template

Cake Order Form Template

Cake decorators, bakers, and wedding planners may all find this template useful. Customers can use the form to place orders for specialty cakes, listing details such as flavor and design. Update the order form to reflect the type of cakes or services you offer. You can also include a delivery date, customer address, and notes about the order.

Download Cake Order Form Template

Excel | Word

Photography Order Form

This photography order form includes a price list to assist customers in choosing products or services to purchase. The template can be used after a photo shoot when clients need to order prints. Alternatively, photographers can list all potential services and use the order form to communicate with customers and tracking upcoming photo sessions. Add your own details about payment policies, discounts, or shipping.

Download Photography Order Form

Excel | Word | PDF

Fundraising Order Forms

Fundraising Order Form

Add whatever items you are selling to this fundraiser template to create a simple order form. Buyer names and contact information are listed on the left, and quantities and costs are listed on the right. This is an easy way to collect and keep track of orders when raising funds for a school, club, community project, or other charitable endeavor.

Download Fundraiser Order Form

Excel | Word | PDF

Donation Form Template

Print and send this form to potential donors as part of a newsletter or brochure. Donors can enter their contact and payment information and then return the form. This form can also be used when collecting donation items rather than cash payments. If needed, the template could also serve as a donation receipt.

Job and Change Order Form Templates

Change Order Template

A change order is an important tool for adjusting construction contracts when work on a project needs to be added, removed, or changed. This template provides space for an overview of the changes needed, contract details, and a breakdown of costs, including materials, labor, and equipment. Attach any required documents to support the order and justify the changes requested.

Download Change Order Template

Word | PDF | Smartsheet

Repair Work Order Form

Use this job order form to request repairs to an apartment, office space, or other location. The template includes a work order number for tracking incoming orders and sections for describing the repair work needed, start and end dates, and approval signatures. You can specify whether the repairs are to be done by appointment or if the repair person has authorization to enter the property at any time.

Download Repair Work Order Form

Excel | Word | PDF

Vehicle Maintenance Order Form

Like all work orders, this template describes what work is to be completed, but it is specifically designed for automotive maintenance or repairs. Fields are provided for entering details about the vehicle, labor required, the quantity and prices for parts needed, and the total cost. Users can quickly see a breakdown of work and costs along with the projected completion date.

Maintenance Work Order

This maintenance job order is designed to function as a request form for a wide range of work, from vehicles and equipment to property or landscaping. It can be used as a general task order form for any type of work. Enter client information, work location and dates, and terms of service. There is an itemized section for adding work details and hourly rates or unit prices. The template calculates subtotals and the total amount owed for the work requested.

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Safety Stock Excel Template

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In this article, we’ve researched and collected the top inventory management templates for Excel to help you streamline your inventory tracking process.

Included on this page, you’ll find a stock inventory control template, food inventory template, asset tracking template, and more.

Stock Inventory Control Template

If you’re managing stock for a retail business or materials to be used in manufacturing, you know how critical inventory management can be for optimizing sales and productivity. This stock inventory control template can help you identify when it’s time to reorder stock, reduce excess inventory, access supplier information, and easily locate items in storage. It’s easy to view the entire lifecycle of your stock, including items on backorder.

We've also included pre-built templates from Smartsheet, a work execution platform that empowers you to better manage your inventory operations with real-time collaboration and process automation.

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Basic Inventory Control Template

Simple and easy to use, this basic inventory control template is perfect for a small business or any business that doesn’t need a lot of bells and whistles to manage inventory. View inventory by item name, description or ID number as well as unit price. Track the total quantity and value of your current inventory, reorder dates, and discontinued items. Managing inventory is straightforward with this template because of its clean design. As with all of the Microsoft Excel templates included on this page, the columns can be customized for your business, and calculations are completed for you.

Food Inventory Template

This free template is specifically designed for tracking food stock. Restaurants and caterers can organize their inventory based on categories of food, like meat, vegetables, or desserts, and easily view the current quantity of food stock and inventory costs.

Asset Tracking Template

Keep track of your business assets like computer hardware, equipment that needs to be maintained, and tools with this free asset tracking template. This is a simple asset tracking system intended for smaller businesses, but it allows you to view not only the quantity and value of your assets, but also warranty dates, supplier information, physical location, serial numbers and more. To modify the template, simply remove any columns that you don’t need, or add new columns to increase your level of organization and detail.

Equipment Inventory Template

If your business is using costly equipment, use this free template for tracking the value, condition and location of your equipment inventory. Keep track of operating costs, depreciation, loan balances and more. Having all of this information easily accessible will help you know when it’s time for an equipment upgrade, which items are being used the most, which are most expensive to operate, and where equipment is being stored. Boost your operational efficiency and save money by accurately tracking your equipment inventory usage and costs.

Home Inventory Template

In case of a natural disaster, fire or burglary, having a home inventory spreadsheet can make life a whole lot easier. Going through a traumatic experience and losing personal possessions is hard enough without having to remember what items were lost and how much they were worth. This home inventory template makes it easy to document your home assets, including model and serial numbers, purchase price, and current value. The spreadsheet includes a column for location, so items can be organized based on rooms in your home. There are also fields for insurance information so that you can easily access your policy number and insurance agent.

Personal Inventory Template

Like the home inventory template above, this template allows you to record personal belongings so that you’re prepared in the event of a natural disaster or other emergency. A personal inventory template is also a useful tool for simply tracking personal collections such as media, artwork, books and other collectible items. The template allows you to categorize your personal items, describe their condition, and document their value. Since this is a free excel template already created for you, it’s also a quick way to track your valuables.

Software Inventory Template

IT professionals can save time with this software inventory tracking template. Keep track of your software and hardware purchases, license expirations, and upgrades to make managing software inventory easier. This template is specifically for tracking software, which sets it apart from other asset inventory spreadsheets. You can easily locate where certain software was installed, access supplier and purchase information, and view license renewal dates.

Benefits of Using Inventory Templates

The free templates below vary depending on whether you’re managing business assets, personal possessions, food stock, or some other type of inventory. But here are some of the basic benefits individuals and businesses can gain from using templates for inventory management:

• View current inventory levels: A template can provide easy access to the quantities of various products currently in stock, which is a vital first step in keeping operations running smoothly.
• Manage reordering: Tracking inventory will help you accurately identify when products need to be reordered as well as which items are discontinued.
• Create business statistics: View sales patterns, identify best-selling products, and track your top suppliers.
• Protect your investments: This applies to home users seeking insurance coverage for personal property as well as companies tracking computer hardware, tools and equipment, or merchandise. Knowing what you have in stock, where it’s located, and what it’s worth will help you maintain assets and know when it’s time to upgrade.
• Save time and money: Especially for small businesses, a template allows for easy data entry, quick access to product and order details, and a customizable format that can change along with the business.

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Conditional Formatting For Reorder Points