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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.
See a head-to-head comparison of Microsoft Excel and Smartsheet
Discover how these two tools compare across five factors, including: work management, collaboration, visibility, accessibility, and integrations. Plus, see a quick demo of Smartsheet.
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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.
Manage supply chain processes with agility using these helpful templates
Create a single source of truth that connects the procurement, operations, and logistics of your processes so you can manage and mitigate potential supply chain disruptions, keep your projects on track, and maintain visibility across all resources.
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 purpose of a project report is to serve as a basis for decision-making and in determining whether the project is being carried out according to plan. Project report sample allows you to have the exact guidelines of how to build a project report successfully.
- Types of Project Reports: Free Resources and DownloadsPart 1
- General-Purpose Project Report Template Free DownloadPart 2
- How to Make Project Status Reporting 10x EasierPart 3
- Additional SourcesPart 4
Part 1
The types of project reports in project management are the following:
Project Status Report
This type of project report provides a summary of the status of the project in terms of the highlights of the main or the overarching project, as well as what the team expects to accomplish in the coming weeks or months, the percentage of project completion, and its financial status since the client, top management and other stakeholders will be interested to know whether the budget allocated for the project is enough or if it has been used judiciously.
Download free samples and templates here
Project Status Dashboard and Project Tracking
This type of report presents data on key performance indicators, metrics for the overall performance and progress of the project, or highlight specific issues and challenges that may need attention from the top management and other stakeholders.
It provides information on all the tasks, its status, the individual working on it, the percentage of the overall completion of the whole project and it aims to provide all this information to the reader in a single view. By tracking progress of each tasks being carried out by the team and the overall project itself, a project tracking report is a valuable project that strengthens communication between the units involved in a project.
Check 3 terrific sources and how-to’s here
Project Progress Report
This specific report tracks actual project progress, including its performance based on the identified metrics and in terms of risks, issues, changes, and others. Aside from that, it also presents a summary of the project status, budget, and deliverables.
Download the best samples here
Project Summary Report
It contains a brief discussion of the progress of a project during the reporting period covering all its aspects. It is, generally, helpful in maintaining and handling all the data related to the project, in a way that is easy to understand and manage.
This article contains a useful free template and a guide
Project Management Report
This particular report provides a comprehensive account of the aspects and important details of the project and the action taken by the team to accomplish the tasks involved or to achieve its performance targets.
Free examples and templates, how-to’s
Project reports may also be delivered on a periodic basis such as daily, weekly, and monthly. Screeps an online programming game.
There are also the following specific types of project reports:
Executive Project Report
This report provides a comprehensive account of the aspects and important details of the project and the action taken by the team to accomplish the tasks involved or to achieve its performance targets. This article contains free resources and templates.
One-Page Status Report
A one-page project report provides an update on the status of a project, just like other formats of project reports, with a purpose of allowing the recipients to have a quick grasp of the project status at a quick glance. Download the best free samples here.
IT Project Status Report
Basically summarizes and documents the status of a project related to information technology, this particular report is a useful tool that provides a history of the project which can be later revisited to track progress, conduct an assessment, and review the project. How to write and a sample here.
Progress report is another popular type of reporting, it may not be entirely about a project or business progress but it may also document an individual’s progress. Check best practices and free templates for daily progress reports, weekly progress reports, and monthly progress reports (click each link to check the relevant articles with free templates).
Part 2
Project Status Report Samples: Free Download
If you just need a general-purpose project report sample, here are a few great templates:
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Templates on ProsperForms:
Project Hospital Collection Download Free Downloads
Part 3
How to Make Project Status Reporting 10x Easier
How to configure status reports on ProsperForms:
Step 1:
- Create a “Project Status Report” applet — customize our preset forms or easily create a new form in minutes.
- Setup reminders if you want your team members to receive automatic reminders when their reports are due.
- Configure who will submit reports by choosing the “Participants” tab.
Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.
Data such as the report type, date and name will be added automatically.
As soon as a new status report is added, participants with “View” rights can view it in real time.
Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)
Click “Generate Report”.
Done!
Benefits:
- Make project reporting easier with auto-fill:
Fields such as date, name, report type, and formatting are inserted automatically by software. - Consolidate reports automatically:
Reports created by your team members can be consolidated easily. - Save time with auto-layout:
No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks. - Peace of mind with auto-reminders:
No one forgets to fill in their status reports because ProsperForms automatically sends timely reminders according to the schedule you chose. - Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
- Quick sharing:
Status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in real time);
– optionally shared online as team-wide status reports, i.e., all team members share their progress with each other to spend less time on meetings.
Sign up now.
Part 4