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Small Business Finance

Inventory & COGS Tracker

Stock on hand, landed cost, reorder list and cost of goods sold by month

Inventory & COGS Tracker: Know what to reorder — and what your stock really cost
Know what to reorder — and what your stock really cost
  • Inventory & COGS Tracker: Know what to reorder — and what your stock really cost
  • Your reorder list, done for you: Counts open orders · rounds to your case size · days you'd run short
  • Your stock at a glance: Value, days of stock, COGS %, dead stock, what needs attention
  • Real landed cost per unit: Shipping, duties and fees shared across each order
  • Every product, one status: OK · Reorder · Out of stock · On order · Overstock · No movement
  • COGS by month that adds up: Beginning + purchases − ending, balanced every month
  • Find the cash stuck on your shelves: Unsold products in dollars · orders that are running late
  • One log for every change: Sales, returns, write-offs and count adjustments

from $11.99 on Etsy

Price on Etsy may vary (sales, your currency).

View on Etsy
  • Google Sheets + Excel versions included
  • Instant digital download, nothing is shipped
  • Sample data and a Start Here tab
  • One-time purchase, no subscription

Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer.

Know what you have, what it cost and what to order next. This inventory tracker turns your purchases and sales into stock on hand, the real landed cost of every unit, a reorder list with suggested quantities and your cost of goods sold month by month.

Made for small product businesses: tea and coffee shops, boutiques, makers who sell finished goods, resellers with repeat stock, gift and stationery shops. Up to 200 products.

What's inside

  • Start Here

    Quick guide, settings (currency, year, reorder rules, overstock days) and your lists of categories, units and suppliers

  • Dashboard

    Inventory value, days of stock, what to reorder, COGS %, dead stock, stock status, value by category, top sellers and "What needs attention"

  • Products

    Your SKU list: category, supplier, lead time, reorder point, order multiple, sale price and opening stock

  • Purchases

    Every order line with PO number, shipping, duties and fees shared across the order: landed cost per unit is calculated; open orders show On order or Late

  • Stock Moves

    One log for sales, customer returns, write-offs and count adjustments

  • On Hand & Valuation

    On hand, on order, average cost, value, days of stock and a status for every product

  • Reorder List

    What to order now, how many (rounded to your case size), estimated cost and when it would arrive; printable

  • COGS by Month

    Units sold, sales, cost of goods sold and gross margin for 12 months, with a beginning + purchases − ending inventory check

  • Cost History

    How the average cost of each product moved month by month

  • Stock Count

    A printable count sheet that shows the differences to adjust

Why you'll like it

  • Landed cost, not just the supplier price: shipping, duties and fees are split across each order by value or by units
  • Weighted average cost, worked out month by month, so your COGS and stock value follow what you really paid
  • Reorder points you set, or suggested ones from your last 90 days of sales, lead time and a safety buffer
  • Orders you already placed are counted, so you never order the same thing twice
  • Dead stock and overstock flagged with the cash tied up in them
  • Year-end ready: beginning inventory, purchases, ending inventory and COGS on one page, with a check that they add up every month
  • A fixed "status date" option to look back at any day; sample data included so you can see the main statuses first
  • Built by a data analyst: every number is a formula you can trace. No subscription, no app, any currency

How you get it

  1. Download on Etsy

    Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

    How to download

  2. Make a copy

    Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

    How to make your copy

  3. Start

    Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

    Clearing the sample data

You receive:

  • START-HERE.pdf — Google Sheets link + quick guide
  • inventory-cogs-excel.zip — Excel version

Good to know

  • Also in the Small Business Finance Complete bundle with Cash Flow Forecast & P&L, Small Business Bookkeeping, Invoice & Receivables Tracker and Pricing Calculator.
  • Start any time of year: type the stock you have on your start date, and sales pace counts from that day.
  • One file per year: at year end, copy your closing stock and average cost into next year's copy (Start Here shows how).
  • Up to 200 products, 500 purchase lines and 2,000 stock moves a year. For thousands of orders a month, log daily or weekly totals per product.
  • It tracks stock you buy and resell or finished goods you count; it doesn't split recipes or raw materials into products.
  • Best used on a computer; you can view it in the Google Sheets app on your phone.
  • For use in one business. Please do not resell or share the files.

Not tax or accounting advice.

Designed by me with the help of AI tools.

View Inventory & COGS Tracker on Etsy

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