Free download

Stock management Excel:
download the free template

Organise your stock management in Excel: theoretical stock, minimum stock and reorder points in one free template. Fill in the form and receive the file instantly.

Free · .xlsx

Download the free stock management Excel template

Fill in your details and receive the file directly in your inbox. In Dutch, including sample data and formulas.

  • Stock overview per product (name, SKU, unit)
  • Automatic calculation of theoretical stock
  • Minimum stock and reorder point per item
  • Supplier info with lead times
  • Low-stock alert row (automatic)
  • Filled-in example included
deskflow-stock.xlsx
Product In stock Theor. Status
Product A4232 OK
Product B83 Low
Product C2-1 Order
Product D1914 OK
Product E51 Low
Why it matters

Stock management Excel:
this is how to start smart

A good stock management Excel template instantly gives you an overview of what you have, what's shipped, and what needs restocking soon. From the moment you sell products, that's essential: too little stock costs revenue, too much stock wrecks your cash flow. The goal is finding the balance between the two.

With this template, you can fill in your stock, track what's going out, and mark what's on its way. That way you don't need to remember anything, and everything stays in one place.

Concept explained

Theoretical stock: what it is and why it matters

Many businesses only look at what's physically sitting in their warehouse, but that's only part of the story. You also have deliveries still to arrive, orders already placed by customers, and items that are reserved.

Theoretical stock formula
Theoretical stock = actual stock + incoming deliveries − sold or reserved items
Example: you have 50 units in stock, 30 units arriving soon and 20 units already reserved for customers. Your theoretical stock is then 60 units. In the Excel template, this is calculated automatically.

This way you always know where you truly stand, even with multiple deliveries and orders running at once. The free Excel includes this calculation ready to use.

Order smarter

Minimum stock and reorder point:
never caught short again

The point where things often go wrong is that no one knows exactly when to reorder. That's why it helps to work with a minimum stock, a safety buffer and a reorder point.

  • Minimum stock: the absolute minimum number of units you always want to have in stock as a buffer.
  • Reorder point: the quantity at which you need to place a new order, taking lead time into account.
  • Safety buffer: extra stock to absorb unexpected spikes in demand.

You don't need to overcomplicate these terms: it mainly comes down to reordering on time so you never run out. In the free Excel, you can fill this in per item, and warnings are shown automatically.

Download the free template with reorder points
Limits of Excel

When is stock management in Excel
no longer enough?

Excel works perfectly for starters, but it has clear limits. Recognise one of these situations? Then chances are you're ready for the next step.

Multiple people working at once

In Excel you risk overwritten data as soon as two colleagues work at the same time. In a growing team, that's unsustainable.

Your webshop needs to connect

Online orders (WooCommerce, Shopify, Lightspeed...) don't automatically reduce your stock in Excel. Every update is manual work.

Orders, work orders and invoices

Once your stock needs to follow your entire order flow, from quote to delivery, Excel falls short.

Multiple warehouses or locations

Keeping a separate file per location and then consolidating them: that costs time and increases the chance of errors.

Too much time spent on manual updates

If you spend more time maintaining your Excel than selling, automation is the logical next step.

Customers ask for real-time info

Customers expect instant delivery confirmations and accurate stock information. An Excel sheet can't offer that.

Comparison

Excel versus Deskflow:
what's the difference?

Both options have their value. This overview helps you decide what fits your situation.

Feature Excel (template) Deskflow
Stock management Manual entry Updated automatically
Theoretical stock Formula, manual Calculated in real time
Multiple users Risk of conflicts Real-time collaboration
Webshop integration Not possible WooCommerce, Shopify, Lightspeed, Mijnwebwinkel, Prestashop
Order tracking Not possible From quote to invoice
Purchase suggestions Calculate manually Automatically generated
Barcode scanner Not possible Fully supported
Peppol / e-facturatie Not possible 100% Peppol-ready
Multiple warehouses Complicated Included as standard
Cost Free Fixed monthly rate, transparent
Ready for the next step?

From Excel to Deskflow:
up and running in under a month

Deskflow imports your existing Excel data, connects your webshop and accounting, and gets your team collaborating in real time. No IT department, no months-long implementation project.

Excel import

Existing product and stock data loaded in a few clicks from your Excel or CSV.

Webshop connected

Every online order automatically reduces your stock. No more manual adjustments.

Live within a few weeks

Our team guides you from day one. Most customers are fully up and running within a month.

Frequently asked questions

Everything about stock management with Excel and switching to Deskflow

The free stock management Excel includes a stock overview per product (name, SKU, unit), an automatic calculation of theoretical stock, fields for minimum stock and reorder point per item, supplier info with lead times, a low-stock alert row, and a filled-in example so you immediately understand how it works.
Excel isn't ideal for simultaneous use by multiple people. When several colleagues work in the same file at the same time, you risk conflicts and overwritten data. That's one of the reasons growing businesses switch to software like Deskflow, where multiple users collaborate in real time with no conflicts.
It's time to switch when: multiple people track stock at the same time, your webshop needs to be automatically synced, orders need to automatically reduce stock, you have multiple warehouses or locations, or when you're losing too much time to manual adjustments. Until that situation arises, an Excel template is the ideal way to start out calmly.
Yes, absolutely. Deskflow has an import module that lets you easily load your existing product, customer and stock data from Excel or CSV. Our onboarding team guides you step by step so the data migration goes smoothly.
Yes. You can try Deskflow free for 14 days with no credit card. Most customers are fully up and running within a month of starting their subscription. Start your free trial here.

Ready for more than Excel?

Put your stock on autopilot

Book a no-obligation consultation and discover how Deskflow simplifies your stock management. From Excel import to real-time webshop synchronisation.