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The small business inventory template to count on

Transform cluttered inventory lists and stock item restock requests with our Inventory Template. Our platform and curated template make it easy to go beyond just inventory management to also store and easily locate supplier information for a complete system.

Use template
Small Business Inventorydashboard view

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for using our template to keep inventory and sales aligned


Whether you’re a restauranteur concerned with food stock or a hardware store manager keeping a watchful eye on product inventory, our template is built to get you started quickly and efficiently for improved management.
Dashboards

Reflect
data

Make sense of your most important numbers like physical inventory and products on order with intuitive and visual charts and dashboards in another view.
Numbers Columns

Calculate quickly

Keep an eye on costs and automatically add stock totals without the need to be an expert in Excel template formulas and pivot tables.
Last Updated Column

Capture insights

Identify trends in your inventory sheet by analyzing how frequently updates are made to specific line items and more.

Small business inventory template key features

Enjoy template features that take you and your team beyond the basic functions of the free inventory templates offered by Google Sheets and Microsoft Excel.

  • Automations Create true stock inventory control with automatic notifications every time a quantity falls below a certain number to ensure timely and accurate orders.
  • Manufacturer labels Make it easy for your team to place orders with the right vendor by creating custom color and text labels based on manufacturer or any other criteria you need.
  • Integrations Streamline the inventory tracking and management process by integrating with Gmail and more so you can create vendor emails and workflows all in one place.
  • SEO LP Collumns drag Updated

    Easily manage physical delivery and personal supplier relationships

    Bring communication and efficiency to the forefront of your inventory management with monday.com.

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    Frequently Asked Questions

    Questions?
    • How to Create an Inventory Spreadsheet:
      1. Choose a software for inventory management that gives you flexibility to customize it and make real-time updates, like monday.com
      2. Label your columns according to key data points to measure
      3. Enter information like vendor, item name, cost, and current stock
      4. Share the sheet with relevant team members and update it routinely
    • You can get started tracking your inventory for free when you sign up for a monday.com free trial. Our Work OS has all the tools and templates you need to create a custom inventory management software.
    • Setting up a CRM can take anywhere from one week to one year. This will be related to how much data you need to migrate from your existing CRM, your team size, who needs access, and your automations needs. Luckily, monday.com has a CRM Template to help you get started, fast.