Stock Report Templates

Stock Report Templates with Samples and Examples

By Team TranZact | Published on Jan 31, 2024

A manufacturer's biggest asset is their stock. Keeping customers satisfied and wanting them to keep coming back needs quick stock reports. Stock reports help to meet demand on time, reduce stockouts, and improve inventory accuracy.

If stocks have been sitting on shelves for months or incorrect stock counting is done, it costs you money. This article explains stock report templates for manufacturers, warehouse workers, small business owners, and other stock stakeholders.

Simple Stock Report Template

A simple stock control template is perfect for any business, small or large. The entire lifecycle of your stock can be viewed, including back-ordered items in a stock report.

A simple stock analysis report template contains editable sample text for calculating your current stock, deciding when to reorder items, managing your stock accurately, and increasing performance. With an easy-to-use template, you can enter column headings for item names, manufacturers, reorder levels, and item reorder quantities.

What Is a Stock Report Template?

The stock report template simplifies the management of your entire warehouse and provides key stock details to coworkers and senior management. It is a list of all the items in your stock. This template provides important information to guarantee that your stock is accurate and up-to-date.

When your stock system data does not match your physical supply, a stock report template can help reveal an error. There is no standard stock research report template, but they often include the following information:

  • Average Order Value (AOV):

This tells how much customers spend on average each time they make a purchase. This number is calculated by dividing a stock item's site's total revenue by its number of orders.

  • Average Order Value Growth:

This refers to the average increase in monetary amounts customers spend each time they order.

  • Cost Per Item:

It is the cost of the stock item.

  • Days Per Reorder:

This is the number of days you require a vendor to deliver your order items at the stock level. ROP stands for reorder point.

  • Stock Value:

Stock value refers to the total purchase price of an item in a warehouse. This number is calculated by multiplying the stock quantity of an item by the cost per unit.

  • Item Reorder Quantity:

It refers to the amount of product units you reorder to restock your warehouse.

  • Location:

The physical location of the item in the stock.

  • Manufacturer:

The company responsible for manufacturing the stock item.

  • Physical Condition:

A description of the item's physical condition.

  • Reorder:

Stock items can be reordered once their reorder quantity limit is reached.

  • Reorder Level:

The point at which a stock item should automatically be reordered.

  • Stock Quantity:

The number of items in a warehouse.

  • Total Inventory Value:

It is the sum of the Total Values for each inventory item. A total of the Inventory Value column is automatically calculated.

  • Vendor Number:

This is the unique vendor number connected with each item in stock.

Printable Stock Report Template

Stock reports that can be printed allow your business to run smoothly and without interruption. Besides saving you money, they can reduce your chances of running out of stock. Print-friendly stock report templates are great for keeping track of your complete stock.

It helps you keep track of the stock reorders, item names and numbers, the location of the stock, and the cost per item. You can also manage vendor details, the cost per item multiplied by the stock quantity, reorder levels, days per reorder, and quantity for items. Printable reports can be handled both physically and in software.

Sample Stock Report Template

The sample stock template allows you to manage each aspect of your stock, as well as the total value of your stock. While managing stock, the template includes editable example text on the main Inventory - Stock Control tab.

Also, the template includes an auto tallying feature that lets you find out the value of all your stock items. A unique Inventory - Stock Track Sheet tab lets you look deep into the details of each stock item, including information on the purchase and storage of the item so that you always have an idea of what is in your stock and where it is located.

Property Stock Check-In Report Template

Renters and landlords can use this report to report any mistakes with their property inventory. This document provides mutual understanding and agreement for a property's stock.

You should include details about each item in each room of the residence, including its quantity, its condition, and any additional notes. It guarantees that a landlord will refund or hold deposits correctly. Both landlord and tenant should sign this property inventory check-in report template before a tenancy begins.

Stock Report Templates You Can Count On!

Investing in a stock analysis report template in Excel from TranZact is an excellent way to gain valuable insight and information. In reality, many businesses need to track their stock or use manual methods. Manual stock reporting might be suitable for small stores with low volumes. An Excel spreadsheet can be used to monitor stock levels and update them frequently enough to produce reliable reports.

Stock mismanagement might not ruin your eCommerce business, but inaccurate reporting can. The information in stock reports can assist businesses with managing inventory effectively and making data-driven decisions. With a good stock report, you can meet demands, reduce stockouts, and maintain customer satisfaction for your business.

Improve Stock Operations with Stock Report Templates from TranZact

TrnZact lets your team plan, capture, manage, and report work from anywhere. Your team can monitor key metrics and keep you informed with roll-up reports, dashboards, and automated workflows to keep them connected and informed.

TranZact helps you align your team on strategic goals, improve collaboration efforts, and reduce repetitive processes, allowing you to boost performance as you grow with a reliable daily stock report format Excel template.

FAQs on Stock Report Templates

1. What is a stock summary report?

A Stock summary is a statement of the amount of stock in hand during a particular period. It provides detailed stock information, including opening, closing, and incoming and outgoing shipments.

2. Why is a stock report important?

Inventory reports give you a clear overview of your current inventory levels, which can help you avoid overstocking and running out.

3. What is a stock audit report?

Stock audits verify and evaluate the accuracy and reliability of a company's physical inventory.

4. What is a company's stock report?

The stock research report is a document that a financial professional, equity analyst, or research professional prepares to advise investors. It contains information about the manufacturer, stock items, and the company.

5. What is the reorder level?

In business, the reorder level is when a company orders new stock from its supplier.

6. What is a stock level?

The stock level refers to the quantity of stock available in the warehouse at a particular time.


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TranZact

TranZact is a team of IIT & IIM graduates who have developed a GST compliant, cloud-based, inventory management software for SME manufacturers. It digitizes your entire business operations, right from customer inquiry to dispatch. This also streamlines your Inventory, Purchase, Sales & Quotation management processes in a hassle-free user-friendly manner. The software is free to signup and gets implemented within a week.