Wholesale and Purchase Order Tracker Spreadsheet

About this template

This wholesale order tracker shows what you buy, what it costs and what is left on the shelf, in one file. It is for small businesses that order stock in and want cost, margin and reorder levels in the same place.

Please read: This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).

One material list feeds everything

Each material and its unit cost is entered once. That list feeds the product costs, the stock valuation and the reorder flag, so when a supplier changes a price you change it once and everything downstream re-prices. As a supplier tracker, the Materials tab also shows how many products use each item.

Eleven connected tabs

Every tab reads the same source list, so nothing is entered twice:

• What you sell: Products, 120 rows, and Materials, 120 rows, with a recipe per product, cost built from the recipe, and one product list feeding everything
• What it is worth: suggested price, margin before the fee and after it, stock valued at cost and at retail, and a reorder flag
• What sold: Orders, 400 lines, with profit per line, sales by channel and by month, and a live dashboard

It works as an inventory tracker and stock tracker for what is on the shelf, a purchase order record for what you bought, and a profit tracker for every order line. Every figure on the dashboard is calculated from the tabs behind it, and nothing is typed into a summary, so the front page always agrees with the rows it came from.

You get real spreadsheet files, not a PDF with a link in it: Excel and Google Sheets, each filled in and each blank and ready for yours. The filled copy is the file in the photos, so you can see how it behaves before you type anything.

Works with

• Microsoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription required.
• Google Sheets with a free Google account. No Google account is needed for the Excel files.
• No add-ins, no macros and no subscription

What you download

• The Excel workbook filled with a worked example, and the same workbook blank and ready for yours
• The instruction guide, which has one-click links to the Google Sheets versions (filled and blank)
• The terms of use as a PDF

Your files are ready to download as soon as payment clears. The Start Here tab walks you through setup in a few minutes. The files are for personal use on your own devices; please do not share or resell them. Questions before or after you buy? Use our contact page and we will help.

Frequently asked questions

Can I use it in Excel or Google Sheets?

Both. You get Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to make Google Sheets copies with a free Google account.

What happens when a supplier raises a price?

Change the unit cost once on Materials, and every product cost, stock value and margin that uses it updates.

Does it tell me when to reorder?

Yes. Stock has a reorder flag that shows when an item needs ordering again.

How many products and orders does it hold?

120 products, 120 materials and 400 order lines.

Can I see sales by channel?

Yes. Order lines are totaled by channel and by month, with profit worked out on each line.