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SayPro Inventory Report Template: A spreadsheet that tracks current inventory levels and alerts the team when products are running low.

Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407

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SayPro Inventory Report Template

Purpose:
The SayPro Inventory Report Template is a structured, spreadsheet-based tool used to monitor current inventory levels across all product lines. It enables the inventory team to track stock quantities, evaluate performance, and receive automatic alerts for low-stock items. This proactive approach supports timely reordering, improves stock visibility, and helps prevent stockouts or overstock situations.


๐Ÿงพ Template Overview and Format

Recommended Format: Microsoft Excel or Google Sheets
Update Frequency: Weekly (or daily for high-turnover products)
Shared Access: Accessible to inventory control, procurement, and corporate clothing office teams


Key Sections and Fields in the Template

1. ๐Ÿ“‹ Header Section

FieldDescription
Report TitleSayPro Inventory Report
Date of ReportAuto-filled or manually entered
Prepared ByName of person completing the report
DepartmentInventory/Operations/Procurement
Week/Month ReferenceFor tracking report history

2. ๐Ÿ“ฆ Inventory Status Table (Main Section)

Item CodeProduct NameVariant (Size/Color)CategoryOpening StockUnits SoldReturnsReorders ReceivedCurrent StockReorder ThresholdAlert StatusNotes
001-ASayPro Polo ShirtMedium / NavyCorporate Apparel12085203740๐Ÿ”ด Low StockReorder needed ASAP
002-BSayPro HoodieLarge / BlackCorporate Apparel802015011130โœ… OKReplenished on time

๐Ÿ”‘ Field Descriptions:

  • Item Code: Unique identifier (SKU or product code)
  • Product Name: Name of the item as listed on the SayPro website or catalog
  • Variant (Size/Color): Details for items that come in different sizes or colors
  • Category: Product classification (e.g., Shirts, Hoodies, Accessories)
  • Opening Stock: Quantity at the start of the reporting period
  • Units Sold: Number of units sold during the reporting period
  • Returns: Number of items returned and restocked
  • Reorders Received: New stock delivered within the report period
  • Current Stock: Automatically calculated field: =Opening Stock - Units Sold + Returns + Reorders Received
  • Reorder Threshold: The minimum quantity at which a reorder should be triggered
  • Alert Status: Automatically highlights items that fall below threshold using:
    • โœ… OK (Stock is sufficient)
    • ๐ŸŸก Monitor (Stock near threshold)
    • ๐Ÿ”ด Low Stock (Below reorder point)
  • Notes: Comments on trends, special orders, or supplier delays

๐Ÿ”” Automated Alert System (Optional Features for Excel/Sheets):

  • Conditional Formatting: Use color-coding to highlight rows where Current Stock โ‰ค Reorder Threshold
  • Dropdown Menus: For Alert Status, Notes, or Category columns
  • Formula Protection: Lock formula cells to avoid accidental edits
  • Dashboards: Create summary visuals for:
    • Low-stock item counts
    • Top-selling products
    • Weekly stock changes

๐Ÿ“ˆ Summary Section (Optional Add-On)

MetricValue
Total SKUs Monitored45
Items Below Reorder Point7
Highest-Selling Item (SKU)001-A
Total Units Sold (Week)412

This section gives managers a quick overview of inventory performance.


โœ… Benefits of the SayPro Inventory Report Template

  • Real-Time Visibility: Keeps the team informed of stock status across all product variants
  • Early Warning System: Identifies low-stock items before they become unavailable
  • Supports Reordering: Guides procurement decisions and timing of reorder requests
  • Improves Accuracy: Reduces manual errors through structured fields and formulas
  • Enhances Collaboration: Acts as a single source of truth for inventory across departments

๐Ÿ“ Template Use Guidelines:

  1. Update weekly or more frequently based on stock movement.
  2. Verify sales and returns data against the SayPro website or POS system.
  3. Highlight and act on products that reach or fall below reorder thresholds.
  4. Share with key teams, including procurement, warehouse, and the Corporate Branded Clothing team.
  • Neftaly Malatjie | CEO | SayPro
  • Email: info@saypro.online
  • Call: + 27 84 313 7407
  • Website: www.saypro.online

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