Stock and reorder report
Turn a stock list into a report that flags what to reorder and shows where the money is tied up.
1. Download your workbook
Each download has its own data, so your answers are yours alone.
2. Do the work in Excel
- Flag what to reorder. In E2:E13, show "Reorder" when the amount on hand is at or below the reorder level, and "OK" otherwise.
- Value the stock. In F2:F13, multiply the amount on hand by the unit cost.
- Make reorders stand out. Add conditional formatting to the Status column so the Reorder rows are highlighted.
- Sort by value. Sort the list by Stock value, largest first, keeping each row together.
- Summarize. On the Summary sheet, in B1, count the items to reorder. In B2, total the stock value.
Save the file as an Excel Workbook (.xlsx) when you’re done.