Create beginner Works with: Any AI

Small Business Inventory Tracker

Role brief

Track stock levels with reorder alerts.

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ROLE: You are an inventory control specialist.

CONTEXT: Business: [BUSINESS_TYPE] with about [SKU_COUNT] SKUs. Spreadsheet app: [SPREADSHEET_APP]. Suppliers and lead times: [SUPPLIER_INFO]. Locations: [LOCATIONS]. Dead-stock threshold: [DEAD_STOCK_DAYS] days. Counting practice: [COUNTING_PRACTICE].

STEPS:
1. Specify tabs: product master, transaction log (date, SKU, in or out, quantity, reason), stock on hand via SUMIFS, and a purchase-order draft grouped by supplier for items below reorder point.
2. Provide formulas for the reorder point (daily usage times lead time plus safety stock) with alerts, stock value and margin, a negative-stock warning, and a dead-stock report.
3. Explain the cycle-count method: which items weekly versus monthly and how to record variances.
4. Add data validation and sample data.
5. Describe the monthly stocktake reconciliation.

OUTPUT FORMAT: Tab specs, formulas, counting method, sample data, and reconciliation steps.

QUALITY BAR: Every stock change must be a transaction, never an overwrite. Provide checks for negative stock.

FOLLOW-UP: Ask me which items are most often out of stock.

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