Free Excel templates for shops: stock and customer credit

Four ready-made spreadsheets: a product list with stock, a goods-in log, a customer credit book and a stocktake sheet. The formulas are built in — stock, totals, balances and differences calculate themselves. Open them in Excel, Google Sheets or LibreOffice; no sign-up needed.

Choose a templateFree · .xlsx and .csv · no sign-up
The short answer

Can you keep a shop’s books in Excel?

You can, especially if your range is small and you record the sales yourself. That is what these templates are for: the columns are ready and the formulas work out stock and totals.

Bear one thing in mind: Excel knows nothing about your sales — every item sold has to be typed in by hand. If you want stock to drop by itself as the till sells, that is a job for software — moving from Excel to shop software.

Four templates — free to download

Each comes with sample rows and a “How to use” sheet. The CSV holds only the main sheet, without formulas, comma-separated — for importing into Google Sheets or other software.

Product list and stock

One row per product: prices, markup and stock. Adds goods in to the opening stock, takes off what sold and flags what is running low.

Columns: Product, Barcode, Unit, Cost price, Selling price, Markup, Opening stock, Goods in, Sold, Stock now, Stock value, Reorder at, Status.

How to fill it in ↓

Customer credit book

One row per debt, with payments on the same row. The status sets itself: open, overdue or paid off. A second sheet shows who owes what.

Columns: Date, Customer, Phone, What was taken, Amount, Due date, Paid, Balance, Status.

How to fill it in ↓

Stocktake sheet

The counted figure next to the recorded one: the difference and its value calculate themselves. Print it and count with a pen if you like.

Columns: Product, Barcode, Unit, On record, Counted, Difference, Cost price, Difference value, Note.

How to fill it in ↓

Product list and stock: how to fill it in

One sheet per month. Add what came in to the opening stock, take off what sold, and you have today’s stock.

01

Fill in the list

Enter the name, barcode, unit, cost price and selling price. The markup calculates itself.

02

Keep it up during the month

Opening stock, what came in (“Goods in”) and what sold (“Sold”). Current stock and its value at cost calculate themselves.

03

Spot what is running low

Put a threshold in “Reorder at”: when stock reaches it, “Reorder” appears. Filter to show only those rows.

Formulas

  • Stock now = opening stock + goods in − sold
  • Stock value = stock now × cost price
  • Markup = (selling price − cost price) ÷ cost price
In BuySale stock drops by itself with every sale, low-stock items gather into their own list and turn into a supplier order. You can export the stock list to .xlsx at any time — inventory. Need a code for an item without one? Try the barcode generator.

Goods-in log: how to fill it in

One row per item received. The second sheet adds up what each supplier delivered and what you still owe them.

01

Record what arrives

Date, supplier, invoice number, product, quantity and cost price. The amount works itself out — add the selling price and so does the markup.

02

Spell suppliers consistently

The name must match letter for letter: the “Suppliers” sheet adds up amounts by it.

03

Mark your payments

On the “Suppliers” sheet put what you paid in “Paid” — “I owe” works itself out.

Formulas

  • Amount = quantity × cost price
  • Goods received = the total of that supplier’s rows (SUMIF)
  • I owe = goods received − paid
In BuySale goods-in goes onto the product card: scan the factory barcode and, if the product is in the central catalogue, its name and section fill in. The AI assistant turns a photo of a delivery note into an editable intake list, which only enters stock once you confirm it. What you owe suppliers is kept separately, with due dates — supplier debts.

Customer credit book: how to fill it in

Each debt has its own row, with payments on the same row. The second sheet shows each customer’s total and how many debts are overdue.

01

Write the debt down

Date, customer, phone, what was taken, the amount and the due date.

02

Add payments

When the customer pays, add it to “Paid” on that row (for example =50000+30000). Balance and status update themselves.

03

See who owes what

Write the name once on the “Customers” sheet — total credit, paid and balance appear by themselves.

Formulas

  • Balance = amount − paid
  • Status: balance 0 is “Paid off”, a passed due date is “Overdue”, otherwise “Open”
  • A customer’s total = the sum of their rows (SUMIF)
In BuySale credit is recorded at the till itself: fill the basket, choose “On credit”, and the debt lands in that customer’s ledger. There are part payments, due dates, a credit limit and an overdue list. No reminder texts go out automatically — the app shows you who to call. More on the customer credit page.

Stocktake sheet: how to fill it in

The recorded figure next to the counted one. The sheet is ready to print: the header repeats on every page.

01

Copy in the recorded stock

Put the stock figure from your product list (or notebook) in “On record”.

02

Count the shelf

Write what you counted in “Counted” — on screen or with a pen on the printout.

03

Review the difference

The difference and its value work themselves out, with shortage and surplus totals at the top. Do not read a difference as theft straight away — recount first.

Formulas

  • Difference = counted − on record (negative is a shortage, shown in red)
  • Difference value = difference × cost price
  • Shortage and surplus = sums of the differences (SUMIF)
In BuySale the count runs on the scanner: scan tag after tag, progress is kept on the server, and at the end you get the list of differences and stock is corrected — the stocktaking guide.

When Excel stops being enough

A template is a good start. In these situations, though, the spreadsheet stops saving work and starts adding it.

That is when shop software saves time. Ways to move your list across are on the instead-of-Excel page. To check your markups, use the markup calculator.

Worth knowing

Frequently asked questions

Can I load a template into BuySale?

No. BuySale has no import from Excel or CSV files — we say so up front. The product list fills up from the catalogue, from label photos and by scanning; the reverse does work: the stock list exports to .xlsx in one tap.

Does it work in Google Sheets?

Upload the .xlsx to Google Drive and open it in Google Sheets. The formulas are simple — IF, SUMIF, COUNTIF — and Google Sheets has them too. The CSV has no formulas, just the columns and sample rows.

Excel shows a warning when I open the file — is it safe?

Excel opens any file from the internet in Protected View. The templates contain no macros, only ordinary formulas — click “Enable Editing” and carry on.

Will the formulas break if I add or rename a column?

Rename columns freely. Do not delete the grey formula columns. Formulas are pre-filled for 1,000 rows on the main sheet and 300 on the second one (suppliers, customers); if you need more, drag the last row down — the formulas copy with it, and the totals and the sums on the other sheet count the new rows too.

Excel works offline — does BuySale?

The Android and Windows apps work offline for up to 7 days: sales, debts and payments are queued and sent automatically once the line returns. The browser version (app.buysale.uz, Telegram) needs internet — there Excel wins. What to do when the connection drops is covered on the “If the internet drops” page.

Are the templates really free?

Yes. No sign-up, phone number or email — the file downloads straight away. Adapt it to your shop however you like.

Related pages

BuySale

Tired of updating the spreadsheet by hand?

7 days free, no payment card needed. Then from 6 630 UZS a day, depending on the shop type. Stock drops with every sale, credit goes from the till into the ledger by itself, and the evening report arrives in Telegram.

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