Workflow

Replace Excel stock control before the count disagrees with reality

Inventory sheets are often trusted until a stock-take proves otherwise. Concurrent issues, receipts and adjustments make cell-based balances fragile.

The problem

Replace Excel stock control

Balances look precise while being hours or days stale. People keep private running totals, write-offs hide in notes and shortages appear only when work is already waiting.

Signs Excel has been outgrown

  • Negative stock appears and nobody knows why
  • Issues are written on paper then typed later
  • Multiple location balances live on separate tabs
  • Stock-takes require freezing the sheet for hours
  • Reorder points are ignored because data feels unreliable
  • Finance and warehouse disagree on quantities

Spreadsheet before

  • Item rows with opening balance and ad-hoc adjustments
  • Manual date stamps that get overwritten
  • Separate workbooks for stores and sites
  • Month-end reconciliations that invent explanations

Managed app after

  • Item records with controlled movement history
  • Receipts, issues and adjustments as discrete events
  • Clearer location or project stock views
  • Count processes that do not destroy live history

What a replacement can include

  • SKU or item master with units and locations
  • Movement logging instead of silent cell edits
  • Low-stock visibility for planners
  • Counts and variance recording
  • Permissions for stores vs wider read access
  • Exports for finance without editable balance risk

Why not just add more formulas?

More validation rules cannot make concurrent stock movements safe in a shared grid. Event-based records belong in an application, not in overwritten cells.

Who it suits

  • Manufacturing stores and kitting teams
  • Construction and site stock controllers
  • Field service van or depot inventory processes

Managed service

Each app is built around your workflow. The plans set the size and access model, while your assessment decides which useful features belong in the app. Hosted plans include hosting, maintenance and ongoing support so your team is not left maintaining fragile workbooks.

Pricing context

Every project starts with a £295 Spreadsheet Assessment (excl. VAT). If you proceed, that fee is credited before VAT. Eligible managed plans such as Business (£399/month) include hosting and support.

FAQ

Ready to assess your spreadsheet process?

Start with a free fit check, then a Spreadsheet Assessment for a clear replacement plan.