WORKSHEET GUIDE
Dead Stock Review Planner: inputs, example and review steps
Review stock with no recent sales. See inactivity days and inventory cost at risk using your own review threshold.
Open the free worksheetChoose the scope first
Use one review date and a clear worksheet label. Each row needs a unique record reference. The report describes only the entries in this worksheet; it cannot detect records you have left out. Use up to 100 rows per saved worksheet.
Enter the records
- Set a review date, currency and inactivity threshold.
- Enter one SKU/location per reference with first receipt and latest sale dates.
- Leave last sale blank only if none has occurred.
- Review flagged lines individually and record a next action.
| Field | What to enter |
|---|---|
| Worksheet label | Required. Up to 160 characters. Use a recognizable label without private account details. |
| Review date | Required. Calendar date, 1900–2200. Day differences include weekends. |
| Currency (no conversion) | Required. Choose USD, GBP, CAD, AUD, EUR, NZD. |
| Review after inactive days | Required. Whole numbers from 0 to 3650. |
| Unique record reference | Required. Up to 160 characters. Use a recognizable label without private account details. |
| SKU / location | Required. Up to 160 characters. Use a recognizable label without private account details. |
| On-hand units | Required. Whole numbers from 0 to 1000000. |
| Unit cost | Required. Up to two decimals from 0 to 1000000. |
| First receipt date | Required. Calendar date, 1900–2200. Day differences include weekends. |
| Last sale date (blank if none) | Optional. Calendar date, 1900–2200. Day differences include weekends. |
| Proposed next action | Required. Up to 160 characters. Use a recognizable label without private account details. |
Understand the calculation
Inactivity days = review date minus last sale date, or first receipt date if no sale is entered. Flag when days are at least the chosen threshold and quantity is positive. Value = units × entered cost.
Worked example
20 scarves at $8 cost represent $160. July 1 to October 21 is 112 days; at a 90-day threshold the row needs review.
Open the worksheet and choose Load fictional example to reproduce the result. Change one input at a time and calculate again to see which assumption changes the output. Sample values are not recommended targets.
Review and hand off
Check the record reference and scope before acting. Keep the original evidence alongside this worksheet, assign a next action and review it again after the real event. A saved plan does not update any external system.
Before sharing a report, check its label, review date, record identifiers and every exception. If the underlying event changes, update the inputs and calculate again. Keep the supporting receipt, order, inspection record or source reference outside this worksheet where appropriate.
Save, recover and export
Save on this device stores the editable worksheet in this browser. Restore reads that device save. Download backup creates a JSON file for another supported browser; Import backup previews the incoming records and asks before replacement. Import does not update the device save until you save again.
CSV exports the calculated report with settings and limitations. Print / Save PDF opens browser printing; choose Save as PDF if your browser offers it. These reports cannot restore editable data. Mobile print and download menus vary by device. There is no cloud sync, automatic alert or account recovery.
Limits and common mistakes
Inactivity is not proof that stock is obsolete. No sales forecast, accounting write-down or disposal decision is made. Dates must describe events on or before the review date.
A blank required field or duplicate reference should be corrected before calculation. Do not create a second master copy and edit both without reconciling them. Avoid putting passwords or sensitive account credentials into notes. The worksheet is a manual record, not an integration with the related business system.