Do I need to enable macros to use XL Inventory?

Yes. XL Inventory relies on VBA macros to automate invoice handling, stock updates, and reporting. You must enable macros when opening the file.

Can I customize the product categories and units?

Absolutely. You can edit product categories, units of measure, reorder points, and more—directly within the Excel settings sheet.

XL Inventory – Inventory, Billing & Profit Tracking in Excel

Overview

XL Inventory is your all-in-one Excel-based inventory and billing system, designed for small businesses and professionals who need full control without monthly fees.

Track stock levels with automatic alerts, manage sales and purchase invoices, monitor profitability, and maintain complete records of customers, suppliers and transactions—fully automated with VBA macros, no coding needed.

Key Features

Real-Time Stock Tracking: Monitor current inventory with live quantity updates and low-stock alerts.
Sales & Purchase Invoicing: Issue invoices through a smart form that handles both sales and purchases with ease.
Customer & Supplier Management: Keep full records of contacts, transaction history, and outstanding balances.
Automated Payment Tracking: Log payments and let the system auto-update balances across the board.
Dynamic Reports & Dashboards: Analyze sales, purchases, and profitability with pivot-powered charts and filters.
Fully Customizable Setup: Define your own categories, units of measure, and reorder thresholds without touching formulas.

Use Cases

🏪

Retail Shops & Mini Markets

Manage product stock, track daily sales, and generate invoices without complex POS systems.

🛠️

Technicians & Electricians

Record materials used in projects, monitor inventory levels, and issue invoices per job or client.

📦

Warehouses & Logistics

Oversee stock movement, restocking needs, and generate reports for incoming & outgoing items.

📈

Small Business Owners

Have a clear view of sales, purchases & profits—fully inside Excel, no extra software required.

How It Works

Set Up Your Products: Add your inventory items with cost, price, reorder point, and supplier info—all from a simple sheet.
Create Invoices: Use the smart form to register sales or purchases. Everything updates automatically across the app.
Track Payments: Log incoming or outgoing payments; XL Inventory auto-adjusts balances for each client or vendor.
Monitor Performance: Use the Dashboard and dynamic Reports to view profits, trends, and top-performing items.
Customize & Expand: Adjust categories, units of measure, and default settings—no formulas or coding required.

Limitations

This Excel file uses VBA macros to automate core functions like invoice handling, stock updates, and PDF export. You must enable macros when prompted to unlock full functionality.

XL Inventory is compatible only with Microsoft Excel desktop versions (2016 or later) on Windows or Mac. It will not work in Excel Online or mobile environments.

For detailed instructions on enabling macros and unblocking downloaded files, please refer to our Macros & Security Guide.