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Inventory Count Sheet Example (Free Excel Template)

A count sheet in shelf order, with full cases and loose units counted separately and no expected column. A real count filled in, and the Excel file.

By Koa Sterling. Product specialist at TaroStack and small business owner. Yes, I am a real human, and I actually sit in front of a computer and write these articles. Reviewed September 29, 2026 · 7 min read

An inventory count sheet lists every item in the order you walk past it, with the unit you count it in, the pack size, and blank spaces for full packs and loose units. It deliberately leaves out how many you're supposed to have, so the counter writes what's there and not what they expect. Below is a filled-in example from a small kitchen's end-of-week count, how to lay one out, and the Excel file, which prints one page wide.

The short version

  • List items in shelf order, location by location, not alphabetically.
  • Count full packs and loose units in separate columns, and let a formula add them up.
  • Leave the expected quantity off the sheet. Compare afterwards, in the office.
  • Count when nothing's moving: before production starts, or after it's done.
  • On a phone instead of paper, with the difference priced before you post it, is how TaroStack does it. More below.

What goes on the sheet

Column Why it's there
Location and shelf So the sheet reads in the order you walk, and nobody hunts
Item Named the way it's labeled on the shelf, not the way the invoice spells it
Count in The unit you count: lb, can, each. One unit per item, always the same
Pack size How many of that unit are in a full pack: 50 lb in a bag, 24 cans in a case
Full packs Unopened cases, bags or boxes
Loose Opened ones, weighed or counted
Total Full packs × pack size + loose, worked out by the sheet
Counted by Initials, so a strange number has somebody to ask
Notes "Two cans dented", "bag split", "found behind the mixer"

What's missing is the expected quantity, and that's on purpose. A counter who can see "expected: 60" and finds 58 tends to look around until they find two more, or writes 60 and moves on. It's called a blind count, and it's the single cheapest thing you can do to make counts honest. The expected numbers live on a second tab and only meet the counts afterwards.

An example, filled in

Here's Windward Roots, the made-up taro business I use in these examples, counted on Saturday, September 26, 2026, before anything was made:

Location Shelf Item Count in Pack size Full packs Loose Total
Dry store 1 Bread flour lb 50 1 41 91
Dry store 1 Sugar lb 50 0 33 33
Dry store 1 Brown sugar lb 25 0 18 18
Dry store 2 Instant yeast lb 1 3 0.4 3.4
Dry store 2 Coconut milk can 24 2 12 60
Walk-in A Butter lb 36 1 14 50
Walk-in A Taro paste kg 1 0 24.9 24.9
Walk-in B Grated taro kg 1 0 11.2 11.2
Packaging C Bread bags each 500 0 250 250
Packaging C Labels each 1,000 0 318 318
Packaging C Kūlolo trays each 50 1 14 64

The coconut milk row shows why full and loose get separate columns: nobody has to work out 2 × 24 + 12 on the walk-in floor. They write 2 and 12, and the sheet says 60. The flour shows the other half of it. One sealed bag, plus 41 lb on the scale from the open one, is 91 lb, and the scale is faster and more honest than guessing how full a bag looks.

The Total formula, in H2, copied down:

=IF(AND(F2="",G2=""),"",N(F2)*E2+N(G2))

N() treats a blank as zero, so a row with loose units and no full packs still adds up. The IF keeps rows blank until someone's counted them, which makes it obvious what's been missed.

Download the count sheet. It has a blank sheet to print, this example, and a variance tab that compares the count with the records. It's a plain Excel file with no macros, and it works in Google Sheets, LibreOffice and Numbers.

Five habits that make the count right

  1. Count before production starts or after it stops. A count taken while the mixer's running is counting a moving target.
  2. Walk the same route every time, and put the sheet in that order. The day the sheet's in a different order from the shelves is the day a shelf gets skipped.
  3. Weigh open packs rather than eyeballing them. A half-empty bag of flour looks like anything from 15 to 35 lb.
  4. Two people beat one: one counts out loud, one writes. It's faster and they catch each other.
  5. Don't fix anything while counting. If the butter's in the wrong fridge, count it where it is and write a note.

For the whole routine, including how often to count what, see how to count inventory. If a full count is too much, a rolling cycle count covers a few items every week.

After the count

The count is only half the job. Back in the office, each total goes next to what your records say you should have, and the difference is the variance. Here, the taro paste came up 1.9 kg short ($7.30) and the butter 1.45 lb short ($5.80), and both are worth ten minutes of asking around. The sugar was short too, but at $1.46 it isn't worth an hour. The variance tab in the file does that sorting for you, and the formulas behind it are in the inventory variance formula.

When a gap won't explain itself, the usual suspects (a batch that was never recorded, bench flour, a spill) are in why inventory doesn't match.

Where this stops working

A paper count is only as good as the typing afterwards. Somebody has to carry the clipboard to the office and key in every number, and that's where 33 becomes 38 and a row gets skipped. Then the "expected" column has to come from somewhere, which means adding up a month of deliveries, batches and sales by hand before you can even start comparing. In a small kitchen with one person doing the books, that's a Sunday afternoon, every month.

And it doesn't scale well past one site. Two kitchens, or a market stall with its own stock, means two sheets, two sets of typing and two sets of numbers that have to be added together at the end.

How TaroStack does it

In TaroStack the count sheet is on the phone in your hand, or a tablet, or printed if you still like the clipboard. It works in the walk-in with no signal and sends itself when you're back in range, and you can type a number or scan a barcode with the phone's camera.

The Sunday afternoon disappears, because the expected quantity is already known. Every delivery received, every batch recorded and every sale has been adding and subtracting all month, so when the count comes in, TaroStack shows each difference and what it's worth in dollars before you post it. You see the $7.30 of taro paste before it becomes a number in your books, while there's still time to go and look behind the mixer. It also suggests what to count next, based on what it would cost to be wrong and how much has happened since anyone last looked, so the items that matter get counted more often.

Counting is on every plan, from $49 a month, and your item list imports from this sheet. Try it free for 30 days on your next count. If you'd like a hand setting up, ask, and we'll do it with you.

Questions people also ask

How do I make an inventory count sheet in Excel?

List your items in shelf order with columns for location, item, count unit, pack size, full packs, loose and total. Make total a formula (full packs × pack size + loose), set it to print one page wide with the header row repeated, and leave the expected quantity off. Or download the one on this page.

Should a count sheet show the expected quantity?

No. When counters can see what they're supposed to find, they find it. Keep the expected numbers on a separate tab, or in the office, and compare after the count is done. That's a blind count.

What is the format of a stock count sheet?

One row per item, in the order the items sit on the shelves, with the unit you count in, room to write what you counted, and initials. Group the rows by location, with a heading for each storeroom, fridge or shelf, so a counter can see where they are.

How do you count partial cases?

Count unopened cases and loose units separately, then add them: 2 full cases of 24 plus 12 loose cans is 60. For things sold by weight, weigh the open pack instead of estimating. The count sheet on this page has separate columns for both.

We use AI to help with the research for these articles. Every one is read, checked against its sources and edited by Koa before it's published. Spot a mistake? Tell us and we'll fix it and say so. How we write these.

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