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Operations 4 min read17 February 2026

Basic Inventory Tracking for Small Businesses That Don't Need ERP Software

Most small businesses either over-invest in inventory software they don't fully use, or under-invest and track stock in a spreadsheet that's always slightly wrong. A structured table hits the middle ground: simple enough to maintain, structured enough to stay accurate.

1

The Core Inventory Table Setup

Start with columns for item name, SKU, current stock level (number), reorder point (number), unit cost (amount), and supplier name. A formula column can flag when stock is below the reorder point by comparing the two number fields. This gives you a live low-stock indicator without any automation setup.

2

Track Purchases and Stock Updates as Records

Create a separate purchases table that links supplier name, quantity received, date, and cost per unit. Update the stock level on the inventory table when goods arrive. This creates a log of every stock movement without needing a scanning system or barcode integration.

3

Filter to See Only Low-Stock Items

Save a filter view that shows only items where current stock is below the reorder point. Check this view at the start of each week to generate a purchase list. Sorting by days remaining (calculated via formula) shows the most urgent restocking needs first.

Published by Recordbook

17 February 2026