The tools

Find stock with no qualifying movement for 1, 2, 3 or 5 years from years of movement history, with the source rows behind every result.

You need

One .xlsx workbook (or a CSV file) with movements, or monthly consumption per item (one column per month); stock lists optional.

You get

Excel report with dashboard, item list, movement history, data checks and method.

Compare two stock reports line by line — system against warehouse, or two dates. Shows matched lines, quantity differences, lines missing from either report, duplicate keys and ambiguous matches, with the reason for each.

You need

Two .xlsx or .csv stock reports; column names may differ. Match on item code, plus location, batch or lot when you have them.

You get

Excel report: summary, every line with its source rows, rows not used, both sources and the matching rules.

Run a stock count against book stock: count sheet to print or fill in, counts imported or typed on screen, variance by line, recounts and reviewer comments.

You need

Book stock as .xlsx or .csv; counts as a file (the filled-in count sheet works) or typed on screen.

You get

Printable count sheet and an Excel variance report with the calculation for every line.

Choose the spreadsheet you already keep, in your own layout (up to four files). The designer reads it, says what it found and what is missing, asks only what it cannot tell, and makes a clear workbook from your actual data: a WarehouseCalc attendance register or stock list, a new register from an employee list, or a redesigned copy with a dashboard.

You need

One or more .xlsx or .csv files with tables under headings: attendance registers or logs, employee lists, stock or item lists, expenses, other tables.

You get

A professionally designed workbook built from your data, checked against your file, with a list of every change and of what is left to complete.

Check a 3PL invoice against your contracted rates and your own order, shipment and receipt records. Every flagged line shows the billed and expected amount, the evidence used and what to do next; a line that is not flagged was not contradicted by the checks that could run.

You need

The 3PL's detailed invoice as .xlsx or .csv (required); your rate card and an operational export (optional).

You get

Review queue on screen, an Excel evidence report with every line, finding, reconciliation and method, and a draft query to edit and send yourself.

Read the guide to 3PL invoice auditing