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I Cascade Leaf Tea Co., a specialty tea company based in Portland, Oregon, needs a well-built spreadsheet to track inventory, batches and reordering. Our current setup is a set of manual sheets that different people update inconsistently, and we regularly discover a stock or expiry problem too late. We want a single, clean workbook — built in Excel, or Google Sheets if you would recommend it for shared editing — that our team can run without technical help. It should track incoming raw materials, allocate stock to batches with batch numbers and blend dates, monitor expiry dates, and flag when an item drops below a reorder point we set per product. On top of that we want a simple overview tab: current stock levels, items nearing expiry, and anything due to be reordered, readable at a glance. The build should rely on formulas and built-in functions rather than custom scripting, so we are not dependent on a developer to keep it running. Data validation on entry fields to prevent the mistakes we currently make, clear structure, and locked formula cells so nobody breaks the calculations by accident. We would like a short written note on how the workbook is laid out and how to add a new product. We will provide a sample of our existing sheets and the exact fields we track so you can scope accurately before quoting. To be considered, please describe a comparable inventory or tracking workbook you have built, tell us whether you would recommend Excel or Sheets for this and briefly why, and confirm your timeline. Applications without examples of similar spreadsheet work will not be shortlisted.
Project ID: 40604290
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53 freelancers are bidding on average $124 AUD for this job

Hi there, to give you a streamlined solution, I recommend creating the inventory workbook in Google Sheets for ease of collaboration among your team. I’ve built similar tracking workbooks that utilized formulas for automated calculations and data validation to minimize errors. My approach ensures users can manage the workbook without technical assistance, and I will include a concise guide on how to add new products. Your satisfaction is paramount, and I will deliver a high-quality result that meets your needs. Regards, Ali
$30 AUD in 1 day
6.3
6.3

I would recommend trusting me, Sunil, to handle your project because of my extensive knowledge in spreadsheet development and my strong understanding of business requirements. Having worked on a range of projects, I can confidently say your request for an inventory and batch tracking workbook aligns perfectly with my skill set in handling data, automation and business analytics, as well as my experience on multiple platforms like Excel and Google Sheets. One example of a comparable project I've done was for a client looking to streamline their warehouse operations through an interconnected system that tracks incoming and outgoing products. I achieved this by designing a similar spreadsheet using formulas and built-in functions like the ones you require including stock allocation, batch numbers, expiry dates, and reorders. The client has been running the system seamlessly saving them time and preventing stock and expiry complications. Given the thoroughness and comprehensiveness of the project you've outlined, it's essential that we have clear lines of communication throughout our collaboration to ensure accuracy in execution.
$50 AUD in 7 days
7.0
7.0

<<<✔Consider it DONE✔>>> YO! I understand your project and I'm eager to help. Having spent years helping businesses streamline their operations, I understand firsthand the tremendous value that a well-built spreadsheet can bring to an organization. While I may have more experience in WordPress and AI tools, my proficiency in data analysis, processing, and specifically, Excel makes me perfect for your spreadsheet development needs. Looking forward to being part of your project! You will surely be impressed by my work! Not sure what the next step is? I offer free and professional consultation -- I'm just a text away. All the very best, Josh
$140 AUD in 2 days
5.6
5.6

Hi! I am an excel expert, Ihave built many customize inventory management tools in excel... I have read your job description carefully! I can show you my other inventory management excel file as a sample. I can start immediately, It will take 2-3 days to submit the fiinal version of the file....Text me to discuss more
$140 AUD in 3 days
5.6
5.6

As an experienced full-stack developer with a strong background in web development and AI engineering, I’m confident that I can deliver precisely what you need for your inventory and batch tracking workbook. I understand the challenges of manual data management and inconsistency that can come with it, so I would propose to build the workbook in Google Sheets for easier shared editing and accessibility for your team. In terms of structure, I would design it using formulas and built-in functions, ensuring there's no dependency on custom scripting. This would provide you the advantage of easy maintenance without requiring a developer in the future while still keeping the integrity of your data intact. My previous works are testimonies to my proficiency in creating functional workbooks, such as an AI-powered WordPress plugin for query handling. Regarding your call for examples of comparable spreadsheet work, while you might think my skills lean towards complicated AI applications, I must say inventory tracking is not new to me. With my versatile skill set and attention to detail, I can effectively organize all the necessary data fields you require to track efficiently. As part of my service, in addition to delivering the workbook, I will provide clear written instructions on workbook management – how to add a new product or adjust parameters –
$125 AUD in 3 days
5.7
5.7

As a full-service technology partner, I offer a breadth of skills that uniquely positions me to handle your spreadsheet development needs. While my profile might not scream "Excel expert," my command of data analysis, data entry, and data processing is second to none. And in the case of your project, these foundational Excel skills along with my proficiency in PHP can be extremely valuable in bringing order to your inventory tracking chaos. My ability to produce clear, structured workbooks that streamline tasks and minimize errors stems from a deep understanding of both Excel and data validation techniques. For instance,
$240 AUD in 3 days
5.1
5.1

As an experienced technology partner, my specialty lies in developing custom digital solutions, and I believe that your project can benefit immensely from my expertise. Although I’m well-versed in an array of digital technologies, including PHP and AI Automation, my skills are not limited to just these fields. I have a good command over Excel and Google Sheets, so either platform can be utilized comfortably for your project based on your preference and ease of collaboration. Within my portfolio, I have successfully built several comparable inventory and tracking workbooks. Notably, I created an advanced dashboard using Excel to monitor stock levels, expiry dates, and reorder points for a large-scale clothing manufacturer. The system worked flawlessly without relying on custom scripting as you require for your project, which demonstrated the stability and efficiency of my coding approach – leveraging formulas and built-in functions for long-term systems reliability. I prioritize functionality, intuitiveness, and easy maintenance in all my projects. In the case of this cascade leaf tea venture, I would ensure complete data validation on every entry field, preventing unfortunate mistakes that can currently occur.
$100 AUD in 4 days
4.6
4.6

Hi, Having focused on building advanced-level Excel and Google Sheets Macros for the past 7 years, I have gained extensive experience in creating precise and user-friendly spreadsheets, which aligns perfectly with your project's needs. Cascad Leaf Tea Co. will benefit greatly from my skillset as I have successfully developed a similar inventory-tracking workbook for a beverage company that encountered inventory management issues like yours. Thank you
$70 AUD in 1 day
4.2
4.2

✅ I have experience building inventory and business tracking workbooks with automated stock management, batch tracking, reorder alerts, expiry monitoring, dashboards, data validation, and protected formulas for easy day-to-day use. ✅ For your requirements, I recommend **Google Sheets** if multiple team members will update the workbook simultaneously, thanks to its real-time collaboration and version history. If offline access or advanced Excel features are more important, I can build it in Excel instead. ✅ I'll deliver a clean, formula-driven workbook with dashboards, locked calculation cells, clear documentation, and a simple guide for adding new products. I can complete the project within **3–5 days** and share similar inventory tracking work examples in chat.
$100 AUD in 7 days
4.2
4.2

I need a clean inventory and batch tracking workbook that replaces inconsistent manual sheets with a reliable system for stock levels, expiry monitoring, and reorder alerts. I have built data-driven tracking systems and business workflow tools where accuracy, validation, and easy daily operation were important. At Poundit, I worked on e-commerce inventory-related workflows and backend data handling, building systems that managed product information, transactions, and operational processes. For this workbook, I can create a structured Excel or Google Sheets solution with product master data, incoming materials, batch numbers, blend dates, expiry tracking, reorder point alerts, validation rules, protected formulas, and a simple dashboard overview. I would recommend Google Sheets if multiple team members need live updates, while Excel is better if offline usage and advanced spreadsheet controls are priorities. I will keep the workbook formula-based with clear documentation so your team can maintain it without developer support.
$120 AUD in 3 days
4.3
4.3

I have reviewed the complete description of your job post and I'm confident I will meet your expectations and give you 100% satisfaction and quality work. I'm all set and available to start working on it right away. can begin work immediately and aim to have it completed within one day. I am pretty sure that I can provide you high quality work within short amount of time. Thank you, and I look forward to the opportunity. Best regards Jaweria
$30 AUD in 2 days
4.2
4.2

Hello, I'm interested in your inventory tracking workbook project. Based on your requirements, I would recommend Microsoft Excel. It offers powerful data validation, structured tables, Pivot Tables, conditional formatting, worksheet protection, and is ideal for building a reliable, formula-driven inventory system. If multiple team members need to edit the file simultaneously, I can also build it in Google Sheets. I can create a clean, easy-to-use workbook with separate sheets for Products, Raw Material Receipts, Batch Production, Inventory Movements, Reordering, and Dashboard. The system will track stock levels, batch numbers, blend dates, expiry dates, reorder points, and automatically highlight low-stock and near-expiry items. Input fields will include data validation, formulas will be protected, and the workbook will require no macros or scripting. I've developed advanced Excel solutions including inventory trackers, financial models, dashboards, and automated reporting systems. While I can't share client files publicly due to confidentiality, I'd be happy to discuss the approach and review your sample sheets before we begin. Estimated timeline: 4–6 days after receiving your sample data and requirements. I look forward to building a reliable inventory system that simplifies your team's daily workflow. Best Regards, Sajjad
$120 AUD in 7 days
3.7
3.7

With my extensive 8+ years of experience in data management and visualization using tools like Excel and database optimization like PHP, I am confident that I can help streamline your entire inventory system for Cascade Leaf Tea Co. As a full-stack developer, my expertise lies in building high-quality, scalable, and performance-driven applications - skills that your project direly needs. In one project, I designed an inventory management workbook for a pharmaceutical company that involved tracking batches, allocation, expiry dates, and reorder points. Through this experience, I've learned to meticulously create clean layouts with formulas and built-in functions to minimize the need for technical assistance and leverage functionality even by non-technical individuals. Moreover, given that we would be dealing with large volumes of data and the potential for shared editing, I strongly recommend Google Sheets over Excel. Sheets concertedly makes it easier to collaborate as a team, offers automatic saving capabilities, and does not require individual installations or license costs. Let's connect further to discuss my timeline and how we can effectively integrate your current processes into a singular workbook that empowers rather than complicates workflow.
$140 AUD in 7 days
4.7
4.7

Hi, I can build a clean inventory and batch-tracking workbook for Cascade Leaf Tea Co. that tracks raw materials, batch usage, blend dates, expiry dates, reorder points, and stock alerts without custom scripting. The best solution is to first review your current sheets and fields, then design one structured workbook with separate tabs for products, stock movements, batch records, reorder settings, and an overview dashboard. I would recommend Google Sheets if multiple staff need live shared editing, or Excel if you prefer stronger offline control and file-based protection. I’m comfortable with inventory workbooks, batch tracking, expiry monitoring, reorder alerts, data validation, locked formula cells, formulas, conditional formatting, dashboard summaries, and clear user documentation. Deliverables will include: * Product and raw-material master list * Stock-in and stock-out tracking * Batch number and blend-date records * Expiry-date monitoring * Reorder point alerts * Current stock overview * Near-expiry item list * Due-to-reorder dashboard * Data validation rules * Protected formula cells * Usage notes for adding products I’ll focus on making the workbook simple for non-technical staff, consistent across users, and reliable enough to catch low-stock or expiry issues early. Best regards Ankit
$150 AUD in 2 days
3.8
3.8

Hi, I noticed you need a formula-driven inventory and batch tracking workbook your team can run without a developer. I have built comparable inventory/reorder trackers before (formula-only, no macros, expiry flags) and can deliver within 5 days. Approach: (1) data-entry tab for raw materials, batch numbers and blend/expiry dates with dropdown validation and locked formula cells, (2) overview tab -- stock levels, items nearing expiry, reorder flags -- all native formulas, no scripting. Deliverables: - One workbook covering intake, batch allocation, expiry tracking and reorder points -- your team edits it directly with nothing to break, scaling from 20 SKUs to 200. - A short usage guide on the layout and adding products -- removes the single-person dependency behind the misses you described. Recommendation: Google Sheets over Excel since multiple people update it -- Sheets handles simultaneous editing natively, no file-locking. Happy to use Excel if you run SharePoint co-authoring. Milestones (total $30 AUD, 5 days): - M1 - $6 (20%): data-entry structure + validation vs your sample sheets - M2 - $12 (40%): full workbook, formulas, batch/expiry logic, reorder flags - M3 - $12 (40%): overview tab, cell locking, usage guide Fund M1 to start, release when happy, then fund the next -- standard Freelancer escrow, protects both of us. I scope every job realistically before bidding, so what I promise is what you get. Ready to start once you award + fund M1.
$30 AUD in 5 days
3.8
3.8

Your current issue is not only inventory tracking but consistency and reliability of updates across multiple users. The workbook needs controlled data entry, traceable stock movement, and visibility into expiry/reorder risks before they become operational problems. I would structure this as a centralized workbook with separate normalized tabs for products, inbound inventory, batch allocations, stock movements, reorder configuration, and dashboard reporting. The dashboard would surface current stock, low-stock alerts, near-expiry items, and recent batch activity in a format that can be reviewed quickly by operations staff. For maintainability, I would prioritize formulas, structured tables, named ranges, conditional formatting, protected formula cells, dropdown validation, and error prevention rules instead of custom scripts. This keeps the solution easy to operate without developer dependency while still being robust. Between Excel and Google Sheets, I would recommend Google Sheets if multiple people update the file simultaneously and you want simpler collaboration/version history. If your workflow is mostly desktop-based and requires heavier datasets or more advanced reporting flexibility, Excel is stronger. After reviewing your current sheets and workflow, I can recommend the best option more precisely. I have previously built operational tracking workbooks involving inventory movement, allocation logic, status monitoring, validation workflows, and management dashboards designed to reduce manual inconsistencies and reporting errors. Estimated delivery is 4 days after reviewing your sample sheets and confirming the final fields and workflow.
$240.85 AUD in 4 days
3.8
3.8

Hi there, I read through the description carefully, and it sounds like a great fit for my experience building structured Excel and Google Sheets solutions for inventory tracking and reporting. Most of my recent work has involved replacing manual spreadsheets with reliable, easy-to-maintain workbooks that use formulas, data validation, conditional formatting, and protected cells instead of custom scripts. This keeps the solution simple for day-to-day use while reducing data entry errors. If selected, my first priority would be reviewing your existing sheets and mapping the inventory workflow. From there, I'd build a clean workbook with stock tracking, batch allocation, expiry monitoring, reorder alerts, and a dashboard showing key inventory metrics at a glance. I'd also include protected formulas, clear documentation, and instructions for adding new products. For shared editing, I'd recommend Google Sheets if multiple team members update data simultaneously; otherwise, Excel is ideal for a standalone workbook with advanced functionality. I'd be happy to discuss your sample sheets and timeline. Looking forward to working with you!
$100 AUD in 2 days
3.3
3.3

Hi, I can build a clean inventory and batch-tracking workbook with raw-material receipts, batch numbers, blend dates, expiry monitoring, reorder alerts, data validation, protected formulas, and a simple overview dashboard. For shared team use, I recommend Google Sheets because multiple users can update it safely in real time. I have built similar inventory, sales, and stock-control workbooks with automated calculations, low-stock alerts, and management dashboards. I can deliver the first working version within 4–6 days after reviewing your current sheets and required fields. Let’s connect over the chat so that I can show you my previous work.
$140 AUD in 1 day
3.4
3.4

Hi, I have extensive experience building Excel and Google Sheets workbooks for inventory management, stock tracking, reporting, and business operations. Based on your requirements, I would recommend Google Sheets if multiple team members need to update inventory simultaneously, as it provides real-time collaboration and version history. If offline access and advanced Excel features are a priority, I can build the solution in Excel instead. I'll create a clean, easy-to-use workbook with inventory tracking, batch allocation, blend dates, expiry monitoring, reorder alerts, data validation, protected formula cells, and a dashboard that gives your team an instant view of stock levels, low inventory, and products nearing expiry. The workbook will rely entirely on formulas and built-in functions, making it easy to maintain without custom scripts. I've developed similar inventory and stock management spreadsheets featuring automated dashboards, reorder notifications, protected calculations, and structured data entry for small businesses. I'll also provide clear documentation explaining the workbook structure and how to add new products. After reviewing your existing sheets and required fields, I can provide an accurate scope and complete the workbook within a few days. Best regards, Muhammad Jamshaid
$250 AUD in 7 days
2.9
2.9

Finding a stock or expiry problem after it's already too late is really a reorder-point plus expiry-window problem, and both are fully solvable with formulas alone here, so nothing needs a developer to keep it running. For a team that edits at the same time, I'd build this in Google Sheets (better for shared, simultaneous use than an Excel file passed around): - Products tab: reorder point, shelf life and supplier per item. - Batches tab: incoming raw materials allocated to batches with batch numbers and blend dates; expiry derived automatically from shelf life. - Overview tab that reads live: current stock, items inside their expiry-warning window, and anything at or below its reorder point, colour-flagged at a glance. Entry fields get data validation (dropdowns, valid dates, no negative or blank quantities) so the inconsistent-update mistakes are blocked at input, and every formula and helper cell is locked so data stays editable but the calculations can't be broken. It runs on built-in functions only (SUMIFS, QUERY, date math, conditional formatting), and I'll include a one-page guide so anyone on the team can use it. Rating 5.0 stars. I'll mirror the exact columns and reorder rules you use now. Two quick things to size it right: roughly how many products/SKUs, and is shelf life a fixed number of days per blend?
$102 AUD in 5 days
2.5
2.5

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