Free Excel templates to download: the complete index

Free Excel templates to download: the complete index

If you are looking for free Excel templates to download and start using in your business right away, you have come to the right place. This page is the complete index of every downloadable format we publish on the blog: files that are ready to work with, including formulas, dropdown lists, headers and print settings, so you do not have to build anything from scratch. You will find them organized by management area: inventory control and stock cards; purchasing and sales documents such as invoices, quotations, purchase orders and delivery notes; cash and treasury with receipts, payment vouchers and cash counts; and administration formats such as the vendor directory or the fixed-assets register. All the templates are free, they are downloaded from the green button on their own article, and each one is localized in Spanish, English and Portuguese, so you can use it in the language you prefer. Read the description of each format, click the matching link and within a few minutes your spreadsheet will be running with your own data.

Inventory and stock cards

These are the formats that support the daily life of your warehouse: with them you record every receipt and issue of goods, keep the balance of every item up to date, run periodic counts and watch the batches that are about to expire. If you still do not keep formal stock control, start right here.

• Kardex inventory stock card template in Excel: free download — Records incoming, outgoing and balance of every item at average cost, keeping permanent control of your inventory in one sheet.
• Inventory control template in Excel: free download — Handles the daily life of the warehouse with receipts, issues, returns and adjustments, updating quantities and values automatically.
• Physical inventory count sheet template in Excel: free download — Organizes cycle or year-end counts, recording what was counted, the differences against the system and the final adjustments.
• Expiry and batch tracking template in Excel: free download — Tracks batches and expiry dates product by product, so you can anticipate shrinkage, returns and stock about to expire.

Purchasing and sales documents

Every sale and every purchase leaves a paper trail that you should keep in order. In this group we gather the formats that follow the whole cycle: the quotation you send to the customer, the order you place with the vendor, the invoice you issue to collect payment, and the delivery note and goods received note that move the merchandise physically.

• Sales invoice template in Excel: free download — Issues numbered sales invoices with customer, products, quantities, taxes and totals, ready to print, email or file away.
• Quotation template in Excel: free download — Prepares formal quotations with prices, terms, validity and totals, which you can later turn into a purchase order or invoice.
• Purchase order template in Excel: free download — Documents purchase orders to vendors with quantities, agreed prices and order status, avoiding overcosts and misunderstandings with your suppliers.
• Delivery note template in Excel: free download — Controls goods leaving to customers or the warehouse: records deliveries, carrier, person in charge and proof of receipt.
• Goods received note template in Excel: free download — Records the receipt of purchases and their physical entry into the warehouse, checking quantities, references and the receiver.

Cash and treasury

The money that comes into and leaves your cash desk must be recorded so you can reconcile it at the end of the day. Here you have the basic treasury formats: the cash receipt for money in, the payment voucher for money out, the cash count sheet to verify the physical cash and the petty cash control for small day-to-day expenses.

• Cash receipt template in Excel: free download — Issues cash receipts for payments received in cash, by cheque or transfer, with numbering, concept and amount in words.
• Payment voucher template in Excel: free download — Records cash outflows: payments to vendors, minor expenses and money withdrawals, each with its support and approval signature.
• Cash count sheet template in Excel: free download — Reconciles the cash in the drawer at shift or day close: bills, coins, overages and shortages against the register.
• Petty cash template in Excel: free download — Manages the petty cash fund: vouchers, reimbursements, approved expenses and available balance, always with an assigned custodian.

Administration and internal control

Beyond inventory and cash, an organized business also takes care of its administrative information. In this group you will find two supporting registers: a single vendor directory with their data and terms, and a fixed-assets control to know what the company owns, where each asset is and how much it is worth.

• Vendor directory template in Excel: free download — Centralizes your vendor data: contacts, payment terms, delivery times and ratings, all kept together in a single up-to-date directory.
• Fixed assets register template in Excel: free download — Keeps the fixed-assets register: purchase date, value, depreciation, location and custodian of every machine or piece of furniture.

Downloading any of these free Excel templates is very easy: open the article of the format you need, look for the green download button and save the file to your computer. They are all free and require no registration; each sheet also comes with ready-made formulas, dropdown lists and predefined fields, so you only type your own data and the template does the rest. If your business is growing, these sheets are an excellent starting point: begin with the kardex or the inventory control, then add invoicing and cash, and you will have the organized information you need to make better decisions. When your volume of operations demands more, you can move up to Kardex Tauro, an inventory software that automates all this control in one place. For now, browse the index and download the free template that best fits your business.