Download Katana’s free Excel inventory template for small manufacturers

Not ready to commit to manufacturing software? Download this free inventory template to import material and stock levels, define your product recipes, and automatically update sales, purchasing, and manufacturing orders in one powerful inventory spreadsheet.

If your download didn’t start automatically, get your free inventory spreadsheet template here.

Thank you for downloading, and happy manufacturing!

Managing your business with inventory spreadsheets is a great solution, until you start growing

Using an Excel inventory template is a low-cost solution that works for small-scale manufacturing. But as soon as you start scaling production and sales, keeping your inventory spreadsheets up to date will cost you more than you think.
Tracking physical inventory counts with Katana

You can’t track production in real time with inventory spreadsheets

Inventory spreadsheets and templates are static, but your inventory is not. And the more products you manufacture, the more efficient you need to be. At some stage, an Excel inventory spreadsheet will take more time to update than the time it was intended to save you and your team.

Manufacturing resource planning (MRP) software tracks the movement of materials and goods from production to sales, giving you the live insights you need to manage your inventory without the risk of corrupted inventory spreadsheets. Katana helps thousands of manufacturers track their inventory. Try it for 14 days free.

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Barcode scanners for inventory control need to be carefully investigated to fit the conditions of your manufacturing plant.

Replace Excel inventory templates with a real-time master planner

While an inventory template can support your product recipes and bill of materials (BOM), inventory spreadsheets won’t get you very far when creating complex products that require subassembly BOMs. The same applies if you are in an industry where batch tracking is essential.

Real-time master production planning software like Katana streamlines your manufacturing processes as they become more complex. Instead of manually updating an inventory spreadsheet, Katana automatically allocates available raw materials and finished products to fulfill orders and prioritizes your production schedule accordingly.

Hornby organic team in the factory standing around produce boxes

Aligning your team with inventory spreadsheets is a challenge

Getting total task-level control of your production line and sales employees is tricky with inventory templates. While an inventory spreadsheet is great for a team of one or two, the more people making edits and updates to your file, the higher the possibility of mistakes occurring — not to mention all the administrative work.

In short, Excel inventory spreadsheets are not a scalable inventory management system. Both in terms of the time it takes to keep them up to date and the degree of complexity they can help you as a manufacturer. Moving away from inventory spreadsheets is eventually a must, but luckily, manufacturing software can help.

Boost efficiency and align your teams
with features designed to give you total
visibility and control

Get a live look at your manufacturing business with features
that keep your teams and products moving.

The inventory optimization and control you need

Keep track of materials and product stock to avoid stock-outs

  • Get total inventory control for finished products and raw materials
  • Automate inventory transactions and set reorder points to prevent stock-outs
  • Track on-hand, committed, and expected stock amounts in real-time
  • Manage product variants and materials in one place
  • Monitor your inventory across multiple warehouses
  • Use barcodes to receive and count stock
  • Use stocktakes to find and eliminate discrepancies in your stock levels
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Production, scheduling, and
resource management in one place

Gain real-time visibility to optimize all your key resources

  • Make accurate manufacturing and purchasing decisions with live data
  • Ensure optimal inventory levels at all times
  • Prioritize production based on raw material availability
  • Get task-level control for effective shop floor management
  • Automate manufacturing cost calculations based on your bill of materials and operations
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Floor-level control from scheduling to task prioritization

Use the Katana Shop Floor App to align sales and production

  • Send tasks to the app according to product operations for incoming manufacturing orders
  • Assign and reassign jobs to operators who can start, pause, and resume tasks to keep you up to date on production
  • View manufacturing order task and ingredient list for every task in the app
  • Track time spent on tasks to optimize shop floor activities
  • View resource consumption with live material tracking
  • Add notes to manufacturing orders to be displayed for related tasks
  • Scan barcodes with any smart device to monitor material usage and track batches and products

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Unified B2B and e-commerce sales order management

Sync your sales channels for optimal order fulfillment

  • Track the availability of required products for sales orders
  • Drag-and-drop order priorities according to material availability and delivery deadlines
  • Choose to make to order or fulfill from available product stock
  • Identify delivery delay risks and reprioritize to boost efficiency
  • Sync sales orders from multiple channels into a single dashboard
  • Select and use multiple currencies to automatically convert sales order values

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Tracing for batches, materials, expiry dates, and more

Keep an eye on your inventory beyond the warehouse

  • End-to-end traceability for materials and products with batch tracking
  • Track the expiry date of items and stay in control of expiring stock
  • Autogenerate batch and internal barcodes
  • Quickly locate items across multiple warehouses, giving all teams access to the same live data
  • Trace faulty batches, materials, and products from materials to sold goods for effective quality assurance and recalls
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Routing and matrix BOMs for your variable products

Automate the reallocation of materials based on priorities you set

  • Drag-and-drop priorities for manufacturing tasks
  • Track availability for required materials for efficient sales order fulfillment
  • Identify delay risks related to material supply lead times
  • Get accurate expected completion dates to keep sales teams informed
  • Have a live floor-level production status overview
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Simplified screenshot

Granular purchase order tracking for maximum visibility

Avoid stock-outs and keep your teams and products moving

  • Ensure on-time purchasing based on clear material requirements
  • Know when to purchase missing raw materials from suppliers
  • Update your inventory to reflect when purchase orders were received in parts
  • Track delay risks in your supply chain to keep all teams informed
  • Select and use multiple currencies to automatically convert purchase order values
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Get the visibility you need when working with contractors

Katana gives you an overview of material usage and the statuses of your outsourced purchase orders.

  • Issue purchase orders for outsourced manufacturing
  • Track materials in your partner locations in real time
  • Spot and purchase missing materials in contract suppliers’ locations
  • Receive items to stock with accurate cost values
Accurate costing with Katana's software

Real-time reliable costing made easy

Ensure accuracy with costing features built for precision

  • Track manufacturing costs based on your bill of materials (BOM) and production operations
  • Create multilevel BOMs with subassemblies for accurate costing
  • Make precise pricing decisions based on your product margins
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Simple workflows with Katana's software

Katana’s open API and no-code solutions

Set up integrations and create workflows to streamline your operations


  • Sync your Katana data with hundreds of e-commerce, shipping, accounting, and reporting platforms
  • Build your own apps into Katana using our developer resources and open API
  • Take advantage of apps that have been built into Katana on our open API
  • Develop your custom workflows with Katana API


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Detailed insights with visualized sales reports

Analyze and share insights for better collaboration and performance

    • Track sales order profit margin performance

  • Keep an eye on revenue, profit, cost, and average order values
  • Identify margin outliers to maximize profitability
  • Recognize sales trends and risks to reprioritize items
  • Monitor all sales orders data in one dashboard


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Sign up for a free 14-day Katana trial

Once you leave your inventory spreadsheets for Katana's manufacturing software you'll never look back.
*No credit card required

Why Peace Collective switched to Katana from inventory spreadsheets

Katana Customer Peace Collective's Merch
When we were managing our on-demand manufacturing with inventory spreadsheets it led to a lot of internal and external issues with our customers. A lot of miscommunication and it was an inaccurate way to track the usage of all our different materials.

Lisa Diep, Chief Operating Officer (COO) at Peace Collective


Read the full case study
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