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Free Excel template · Excel for medical office

Free medical office supply inventory template

For office managers who order gloves, table paper, gowns and paper goods for a clinic or dental office. Count what is on the shelf in units, log how many you use in a typical week, and the template tells you how many weeks you have left, flags anything that will run out before the next delivery arrives, and works out how many whole boxes or cases to order.

cellwise-medical-office-supply-inventory.xlsxExcel workbook · 4.9 KB · works in Excel, Google Sheets, Numbers and LibreOffice · no signup
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This is the template's sheet, calculated by the same engine as the Cellwise app. Change any number to see the formulas react before you download.

ABCDEFGHIJ
1ItemUnits per packOn hand (units)Used per weekLead time (weeks)Weeks leftStatusPacks to orderCost per packOrder cost
2Nitrile exam gloves, M (box of 100)10064026012.5OK09.80
3Nitrile exam gloves, L (box of 100)10030018011.7Reorder89.878.4
4Exam table paper (case of 12 rolls)1214622.3Reorder254108
5Disposable patient gowns (case of 50)501204522.7Reorder338.5115.5
6Ear-loop face masks (box of 50)504009014.4OK06.250
7Specimen cups (case of 100)100853022.8Reorder13131
8Sterilization pouches (box of 200)20090015016OK012.40
9Patient bibs (case of 500)50035022011.6Reorder229.9559.9
10Printer paper (case of 10 reams)1018513.6OK0420
11Appointment reminder cards (pack of 250)250607520.8Reorder21836
12
13
14Safety buffer (weeks)1
15Order up to (weeks of use)6
16
17Items to reorder6
18Total order cost428.8
19Runs out firstAppointment reminder cards (pack of 250)

How the formulas work

Weeks of stock left

F2=IF(D2>0,ROUND(C2/D2,1),"")

Units on hand divided by units used per week. 640 gloves at 260 a week is 2.5 weeks. Count in units, not boxes, so a half-used box still counts. The IF leaves the cell empty when you have not logged weekly use yet, instead of showing #DIV/0!.

Reorder when stock will not outlast the delivery

G2=IF(F2="","No use logged",IF(F2<=E2+$C$14,"Reorder","OK"))

A fixed reorder number ignores how long the supplier takes. This flag compares weeks left with the lead time plus a safety buffer (C14). Table paper has 2.3 weeks left but takes 2 weeks to arrive, so with a 1-week buffer it is flagged now, not when the shelf is empty.

Order in whole boxes with ROUNDUP

H2=IF(G2="Reorder",ROUNDUP(MAX(0,$C$15*D2-C2)/B2,0),0)

The template orders enough to bring you up to C15 weeks of use. 6 weeks of large gloves is 1,080; you have 300, so you need 780 gloves, which is 7.8 boxes. ROUNDUP turns that into 8, because you cannot order 0.8 of a box. ROUND would give 8 here too, but would round 7.3 down to 7 and leave you short.

Find what runs out first

C19=INDEX(A2:A11,MATCH(MIN(F2:F11),F2:F11,0))

MIN finds the smallest weeks-left value and MATCH finds its row; INDEX returns the item name. In the sample it is the appointment reminder cards, with under a week left.

Make it yours

FAQ

How do I calculate a reorder point in Excel?

A common approach is reorder point = weekly use x (lead time in weeks + safety weeks). This template does the same check in weeks: it flags an item when the weeks of stock left are at or below lead time plus your buffer.

How do I round up to a whole box in Excel?

Divide the units you need by the units per box and wrap it in ROUNDUP with 0 decimals: =ROUNDUP(780/100,0) gives 8. ROUNDUP always rounds away from zero, so you never under-order.

Can I track supplies for more than one location?

Yes. Make a copy of the sheet for each location (right-click the tab > Move or Copy > Create a copy), or add a Location column and total each one with SUMIF.

Functions used

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