Stock Controller Templates

Stock Controller Templates

There is a huge number of templates that someone in the Stock Controller role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Stock Controller. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Inventory Reconciliation Report
2. Stock Movement Log
3. Purchase Order Template
4. Sales Order Template
5. Stock Count Sheet
6. Stock Adjustment Form
7. Goods Received Note
8. Stock Transfer Request
9. Stock Forecasting Spreadsheet
10. Stock Analysis Report

Reports

Reports are often prepared by a Stock Controller to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Inventory Reconciliation Report
2. Stock Movement Report
3. Stock Aging Report
4. Stock Valuation Report
5. Stock Turnover Report
6. Stock Out Report
7. Stock In Report
8. Stock Forecast Report
9. Stock Variance Report
10. Stock Audit Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Stock Controller does and how they do it.

1. Receiving SOP
2. Inventory Counting SOP
3. Stock Replenishment SOP
4. Stock Transfer SOP
5. Stock Adjustment SOP
6. Stock Disposal SOP
7. Stock Returns SOP
8. Stock Damage SOP
9. Stock Reporting SOP
10. Stock Auditing SOP

Presentations

Stock Controller presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Inventory Analysis
3. Stock Replenishment Plan
4. Supplier Performance Review
5. Warehouse Efficiency Evaluation

Legal Docs

There are several key times when a Stock Controller needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Order Template
2. Sales Agreement Template
3. Inventory Reconciliation Template
4. Stock Transfer Template
5. Return Authorization Template

Health & Safety Templates

Health & Safety templates for a Stock Controller ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Stock Controller calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Inventory Calendar
2. Receiving and Shipping Calendar
3. Stock Replenishment Calendar
4. Sales and Demand Forecasting Calendar
5. Supplier and Vendor Calendar

Invoice Templates

Several types of Stock Controller invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice
2. Purchase Invoice
3. Supplier Invoice
4. Customer Invoice
5. Inventory Invoice

Survey Templates

For a Stock Controller to get insights related to the work they do, they need to send out Stock Controller surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Inventory Accuracy Survey
2. Supplier Performance Survey
3. Customer Satisfaction Survey
4. Stock Replenishment Survey
5. Warehouse Efficiency Survey

Meeting Agendas

Having premade Stock Controller meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Stock Review Meeting
2. Inventory Replenishment Meeting
3. Sales and Demand Forecasting Meeting
4. Supplier Performance Evaluation Meeting
5. Stock Audit and Compliance Meeting

Budget Templates

To manage finances well, a Stock Controller would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Purchasing Budget Template
3. Production Budget Template
4. Operating Expense Budget Template
5. Cash Flow Budget Template

Dashboards

Dashboards are a useful way for a Stock Controller to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Inventory Overview Dashboard
2. Stock Movement Dashboard
3. Reorder Analysis Dashboard
4. Stock Accuracy Dashboard
5. Supplier Performance Dashboard

Proposal Templates

For bidding or requesting work, a Stock Controller needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Inventory Replenishment Proposal
2. Stock Optimization Proposal
3. Warehouse Space Utilization Proposal
4. Supplier Performance Evaluation Proposal
5. Inventory Cost Reduction Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Stock Controller templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.