Near-Expiry & Slow-Moving Stock Tracker (Excel) with Amit Patil

Every expired strip is margin you already paid for. On a typical retail margin, the cost of one expired batch can take many times its value in extra sales to recover. This sheet makes sure you see it coming.

What it does

Auto colour alerts: rows turn YELLOW (<=90 days), ORANGE (<=60), RED (<=30) and dark red when EXPIRED - thresholds are editable.

Type expiry the way it is printed: enter 10/2026 and the sheet treats it as valid till 31-Oct-2026.

Slow-moving flag: shows batches with no sale for 90+ days (editable).

"Won't clear in time" prediction: add average monthly sales and the sheet warns when stock will outlast its expiry.

Return memo / credit-note generator: pick a stockist, mark items "Return to stockist" - a print-ready A4 memo with batch, expiry, qty, cost and reason fills itself in.

Return log: tracks credit notes; flags OVERDUE and short-credited memos so you can chase.

Dashboard: rupees at risk, top-10 act-now items, 12-month expiry calendar, and "extra sales needed to earn back an expiry loss".

Stockist directory with each stockist's return window.

Includes

1. Blank, ready-to-use template (Excel .xlsx - also imports into Google Sheets)

2. Fully filled DEMO copy with 20 sample batches so you can see every feature working

Please note

A planning and record-keeping aid, not tax, legal or accounting advice. Credit-note amounts, GST treatment and return acceptance are decided by your stockist. Margin figure (18%) is an editable assumption.