Switching from a spreadsheet

The sheet was right until two people opened it

A spreadsheet models a business beautifully and records one terribly. Keep it for the thinking; move the counting somewhere that can be wrong out loud.

Written for anyone onExcelGoogle SheetsAirtable

You will recognise at least two of these

None of them mean you chose badly. They mean the business got bigger than the tool.

The file has a date in its name

stock-master-final-v3-JULY.xlsx. Every copy is somebody's version of the truth, and the one on your laptop is not the one the storekeeper is editing.

Nobody knows what is on the shelf until somebody counts

The sheet holds what you meant to have. Between counts it drifts, and the gap only shows up when a customer asks for something you have already sold.

Margin is a guess with a decimal point

Cost changes every time the price of diesel does. Without a cost history per receipt, last month's margin is this month's cost applied backwards.

A formula broke in March and nobody noticed

A dragged cell, a row inserted above a SUM. There is no log, so there is no way back to the day it was still right.

What actually changes

The left column is not a straw man. It is what the tool is for. The right is what a system built around stock does instead.

a spreadsheet compared with Stocked
Side by sidea spreadsheetStocked
Who can be in it at onceOne editor before the merge conflicts startYour whole team, each scoped to their location and role
When stock changesWhen somebody remembers to type itThe moment a sale rings, a delivery is received or a transfer lands
Cost of what you soldOne cost column, overwrittenCost captured per receipt, so old margin stays what it was
Who changed thisVersion history, if it is a cloud sheetAudit trail on every movement, price change and login
Selling from itNothing sells from a spreadsheetTills, invoices, online and phone orders draw down the same stock
Getting your numbers outIt is already a fileCSV export on every list and report, plus a read-only API

In fairness

Keep the spreadsheet

Nothing beats a sheet for a one-off question: a rent negotiation, a what-if on next season's buying, a model nobody else will ever open. Every list and report in Stocked exports to CSV precisely so you can carry on doing that. What moves is the record, not the thinking.

How the move actually goes

There is no cutover weekend, because there is nothing to cut over. You run both for a week, and then you stop typing into the old one.

    01

    Export what you have

    Items, prices, suppliers and current counts, as CSV. Every system on this list can produce one, and if yours cannot, a photo of the notebook page has been enough before.

    20 minutes

    02

    We map your columns

    Send the files and we return a loaded workspace: your names, your SKUs, your suppliers, your locations. There is no charge for this on any plan, including the free one.

    One working day

    03

    Count once, on a quiet morning

    Opening counts are the only part nobody can do for you. Print the count sheets, walk the shelves, key in the variances. It is the last time your figures will be a guess.

    A morning

    04

    Run both for a week

    Keep the old system open and updated. Nothing here writes to it, so the week costs you double entry and nothing else, and it ends with two sets of numbers you can hold against each other.

    A week

    05

    Stop updating the old one

    That is the cutover. There is no switch to throw and no downtime, because the day you stop typing into the old thing is the day you have moved.

    A decision, not an event

Questions we get from people on a spreadsheet

Do I have to rebuild my item list by hand?

No. Export what you have as CSV, send it over, and we map your columns onto ours and load it: items, prices, suppliers and opening counts. If your sheet has a column we do not have a home for, it becomes a custom field rather than a deletion.

What happens to years of history in the old file?

Keep it. Nothing is deleted and nothing is migrated by force. The sheet stays exactly where it is, read-only, for as long as you want it. We import the state of the business, not every transaction since 2019.

My sheet has formulas the business depends on.

Send them with the export and we will tell you honestly which are already a report here and which are not. Anything that is not, you can keep running on exported CSV, and the numbers going into it will simply be current.