- AI-Agent
- Ready to Run
Calculate Stock Balances
Calculate stock in, stock out, and closing quantities by item
Use this Agent instantly or customize it - no programming needed
- Ready batch entryReady batch entry
Your Ready batch entry names the movement sheet and batch to calculate.
- Stock movement rowsStock movement rows
Your movement sheet lists each item's stock changes and stated closing quantity in row order.
- Current item balancesCurrent item balances
Your current balances supply the starting quantity for each known item.
Your inventory spreadsheet holds the batch index, movement sheets, and current item balances together.
- Batch statusBatch status
Your batch index shows status and, for processed batches, the result sheet and flag count.
- Stock balance sheetStock balance sheet
Your result sheet shows each movement's stock math, closing quantity, and correction flag.
- Updated item balancesUpdated item balances
Your balance tab holds the final calculated quantity for each processed item.
- Batch statusBatch status
Your batch index shows status and, for processed batches, the result sheet and flag count.
This Agent waits for a clerk to mark a movement sheet Ready. It checks the rows and calculates running item balances. Your updated sheet shows discrepancies for review.
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Google SheetsUsed as:
- Inventory spreadsheet
Google Sheets holds the batch index, movement sheets, and current item balances together.
AirtableUsed as:
- Inventory spreadsheet
Airtable holds the batch index, movement sheets, and current item balances together.
Microsoft ExcelUsed as:
- Inventory spreadsheet
Microsoft Excel holds the batch index, movement sheets, and current item balances together.
Microsoft Office 365Used as:
- Inventory spreadsheet
Microsoft Office 365 holds the batch index, movement sheets, and current item balances together.
SmartsheetUsed as:
- Inventory spreadsheet
Smartsheet holds the batch index, movement sheets, and current item balances together.
KintoneUsed as:
- Inventory spreadsheet
Kintone holds the batch index, movement sheets, and current item balances together.
Made for your industry
Calculate Stock Balances is made for businesses in these industries.
- Retail
Keep stock balances current as goods move through the warehouse.
Show all Agents for the Retail industry - Consumer Packaged Goods
Track stock in and out for each item on the movement sheet.
Show all Agents for the Consumer Packaged Goods industry - Wholesale Distribution
Update item balances as warehouse stock comes in and goes out.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Reconcile material receipts and issues against running stock balances.
Show all Agents for the Manufacturing industry - Transportation and Logistics
Calculate warehouse stock balances and flag mismatched quantities.
Show all Agents for the Transportation and Logistics industry
Made for your role
Calculate Stock Balances is made for people in these roles.
- Inventory Manager
Update current stock quantities and surface rows needing correction.
Show all Agents for the Inventory Manager role - Storekeeper
Show the closing balance after each recorded stock movement.
Show all Agents for the Storekeeper role - Inventory Control Specialist
Reconcile each item's running balance and flag mismatched rows.
Show all Agents for the Inventory Control Specialist role
Made for your department
Calculate Stock Balances is made for people in these departments.
- Supply Chain
Update item balances after each batch of warehouse movements.
Show all Agents for the Supply Chain department - Inventory Control
Calculate item balances and flag discrepancies in each stock sheet.
Show all Agents for the Inventory Control department - Warehouse
Flag stock sheet rows that differ from calculated balances.
Show all Agents for the Warehouse department
How Calculate Stock Balances works
5 steps, in order, on every run.
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Read the ready batchFind the movement sheet after the clerk marks its batch Ready. Mark the batch Needs correction if the sheet is missing or empty.
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Check movement rowsCheck each row for a usable item, type, and quantity. Flag invalid or duplicate rows before calculating balances.
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Calculate running balancesCalculate each item's opening and closing quantity in sheet order. Add receipts and signed adjustments; subtract issues.
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Flag stock discrepanciesCompare calculated closings with the clerk's figures. Flag mismatches, missing figures, and negative balances for review.
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Update the inventory workbookWrite the result sheet and update current item balances. Mark the batch Processed with its flag count.
How to Get Started
Connect the tools you already use, such as Google Sheets, Airtable or Microsoft Excel.
6 tools
- Set up one shared inventory workbook with a batch index, a current item balance tab, and a movement sheet template. The batch index names each movement worksheet and has a Status column.
- Require each movement row to have a unique movement ID, item ID, movement type, and quantity; include the clerk's stated closing quantity for a row-by-row reconciliation check.
- Set the movement rules once: receipt and issue quantities are positive, adjustments are signed, rows follow worksheet order, and each item's first opening quantity comes from the current balance tab.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Calculate Stock Balances:
You set up a batch index, a current balance tab, and a movement sheet template. You choose the movement rules and have clerks mark finished batches Ready.
Your result sheet flags the row with a specific reason. That row does not change stock, so your clerk can correct it.
No. Your current balance uses the calculated quantity. The result sheet flags the mismatch for your clerk to correct.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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