Welcome to the support page for Retail Business Manager Excel Template. The following articles will provide information on how to use the template. Please follow the links provided to read more about each topic.
If you prefer to watch video demonstrations, instead of reading articles, please watch this playlist.
- Before We get Started
- Tour of the template (Video)
- Getting Started (Initial setup)
- Enter Business Information
- Enter Product Categories
- Enter Products in Products sheet
- Enter Product Prices in Prices sheet
- Enter Partners’ info in Partners sheet
- Review and set up Invoice sheet
- Review and set up Purchase Order sheet
- Set Currency
- Entering orders
- Creating a purchase order
- Creating a sale order
- Handling a supplier return
- Handling a customer return
- Creating an adjust order
- Discounts
- Tax
- View/Print Invoice and PO
- View Invoice
- Check inventory level
- Print Invoice or Export to PDF
- View and print PO
- Finance Management
- Order related costs
- Payments made (and due) on orders
- Operational expenses
- Reporting
- Current Status
- Metrics (including Profit calculation)
- Top 10/Bottom 10 products
- Product Performance
- Top 10 Customers/Top 10 Suppliers
- Partner Performance