PRODUCT

Retail Business Manager – Excel Template

PURPOSE

A simple & effective solution to manage Retail business.

This Excel template provides a simple and effective solution for managing retail and wholesale business for small business owners. The template includes order management, inventory management, finance management, invoice and purchase order generation, data management and extensive business performance reporting.

It is designed to be a generic solution for any retail business regardless of type of products sold. It can be used in any country and comes by default with no currency symbols. User can change currency as needed.

 

REQUIREMENTS

Microsoft Excel 2010 or above for Windows;

Microsoft Excel 2011 or above for Mac;

PRODUCT TOUR VIDEO

FEATURES

  • Order Management
    • 5 types of orders
    • Handles returns
    • Auto-populate product prices in orders
  • Inventory Management
    • Calculates current inventory of a product
    • Set re-order points and know what to order
    • Checks availability while creating invoices
  • Finance Management
    • Track payments on orders
    • Handles Tax
    • Handles product level and order level Discounts
    • Track operational expenses
    • Calculates COGS, Gross and Net Profit
  • Invoice / P.O.
    • Generate automatic Invoice/P.O.
    • Export to PDF or Print
    • Customize with logo and data as needed
  • Data Management
    • Easily accessible Product and Order Lists
    • Organized Customer/Supplier data
    • Maintain product price data
  • Reporting
    • 6 Page interactive report
    • 12 month trends of all key metrics
    • Identify best products and partners
    • Inventory Value calculation
    • Know when payments are due

 

 

HIGHLIGHTS

Simple Approach

The template takes a simple approach where the user will enter data in these key areas: Products, Prices, Partners, Order Headers, Order Details and Expenses. Then, it automatically calculates the Invoice, Purchase Order and Report sheets.

Retail Business Manager - Framework
Retail Business Manager – Framework

5 types of orders (Purchase, Sale, Estimate, Quote and Adjust) are handled. Customer returns and Supplier returns can be easily handled.

How to enter orders? 

 

Inventory Management Software

We will have instant access to the current inventory levels of each product. We can set re-order points to determine if a product needs to be ordered.

Inventory Management Software - Product Inventory and Re-Order Info
Inventory Management Software – Product Inventory and Re-Order Info

 

We can check inventory levels on the invoice to ensure that we can fulfill the sales orders.

Check Inventory availability on the invoice
Check Inventory availability on the invoice

 

Inventory Availability - Yes
Inventory Availability – Yes

More details about inventory availability check

 

Invoice/Purchase Orders

Invoices and Purchase orders can be created on demand anytime by just typing the order number.

They can be customized to suit your needs. We can change the logo and the fields displayed easily.

Invoicing for Retail Small Business - Sections of the Invoice
Invoicing for Retail Small Business – Sections of the Invoice

 

Create Purchase Orders - Sections of Purchase Order
Create Purchase Orders – Sections of Purchase Order

More details about printing Invoice/P.O.

 

Finance Management (Accounting)

  • The template can handle tax rates at order level and taxability at product level.
  • Discounts can be entered for each product on the order as well as order level discounts.
  • Additional order charges such as shipping charges can be entered as well.
  • Profitability of the business is calculated
    • Gross Profit = Sales Amount – Cost of Goods Sold COGS
    • Net profit = Gross Profit – Operating Expenses
  • Payments made on orders can be entered and the template will calculate the amount due on each order.
Accounting - Finance Management - Order totals and Due Amounts
Accounting – Finance Management – Order totals and Due Amounts

 

Business Reporting

Current status of Inventory and Money will be automatically calculated and displayed.

Business Performance Report - Current Status
Business Performance Report – Current Status

 

Report can be customized for a time window by choosing start and end dates.

Report - Summary view
Report – Summary view

 

Monthly breakdown of 10 metrics are shown. Sales Amount, Cost of Goods Sold, Gross Profit, Operating Expenses, Net profit, Sales Quantity, Purchase Quantity, Purchase Amount, Quantity Returned by Customers and Quantity Returned to Suppliers.

Small Business Performance - Monthly Metrics
Small Business Performance – Monthly Metrics

 

We can see which product categories and products are among the top 10 and bottom 10. We can also choose our Sales metric to be Quantity, Amount or Margin to truly understand the best contributing products.

Retail Business - Report - Top 10 Product Categories
Retail Business – Report – Top 10 Product Categories

 

Report - Bottom 10 product categories
Report – Bottom 10 product categories

 

Report - Top 10 Products
Report – Top 10 Products

 

Report - Bottom 10 products
Report – Bottom 10 products

 

We can also choose one specific product and see its performance and current inventory levels.

Report - Product Summary
Report – Product Summary

 

Report - Product Inventory
Report – Product Inventory

 

Report - Product Sales Qty - Monthly Trend
Report – Product Sales Qty – Monthly Trend

 

Similar to products, we can understand the performance of our partners (customers and suppliers).

Report - Partner Performance Summary
Report – Partner Performance Summary

 

Report - Top 10 Customers
Report – Top 10 Customers

 

Report - Top 10 Suppliers
Report – Top 10 Suppliers

See details on reporting

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If you are not satisfied with the product, please e-mail support@indzara.com and we will issue a full refund.

FILE DELIVERY PROCESS

You will be able to download the file immediately upon payment. You will also receive an e-mail immediately with the download link.

FREE UPGRADES

All future updates and upgrades are absolutely free.

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