Retail Business Manager (Pro) – Excel Template (Multiple Locations)

$50

Description

The Retail Business Manager (Pro) is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. If you have more than 1 warehouse location where you store your products, this template can support that. 

This Excel Template will assist in knowing the inventory levels of each product and understanding which products to re-order. You can also create invoices instantly and print or save as PDF. In addition, you can quickly view the purchases/sales patterns over time and identify the best performing products.

Dashboard - Money - Accounts Receivable and Payable
Dashboard – Money – Accounts Receivable and Payable

Features

  • Order Management
    • 6 types of orders
    • Handles returns
    • Auto-populate product prices in orders
  • Inventory Management
    • Manage inventory at up to 20 locations
    • 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
    • Inventory Dashboard
    • Accounts Payable/Receivable
    • 6 Page interactive report
    • 12 month trends of all key metrics
    • Identify best products and partners
    • Inventory Value calculation
    • Know when payments are due

 

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, Report and Dashboard sheets.

Retail Business Manager (Pro) – Framework
Retail Business Manager (Pro) – Framework

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

Inventory Management Software

We will have instant access to the current inventory levels of each product at each location. We can set re-order points to determine if a product needs to be ordered in a location. Re-order points are set at product level and they apply to a location level quantity (not total across all locations).

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

 

Invoice - Product Inventory Check
Invoice – Product Inventory Check

Invoice/Purchase Orders

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

Sections of the Invoice
Sections of the Invoice

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

Sections of Purchase Order
Sections of Purchase Order

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.

Dashboard

Dashboard provides quick access to inventory availability and Accounts payable/receivable.

The following shows inventory of all products together.

Dashboard - Inventory - All Products
Dashboard – Inventory – All Products

You can also see inventory of one specific product.

Dashboard - Inventory - One Product
Dashboard – Inventory – One Product

You can also view the Accounts Receivable and Payable (current amount, and past due amounts). Aging of Past due payments are also shown.

Dashboard - Money - Accounts Receivable and Payable
Dashboard – Money – Accounts Receivable and Payable

Report

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

Report - Summary
Report – Summary

Monthly breakdown of 10 metrics are shown.

  1. Sales Amount
  2. Cost of Goods Sold
  3. Gross Profit
  4. Operating Expenses
  5. Net profit
  6. Sales Quantity
  7. Purchase Quantity
  8. Purchase Amount
  9. Quantity Returned by Customers
  10. Quantity Returned to Suppliers.
Report - Monthly metrics
Report – Monthly metrics

We can see which product categories and products are among the top 10 and bottom 10.

Report - Top 10 Categories
Report – Top 10 Categories

We can also choose our Sales metric to be Quantity, Amount or Margin to truly understand the best contributing products.

Report - Top 10 Products
Report – Top 10 Products

 

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

Report - Product Performance
Report – Product Performance

Similar to products, we can understand the performance of our partners (customers and suppliers). In addition to viewing top 10 customers and top 10 suppliers, you can also see the performance of a specific partner, as shown below.

Report - Partner Supplier performance
Report – Partner Supplier performance

 

Product Tour Video

Testimonials

50+ Reviews

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FAQ

Some common FAQs

Visit our Support Portal

 

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