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Retail Business Manager – Google Sheet Template

Original price was: $50.Current price is: $40.

Retail Business Manager Google Sheet Template

Description

The Retail Business Manager Google Sheet Template provides a simple and effective solution for managing the 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 the type of products sold.

Retail Business Manager Google Sheet Template - Business Performance Report – Current Status
Retail Business Manager Google Sheet Template – Business Performance Report – Current Status

Features of Retail Business Manager Google Sheet Template

  • Order Management
    • 5 types of orders
    • Handles returns
    • Auto-populate product prices in orders
  • Inventory Management:
    • Calculates the 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 the best products and partners.
    • Inventory Value calculation.
    • Know when payments are due

Simple Approach

The Retail Business Manager Google Sheet 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 Google Sheet Template – Framework
Retail Business Manager Google Sheet Template – Framework

5 types of orders (Purchase, Sale, Estimate, Quote and Adjust) 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. 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 - Retail Business Manager Google Sheet Template
Check Inventory availability on the invoice – Retail Business Manager Google Sheet Template

 

Inventory Availability - Retail Business Manager Google Sheet Template
Inventory Availability – Retail Business Manager Google Sheet Template

 

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 - Retail Business Manager Google Sheet Template
Invoicing for Retail Small Business – Sections of the Invoice – Retail Business Manager Google Sheet Template

 

Create Purchase Orders – Sections of Purchase Order - Retail Business Manager Google Sheet Template
Create Purchase Orders – Sections of Purchase Order – Retail Business Manager Google Sheet Template

Finance Management (Accounting)

  • The Retail Business Manager Google Sheet 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 - Retail Business Manager Google Sheet Template
Business Performance Report – Current Status – Retail Business Manager Google Sheet Template

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

Report – Summary view - Retail Business Manager Google Sheet Template
Report – Summary view – Retail Business Manager Google Sheet Template

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 - Retail Business Manager Google Sheet Template
Report – Product Summary – Retail Business Manager Google Sheet Template

 

Report – Product Inventory - Retail Business Manager Google Sheet Template
Report – Product Inventory – Retail Business Manager Google Sheet Template

 

Report – Product Sales Qty – Monthly Trend - Retail Business Manager Google Sheet Template
Report – Product Sales Qty – Monthly Trend – Retail Business Manager Google Sheet Template

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

Report – Partner Performance Summary - Retail Business Manager Google Sheet Template
Report – Partner Performance Summary – Retail Business Manager Google Sheet Template
Report – Top 10 Customers
Report – Top 10 Customers
Report – Top 10 Suppliers
Report – Top 10 Suppliers

Microsoft Excel

FAQ

Product Support

Retail Business Manager (GS) – Step by Step User Guide

2 reviews for Retail Business Manager – Google Sheet Template

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  1. Great and very useful.

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  2. These resources are incredible. They are easy to use and save a ton of time. I will definitely recommend.

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Retail Business Manager – Google Sheet Template

Original price was: $50.Current price is: $40.