Small Business Management Excel Templates

Small Business Management Excel Templates

Small Business Management Excel Templates

As a small or medium sized business owner, there is so much to take care of. Getting control of all things related to orders can appear daunting. But our Excel templates help simplify the entire process. With our focus and simplicity and effectiveness, even those with little knowledge of Excel can begin to take control.

Our Excel templates cover many areas of small business management. Enter different types of order and let our template calculate inventory levels automatically. Create on-demand invoices and purchase orders automatically. Handle Taxes and Discounts with built-in functionality. Track payments made on the orders. Reporting is extensive, giving you instant access to top selling products, profit and a lot more.

 

The following are the currently available small business management templates. I have categorized them by the type of business. Some templates apply to multiple types of businesses and hence will appear in more than list.

 

Retail Businesses

  1. Retail Business Manager (one location)
  2. Retail Inventory & Sales Manager (up to 10 locations)
  3. Retail Inventory Tracker (Free Excel Template for Retail Businesses)
  4. Sales Invoice (Free Excel Template)
  5. Invoice Tracker (Free Excel Template)
  6. Paid Time Off (PTO) Manager for employees
  7. Small Business Product Catalog in Excel (Free Template)
  8. Calendar Template
  9. Social Media Dashboard for small business  (Free Excel Template)

 

Manufacturing Businesses

  1. Manufacturing Inventory & Sales Manager
  2. Manufacturing Inventory Tracker (Free Excel template for Manufacturing Businesses)
  3. Sales Invoice (Free Excel Template)
  4. Invoice Tracker (Free Excel Template)
  5. Paid Time Off (PTO) Manager for employees
  6. Small Business Product Catalog in Excel (Free Template)
  7. Calendar Template
  8. Social Media Dashboard for small business  (Free Excel Template)

 

Rental Businesses

  1. Rental Business Manager
  2. Rental Inventory Tracker (Free Excel Template for Rental Businesses)
  3. Sales Invoice (Free Excel Template)
  4. Invoice Tracker (Free Excel Template)
  5. Paid Time Off (PTO) Manager for employees
  6. Small Business Product Catalog in Excel (Free Template)
  7. Calendar Template
  8. Social Media Dashboard for small business  (Free Excel Template)

 

Please find more details about each of them below.


Retail Business Manager Excel Template

Retail Business Manager - Highlights
Retail Business Manager – Highlights

 

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.

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 (Accounts Payable, Accounts Receivable)
    • 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

Download Retail Business Manager


Retail Inventory and Sales Manager (For up to 10 locations)

Retail Inventory and Sales Manager Excel Template
Retail Inventory and Sales Manager Excel Template

 

  • Enter and manage up to 2000 different Products
  • Manage inventories in multiple locations (up to 10)
  • Create and print invoices instantly (up to 40 different products in one invoice)
  • Customize invoice with your own (up to 4) customer information columns
  • Can handle 50,000 line items (if you have 10 line items per order, you can have 5000 orders)
  • When limit is reached, you can archive the file and start fresh with a new copy
  • Set tax rates differently for each product
  • Set custom re-order points for each product (re-order points are same for each location)
  • Can have a mix of products which are inventoried and products which are not
  • Easy to print product, customer and order lists
  • Easy to enter starting inventory of each product in each location
  • Instant access to current and future inventory levels of each product
  • Identify the products to be re-ordered
  • Know if the sale orders can be fulfilled or not
  • Easily understand the sales and purchase patterns
  • Quickly see your top customers and suppliers
  • Identify your best performing products and how different product categories contribute to sales

 

 Read and Download


Manufacturing Inventory and Sales Manager 

Manufacturing Inventory and Sales Manager Excel Template - Scenarios
Manufacturing Inventory and Sales Manager Excel Template – Scenarios

 

This Excel template helps in managing inventory at a manufacturing/assembly business. If you buy raw materials and convert them to products by assembling or manufacturing, then you can use this template to manage inventory of products and raw materials. You can save time by the automatic calculation of current inventory levels of products (finished goods) and also products (in the form of raw materials). All the order details will be managed in one place and you can see purchase and sales trends instantly in this Excel template.

  • Manage inventory at a manufacturing/assembly business
  • Automate inventory calculations of raw materials based on products
  • Choose whether you hold manufactured goods or not
  • Know current inventory levels of each product and raw material
  • Identify the products to be re-ordered
  • Easily understand the sales and purchase patterns
  • Identify your best performing products
  • Know how the different product categories contribute to sales
  • Easily retrieve and view your order details

Read and Download


Inventory and Sales Manager (Free Excel Template)

Inventory and Sales Manager Excel Template - Products to order
Inventory and Sales Manager Excel Template – Products to order

 

This Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. The template will assist in knowing the inventory levels of each product and understanding which products to re-order. Also, you can quickly view the purchases/sales patterns over time and the best performing products. The Inventory and Sales Manager Excel template has the following features:

  • Enter and manage up to 2000 different Products
  • Set custom re-order points for each product
  • Simple and Easy data entry
  • Know current inventory levels of each product
  • Identify the products to be re-ordered
  • Know if the sale orders can be fulfilled
  • Easily understand the sales and purchase patterns (monthly and cumulative)
  • Quickly see your top customers and suppliers
  • Identify your best performing products
  • Know how the different product categories contribute to sales
  • Easily retrieve and view your order details

Read and Download


Sales Invoice

Create professional sales invoices for your small business instantly.

 

Sales Invoice Excel Template Sample
Sales Invoice Excel Template Sample

 

  • Customize it to your need
  • Customize customer data that appears on the invoice
    • Change columns (2 columns are flexible) in invoice
    • Discounts can be set as amounts or %
    • Logo and other formats like colors or fonts can be changed as preferred
    • Currency can be set easily to suit your business need
  • Automatically calculate totals and subtotals
  • Handles tax rates at order level
  • Accommodates products that are not taxable
  • Handles discounts at product and order levels
  • Save time by storing customer and product data

 

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Invoice Tracker Excel Template

Track all invoices in one place and calculate outstanding invoice amounts and expecting payments in the immediate future.

Invoice Tracker Template - Summary Metrics - Dashboard View
Invoice Tracker Template – Summary Metrics – Dashboard View

 

Read and Download Invoice Tracker


Small Business Product Catalog

Create a product catalog for your small business in minutes. Just enter your product data.

 

Small Business Product Catalog Screenshot
Small Business Product Catalog Screenshot

 

  • Filter products by Categories
  • Search products by keywords (on Product Name)
  • Sort products by Price (Ascending or Descending)
  • Scroll to see products in sets of 8
  • Add thumbnail images to appear on Catalog
  • Add links to website as needed on product detail sheets
  • Catalog links to individual product detail sheets
  • Format the catalog as needed with usual Excel formatting options
  • Customize product detail pages as needed

Read and download Small Business Product catalog


Calendar Template

Create customized printable calendars for your business.

Event Calendar Maker – Excel Template – Yearly with Events Design
Event Calendar Maker – Excel Template – Yearly with Events Design

 

  • All-Purpose Calendar Maker
    • Works for any year
    • Start with any month
    • Start week with any weekday
    • Customizable weekends and holidays
    • 300 events and 1200 instances
  • Visualization options & controls
    • Categorize events into 12 Event Types
    • Choose from 15 Colors to highlight
    • 7 Calendar Designs (2 Yearly, 3 Monthly, Weekly and Daily calendars)
  • Practical Functionality that saves time
    • 12 Frequency Types (automatically generate recurring events)
    • Control which events you would like to display by deactivating events
    • Control order of priority of events
    • Switch Off Non-business days easily
  • Simple, easy and quick
    • Create calendars within minutes
    • Easy and simple data entry
    • Print-ready calendar designs

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Small Business Paid Time Off (PTO) Manager

If you are a small business owner looking to track Paid-Time-Off (PTO) for your employees, your search for a simple and affordable solution ends here. You can download this Excel template to calculate Employees’ PTO accrual balances as well as manage their time-off.

PTO Manager Excel Template - Product Features
PTO Manager Excel Template – Product Features

 

FEATURES

  • Manage Paid Time off (PTO) for multiple employees in your organization/company, in one file
  • Two types of paid time off can be managed. Example: Vacation and Sick days
  • Automatically calculates PTO balances for today and any future date
  • PTO calendar to view leave/time-off across employees and plan monthly availability
  • Automated Employee PTO report that is print-ready or can be exported to PDF
  • Several options available to cover most common business PTO policy scenarios

 

BENEFITS

  • Get organized with employees’ PTO data
  • Save time by using template designed with simplicity & effectiveness in mind
  • Leverage the automated reports and calendar
  • Save money versus costly specialist software
  • All within our familiar Microsoft Excel. Easy to extend and customize.

Read and Download