Retail Business Manager Pro (Multiple Locations) – Excel Template
Originally published: 03/12/2021 13:40
Last version published: 02/03/2022 09:39
Publication number: ELQ-69196-2
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Retail Business Manager Pro (Multiple Locations) – Excel Template

The Retail Business Manager template will help you to efficiently manage your inventory, invoicing and sales in multiple locations.

Description
This Excel Template will enable you to easily manage each product inventory levels so you know what needs to be re-ordered. You can build printable and PDF-compatible invoices instantly, view purchase/sales trends over time and pinpoint the highest performing products. The template can support multiple warehouse locations.

The template’s simple approach means that data only needs to input in the following areas: Products, Prices, Partners, Order Headers, Order Details and Expenses. With this information, the template will automatically generate the Invoice, Purchase Order, Report and Dashboard sheets.

It can handle 6 types of possible orders: Purchase, Sale, Estimate, Quote, Adjust and Transfer from. Customer and supplier returns can also be handled easily.

The Inventory Management Software creates instant access to the inventory levels of products at each warehouse location. You can set re-order points to know whether to re-order a product for a certain location. Re-order points are set at product level and apply to a location level quantity, rather than across all locations. It is possible to monitor inventory levels on the invoice to ensure that you can meet the sales orders.

Create invoices and purchase orders on demand by simply entering the order number. They are customizable, for example by logo and fields displayed.

The template can also handle finance and accounting management in the following ways:

- Tax rates at order level and taxability at product level
- Discounts for each product on the order and order-level discounts
- Additional order charges such as shipping
- The business’ profitability
- Gross Profit = Sales Amount – Cost of Goods Sold COGS
- Net Profit = Gross Profit – Operating Expenses
- Payments on orders can be inputted to calculate the amount due on each order

The Dashboard offers easy access to inventory availability and accounts payable/receivable. You can view inventories for all products combined or individual products. Accounts receivable and payable as well as aging of past due payments can also be viewed.

You can customize the report for a certain time window by entering start and end dates.

The monthly breakdown of 10 metrics is 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.

You will then be able to view which products are in the top 10 and bottom 10.

Change the sales metric to be Quantity, Amount or Margin to gain a better understanding of the highest contributing products to your business. It is also possible to view the performance of individual products.

You can also understand the performance of your partners (customers and suppliers). You can view the top 10 customers and suppliers, as well as the performance of a specific partner.

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1 Excel Template

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