Retail Business Manager – Google Sheet Template

Description
This 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.

This template can be used in any country and comes by default with no currency symbols. Users can change currency as needed.



FEATURES
Order Management:
1. 5 types of orders
2. Handles returns
3. Auto-populate product prices in orders


Inventory Management:

1. Calculates the current inventory of a product
2. Set re-order points and know what to order
3. Checks availability while creating invoices


Finance Management:

1. Track payments on orders
2. Handles Tax
3. Handles product level and order level Discounts
4. Track operational expenses
5. Calculates COGS, Gross, and Net Profit


Invoice / P.O. :

1. Generate automatic Invoice/P.O.
2. Export to PDF or Print
3. Customize with logo and data as needed


Data Management:

1. Easily accessible Product and Order Lists
2. Organized Customer/Supplier data
3. Maintain product price data


Reporting:

1. 6 Page interactive report
2. 12-month trends of all key metrics
3. Identify the best products and partners
4. Inventory Value calculation
5. 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, and Report sheets.
5 types of orders (Purchase, Sale, Estimate, Quote, and Adjust) are handled. Customer returns and Supplier returns can be easily handled.



Download the template, input the required details, and in under a few minutes, you’ll have your very own Retail Business Manager template and its reports ready!