RETAIL INVENTORY TRACKER

IMPORTANT TIPS BEFORE GETTING STARTED

1. Do not edit calculated cells (ones with formulas).

2. Input data is always visible and can be edited easily.
3. Backup by saving copies of this file regularly.

Purple - Input cells for user to enter pre-defined information.

Green - Calculated cells. Should not be edited.
Blue - Custom Input cells for user to store any information needed.

HOW TO USE THIS

SUPPORTTEMPLATE?
Introduction to Excel Tables
Password to unprotect Report sheet: indzara

RETAIL BUSINESS
MANAGER
(+ Invoicing & Accounting)
BUSINESS INFORMATION
BUSINESS NAME

SHIPPING ADDRESS

BILLING ADDRESS
TAG LINE
EMAIL
PHONE
WEBSITE

ENTER PRODUCT CATEGORIES

PRODUCT CATEGORIES
PRODUCTS START ENTERING DATA FROM ROW 4

Unique ID of Product Name - can be

product repeated Product Description Inventory on day 1
ID NAME DESCRIPTION STARTING INVENTORY
Inventory level at which Choose NO if not
product needs to be Unit of taxable. Leave Blank
ordered measurement Categorize your products if taxable
RE-ORDER POINT UNIT CATEGORY TAXABLE
 DO NOT EDIT GREEN COLUMN CELLS. THEY ARE AUTOMATICALLY CA
Quantity that has been
Use this field to store any Quantity available in current purchased but not reached Quantity that has been sold
information you would need Inventory inventory yet but not left inventory yet
PR CUST FLD INVENTORY ON HAND INVENTORY TO COME INVENTORY TO GO
0
AUTOMATICALLY CALCULATED.
Value of current inventory
based on current purchase Sales between dates Sales Rank for dates chosen
Should we order? price chosen in Report sheet in Report sheet
TO ORDER INVENTORY VALUE SALES SALES RANK
0
PRODUCT PRICES START ENTERING DATA FROM ROW 4
INITIAL SETUP: Assuming you start entering all your orders beginning on Jan 1, 2017, then 1)
create a row for each product, 2) enter Jan 1, 2017 as Effective From Date in each row and 3)
enter purchase and sales prices as of Jan 1, 2017.

PRODUCT ID EFFECTIVE FROM DATE PURCHASE PRICE SALES PRICE

ONGOING UPDATES: If a product's price changes, 1) create a new row for the product, 2) enter the date when new
price becomes effective as Effective From Date and 3) enter the effective purchase and sales prices. Note: please enter
both purchase and sales price even if only one has changed.
w for the product, 2) enter the date when new
ctive purchase and sales prices. Note: please enter
PARTNERS (SUPPLIERS & CUSTOMERS) START ENTERING DATA FROM ROW 4

Unique ID Partner Name - should

of Partner be unique Shipping Address for Partner Billing Address for Partner
ID NAME SHIPPING ADDRESS BILLING ADDRESS
DATA FROM ROW 4

Phone Number of Contact person at

Email Address of Partner Partner Partner
EMAIL PHONE CONTACT
 DO NOT EDIT GREEN COLUMN CELLS. THEY ARE
Sales Rank for dates
Use this field to store any information you would need Sales between dates chosen in Report
about Partner chosen in Report sheet sheet
PA CUST FLD SALES SALES RANK
0 1
OLUMN CELLS. THEY ARE AUTOMATICALLY CALCULATED.
Purchases between Purchase Rank for
dates chosen in Report dates chosen in
sheet Report sheet
PURCHASES PURCHASE RANK
0 1
ORDERS START ENTERING DATA FROM ROW 4

Order Number - Date when the Date when inventory Type of Order (Purchase,
should be unique order was placed will be impacted Sale, Adjust)
ORDER NUMBER ORDER DATE EXPECTED DATE ORDER TYPE
 Any additonal cost
Name of Supplier for Purchase orders. after product costs and Any additonal discounts Tax Rate for the
Name of Customers for Sale orders. taxes after product discounts Order
PARTNER NAME OTHER CHARGES ORDER DISCOUNT TAX RATE
 Use this field to store any
information you would need Total Order Amount considering all
Notes about Orders charges, discounts and taxes
ORDER NOTES O CUST FLD TOTAL ORDER AMOUNT
0
ORDER DETAILS START ENTERING DATA FROM ROW 4

ID of product on the Any discount for each

Order Number order Quantity unit of product
ORDER NUMBER PRODUCT ID QUANTITY UNIT DISCOUNT
 DO NOT EDIT GREEN COLUMN CELLS. T

Unit price before

Use this to enter any information you need any discounts
CUST COLUMN UNIT PRICE
NOT EDIT GREEN COLUMN CELLS. THEY ARE AUTOMATICALLY CALCULATED.

Quantity * (Unit Price-Unit Total Tax Amount Before Tax + Tax

Discount) Amount Amount Name of Product
AMOUNT BEFORE TAX TAX AMOUNT AFTER TAX PRODUCT NAME
LCULATED.

Order's Expected Partner Name Row number of

Date Order Date Order Type on the Order Product
EXPECTED DATE ORDER DATE ORDER TYPE PARTNER PRODUCT ROW
Row number in Row Number of Purchase Price of
Prices sheet Order Product
PRICE CHECK RO ORDER ROW PURCHASE PRICE
CURRENT STATUS

INVENTORY
based on expected date

0 0 0

INVENTORY ON-HAND INVENTORY TO COME INVENTORY TO GO

0 0 0

PRODUCTS TO RE-ORDER PRODUCTS IN STOCK INVENTORY VALUE

 REPORT MONTH
ENTER START DATE

01-Jan-2017 SALES PURCHASE

ENTER END DATE

0 0
05-Feb-2017 Sales Qty Purchase Qty

Report based on Order Date

0 0
Sales Amount (excl tax) Purchase Amount (excl tax)

REFRESH
ON 0 0
Sales Tax Tax

0 0
Qty Returned from Customer Qty Returned to Supplier

0
Discount Amt Given

0 0
Other Charges Other Charges

PROFIT

0
Gross Profit
MONTHLY METRICS
MONTHLY TABLE Dec-16 Jan-17 Feb-17

Sales Amount 0 0 RANK

Cost of Goods Sold 0 0 1
Gross Profit 0 0 2
Sales Quantity 0 0 3
Purchase Quantity 0 0 4
Purchase Amount 0 0 5
Qty Returned by Customers 0 0 6
Qty Returned to Suppliers 0 0 7
8
9
MONTHLY TREND CHART CHOOSE METRIC Sales Amount 10

Sales Amount 0 0

0.9
RANK
0.8
1
0.7

0.6

0.5

0.4

0.3

0.2

0.1

0
0
Jan-17 Feb-17 Feb-17 Feb-17 Feb-17 0
Feb-17
TOP AND BOTTOM PERFORMING PRODUCTS SORT BY SALES METRIC
QUANTITY
TOP 10 CATEGORIES TOP 10 PRODUCTS
PRODUCT CATEGORY QUANTITY % RANK R PRODUCT NAME QUANTITY %
0 0 ### 0

BOT 10 CATEGORIES BOT 10 PRODUCTS

PRODUCT CATEGORY QUANTITY % RANK PRODUCT NAME QUANTITY %
0 0 ### 0
PRODUCT PERFORMANCE
Choose Product MSBL

SALES PURCHASE INVENTORY RANK R

QUANTITY RANK
1 1

0 0
Sales Qty Purchase Qty ON HAND RE-ORDER POINT

0 0
Sales Amount (excl tax) Purchase Amount (excl tax) INVENTORY TO COME TO ORDER?

0 0
Qty Returned from Customer Qty Returned to Supplier INVENTORY TO GO

SALES QTY TREND

MONTH SALES QTY 1
Dec-16
0.9
Jan-17 0 RANK R
0.8
Feb-17 0 1 1
0.7

0.6

0.5

0.4

0.3

0.2

0.1

0
0
Jan-17 Feb-17 Feb-17 Feb-17 Feb-17 0
Feb-17
PARTNER PERFORMANCE
Choose Partner Rajasthan
TOP 10 CUSTOMERS
NAME SALES (AMT) % SALES PURCHASE
0 0 QUANTITY

0 0
Sales Qty Purchase Qty - returns

0 0
Sales Amount (excl tax) Purchase Amount (excl tax)

0 0
Qty Returned from Customer Qty Returned to Supplier

TOP 10 SUPPLIERS
NAME PURCHASES (AMT) %
0 0
 1 https://erroroftamizhan.blogspot.com/p/tamil-movies-2019.html
2 https://erroroftamizhan.blogspot.com/p/blog-page_5.html
3 https://erroroftamizhan.blogspot.com/p/tamil-movies-2019-page-3.html
4 https://erroroftamizhan.blogspot.com/p/blog-page_59.html
5 https://erroroftamizhan.blogspot.com/p/tamil-movies-2019-page-5.html
6 https://erroroftamizhan.blogspot.com/p/tamil-movies-2019-page-6.html
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8 https://erroroftamizhan.blogspot.com/p/blog-page_66.html
9 https://erroroftamizhan.blogspot.com/p/tamil-movies-2019-page-9.html
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