Retail Business Management simplified

?Welcome to the latest edition of our "Data to Decisions" series.???

?"Transform Your Retail Business with our Excel Template”

Running a retail business involves juggling inventory, sales, orders, and finances. Our Retail Business Manager (Pro) Excel Template simplifies these tasks, enabling you to easily manage everything from multiple warehouse locations to individual product levels.

I always look forward to hearing from our customers. Recently, we received a video testimonial from one of our clients, sharing their experience and the positive impact our Excel template had on streamlining and managing their business.

https://youtu.be/kSc_Iq6w-dI

??Key Features

?Order Management:

• Handle six types of orders, including Purchase, Sale, Estimate, Quote, Adjust, and Transfer.
• Seamlessly manage returns and auto-populate product prices in orders.

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Inventory Management:

• Manage inventory at up to 20 locations.
• Monitor current inventory levels and set re-order points to ensure you never run out of stock.
• Check availability instantly while creating invoices.

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Finance Management:

• Track payments and manage taxes and discounts at both product and order levels.
• Calculate Costs of Goods Sold (COGS), Gross Profit, and Net Profit.
• Manage operational expenses effectively.

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Invoicing and Purchase Orders:

• Generate and customize invoices and purchase orders on demand.
• Export to PDF or print directly, with options to include your logo and specific data.

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Data Management:

• Access organized product and order lists, along with customer and supplier data.
• Maintain up-to-date product price information.

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Reporting and Analytics:

• Utilize a detailed inventory dashboard and accounts payable/receivable reports.
• Analyze 12-month trends to identify top-performing products and partners.
• Customize reports to track key metrics and financial health over time.

Our template is designed for ease of use. Enter your data in key areas like Products, Prices, Partners, Order Headers, Order Details, and Expenses. The template will automatically generate invoices, purchase orders, and comprehensive reports and dashboards.

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Check it out here and streamline your retail business

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If you use Google Sheets, Retail Business Manager (Pro) Google Sheets Template

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