INVENTORY MANAGEMENT WORKBOOK
                                                                 How to use this template
         The only inventory management software your business needs
         Efficient Inventory Management is the backbone to any business that buys and sells products. This template will help you with basic inventory management. 
         To understand basic inventory management principles, read our ebook - Inventory Management: Getting Started
         Products
         Enter the details of your products in the Products sheet.
         • Enter a suitable name that describes the product.
         • For advice on defining your SKUs, click here
         • Original Stock Level: Enter the original stock of each product at the point of time when you start to use this spreadsheet. This is important in order for the 
         spreadsheet to maintain an accurate running total of the stock level.
         • Reorder Point: Enter the stock level at which you reorder a fresh shipment of the product. To learn how to determine reorder points for your products, click 
         here.
         • Enter the Cost Price as the price at which you buy the product from your supplier. If needed, you can overwrite this value for specific cases on the Purchases 
         sheet.
         • Enter the Markup value for the product to decide the price at which you sell the product to your customers. If needed, you can overwrite this value for specific 
         cases on the Sales sheet.
         • “Orders waiting to be fulfilled” are automatically calculated from the Sales sheet. This calculates the number of Sales Orders placed for a specific SKU which 
         are yet to be fulfilled.
         • “Stock waiting to be received” is automatically calculated from the Purchase sheet. It calculates the quantity of Purchase Orders for a specific SKU that have 
         not arrived yet.
         • “Stock on hand” is automatically calculated by adding the Purchase Orders and subtracting Sales Orders from the Original Stock Levels. If this value drops 
         below the Reorder Point, the cell will turn red.
         Purchases
         Enter the details of your purchases in the Purchases sheet.
         •
         If the arrival date isn’t confirmed, leave it blank so that the spreadsheet can count the order under “Stock waiting to be received”.
         • The Unit Price is set as the Cost Price from the Products sheet, but if necessary, you can overwrite this with a different price.
         • The Amount is calculated automatically
         Sales
         Enter the details of your Sales Orders in the Sales sheet. 
         • If you have yet to send out the Sales Order, leave the Sent Date blank so that the spreadsheet can count the order under “Orders 
         waiting to be fulfilled”.
         • The Unit Price is set at the Retail Price from the Products sheet, but if necessary, you can overwrite this with a different price. 
         • The Amount is calculated automatically
         Report
         Report on values from the Products, Purchases, and Sales tabs.
         • Use the dropdown menu to select the Product Name and Year in order to filter accordingly. If you prefer to view your total sales, purchases, and purchases 
         from suppliers across all products without any specific time frames, please select (ALL).
         Export to TradeGecko
         Start a free trial of TradeGecko, or sign in to your existing account.
         Go to File > Save As > and choose .csv as your file type
         • Log in to your TradeGecko account and under Inventory > Products > choose the “Import Products’ option. 
         This Excel is already formatted for easy upload.
         • Log in to your TradeGecko account and under Inventory > Products > choose the “Import Products’ option. 
         This Excel is already formatted for easy upload.
                     Is this sheet getting messy and out of control? Try TradeGecko for free and say goodbye to spreadsheets!
                                                                                                                                                                                  INVENTORY MANAGEMENT WORKBOOK
                                                                                                                                                                                                                                                            Products
                            The only inventory management software your business needs
                                                                                     ENTER YOUR PRODUCT DETAILS                                                                                                                these  columns are automatically calculated
                                                                                                                                   Original                                                                             Orders           Stock waiting 
                           Product Name                                            SKU                   Size         Color        Stock         Reorder      Cost PriceMarkup           Retail         Total #         waiting to be to be               Stock on 
                                                                                                                                   Level         Point                                   Price          Orders          fufilled         received         hand
                           Summer 2020, Gecko Tee, Small White                     S20T-Gec-SW           Small        White        12            15            $    14.00   $      4.00   $      18.00                 0               0               32             324
                           Summer 2020, Gecko Tee, Medium White                    S20T-Gec-MW           Medium       White        5             20            $    14.00   $      4.00   $      18.00                 0               0                 0              40
                           Summer 2020, Gecko Tee, Large White                     S20T-Gec-LW           Large        White        10            15            $    14.00   $      4.00   $      18.00                 0               0                 0              45
                           Summer 2020, Gecko Tee, Small Black                     S20T-Gec-SB           Small        Black        10            25            $    10.00   $      4.00   $      14.00                 0               0               15               30
                           Summer 2020, Gecko Tee, Medium Black                    S20T-Gec-MB           Medium       Black        12            25            $    10.00   $      4.00   $      14.00                 0               0               15               32
                           Summer 2020, Gecko Tee, Large Black                     S20T-Gec-LB           Large        Black        12            25            $    10.00   $      4.00   $      14.00                 0               0                 0              32
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                                                                                                                                        
                                                                                     Is this sheet getting messy and out of control? Try TradeGecko for free and say goodbye to spreadsheets!
                                                                                                 INVENTORY AND SALES MANAGER
                                                                                                                                            Purchases
                 The only inventory management software your business needs
                                                               ENTER YOUR PURCHASE DETAILS
                Purchase Order#      Product Name                             Purchase Date  Stock        Supplier   Quantity    Cost Price   Amount
                                                                                              Due Date
                10001                Summer 2020, Gecko Tee, Small White      5/10/2019      12/10/2019   Supplier X 40           $          14.00  $     560.00 
                10001                Summer 2020, Gecko Tee, Medium White     5/10/2019      12/10/2019   Supplier X 35           $          14.00  $     490.00 
                10001                Summer 2020, Gecko Tee, Large White      5/10/2019      12/10/2019   Supplier X 35           $          14.00  $     490.00 
                10001                Summer 2020, Gecko Tee, Small Black      5/10/2019      12/10/2019   Supplier X 20           $          10.00  $     200.00 
                10001                Summer 2020, Gecko Tee, Medium Black     5/10/2019      12/10/2019   Supplier X 20           $          10.00  $     200.00 
                10001                Summer 2020, Gecko Tee, Large Black      5/10/2019      12/10/2019   Supplier X 20           $          10.00  $     200.00 
                10002                Summer 2020, Gecko Tee, Small Black      27/10/2019                  Supplier Y 15           $          10.00  $     150.00 
                10002                Summer 2020, Gecko Tee, Medium Black     27/10/2019                  Supplier Y 15           $          10.00  $     150.00 
                10002                Summer 2020, Gecko Tee, Small White      27/10/2019                  Supplier Y 32           $          14.00  $     448.00 
                                     Summer 2020, Gecko Tee, Small White      26/11/2019     4/12/2019    Supplier X 36           $          14.00  $     504.00 
                                     Summer 2020, Gecko Tee, Small White      26/12/2019     3/1/2020     Supplier Y 32           $          14.00  $     448.00 
                                     Summer 2020, Gecko Tee, Small White      25/1/2020      2/2/2020     Supplier X 36           $          14.00  $     504.00 
                                     Summer 2020, Gecko Tee, Small White      24/2/2020      3/3/2020     Supplier Y 32           $          14.00  $     448.00 
                                     Summer 2020, Gecko Tee, Small White      25/3/2020      2/4/2020     Supplier X 36           $          14.00  $     504.00 
                                     Summer 2020, Gecko Tee, Small White      24/4/2020      2/5/2020     Supplier Y 32           $          14.00  $     448.00 
                                     Summer 2020, Gecko Tee, Small White      24/5/2020      1/6/2020     Supplier X 36           $          14.00  $     504.00 
                                     Summer 2020, Gecko Tee, Small White      23/6/2020      1/7/2020     Supplier Z 32           $          14.00  $     448.00