Know what you hold, what it's worth and what to order next
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Stock is cash sitting on a shelf. Too little and you lose sales; too much and your money is tied up in lines that gather dust, go out of date or get damaged. This workbook keeps a full record of every product and every stock movement, values your stock properly (weighted average cost or FIFO), tells you what to reorder and from whom, flags slow-moving and dead stock, values the differences found at a stocktake and gives you the key retail ratios – stock turn and GMROI – on one dashboard.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Your stock list with prices, reorder rules and opening stock. What you do: enter the yellow columns.
Step 2
The log of every stock movement. Every report is built from it. What you do: add a row for each movement.
Step 3
Quantity, unit cost, value at cost and retail, margin, sales rate, days of cover, status, last sale and suggested order for every line. What you do: nothing to enter – filter it.
Step 4
Everything at or below its reorder level, grouped by supplier, with suggested quantities and costs. What you do: nothing to enter – use it to place orders.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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