The essentials: 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. This Lite edition keeps a record of every product and every stock movement, values your stock at weighted average cost, gives every line a traffic-light reorder status, lists what to order from each supplier and shows a monthly stock value that reconciles to the penny – all summed up 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, costs and supplier contact details. What you do: nothing to enter – use it to place orders.
Who it is for
Quick start
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You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
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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