erp software for small business free download

#ERP SOFTWARE FOR SMALL BUSINESS FREE DOWNLOAD UPDATE#
#ERP SOFTWARE FOR SMALL BUSINESS FREE DOWNLOAD CODE#

Balance Risk Limit: ERP Template has a safety limit for your customer balances.If your customer did not pay its balance after this many days, you will see the warning in the “Payment Terms” in the Reports section. Payment Term Limit: This data is important for “Payment Collection Tracking”.Even more if used right, this can be a very powerful way to manage your business! The last two columns are unique features of this Excel ERP Template and are used for payment tracking of your customers.Sales Rep will have a selector in here because you will fill this info in the “Settings” section before starting.If you don’t use codes for your customers, again we strongly recommend using unique codes for each.

#ERP SOFTWARE FOR SMALL BUSINESS FREE DOWNLOAD CODE#

Customer Code – Name – Address – Tel – Mail info columns are all free text and you can fill them as you wish.

This section is a kind of CRM database of your small business ERP. Similar to the Product section, you will define your customers and their information this time.

Brand: This is free text and is used for reporting (filtering, grouping).

For example, if a product has a lower number of stocks than its critical value, you will see a red warning on Stock Records.

Critical Stock Level (days): For tracking stock levels, you can see Critical Stock Level’s effect in the “Stock Records” section.

Unit: This is how you sell your products (in packages, kilograms, inches, pieces, etc.).

Product Category: As you will notice, this column includes drop-downs because you will define your categories in the “Settings” section as mentioned before.

Because that’s the best practice for business management purposes. If you don’t use codes for your products, we strongly recommend using unique codes for your products.

Product Name and Product Code columns are free text.

EXCEL ERP TEMPLATE – PLANNING AND FEASIBILITY ProductsĪt the most basic level, you will define the products which you purchase, stock, and sell. Now, we can dive into the 3 main sections of this template. If a customer pays their balance after this number, you will see a warning in the Payment Terms report.

Payment Term Margin: This setting is important for “Payment Collection Tracking”.

#ERP SOFTWARE FOR SMALL BUSINESS FREE DOWNLOAD UPDATE#

Use this setting to update your report titles.

Currency: All values in the Excel ERP Template are formatted as a number.

The template will update all reports according to this.

Start Month: Define when you want to start inputting your data.

On the right side of this section, you will see a few more micro-settings explained below: Before making your inputs, make sure you fill in the tables below so that you can use this data in the relevant sections.

This is where you define your categories, sales reps, and so on. In the Dashboard, you will see the gray “Settings” button on the bottom. You can reach relevant sections by clicking on the buttons. This is the navigation dashboard of the tool.

But before that, let’s start with reviewing the Dashboard section of the ERP template. The template consists of 3 main sections:īelow, we will explain these 3 sections in detail. SMALL BUSINESS ERP EXCEL TEMPLATE FEATURES:

On the other hand, it reduces repetitive work and helps businesses to integrate their important processes. Small enterprises also use the Excel ERP system to easily identify efficiency improvements in their performance. Excel ERP Template will take the necessary steps for your company, instead of using separate databases and spreadsheets that have to generate reports! ERP (Enterprise Resource Planning) system is a critical component for businesses to manage their accounts, financials, products, sales, and inventory.

Erp software for small business free download