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Small Business ERP Template for Trading Companies

4.5 (8 reviews)

Excel Small Business ERP Template for trading companies. Integrate the core business processes of your company within comprehensive Excel Template.


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ERP (Enterprise Resource Planning) system is a critical component for businesses to manage their accounts, financials, products, sales, and inventory.  Small Business ERP Template will take the necessary steps for your company, instead of using separate databases and spreadsheets that have to generate reports!

Small enterprises also use the Excel ERP system to easily identify efficiency improvements of their performance. It reduces repetitive works and helps their businesses to integrate their important processes.


The template consists of 3 main sections:

1. Planning and Feasibility
2. Data Input and Records
3. Reports

Basically, the flow of the template is:


Below, we will explain these 3 sections in detail. But before that, let’s start with reviewing the Dashboard section of ERP template.


This is the navigation dashboard of the tool. You can reach relevant sections by clicking on the buttons.


In the Dashboard, you will see the gray “Settings” button on the bottom. This is where you define your categories, sales reps and so on. Before making your inputs, make sure you fill these tables below so that you can use this data in the relevant sections.


On the right side of this section, you will see a few more micro-settings explained below:

Start Month: Define when you want to start inputting your data. The template will update all reports according to this.

Currency: All values in Excel ERP Template are formatted as a number. Use this setting to update your report titles.

Payment Term Margin: This setting is important for “Payment Collection Tracking”. If a customer pays its balance after this number, you will see a warning in the Payment Terms report.

Now, we can dive into the 3 main sections of this template.



At the most basic level, you will define your products which you purchase, stock and sell.


Product Name and Product Code columns are free text. If you don’t use codes for your products, we strongly recommend using unique codes for your products. Because that’s the best practice for business management purposes.

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

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

Critical Stock Level (days): For tracking stock levels, you can see Critical Stock Level’s effect at “Stock Records” section. For example, if a product has the lower number of stock then its critical value, you will see the red warning on Stock Records.

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


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


Customer Code – Name – Address – Tel – Mail info columns are all free text and you can fill them as you wish. If you don’t use codes for your customers, again we strongly recommend using unique codes for each.

Sales Rep will have a selector in here because you will fill this info at “Settings” section before starting.

Last two columns are unique features of this Excel ERP Template and used for payment tracking of your customers. Even more if used right, this can be a very powerful way to manage your business!

Payment Term Limit: This data is important for “Payment Collection Tracking”. If your customer did not pay its balance after this much days, you will see the warning in the “Payment Terms” in the Reports section.

Balance Risk Limit: ERP Template has the safety limit for your customer balances. If their balance exceeds this limit and still did not pay even after Payment Terms Limit, you will see the warning in the “Payment Terms” report.

Warning!: How to Insert/Delete Rows?

You should not! Changing the table structure is not recommended. For this purpose, notice that there are “Product Sort” and “Customer Sort” buttons on the headers. So you can simply delete your product or customer info without deleting it’s all values on the entire workbook, just the data in these tables.

Sales Targets

Sales target is for measuring and comparing your current sales in order to achieve your goal. Here, you simply input your monthly sales targets amount for each product.

Small-Business-ERP-Template-05-Sales Targets

Actual Sales

After defining your targets, you can input monthly actual sales of your products. Together with Sales Targets, you can analyze your sales at “Sales Realization” report section and it will show the efficiency of your sales team.

Small-Business-ERP-Template-06-Actual Sales

Product Costs

In this section, you simply input your unit costs per month. This data is being used at Profitability Reports of Small ERP Template. So, if you can estimate the costs for the upcoming months, this will help with better financial planning for your company.

Small-Business-ERP-Template-07-Product Costs

Sales Prices

The sales price of your products or service is being defined in this section. Together with the “Unit Costs”, you can see the result of this data at Profitability Reports.

Small-Business-ERP-Template-08-Sales Prices

Fixed Costs

Fixed costs will remain stable throughout all processes of small business ERP. When you are calculating your business profitability, you can see when the business will reach the break-even point or future profit margins. For the upcoming reports, simply input your fixed costs per month.

Small-Business-ERP-Template-09-Fixed Costs

**As a general rule, always fill in the white cells. Gray columns contain automatic calculations and would not be overwritten manually. Don’t change the gray columns on the leftmost columns.


Sales Invoice Records

For all companies, it is important to keep the record of sales invoice in order to prove an agreement between customer. So, in this ERP Template, you will input your invoices and create sales records here. This is a very important section which includes lots of data that will be used throughout the tool.

Small-Business-ERP-Template-10-Sales Invoice Records

Invoice Date: This is for tracking issuing date of the invoice.

Due Date: When will this invoice be paid? This data is important for tracking customer balances.

Invoice No: Important for tracking and grouping same invoice items.

Product Code – Name: As you will notice, this is a drop-down menu and you will select your product which you define at “Products” section.

Unit will be retrieved automatically from the Products section. Please make your changes in the relevant section and do not change gray cells.

Party No: This field is used for “Stock Records” section together with “Purchase Records” for better tracking of separate invoices which are purchased together. You can use this field in order to manage “first in – first out” methodology.

Customer Code – Name: As you will notice, this is a drop-down menu and you will select your product which you define at “Customers” section.

Qty: Number of items in the invoice.

Pricing & VAT: This will be filled according to the info in the invoice.

Purchase Records

This section is not crucial for the rest of the calculations but you can use this table to record your purchase info.

Small-Business-ERP-Template-11-Purchase Records

Here are the explanations for other columns different from Sales Invoice Records:

HS Code: HS code is an international standardized system of names and numbers for the classification of commodities and you can use for information purposes only.

Expiry Date: Some commodities, especially FMCG goods, may have an expiry date. You can input them here in order to track later on. (This field is optional according to your business.)

Warehouse Location: For information purposes only. Let’s you easily track the placement of newly purchased goods.

Stock Records

Stock Records keeps your stock situation for each product you have purchased. After you choose Products and Party No, all other info (gray columns) will be retrieved automatically from other tables.

Small-Business-ERP-Template-12-Stock Records

Daily Consumption Rate is calculated according to the number of days difference between the First Sales Data on Today’s date.

Estimated Stock Days uses Consumption Rate in order to calculate how many days of stock we have for this product. So if this is lower than the critical stock days, then you will see a red warning here.

Payment Collection Tracking

Once you have received the payment, you have to record it for ongoing evaluation of customers. Here, Excel ERP Template will record the actual payments you have received from customers.

Payment Collection Tracking-13

Date is when you receive the actual payment.

Customer Code can be selected from the drop-down.

Payment No is a reference field for you to be able to track the payment numbers. (Using a payment reference number is a good practice when communicating with third parties.)

Payment method can be selected from the drop-down. You can manage these items at the Settings section.

Amount is directly the payment amount you have received. The currency here can be changed at the Settings section

Expected Cash-In Date: Some kind of payments are not directly deposited into your bank account and can have some delay. Customers can make the payment but it can be deposited in after X weeks. For this reason, this is important information for cash flow and accounting.

Bank name and Notes fields are totally optional.


Financial Summary Report

Small Business ERP Template consolidates all your inputs such as sales pricing, fixed costs, COGS and reports in here. Basically, these 3 results will appear:

  • Revenue
  • Gross Margin
  • Net Margin

Financial Summary Report-14

The further you make your inputs the longer this report will show.

Sales Invoice Records Analysis

This report is merely based on your sales invoice records. If you know a little bit how to use a pivot table, you will really enjoy this report and can create further views for your specific needs.


You can click on “+” / “-” buttons to expand or hide details.

Sales Target Reach Report

Sales Target Realization gives you a clear result in a visual dashboard view to see if you reach your sales targets or not.

Sales Target Realization-16

You can select multiple product or category with the selector on the right.

Checking Account Analysis

This report is quite important. It simply shows after making the sales how much money does a customer owe you and how much they paid so far.


You can filter out specific customers or select multiple of them at the top of the report and select specific Sales Reps to see how much open balance every sales team member is carrying. Because this is an important indication of payment collection performance.

Product Profitability Report

Product profitability report gives you detailed analysis after accounting for all costs and expenses of your product. Some categories may be more profitable than others. Or maybe your company all depends on one product and all others are making you lose money. That’s why product-based analysis is quite important for this Excel ERP Template.


Again here, you can click on “+” / “-” buttons to expand or hide details.

Payment Terms Report

You may remember, we have defined a risk limit for all our partners at the “Customers” section so this report is totally devoted to customer payments.

Payment Terms Report-19

The calculations in the background consider quite a lot of factors:

  • “How often does this customer pay?”
  • “When was the first/last payment?”
  • “What is our risk limit for this customer?”
  • “What is our Payment Term Margin?”

After making these calculations, the report warns you to push some of your customers or give them some more time.


  • Unique ERP Template for SMB
  • Works both on Mac and Windows
  • No installation needed, ready to use.
  • Professional design and suitable for presentations
  • Innovative Excel ERP System
  • Comprehensive Reports
  • On Sheet Instructions
  • Print-Ready
  • Compatible with Excel 2010 and later versions.

This Excel ERP Template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.



8 reviews for Small Business ERP Template for Trading Companies

  1. Roario Miranda

    Just i need to how it works. if ok i will purchase this Temp

  2. Oliver

    Hi, overall I like the template and I am using it for a few days. Do you also do any customized system?

    • Someka

      Hi Oliver, we appreciated that you loved our template!

      We have a different process for customized or tailor-made templates. You can have a look at the Hire an Excel Expert page to learn.


  3. Igor

    I have downloaded this template and it is quite useful for me, thanks. I would like to ask one question: Is there a possibility to integrate your templates, for ex. ERP and PO?

    • Someka

      Hi Igor,

      Yes, it is possible to integrate multiple templates in one. But, you need a customization process to do that. You can check our Hire an Excel Expert page to learn more.

      For further questions please do not hesitate to contact us anytime.


  4. Edmund Wong

    Hi Someka,
    Can I try by purchasing a single user first (since there is not trial package), then if it make sense, then add on the multi-user license?
    What is meant by multi-user license (apart from the literal meaning)? Is it that a few can share the excel sheet?

    BTW, will this work on Excel on iOS? Noting that generally speaking is should work, that said, will there be known issues (or limitation) on iOS?

  5. Kelvin

    I am using This ERP template for a while and it is excellent. Just one more Question, do you support other languages too or
    can I customise the template into my own language, so my non-English co-workers are able to use it?

    • Someka

      Hello Kelvin!

      Yes, exactly. All texts and the fields are fully editable because once you paid for it you will have purchased the modification rights at the same time. So after you download the zip file:
      – Go to review tab -> Click Unprotect Sheet -> Write your password. (It is already included to the file.)

      Please feel free to contact us if you have more questions on this matter!

  6. Rosario Amarille Miranda


  7. Nuhum Adamu

    Can I get a sample to try before purchasing.

    • Someka

      Hi Nuhum!
      We don’t have any demo or trial version for our premium templates but you can have a look detailed product description and video tutorial to make sure that it has exactly what you need. Thanks!

  8. Orkun Sirin

    We are using since 2 years small business erp template of SOMEKA. The program is very user-friendly and easy to manage. If you have a startup company or small business, I strongly recommend erp template to the clients who are looking for business program with best price-quality performance.

    • Someka

      Thank you Orkun! Glad to hear that you are happy with the template.

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