Free Excel templates
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Shrinkage log and shrinkage rate template
Log shrink by branch, department and reason; the shrinkage rate and known-shrink share calculate themselves.
Inside
- Shrink log with a reason list
- Shrinkage rate and known-shrink share
- Example rows and formula notes
Related guides
- How to calculate shrinkage rate and what an acceptable level is
- How to measure and reduce fresh produce shrink in grocery retail
- Where do grocery chains lose margin, and how is it closed
Stock count and count variance template
Put system stock next to the count; unit and value variance, net and gross variance rates come out.
Inside
- Item-level variance in units and value
- Recount flag with an adjustable threshold
- Net and gross variance summary
Related guides
- How to run a stock count: a step-by-step procedure for stores and warehouses
- You have a stock count variance: how to find the cause and close it
- How to calculate stock loss in a supermarket and set a loss target
Expiry date and near-date markdown template
Enter lot and use-by date; days left, status and suggested markdown update themselves every day.
Inside
- Shelf list by lot and use-by date
- Days left and status (mark down today, mark down)
- Adjustable markdown thresholds
Related guides
- How to set up expiry date, lot and shelf life tracking
- How to identify dead stock and read an inventory ageing report
- Fresh food demand forecasting: how to place daily orders for produce, bakery and butchery
Daily branch scorecard template
Enter each branch's daily sales, receipts, visitors, shrink and till variance; basket, conversion and productivity calculate.
Inside
- Average basket, conversion and units per basket
- Shrinkage and till variance rates
- Sales per labour hour
Related guides
- How do you build a store profit and loss statement? Branch P&L, allocation keys and a worked example for grocery chains
- The KPIs in grocery and retail reports: which formula measures what
- How to calculate basket size, conversion and sales per square metre
- How to find till variance and reconcile POS takings
- How to run a store audit: checklist, scoring and action tracking
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