Small Business Operations System

Small Business Operations System — Stock, orders, suppliers, shifts and procedures — one linked workbook.

A finance tracker tells you how the money went. It does not tell you that two lines are about to run out, that an order has sat in "packed" for four days, that your slowest supplier needs three weeks' notice, or that nobody has written down how the shop is closed at night. This is the operations half of the business, and it is deliberately not a finance workbook: there is no income log, no cash flow, no profit and loss and no invoice tracker here. Instead you get 7 linked tabs — products and stock levels with an automatic reorder flag, an order board with a status dropdown, a supplier directory with lead times, a shift rota that costs itself, a library of your own written procedures, and an operations dashboard that pulls 15 live figures from the other sheets. Every tab arrives filled with a worked example (a small homeware shop) so you can see the formulas working before you type a single number of your own.

What's inside

• One all-in-one XLSX workbook with 7 linked tabs — operations only, so it sits alongside your finance tracker instead of repeating it
• Products & Stock — 40 rows with an automatic margin percentage and a reorder flag that turns to REORDER the moment stock reaches your reorder level
• Orders — 40 rows with a 6-step status dropdown, due dates and live counts of what is open, what is in progress and what has been delivered
• Suppliers — a 25-row directory with lead time in days, minimum order, payment terms and your own rating, plus an average lead time figure
• Staff & Shifts — a 30-row rota that multiplies hours by rate for you and totals the wage cost of the week
• SOP Library — 30 rows to record every repeating task, how often it happens, who owns it, where the instructions live and when you last reviewed them
• Operations Dashboard — 15 figures pulled live from the other tabs, including a COUNTIF of everything below its reorder level
• A 7-page printable companion (PDF): how the system fits together, an opening and closing routine, a stock-count sheet, a supplier review page, an SOP writing template and a weekly operations review
• Pre-filled worked example throughout — 10 products, 10 orders, 6 suppliers, 10 shifts and 10 written procedures
• Full rights — use it, edit it, rebrand it, resell it

How it works

The PDF guide walks you through step by step, with ready-to-use wording you can adapt. The XLSX tracker comes pre-filled with example data — fill the gold cells and every total and status updates automatically.

Specifications

• Format: PDF guide + XLSX (live formulas) + read-me
• Works in: Word, Google Docs, LibreOffice, Excel, Google Sheets
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

Business templates and planning material — example plans, figures and wording are illustrations to adapt to your own business, not business, legal or financial advice and not a guarantee of any business outcome. Digital download — delivered instantly, so all sales are final; future updates are free.