Sales accounting in Excel. Accounting for goods in MS Excel: advantages and disadvantages

Sales accounting in Excel.  Accounting for goods in MS Excel: advantages and disadvantages
Sales accounting in Excel. Accounting for goods in MS Excel: advantages and disadvantages

Today there is big choice specialized tools for maintaining warehouse accounting: from simple demons paid programs to expensive full-featured WMS systems. Despite this, many entrepreneurs at the initial stage choose Excel tables for maintaining warehouse records. At first, this seems like an affordable and convenient solution, but as the number of orders in an organization grows, using Excel for warehouse accounting is fraught with many problems. The more warehouse space, the more product items, the higher the likelihood of their appearance. What difficulties do users encounter when working with Excel?

  • Errors when entering data. Due to a single input error, it becomes necessary to double-check all table data.
  • Inconvenience of working together. A situation often arises when, when editing data by one user, it is overwritten by another. Therefore, accounting in Excel may not be correct.
  • Performing many operations manually. Excel is not designed as a solution for warehouse accounting; the program combines many basic functions, and therefore you will often have to spend time on monotonous manual labor.
  • Difficulty verifying data accuracy. At using Excel A lot of effort goes into checking the correctness of the entered data and bringing the information into a suitable form. If you have a large warehouse, better than Excel download to perform other tasks, and maintain warehouse records using more advanced programs.

These problems may not occur very often, but they still take up a lot of work time. Warehouse program in Excel Corrections errors and typos, lengthy verification of the correctness of data on balances and forced manual labor when working with Excel are the main reasons why entrepreneurs eventually come to use specialized solutions for maintaining warehouse accounting. Even experienced specialists who know how to maintain inventory records in Excel still make a choice in favor of other Excel-based programs or completely new solutions.

How to keep inventory records in Excel?

Regardless of whether you choose Excel spreadsheets, the MyWarehouse service, or another specialized trading solution, you must follow a few basic principles. If you download the program and do not use special rules, over time the accounting work will become much more complicated:

  1. Correct design of reference books. A directory with goods without identification marks creates guaranteed problems with accounting, inconvenience in the work of the seller and difficulties in drawing up reports. When entering data, it is necessary to fill in as much information as possible in the various cells (for example, codes, articles, prices, VAT). If the accounting of goods sold in a warehouse is carried out using the MyWarehouse service, all the necessary data about the goods is automatically inserted into the documents, which saves a lot of time when processing orders.
  2. Institution initial balances in quantitative and total terms. Correct data at the beginning of the work will give adequate reports during the work process, but those preparing sales from a “blank slate” should not count on this.
  3. Maintaining chronology in document preparation. The arrival of goods at the warehouse from the supplier must be registered strictly before its shipment to the buyer. Otherwise, the cost will go up and you will not be able to accurately calculate how much you earned. In MyWarehouse, you can specify an arbitrary date for each purchase and sale of goods.
  4. Structured storage of additional information. When maintaining warehouse records, it is important to collect additional information about sales (for example, delivery and payment method, shipment date, customer name, manager name) in separate fields. All this data will be useful in the future for drawing up route sheets for couriers, calculating salaries for managers, and analyzing statistics. In MySklad you can easily and without programming create the required number of free fields for use in directories and documents.

Users of the Internet service MoySklad have access to free support by phone and e-mail. Support staff not only help with working with the program, but also share tips on optimal warehouse accounting and setting up basic business processes. Download free version, try our new solutions.

Shop owners at the first stage of business are trying to save money by choosing the free Excel program for inventory accounting. In this article we will talk about templates for accounting for goods in Excel and offer a more interesting one free option for inventory accounting in a store than standard software.

What you will learn about:

Who can spreadsheets help?

Product accounting in Excel is used by those entrepreneurs who have 2-3 sales per day and have enough time to transfer sales data into spreadsheets.

Let’s imagine in the diagram the “evolution” of commodity accounting in small businesses. We compiled the figure after interviewing more than 10 entrepreneurs who are currently users of the “Business.Ru” commodity accounting program (third stage).

Most of them started working with a “notebook” - they kept track of the receipt and consumption of goods in a notebook, but when it was necessary to make reports and analytics, they transferred the data from the “notebook” to Excel.

When the business began to generate income of more than 15 thousand rubles per month, and sales increased to 5-10 per day, there was a need to use a special inventory accounting service.

After all, Excel has disadvantages: the main one is that the program cannot be linked with cash register software (it is necessary to record sales manually). Therefore, when expanding a business or to deal with queues (if there is seasonality), the entrepreneur uses an inventory program connected to the cash register ().

Despite this disadvantage, Excel has advantages:

    you can find templates for a warehouse accounting program in Excel on the Internet for free;

    you can also learn how to fill them out for free (using lessons from Youtube or independently, intuitively);

    You can independently make tables for a sales report on separate sheets and keep statistics, analytics and other calculations (however, to do this you need to study all the capabilities of Excel, which will take more than one day).

How to keep inventory records in Excel?

To maintain warehouse records in Excel data sales are recorded manually in a notebook upon purchase, and then in the evening, after the store closes, the sold goods are found in the table and the quantity sold is noted.

In the same way, the table is updated when goods arrive.

Inventory accounting in Excel: features

Inventory accounting in Excel is suitable for you if you:

    you can do without the connection between the accounting table and the cash register;

    no queues, two or three purchases per day, which allows you to fill out the accounting table in the “window” between buyers;

    are aimed at painstaking work with tables, articles, etc.;

    do not use a scanner to enter goods into the database, but are ready to enter everything manually.

Working with tables in Excel is possible if one or two people are involved in commodity accounting, no more. Otherwise, confusion may arise - employees may accidentally change the data, and you will not see the previous version.

To fully appreciate all the benefits of warehouse automation, try the Business.Ru program. The program has an intuitive clear interface with the ability to customize for a specific user. All of the above benefits are already included in the basic functionality of the Business.Ru program.

For inventory accounting in Excel, you can use ready-made templates. You can develop them yourself.

    Before implementing accounting, it is necessary to conduct an inventory to determine the exact amount of remaining goods. About why it is better and how to do night inventory,

    Carefully, paying attention to detail, enter information about the product - name, article. If we are talking about food products, then you should add a column for “expiration date” in the Excel table.

    It is necessary to take into account the shipment of goods no earlier than they have arrived at the warehouse. The chronology of warehouse operations is important, since otherwise the analytics and final schedules of receipts and sales for the month may be distorted.

    If you work with multiple suppliers, you need to create reference pages.

    Additional information in the table is important - information about the forwarder or manager from whom the order was made can save the situation if there is a problem with the order.

The first stage of warehouse accounting in Excel - filling in product data and creating columns in a table - can require significant time, from three hours to a week. It all depends on the number of items in the store and your spreadsheet skills.

You can increase the efficiency of a store warehouse in five steps - about them

Structure of an Excel template for sales analytics

The most important thing for accounting for goods in Excel is to choose a convenient template for entering data.

For example, a sales table template might have the following columns:

    Product Name;

  • quantity in stock;

For the convenience of analytics, you need to do new page(Sheet) for each month.

The table for sales accounting is different from the one needed for inventory accounting.

Excel table “Warehouse accounting”

Structure Excel template for warehouse accounting should include the following sections:

1. Article - taken according to the manufacturer, needed for quick search item in the list.

2. Product name. Product name and a brief description of. For example:

    dress “Anfisa” blue;

    red dress “Anfisa” with flowers;

    mini blue denim sundress.

You can come up with a name yourself or take what the manufacturer has in the description.

3. Units of measurement. Usually these are pieces, but they can be linear meters, cubic meters, kilograms, etc.

4. Remains (available, remaining, reservation - if reservation of goods is encouraged).

5. Price (two columns - sale price and purchase price).

6. Supplier.

In addition, you can make other columns:

    pre-order (if a lot of time passes between ordering a product from a supplier and delivering it to your warehouse);

    regular customer (to highlight regular customers and assign them discounts or provide a special offer);

    discount number (if a coupon was presented during the sale, etc.).

In a separate sheet of the Excel table, you need to place a directory - a table with the names of suppliers.

Problems when accounting for goods Excel

Commodity accounting in Excel has significant disadvantages:

    If one of the staff accidentally changed a number in the table, clicked “Save”, and then closed the file, finding the error would be problematic.

    To maintain a product database remotely, you can use Excel from Google Tables, however, when the number of rows increases to 100 or more, this program for warehouse accounting in Excel becomes very slow.

    Inability to integrate with a cash register or accounting program.

    It requires a lot of manual work and it is impossible to connect a scanner.

    There is no way to plan deliveries, control stock by expiration date, etc.

    The file cannot be used by multiple users at the same time (with the exception of Google Tables).

    Cannot be configured automatic check on the “correctness” of the entered data, except for the type of data (numeric, alphabetic, etc.).

Review of free programs for warehouse accounting in Excel

Microsoft Excel is a paid program, due to its prevalence, some users think about free installation. However, you can download several online free programs, which can replace Excel at the first stage of doing business.

OpenOffice Calc

The most popular Excel type program that can be used to account for goods is called OpenOffice Calc. It is included in the free Apache OpenOffice software package.


OpenOffice Calc supports the Russian language, takes up less space on your computer's disk and loads faster than Excel.

The program has an interface similar to Excel 2003, so if you have experience working with such a program, it will be easier to get used to.

Among the features:

    the ability to create tables, graphs, do calculations using formulas, assign cells;

    support for export to PDF, which can be important for sending an invoice to the buyer;

    ability to use the “Wizard” to create special functions.

The only inconvenience is that the program has its own format, ODS. Usually XLS files open in this program, but it happens that it opens with an error.

Calc can also create files in XLS format, rather than the more advanced XLSX format.

LibreOffice Calc

Having installed LibreOffice Calc, the user may not be able to distinguish it from Open Calc. And no wonder. This program was developed by former OpenOffice programmers. Therefore, the principle and interface were taken similar.

The functionality is similar: creating tables, graphs, calculations using formulas.

Unlike OpenOffice, LibreOffice allows you to save documents in EXLX format.

The application is convenient for quick calculations, functional, and loads in 7-12 seconds. It is possible to work with functions and macros through the “Wizard”.

PlanMaker

The third program in our review of warehouse programs in Excel (you can also download it for free on the developer’s website) is PlanMaker. This is software that is included in the SoftMaker software package.

Like previous programs, PlanMaker helps you do calculations using functions (use the “Insert Function” tool). Unfortunately, the free PlanMaker can only support XLS format, and XLSX is available to those who have installed the paid version.

Paid programs - analogues of Excel

The difference between paid warehouse accounting programs and free ones is in ready-made downloaded templates and support for multiple warehouses. Let us present two such programs in the table below. All of them are desktop, that is, they are loaded into the computer’s memory. This is inconvenient if you work from several devices - at home and in the office, and also plan to remotely monitor the work of employees (for example, during vacation).

Table - Comparison of the programs “Excel Warehouse” and “Production Warehouse”

The name of the program

Main characteristics

Price, rub

Warehouse in Excel

    acceptance of application;

    posting;

    shipment or write-off;

    delivery;

    analytics;

    work with invoices;

    generation of requests to suppliers;

    printing of invoices;

    reference books;

    price list printing;

    possibility to login with different types access to the program.

Production warehouse

    control of consumption;

    posting of raw materials;

    equipment;

    formation of a product shipment table;

    receipt analytics;

    raw material consumption report;

    analytics.

If you are looking for a free or inexpensive program for warehouse accounting, pay attention to “Business.Ru” - this is a cloud service for all operations in a warehouse, which significantly simplifies the procedures for posting, ordering goods, working with invoices and inventory.

Opportunities of “Business.Ru” as a free cloud program like Excel

All of the programs listed above have all the disadvantages of Excel. This software is an undeniable assistant for organizing stable accounting in a small retail outlet with 2-3 sales per day. However, if there are more buyers, more advanced software is needed.

It is customary for any trading organization to keep records of how sales are going, what and when needs to be ordered from suppliers, how long the available goods will last, what goods are in greatest demand, etc. Today there are a huge number of different specialized tools and programs for maintaining such records.

But despite this, most entrepreneurs prefer to keep inventory records in Excel. At the initial stage, this is the most affordable and convenient solution, because using Excel tables you can create various forms of documents, keep sales statistics or the movement of goods in the warehouse, generate reports or track data on accounting sheets. All results are also calculated directly in the Excel table using special formulas; they are set by the user independently.

To maintain warehouse accounting in Excel, 2-3 main sheets will be enough: “Receipt” (accounting for goods arriving at the warehouse), “Expense” (accounting for goods leaving the warehouse) and, if necessary, “Current status” (goods that are in stock can be displayed in stock in this moment). You need to create headings on each sheet and you can start making entries for further accounting.

"Super Warehouse".

This is certain best program for maintaining warehouse records. The advantages of the program include simple user interface and ease of learning. The program allows you to keep full records of goods and money from a kiosk to a large wholesale warehouse. For users who value mobility, there is a version created using portable application technology (portable edition).

Warehouse in Excel 7.7.3

The program in this version can be installed as follows: HDD computer, and onto removable media (USB-flash, etc.) and move freely from computer to computer.

"V V S: Office - Warehouse - Store."

It is simple, reliable and flexible program for automation of trade, warehouse and production. Easy to deploy, the program requires a minimum of effort to implement and has an affordable price. A free trial version is available.

"Warehouse accounting of goods."

The program is designed for maintaining operational warehouse accounting. The program allows you to track the balances of goods and materials in the warehouse and receive reports on balances as of any date. Commodity accounting is based on maintaining warehouse accounting cards.

"Info-Enterprise: Trade Warehouse".

The program "IP: Trade Warehouse" is part of the Info-Enterprise program system. "IP: Trade Warehouse" allows you to easily and conveniently automate warehouse accounting at a trading enterprise. Among the users of our program are wholesale and retail trade enterprises, chain stores, wholesale bases. Despite its trade orientation, "IP: Trade Warehouse" allows you to keep track of materials, finished products, IBP, i.e. The program can be used wherever warehouse accounting is necessary.

FOLIO-WinStore. Version 4.xx (local).

As in other programs, FOLIO is not required to work special knowledge, except for getting to know MS Windows.

"Warehouse+".

Warehouse accounting "Sklad+" is very simple and convenient program, which has the most necessary capabilities. Formation of incoming and outgoing documents. Printing of invoice, invoice, invoice and receipt order. Calculation of three sales prices with given coefficients relative to the purchase price, followed by the ability to select one of these prices to form sales prices for a specific buyer.

"1C: Accounting 8".

"1C: Accounting 8" is a universal mass-use program for automating accounting and tax accounting, including the preparation of mandatory (regulated) reporting. This is a ready-made solution for accounting in organizations engaged in any type of commercial activity: wholesale and retail trade, commission trade (including subcommission), provision of services, production, etc.

In addition, with the help of "1C: Accounting 8" individual entrepreneurs who apply a simplified taxation system or a general taxation regime can keep records.

"Azhur-SKLAD".

The "Azhur-SKLAD" program is designed to automate the cycle of accounting for warehouse operations.

The system includes a full cycle of accounting for all types of warehouse transactions of receipt, accounting of expenditure transactions and preparation of analytical reporting.

"Product-Money-Product".

This is a trade and warehouse program for comprehensive control over the activities of wholesale, retail, wholesale-retail and other trading enterprises - from a kiosk to a supermarket. The program allows you to carry out and formalize all types of trade and warehouse operations, take into account cash and control mutual settlements with clients, maintain all necessary documentation and analyze the work of the entire enterprise.

Microinvest Warehouse Pro.

"Microinvest Warehouse Pro" is an industry solution that is an automation system for “network” retail structures (self-service stores and/or counter sales), warehouse facilities and restaurants. "Microinvest Warehouse Pro" meets all the requirements for the movement of commodity resources within the enterprise itself or in a network of enterprises connected by their commercial or production activities.

Tirika-Shop.

"Tirika-Store" is a very simple, but very powerful program for a store. It can do everything, but at the same time it is so easy to use that even an inexperienced user will master it in five minutes. The program is suitable for a store of any profile: groceries, building materials, auto parts, clothing, and so on.

RM-SKLAD Warehouse accounting.

"RM-SKLAD Warehouse Accounting" is a program for maintaining warehouse accounting and trade operations in an enterprise of any form of ownership. It is primarily intended for small and medium-sized businesses. The program can be used in small shops, warehouses, and production for operational accounting of goods and materials.

Warehouse and trade.

"Warehouse and Trade" is a simple, reliable program for automating trade and warehouse accounting. It allows you to easily and quickly create primary documents (invoices, invoices, invoices, contracts, etc.), control stock balances, keep records of sales and receipt of goods, make reservations, keep records of debts to customers and suppliers, take into account purchase prices and calculate the cost of products during production, calculate the profit received and much more. The program has ample opportunities interface settings.

Inventory accounting in Excel - a program without macros and programming

Inventory accounting in Excel is suitable for any trade or industrial organization where it is important to take into account the quantity of raw materials and finished products. For this purpose, the company maintains warehouse records. Large firms usually purchase ready-made solutions for maintaining records electronically. Today there are a lot of options available for various areas of activity.

In small enterprises, the movement of goods is controlled on their own. Excel tables can be used for this purpose. Functionality of this instrument quite enough. Let's get acquainted with some of the possibilities and create your own warehouse accounting program in Excel.

At the end of the article you can download the program for free, which is analyzed and described here.

How to keep inventory records in Excel?

Any custom inventory solution, whether built in-house or purchased, will only work well if the basic rules are followed. If you neglect these principles at the beginning, then the work will become more difficult later.

  1. Fill out the reference books as accurately and thoroughly as possible. If this is a product range, then it is necessary to enter not only the names and quantities. For correct accounting, you will need codes, articles, expiration dates (for individual industries and trade enterprises), etc.
  2. Initial balances are entered in quantitative and monetary terms. It makes sense to take an inventory before filling out the relevant tables.
  3. Maintain chronology in recording transactions. Data on the receipt of products at the warehouse should be entered before the shipment of goods to the buyer.
  4. Don't be disdainful additional information. To draw up a route sheet, the driver needs the shipment date and the name of the customer. For accounting – payment method. Each organization has its own characteristics. A number of data entered into the warehouse accounting program in Excel will be useful for statistical reports, payroll for specialists, etc.

It is impossible to unequivocally answer the question of how to maintain inventory records in Excel. It is necessary to take into account the specifics of a particular enterprise, warehouse, and goods. But general recommendations can be made:

  1. To maintain inventory records correctly in Excel, you need to create reference books. They can take 1-3 sheets. This is a directory “Suppliers”, “Buyers”, “Goods accounting points”. IN small organization, where there are not many counterparties, directories are not needed. There is no need to draw up a list of points for registering goods if the enterprise has only one warehouse and/or one store.
  2. With a relatively constant list of products, it makes sense to create a product range in the form of a database. Subsequently, receipts, expenses and reports are filled out with references to the nomenclature. The “Nomenclature” sheet may contain the name of the product, product groups, product codes, units of measurement, etc.
  3. Receipt of goods to the warehouse is recorded on the “Receipt” sheet. Disposal – “Expense”. The current state is “Remains” (“Reserve”).
  4. Results, the report is generated using the Pivot Table tool.

To prevent the headers of each warehouse accounting table from running away, it makes sense to fix them. This is done on the “View” tab using the “Freeze Areas” button.

Now, regardless of the number of records, the user will see the column headers.

Excel table “Warehouse accounting”

Let's look at an example of how a warehouse accounting program in Excel should work.

We make “Directories”.

For supplier data:

*The shape may be different.

For customer data:

*Please note: the title bar is frozen. Therefore, you can enter as much data as you like. The column names will be visible.

To audit goods release points:

Let us repeat once again: it makes sense to create such directories if the enterprise is large or medium-sized.

Can be done on separate sheet product range:

IN in this example In the table for warehouse accounting we will use drop-down lists. Therefore, we need Directories and Nomenclature: we will make references to them.

Let's give the range of the "Nomenclature" table the name: "Table1". To do this, select the table range and enter the corresponding value in the name field (opposite the formula bar). You also need to assign a name: “Table2” to the table range “Suppliers”. This will allow you to conveniently refer to their values.

To record incoming and outgoing transactions, fill out two separate sheets.

Making a hat for the “Parish”:

The next stage is automating the table filling! It is necessary to make sure that the user selects the name of the product, supplier, and point of accounting from a ready-made list. The supplier code and unit of measure should be displayed automatically. The date, invoice number, quantity and price are entered manually.

Computer Science Room

Excel calculates the cost.

Let's start solving the problem. First, we will format all directories as tables. This is necessary so that something can be added or changed later.

Create a drop-down list for the “Name” column. Select the column (without a header). Go to the “Data” tab – “Data Validation” tool.

In the “Data type” field, select “List”. An additional “Source” field immediately appears. To take the values ​​for the drop-down list from another sheet, use the function: =INDIRECT(“item!$A$4:$A$8”).

Now, when filling out the first column of the table, you can select the product name from the list.

Automatically in the “Unit” column change." the corresponding value should appear. Let's do it using the VLOOKUP and UND functions (it will suppress the error resulting from the VLOOKUP function when referring to an empty cell in the first column). Formula: .

Using the same principle, we create a drop-down list and autocomplete for the “Supplier” and “Code” columns.

We also create a drop-down list for the “Accounting point” - where the received goods were sent. To fill out the “Cost” column, use the multiplication formula (= price * quantity).

We create a table “Consumption of goods”.

Drop-down lists are used in the columns “Name”, “Point of registration of shipment, delivery”, “Buyer”. Units of measurement and cost are filled in automatically using formulas.

We make a “Turnover Statement” (“Results”).

At the beginning of the period we set zeros, because warehouse accounting is just beginning to be maintained. If it was previously maintained, then this column will contain remainders. Names and units of measurement are taken from the product range.

The “Receipts” and “Shipments” columns are filled in using the SUMIFS function. We calculate the remainders using mathematical operators.

Download the warehouse accounting program ( ready-made example compiled according to the scheme described above).

So the independently compiled program is ready.



Description

Warehouse accounting in 1C programs

“1C: Trade and Warehouse 7.7” was once the name of the trade and warehouse accounting program. Now 1C Enterprise 7.7 is already a seriously outdated software system.

“1C: Trade Management 8” replaced it, and although the word “1C Warehouse” disappeared from the name of the program, the warehouse accounting module became much more complete and versatile than in old version programs.

1C warehouse description:

  • manage product balances in various units of measurement in multiple warehouses;
  • take into account product series ( serial numbers, expiration dates, etc.);
  • take into account the customs declaration and the country of origin of the warehouse item;
  • keep separate records of your own goods in the warehouse, goods accepted and transferred for sale;
  • detail the location of goods in the warehouse by storage location;
  • reserve warehouse balances.

Continue …

Programs

1C: Trade Management 8.

Basic version

Price - 6,700 rub.

Jobs - 1

Legal entities - 1

Possibility of improvement - no.

1C: Trade Management 8

Price - 22,600 rub.

Workplaces - 1 + additional. licenses

Possibility of improvement - yes

1C: Trade Management 8 (USB)

Price - 27,300 rub.

Workplaces - 1 + additional.

Inventory management using MS Excel

licenses

Legal entities - unlimited

Possibility of improvement - yes

1C: Trade Management 8. Additional licenses

Read more about 1C licenses...

All programs

Services

Installation and delivery

If you purchase the 1C Warehouse program from our company, delivery and installation are free.

Accounting setup.

Connecting commercial equipment

Training and Consulting

The cost of work is 1,980 rubles. per hour of work of a 1C Warehouse specialist.

Putting it into operation. Customizing the system to suit your company's needs

The cost of work is 1,980 rubles. per hour of work of a 1C Warehouse specialist.

Comprehensive automation of trade and warehouse accounting in your company. Starting from scratch

The cost of work is determined after a preliminary survey.

Attention! Discounts!

Serious discounts for long-term work!

Place an order, indicating what you want to receive in the end - and our specialists will calculate the labor costs and cost of the work.

Top 10: Warehouse management systems

Business.Ru

Online system for managing small business companies in the field of trade and services. Modules: trade and warehouse, CRM, mail, SMS, tasks and calendar, employees. Allows you to maintain full-fledged trade and warehouse records, work with clients and suppliers, carry out working together employees, control expenses, calculate profits and costs. A large number of printed editable templates of forms and documents. All necessary reports.

MyWarehouse

An online service for trade management, designed to automate small and medium-sized businesses. Allows you to manage sales and purchases, control mutual settlements, work with the client base, maintain warehouse records, and also print all the documents necessary for running a business.

Big Bird

Online accounting system for entrepreneurs and small businesses in the field of wholesale trade and services. Designed to maintain a database of counterparties, balances of goods in the warehouse, money in accounts and in the cash register, accounting for income and expenses, and analyzing the health status of the company. Allows you to generate the necessary primary documents without the help of an accountant.

A simple and convenient retail and warehouse accounting system that saves time and increases business profitability. Workplace cashier on any laptop or tablet (barcode scanner, document printing). Warehouse accounting (remains, purchases, label printing). Tools for control and business development: sales for each store, optimization of warehouse balances, amount of money in the cash register, average check amount, margin and net profit.

Accounting for goods in warehouse in Excel

The system works with EGAIS

SaaS service for store and warehouse management. Management of purchases and suppliers, warehouse balances, prices, sales and clients, marketing campaigns, employees. There are reports, document printing, and a POS application for the tablet. You can run one small store or a chain of stores.

Wine Gallery Company

Manager Kirichenko D. Product:

Wine Gallery is the first retail project of our team. We are a distributor of local alcoholic products in Vietnam. Our main the target audience- These are tourists who come on vacation to Vietnam.

When launching this project, we clearly understood that accounting and analysis of goods and cash flows is the basis of our business. On the advice of friends, we chose the USU (Universal Accounting System) program.

We were prepared for a long learning curve since this was our first experience with this type of program. But the program turned out to be simple and intuitive. The very next day after the acquisition, we put it into practice and every day we discovered new opportunities that helped us record and analyze a huge flow of information without any difficulties.

This program certainly helps in our daily tasks, but with the development and growth of our business, many regular clients have appeared, and we have an individual approach to each of them. Therefore, it was important for us to be able to obtain sales data for very different categories of goods, for each counterparty. We turned to USU specialists to resolve this issue. The guys quickly modified the program to suit our needs, which greatly improved and simplified our interactions with clients.

We are glad that we chose the USU company to implement the accounting system for our first business and continue to cooperate with the guys on the basis of other projects.

Sincerely, Director of “Wine Gallery” Kirichenko D.S.

We sell children's orthopedic shoes, children's rehabilitation equipment and various orthopedic products. Every year the range of products and the number of customers increases. For more efficient management, accounting automation is necessary. It is automation that allows any enterprise to move to a new level of development!

The selection of the program took a long time and carefully. The task was to find universal program By affordable price, which will combine all the functions at once: both the place of a cashier and a merchandiser, and when logging in with a different password, it will serve as an excellent analytical program for the store manager. And so we found USU. Just a godsend for an individual entrepreneur!

There was only one thing that bothered me... the lack of representation in our city, and then, as it turned out, in Russia as a whole. We couldn’t imagine how we could successfully collaborate while being on different sides of the world.

But, thanks to the professionalism and attentive attitude of the team USU, we have decided.

Today we have an easy-to-use sales automation program. Accounting for inventory balances, sales analysis by product groups, maintaining a customer base and much more. It is possible to model a program specifically for our type of activity.

Technical support is excellent. Specialists quickly respond to all questions and help with any request.

Sincerely, Head of the OrthoBots store A.A. Timerbaeva

We express our deep gratitude to the entire team of the Universal Accounting System. As owners of a children's consignment store, we know the importance of systematizing data about consignors and incoming goods for sale. On the recommendation of our partners, we decided to try USU for a consignment store, and after using its demo version, we were delighted with what you can do in this program. Accounting for the receipt of goods from consignors, suppliers, barcoding of goods, cost accounting, warehouse balances, inventory, payments to consignors, returns of goods to consignors and much more.

The developers are great, they listened to our wishes and added an agreement, a deduction for storing goods, and our percentage for the agency fee. Despite the fact that the training took place remotely, USU employees were very accessible and quickly explained how to work in the program. In general, working with such a program is a pleasure.

Director of the children's consignment store "Baby to Baby" Finagin M.Yu.

Russian Federation, Leningrad region, city of Vsevolozhsk

IP Bogubaeva Dinara

Sharipov Darkhan Product:

Wedding boutique Malinelli (IP Bogubaeva Dinara) expresses its heartfelt gratitude to the company IP Akulov N.N. for installing the program at our enterprise Universal Accounting System.

Thanks to the program, we forgot about keeping records in notebooks and Excel. All our information is stored on a computer and processed within a few seconds.

The program interface is very simple. All sellers mastered working in the system very quickly.

As a manager, I can view the results of the day’s work at any time from my workplace or while at home.

We have set up a visiting system. Now we can see which employees are on vacation or sick. It has become very convenient to calculate vacations and sick leave.

The accountant now sees the whole picture of the movement of goods and cash flows, and can also reflect payments both in cash and by card or using various payment systems.

Maintenance is carried out in a very timely manner and at a high professional level. The guys patiently answer all our many questions and complete the work on time.

Sincerely, Sharipov Darkhan

IP "Buranbaev"

Director Buranbaev U.A. Product:

Rating: 5/5

Product: Program for trade and warehouse.

Our company sells auto parts.

The management and team of IP “Buranbaev” expresses gratitude to you for the provision of quality services and a professional approach to supporting and maintaining the program USU – universal accounting system.

Taking into account our experience with the program developed for us, we can note the effectiveness and stability of the software. The provided program fully meets the requested parameters. The specialists of your company showed high professionalism, installing the program efficiently and training employees to use it.

We thank the employees of your company for their professional service and look forward to further cooperation.

Director of IP "Buranbaev" Buranbaev U.A.

IP Kurakova O.N.

Individual entrepreneur Olga Nikolaevna Kurakova Product:

Letter of thanks.

We would like to express our deep gratitude to IP Akulov N.N. and his team for assistance in organizing the business, namely adapting the program USU for clothing retail.

Today there are enough software on the market a large number of options for business support, but all of them are either high in price or do not have the required functionality and require additional improvements, which also affects the final price and timing of the project launch.

Our choice fell on USU for a number of reasons, namely:

1) reasonable price.

2) transparency of calculations.

3) the opportunity to try a demo version of the product.

4) high speed launching a project in stages from product selection to full launch of the project (less than 5 days.)

Unlike many software products, presented on the market, this software is quite flexible to user requirements and allows you to customize almost any aspect according to the characteristics of your business. Another advantage is the absence of requirements for the use of special equipment. Separately, I would like to say thank you for the lightning-fast reaction of those. support for queries.

We wish your team prosperity and new professional successes!!

Sincerely,

Individual entrepreneur Olga Nikolaevna Kurakova.

Institute of Proper Nutrition, Keith LLP

Director Koishegarina A.N. Product:

Individual entrepreneur "Universal Accounting System" managed to quickly and efficiently organize the development and implementation of a software system for the Institute of Proper Nutrition in Astana, as a result of which the company systematized the current work of several departments, optimizing it to a minimum, but at the same time the report form remained complete, detailed and transparent.

We would like to note that the employees completed all installation work on time, made our adjustments and changes, in strict accordance with the terms of the Agreement. Upon completion of the work, the employees promptly provided a Certificate of Completion.

Managers and programmers are very punctual and polite.

In general, the program is simple and easy to use.

Director Koishegarina A.N.

06/01/2017

Company "ECOSTIL"

Director Arkaev N.E. Product:

Taking into account our experience with the program developed for us, we can note the effectiveness and stability of the software. When our company ordered a warehouse accounting program, the software development was completed on time. The presented program fully meets the requested parameters; the company’s specialists showed high professionalism, performing high-quality installation, setting up the program and training employees to use it.

Thanks to this software tool managed to most fully optimize all processes for managing and controlling warehouse accounting.

Trade organization "Valuables Shop"

Director Seitkazieva M.M. Product:

I started my business from my small kitchen. First bouquet. First excitement. Mommy is on maternity leave. Standard story. The time has come for volumes to increase. The customer base is growing. At first I managed to keep everything in my head. Then Excel came. By the way, it turned out to be not so easy to lead. Since all the formulas, names, lines, everything had to be thought out independently. Having abandoned Excel, having received even more volume, invoices came to replace it. It seemed like happiness. But as it turned out. Not at all either. The numbers differed. Finding out the presence of residues took a huge amount of time. And then the idea of ​​automation came to mind. The analysis and calls began. And I chose usu. What I don’t wish for to this day. I've been using it for over a month and a half. More specifically: the happiest thing is making reports. Balances are withdrawn instantly, it is possible to make a discount, add bonuses, and view any charts. Today I can’t do a single step without this program. If something happens to my laptop, I go into convulsions.

What difficulties. 1. Get ready if you are Plyushkins like me. Then you will have to enter a thousand little things into the database and think through them. But this is a matter of 3-4 days of hard work. During this time, you become more familiar with the program and begin to feel it. I am grateful to Irina, who initially withstood the attack of calls: what, how, where, what gives. Then there were the programmer guys. By the way, those who have golden patience and good brains :-). So, my experience using the program is positive. On the downside, I became somewhat dependent on it and fell in love with the reports. Well, of course, now I take reports and hold meetings with a smart look). Usu is a new level for me. Which showed my growth. Efficiency. Nothing goes unaccounted for. Every penny, every product knows its place. Usu has helped me grow as a businessman. Who knows: oh well, I won’t count it. Okay, I'll give it to you. The stage of calmness is passing. The stage of growth and respect for one’s own work begins. I'm grateful. I am grateful to every employee who led me to my personal small victory.

2) It is possible to take a photograph of the product, and sellers can see what they are selling when selling. This is great - there is much less re-grading.

3) It is possible to issue a receipt of 2 types and make a sale without a receipt - the goods are written off in any case.

4) Wonderful performance analysis. You can see the result graphically (which is more clear) the question asked. And by profit, and by product, and by sales of each seller, and much more.

5) Responsive and competent company employees, which is very pleasant. They quickly come to the rescue and help resolve the issue.

I think I made the right choice.

Great accounting tool! Convenient, simple, understandable and intelligible program.

Thanks to its creators for making accounting easier.

Individual entrepreneur Samarina T.V.

Privacy agreement

and processing of personal data

1. General Provisions

1.1. This agreement on confidentiality and processing of personal data (hereinafter referred to as the Agreement) was accepted freely and of its own free will, and applies to all information that Insales Rus LLC and/or its affiliates, including all persons included in the same group with LLC "Insails Rus" (including LLC "EKAM Service") can obtain information about the User while using any of the sites, services, services, computer programs, products or services of LLC "Insails Rus" (hereinafter referred to as the Services) and in during the execution of Insales Rus LLC any agreements and contracts with the User. The User's consent to the Agreement, expressed by him within the framework of relations with one of the listed persons, applies to all other listed persons.

1.2.Use of the Services means the User agrees with this Agreement and the terms and conditions specified therein; in case of disagreement with these terms, the User must refrain from using the Services.

"Insales"- Limited Liability Company "Insails Rus", OGRN 1117746506514, INN 7714843760, KPP 771401001, registered at the address: 125319, Moscow, Akademika Ilyushina St., 4, building 1, office 11 (hereinafter referred to as "Insails" ), on the one hand, and

"User" -

or individual having legal capacity and recognized as a participant in civil legal relations in accordance with the legislation of the Russian Federation;

or entity, registered in accordance with the legislation of the state of which such person is a resident;

or an individual entrepreneur registered in accordance with the laws of the state of which such a person is a resident;

which has accepted the terms of this Agreement.

1.4. For the purposes of this Agreement, the Parties have determined that confidential information is information of any nature (production, technical, economic, organizational and others), including the results of intellectual activity, as well as information about the methods of carrying out professional activities (including, but not limited to: information about products, works and services; information about technologies and research work; technical systems and equipment, including software elements; business forecasts and information about proposed purchases; requirements and specifications of specific partners and potential partners; information related to intellectual property, as well as plans and technologies related to all of the above) communicated by one party to the other in written and/or electronic form, expressly designated by the Party as its confidential information.

1.5. The purpose of this Agreement is to protect confidential information that the Parties will exchange during negotiations, concluding contracts and fulfilling obligations, as well as any other interaction (including, but not limited to, consulting, requesting and providing information, and performing other instructions).

2. Responsibilities of the Parties

2.1. The Parties agree to keep secret all confidential information received by one Party from the other Party during the interaction of the Parties, not to disclose, divulge, make public or otherwise provide such information to any third party without the prior written permission of the other Party, with the exception of cases specified in the current legislation, when the provision of such information is the responsibility of the Parties.

2.2.Each Party will take all necessary measures to protect confidential information using at least the same measures that the Party uses to protect its own confidential information. Access to confidential information is provided only to those employees of each Party who reasonably need it to perform their official duties under this Agreement.

2.3. The obligation to keep confidential information secret is valid within the validity period of this Agreement, the license agreement for computer programs dated December 1, 2016, the agreement to join the license agreement for computer programs, agency and other agreements and for five years after termination their actions, unless otherwise separately agreed by the Parties.

(a) if the information provided has become publicly available without a violation of the obligations of one of the Parties;

(b) if the information provided became known to a Party as a result of its own research, systematic observations or other activities carried out without the use of confidential information received from the other Party;

(c) if the information provided is lawfully received from a third party without an obligation to keep it secret until it is provided by one of the Parties;

(d) if the information is provided at the written request of a government agency, other government agency, or local government body in order to perform their functions and its disclosure to these bodies is mandatory for the Party. In this case, the Party must immediately notify the other Party of the received request;

(e) if the information is provided to a third party with the consent of the Party about which the information is transferred.

2.5.Insales does not verify the accuracy of the information provided by the User and does not have the ability to assess his legal capacity.

2.6. The information that the User provides to Insales when registering in the Services is not personal data, as defined in Federal Law of the Russian Federation No. 152-FZ of July 27, 2006. “About personal data.”

2.7.Insales has the right to make changes to this Agreement. When changes are made to the current edition, the date is indicated latest update. The new version of the Agreement comes into force from the moment it is posted, unless otherwise provided by the new version of the Agreement.

2.8.By accepting this Agreement, the User understands and agrees that Insales may send the User personalized messages and information (including, but not limited to) to improve the quality of the Services, to develop new products, to create and send to the User personal offers, to inform the User about changes in Tariff plans and updates, to send the User marketing materials on the subject of the Services, to protect the Services and Users and for other purposes.

The user has the right to refuse to receive the above information by notifying in writing to the email address Insales -.

2.9. By accepting this Agreement, the User understands and agrees that Insales Services may use cookies, counters, and other technologies to ensure the functionality of the Services in general or their individual functions in particular, and the User has no claims against Insales in connection with this.

2.10.The user understands that the equipment and software, used by him to visit sites on the Internet may have the function of prohibiting operations with cookies (for any sites or for certain sites), as well as deleting previously received cookies.

Insales has the right to establish that the provision of a certain Service is possible only on the condition that the acceptance and receipt of cookies is permitted by the User.

2.11.The user is independently responsible for the security of the means he has chosen to access his account, and also independently ensures their confidentiality. The User is solely responsible for all actions (as well as their consequences) within or using the Services under account the User, including cases of voluntary transfer by the User of data to access the User’s account to third parties under any conditions (including under contracts or agreements). In this case, all actions within or using the Services under the User’s account are considered to be carried out by the User himself, except in cases where the User notified Insales of unauthorized access to the Services using the User’s account and/or of any violation (suspicion of violation) of the confidentiality of his means of accessing your account.

2.12. The User is obliged to immediately notify Insales of any case of unauthorized (not authorized by the User) access to the Services using the User’s account and/or of any violation (suspicion of violation) of the confidentiality of their means of access to the account. For security purposes, the User is obliged to independently safely shut down work under his account at the end of each session of working with the Services. Insales is not responsible for possible loss or damage to data, as well as other consequences of any nature that may occur due to the User’s violation of the provisions of this part of the Agreement.

3. Responsibility of the Parties

3.1. The Party that has violated the obligations stipulated by the Agreement regarding the protection of confidential information transferred under the Agreement is obliged, at the request of the injured Party, to compensate for the actual damage caused by such violation of the terms of the Agreement in accordance with the current legislation of the Russian Federation.

3.2. Compensation for damage does not terminate the obligations of the violating Party to properly fulfill its obligations under the Agreement.

4.Other provisions

4.1. All notices, requests, demands and other correspondence under this Agreement, including those including confidential information, must be in writing and delivered personally or through a courier, or sent to e-mail to the addresses specified in the license agreement for computer programs dated December 1, 2016, the accession agreement to the license agreement for computer programs and in this Agreement or other addresses that may subsequently be specified in writing by the Party.

4.2. If one or more provisions (conditions) of this Agreement are or become invalid, then this cannot serve as a reason for termination of the other provisions (conditions).

4.3. This Agreement and the relationship between the User and Insales arising in connection with the application of the Agreement are subject to the law of the Russian Federation.

4.3. The User has the right to send all suggestions or questions regarding this Agreement to the Insales User Support Service or by postal address: 107078, Moscow, st. Novoryazanskaya, 18, building 11-12 BC “Stendhal” LLC “Insales Rus”.

Publication date: 12/01/2016

Full name in Russian:

Limited Liability Company "Insales Rus"

Abbreviated name in Russian:

LLC "Insales Rus"

Name in English:

InSales Rus Limited Liability Company (InSales Rus LLC)

Legal address:

125319, Moscow, st. Akademika Ilyushina, 4, building 1, office 11

Mailing address:

107078, Moscow, st. Novoryazanskaya, 18, building 11-12, BC “Stendhal”

INN: 7714843760 Checkpoint: 771401001

Bank details: