Wholesale Order and Line Sheet Workbook

For makers and small brands selling to shops, spas, hotels and online stores: soap and skincare, candles, ceramics, stationery, food gifts and accessories.

List your styles once on the Line Sheet with case packs, wholesale price, MSRP and a description; columns A to H print as a buyer-facing line sheet with your season and terms. Alongside, your unit cost and stock show each style's retailer margin, a keystone check, your margin, units ordered this year and how many units you're short for open orders. Add each retailer with its buyer, type, payment terms and any account discount. Then enter orders as cases of each style: the workbook marks opening orders and reorders, checks your minimums, applies volume discount tiers and your free-shipping threshold, and works out the invoice total, due date from the account's terms, balance and status (To ship, Late to ship, Invoiced, Overdue, Paid or Cancelled). Type an order number on the Order Form to print a confirmation, or an invoice once it has shipped. Retailer status (Prospect, New, Active, Lapsed) tells you who to call. The Monthly Summary and Dashboard show net sales split into opening orders and reorders, gross margin, payments, reorder rate, unpaid and overdue invoices, and sales by retailer type.

Included: worked-example and blank workbooks (9 sheets, 95,215 formulas; room for 150 styles, 200 retailers, 1,000 orders and 6,000 order lines), plus a 7-page PDF in US Letter and A4 with the pricing and order rules and a worked order, an example line sheet and terms page, a wholesale routine, a blank wholesale order form, a worked invoice and a retailer follow-up log.

General information, not legal, tax or financial advice. Prices, terms and stores in the example are fictional.