Micro Shop for Beginners

Explore

Micro Shop for Beginners Template serves as a quick reference to building a small relational dataset for small and micro businesses. It includes tables for expenses, staff, products, and sales, as well as a prefilled table for common expense types.

​

Many people are considering starting and operating their own business. However, accomplishing this requires a plethora of tasks and responsibilities. This Template directs you to the critical information that must be maintained and managed.

​

Copy, modify, and expand this Template to meet the needs of your business.

​

Who is this template for?

This template is for new entrepreneurs interested in starting a small business, which may include internet retail, takeout counters, food kiosks, or small restaurants.

​

To a new entrepreneur, everything appears overwhelming. This Airtable template was created to streamline your tasks and centralize your business's critical information. Multiple views are available, with information that is linked to other tables to ensure that the entire base has consistent data.

​

How should the template be used?

You may start by copying the base and clearing the sample records, with the exception of the Expense Types table, which you may find useful as a lookup for the most common expense types. Expenses are linked to expense types, suppliers, and employees’ tables. Employees are linked to roles, expenses, and sales.

​

For logging sales, start from the Table called Sales and manually enter the Invoice Number, then enter the details in the Sales Details table. At the moment, manual selection of the Invoice Number, per sale, is required to enter details. Sales records are linked to sales details, products, and clients’ tables.

​

Essentially, you keep track of your expenses in the Expense Table, your employees' information in the Employee Table, your products or services in the Products Table, and your sales in the Sales Table. Furthermore, you can maintain a list of your suppliers and service providers, as well as your customers, in their respective Tables.

​

Also, do explore the Template's additional views.

​

How can this template help you?

The template enables you to keep track of all of your expenses, products, and sales in a single Airtable Base.

​

This Template is meant to assist you in your day-to-day operations.

​

Below is a list of the Template's main Tables:

  • Expenses - the main table for listing expenses or other business costs.
  • Employees - this is the main table for staffing.
  • Products - a listing of items, it can also be a listing of services.
  • Sales - the main table for transaction invoices.

​

Here are the supporting Tables:

  • Expense Types - a lookup table for expenses, along with a brief description for every type.
  • Suppliers or Providers - a listing of suppliers and service providers.
  • Employee Roles - a lookup table for staff roles or employee positions.
  • Sales Details - a supporting table for the Sales table.
  • Clients - a Table for customers.

​

Additional business tables (including inventory monitoring), compliance views, and dashboard applications are planned for this template in the future.

​

Best of luck and have fun exploring.

Explore
Updated February 27, 2022 at 9:17 PM
Copied 76 times

Joe Angsioco

Software Engineer and Team Leader
Explore the base
Daily Shop Expenses
Main Grid
Expense Types Sheet
Suppliers Sheet
Staff Gallery
Main Grid (by Role)
Teams Gallery
Main Grid
Products by Category
Main Grid
Main Grid
Main Grid (by Invoice No.)
Main Grid