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Small Business Planner Printable – Orders, Inventory, Income and Expense Tracker
Twenty different record pages for a maker, market stall or side business run by hand, following each order from the day it arrives to shipping and payment. Every money and stock page ends in a small box of totals you add up yourself.
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This small business planner printable follows an order the whole way through. It starts on the Order Intake Log the day the order comes in (date, order number, customer, item and quantity, amount, status), moves to the Fulfillment page where you tick packed, shipped, tracked and followed up, and, if the customer hasn’t paid yet, sits on the Payment Follow-Up page until it’s settled. The cover calls it a planner for makers, stallholders and side-hustle owners.
The twenty pages
Orders and stock
– Order Intake Log and Order Fulfillment & Follow-Up
– Inventory on Hand (item or SKU, location, on hand, reorder point, unit cost)
– Restock & Stock Movements (in, out, balance and reason)
Money
– Income Register with a fee column and a net column you write in
– Payment Follow-Up for invoiced, paid and outstanding amounts
– Expense Register with vendor, category, payment method and whether you kept the receipt
– Recurring Expense Planner for costs that renew, with due dates
People
– Customer Directory with three large cards (contact, preferred contact method, last order, follow-up date)
– Supplier Directory with three cards (what they supply, lead time, reorder notes)
Planning and review
– Annual Overview, one card per month
– Monthly Business To-Do with priority, owner and due date
– Monthly Numbers Summary: gross income, fees, net receipts, expenses, closing cash, orders, customers and returns
– Monthly Review & Action Plan and an Annual Review (best sellers, customers to thank, costs to revisit)
Extras
– Cover, How to Use, lined notes, dot-grid notes, and a blank tracker with six columns you label yourself
The How to Use page sets out a routine: log orders through the week, review unpaid invoices before you close it, and do the monthly summary and review at the end of the month.
Totals are by hand
Each log page closes with a few total boxes, like orders, items and total value on the intake log, or gross, fees and net on the income register. Neither version adds anything up for you. The fillable PDFs have 901 text fields you can click and type into, and the print PDFs leave the same spaces blank for pen.
Color pairs mustard and charcoal with sage table headers, Black & White prints in grays, and Neutral keeps a soft beige look. Pages aren’t dated, so the order, stock and money pages can be printed again every month.
