How to create a simple POS (point of sales) system for small shops groceries and service centers using MS Excel
With this method you can manage following facilities without special software or expensive equipment.
v Issue a sales bill using bar code reader.
v Manage purchases
v Control inventory
v Day end and month end stock balance.
v Daily sales.
v Daily purchases.
....
First create excel workbook with 6 worksheets for followings like this:
1. Bills
2. Pur
3. Purchase
4. Sales
5. Stock balance
6. Setup
Next:
Create a setup page with this headings and setup your stock items
Category : item category
Code : Create specific code for your each items. This must be unique ID no for each items and use this to create the barcodes. Exp:
According to this, take all the inventory items & create a code and update sheet with opening stock, pur.price and Seles price. You have to give the correct purchase price and sales prices because when you issue a bill, price will pick from this sheet. Opening balance will link with stock balance sheet.
Create Bar code:
You can download Bar code Generator or can do it Online.
Example for barcode I generate for sample file.
If you don’t have barcode printer just print to A4 Sheet and paste it to your Sales items.
Create Stock balance Sheet:
Create this sheet with below headings:
Copy this formula to each row and copy paste to down:
- Code: =IF(setup!$B$3:$B$323<>"",setup!$B$3:$B$323,"")
- Description: =IF(setup!$C$3:$C$323<>"",setup!$C$3:$C$323,"")
- Opening Balance: =SUM(IF(B3=setup!$B$3:$B$1021,setup!$D$3:$D$1021))
- Purchase: =SUM(IF(B3=purchase!$B$2:$B$2005,purchase!$D$2:$D$2005))
- Sales: =SUM(IF(B3=sales!$H$2:$H$2551,sales!$J$2:$J$2551))
- Stock: =+D3+E3-F3
Next Create a bill sheet:
Create sheet according to this format and give below formula to each row and create macro with below codes.
You can print bill with this sheet with using bar code reader or select the item code with drop down list
You can print bill with this sheet with using bar code reader or select the item code with drop down list
- Line: =IF(C5="","",B4+1)
- Code: Create a list box link with setup page item code and name. when you connect a bar code reader with bar code sticker details will auto pick.
- Description: =I4
- Qty : this column you have to enter manually according to customer purchase qty.
- Price: =IF(E4="","",VLOOKUP(C4,al,5,0)*E4)
** macro for Save bill
Create a button called Save bill and copy this code: You can download this file form my file.
Sub Dayendsales()
'
' Dayendsales Macro
''
Sheets("Tsales").Select
Columns("G:G").Select
Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
Range("E2:E255").Select
Selection.copy
Range("G2").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Sheets("sales").Select
Range("B3:D1572").Select
Application.CutCopyMode = False
Selection.ClearContents
Range("D3").Select
End Sub
Sub DayendPurchases()
'
' DayendPurchases Macro
'
Sheets("Tpurchase").Select
Columns("F:F").Select
Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
Range("D2:D643").Select
Selection.copy
Range("F2").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
Sheets("purchase").Select
Range("C3:D625").Select
Selection.ClearContents
Range("E3").Select
End Sub
Sub SaveBill()
'
' SaveBill Macro
'
Application.Run "'shop sales control.xls'!copy"
Application.Run "'shop sales control.xls'!SaleReplace"
End Sub
Sub DayEnd()
'
' DayEnd Macro
End Sub
Next Create Pur sheet: according to this format.
Now create the Purchase and sales data save page with this format:
Sales data base
After all the formula and code create you can run the system. When you save the bill, the details will save to sale database and it will update the inventory.
End of the month save the file as new name and delete old data of sale and purchase database worksheet. Before delete, copy the closing stock balances to setup page opening balances column.
