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Stock template

How to populate data in the Stock template.

Updated over 2 weeks ago

Use the Stock template to predict the cost of sales and related stock movements.

Before you add data to this template to import, you must:

Once you've done this, we explain below how to add data to the Stock template in your Master Sheet.


⚠CAUTION:

  • Don't delete any rows or columns from the sheet

  • Don't add any additional rows or columns. If you require more rows, use a separate template

If you accidentally do any of the above, this will corrupt the sheet. When this happens, you’ll need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.

  1. Click the Forecasting tab, then view the forecast you want to import predictions into.

  2. Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.

  3. Click Open Master Sheet and go to the relevant tab.

    Unlike some other templates, there are no hidden settings to complete. You'll only need to add data to the white boxes.

  4. Under the Income section, set the first date from the dropdown list. The following months will update automatically.

    GIF showing a user select a different month from a dropdown list. Changing from August 2021 to April 2022.


  5. Next, add data for each of the three sections:

    • The predicted income

    • The cost of sale as a percentage of that income account

    • The purchase of stock

    ⚠CAUTION: Only paste values if you're pasting data from another source. This is because the sheet has underlying formulas.​

    For Income:

    • Choose the account in question

    • Add a prediction name

    • Add a VAT/GST/sales tax amount

    • Add an invoice date (day of the month) and payment days

    • Add your predicted monthly income for this account

      📌TIP: If you have already predicted this income, either in-app or via another template, you can untick a box to not import the prediction into Futrli. If you unselect it, it will still be used in this sheet for reference, but won't be pulled into Futrli.

      GIF showing a user untick a row in the template.

    For Cost of sales:

    • Pick an account for this to be mapped to

    • Use the dropdown to select which prediction you’re referencing

    • Set the cost percentage, then a stock account

      You’ll see the months will update automatically based on those settings and the figures you've set in the income section.

      GIF showing a user select a prediction from a dropdown menu under a 'Cost of sales' section.


    For Purchases:

    • Use the dropdown option to select if you would like to show the cash impact of purchases against the cost of sale account, or against the inventory account

    • Select an account to map this movement to, then in the same format as in the cost of sale section, use the dropdown to link to a cost of sale line

    • Set the invoice date (day of month), VAT/GST/sales tax and payment days, followed by manually entering the figures for each month

  6. When finished, you'll have a green tick at the top of the page. This means you can continue to sync the import template to Futrli.

  7. When the red cross is showing, the data isn’t ready to sync. ​You'll need to expand the rows to see which information is missing.

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