Retail Stores Operation Overview — SOP Manual Work Checklist

Retail Stores

Across Region

450

Store Staff

15 per Store

Head Office

HO Headcount

530

Total Staff

All Locations

187

Manual Tasks

Documented

500+

Daily Tasks

Org-wide

80+

SOP Documents

All Departments

Departments

Fully Covered

DATA FLOW REALITY: ERP system (Microsoft Dynamics AX) is in place, but the majority of operational data moves via email and Excel files to feed the ERP. Store managers manually prepare Excel reports, email them to Head Office, and HO staff re-enters data into ERP. This creates significant duplication, delays, and error risks across 30 stores daily.

Manual Tasks by Department

POS

Reporting

Inventory

Transfers

Stock Take

Buying

Marketing

Finance

Logistics

Projects

Current Data Flow

30 Stores

POS + Manual

→

Excel Files

Reports & Charts

→

Daily Submission

→

Head Office

Data Collection

→

ERP System

AX Entry

1POS Sales & Store Operations30 Stores Daily

Daily manual work performed by each store manager across all 30 retail stores using ERP Retail POS. Data collected via Excel and emailed to Head Office.

1.1 Daily POS Cash & Sales Management

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Open POS terminal & verify starting float amount	Store Manager	Daily — AM	POS System
02	Process all sales transactions (cash, card, credit)	Sales Staff	Continuous	ERP POS
03	Issue POS receipts and handle duplicate receipt printing	Sales Staff	Per Transaction	POS Printer
04	Process returns, exchanges & credit notes	Store Manager	As Needed	ERP POS
05	End-of-day POS closing & Z-report generation	Store Manager	Daily — PM	POS System
06	Cash counting & reconciliation with Z-report	Store Manager	Daily — PM	Manual + POS
07	Record cash discrepancies and prepare variance report	Store Manager	Daily	Excel Template
08	Prepare bank deposit slip & arrange cash pickup	Store Manager	Daily	Bank Forms
09	Card payment terminal reconciliation (EDC machine)	Store Manager	Daily — PM	EDC Terminal
10	Void transaction processing & manager override logging	Store Manager	As Needed	ERP POS
11	Handle customer complaints & process refunds	Store Manager	As Needed	Manual Log
12	Apply promotional discounts as per current sale campaign	Sales Staff	Per Transaction	ERP POS

1.2 POS Report Upload & Submission to Head Office

#	Manual Task / Process	Responsible	Frequency	System / Ref
13	Upload daily POS sales report to Head Office via email	Store Manager	Daily by 10PM	Excel + Email
14	Email daily sales summary to Regional Manager	Store Manager	Daily	Excel + Email
15	Submit hourly sales tracking during peak / sale periods	Store Manager	Hourly (Sale)	Excel + WhatsApp
16	Upload weekly POS performance comparison report	Store Manager	Weekly	Excel Template
17	Prepare monthly POS sales analysis with category breakdown	Store Manager	Monthly	Excel Template
18	Submit footfall count vs conversion rate report	Store Manager	Daily / Weekly	Manual Count

2Daily Reporting to Head Office30 Managers × Daily

Each of the 30 store managers fills and submits multiple charts, forms, and Excel reports daily to Head Office via email. This is the highest volume of manual work in the organization.

DAILY VOLUME: 30 managers × 10+ charts/forms = 300+ manual Excel documents emailed per day. Each must be manually collated at Head Office before ERP entry.

2.1 Daily Charts & Forms (Per Store Manager)

#	Daily Chart / Form	Filled By	Frequency	Format
01	Daily Sales Report Chart — Revenue by category, brand, department	Store Manager	Daily	Excel Chart
02	Daily Cash Declaration Form — Cash count vs POS total	Store Manager	Daily	Excel Form
03	Daily Footfall & Conversion Report	Store Manager	Daily	Manual Count
04	Daily Stock Receiving Log — Incoming goods from warehouse	Store Manager	Daily	Excel Log
05	Daily Damage / Defective Report — Items found damaged	Store Manager	Daily	Excel Form
06	Daily Staff Attendance & Shift Schedule	Store Manager	Daily	Excel Template
07	Daily Store Maintenance Checklist — Cleaning, lights, AC, displays	Store Manager	Daily	Checklist Form
08	Daily Markdown / Promotion Compliance Report	Store Manager	Daily (Sale)	Excel Form
09	Daily Customer Complaint / Feedback Log	Store Manager	Daily	Log Book
10	Daily Inter-Store Transfer Request Form	Store Manager	As Needed	ERP + Excel
11	Daily Visual Merchandising Compliance Checklist	Store Manager	Daily	Photo + Form
12	Daily Security / Shrinkage Incident Report	Store Manager	Daily	Incident Form

2.2 Weekly & Monthly Reports (Per Store Manager)

#	Report / Chart	Filled By	Frequency	Format
13	Weekly Sales Performance vs Target Report	Store Manager	Weekly	Excel
14	Weekly Slow-Moving Stock Report	Store Manager	Weekly	Excel
15	Weekly Staff Performance Evaluation Chart	Store Manager	Weekly	Excel
16	Monthly KPI Dashboard (Sales, Footfall, Conversion, ATV, UPT)	Store Manager	Monthly	Excel KPI
17	Monthly Stock Aging & Dead Stock Report	Store Manager	Monthly	ERP + Excel
18	Monthly P&L Contribution Report per Store	Store Manager	Monthly	Finance Template
19	Monthly Competitive Pricing Survey Report	Store Manager	Monthly	Excel Form
20	Monthly Maintenance & Facility Request Summary	Store Manager	Monthly	Facility Form

3Inventory Control & Data ManagementInventory Dept

Managed by the Inventory Control Department at Head Office. Covers stock data, item codes, price changes, and coordination across 30 stores and warehouses.

3.1 Item Code & Data Management

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	New item code creation in ERP system	Inventory Operator	Per New Item	ERP
02	Merchandise Category Hierarchy (MCH) setup	Inventory Operator	As Needed	ERP
03	Barcode label printing for all new items	Inventory Team	Per Batch	Label Printer
04	Carton label creation and printing	Inventory Team	Per Shipment	Excel + Print
05	Price change processing across all stores	Inventory Coordinator	As Directed	ERP + Excel
06	Delete / deactivate obsolete item codes	IT + Inventory	Periodic	ERP Backend
07	Item master data validation and cleanup	Inventory Operator	Weekly	ERP
08	Supplier damage report processing	Inventory Coordinator	Per Incident	Excel Form
09	Maintain bin location guide for warehouse	Warehouse + Inventory	Ongoing	Excel Guide

3.2 Inventory Reporting & Control

#	Manual Task / Process	Responsible	Frequency	System / Ref
10	Daily stock level monitoring across all stores	Inventory Coordinator	Daily	ERP Reports
11	Weekly dead stock / slow mover analysis	Inventory Head	Weekly	ERP + Excel
12	Monthly inventory accuracy report	Inventory Head	Monthly	ERP vs Physical
13	Shrinkage and loss report compilation	Inventory Coordinator	Monthly	ERP + Store
14	Control documents maintenance and updates	Inventory Team	Ongoing	Excel
15	Online marketplace inventory management	Inventory Team	Daily	Excel + Portal
16	Fit-for-stock-take preparation and readiness reports	Inventory Team	Pre-Stock Take	Excel

4Inventory Transfer & MovementDaily In/Out

Daily management of inventory movement between 30 stores, warehouses, and distribution center. All transfers require manual documentation, Excel tracking, and ERP entries.

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Create inter-store transfer order in ERP	Inventory Coordinator	Daily	ERP Transfer
02	Process warehouse-to-store distribution orders	Warehouse Team	Daily	ERP + Picking
03	Process store-to-warehouse return transfers	Store Manager	As Needed	ERP Transfer
04	Record goods receiving at store (scan & verify vs packing list)	Store Manager	Per Delivery	PDT Scanner
05	Record goods dispatch from warehouse (pick, pack, ship)	Warehouse Team	Daily	ERP + Manual
06	Inter-store transfer documentation and approval chain	Regional Manager	Per Transfer	Transfer Form
07	Process store-to-store direct transfers for replenishment	Store Managers	As Needed	ERP Transfer
08	Record inbound receiving from international suppliers	Distribution Team	Per Container	ERP + Excel
09	Manage goods-in-transit tracking and exception reporting	Logistics + Inventory	Daily	Excel Report
10	Transfer variance investigation and discrepancy resolution	Inventory Coordinator	Per Incident	Investigation Form
11	Daily transfer summary report to Head Office	Logistics Head	Daily	Excel + Email
12	Process return-to-vendor (RTV) documentation	Inventory + Buying	As Needed	RTV Form

5Stock Take & AuditQuarterly

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Plan and schedule stock take calendar for all 30 stores	Inventory Head	Quarterly	Master Calendar
02	Prepare store readiness checklist (fit for stock take)	Store Manager	Pre-Count	Excel Checklist
03	Configure PDT (Portable Data Terminal) for stock take	IT Team	Pre-Count	IT SOP
04	Physical count execution using PDT scanners	Stock Take Team	Count Day	PDT Device
05	Upload PDT count data to ERP system	IT + Inventory	Post-Count	ERP Upload
06	Generate variance report (physical vs system)	Inventory Coordinator	Post-Count	ERP Report
07	Investigate high-variance items and document findings	Inventory + Store Mgr	Post-Count	Investigation Form
08	Prepare stock take team assignments and rotations	Inventory Head	Pre-Count	Excel Roster
09	Final stock take reconciliation and adjustment posting	Inventory Head	Post-Count	ERP Adjustment
10	Stock take summary report to management	Inventory Head	Post-Count	Excel Report
11	Store fittings and fixtures audit during stock take	Store Mgr + Inventory	During Count	Fittings Guide

6Buying & MerchandisingBuying Dept

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Create new Purchase Orders in ERP	Buyer	Per Order	ERP PO Module
02	Vendor selection and price negotiation documentation	Buying Head	Per Season	Manual
03	Sample evaluation and approval process	Buying Team	Per Collection	Manual
04	Open-to-Buy (OTB) budget tracking and management	Buying Head	Weekly	Excel OTB
05	Seasonal buying plan preparation	Buying Head	Per Season	Excel Template
06	Margin analysis and pricing strategy documentation	Buying Team	Per Category	Excel
07	Vendor performance scorecard maintenance	Buying Coordinator	Monthly	Excel
08	ERP Buying module — order processing and tracking	Buyer	Daily	ERP
09	Retail sale promotion definition in ERP	Buying + IT	Per Promotion	ERP
10	KPI tracking for buying team performance	Buying Head	Monthly	Excel KPI
11	Wholesale sales order creation in ERP	Buying Team	Per Order	ERP

7Marketing & PromotionsMarketing Dept

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Plan and execute SALE campaigns (Final Sale, Mid-Season)	Marketing Head	Per Season	Campaign SOP
02	Star / VIP promotion planning and execution	Marketing Team	Per Promotion	Promotion SOP
03	Competitors analysis and pricing survey	Marketing Team	Monthly	Excel Report
04	Prepare sale promotional material and in-store signage	Marketing Team	Per Campaign	Design Files
05	Coordinate sale markdown percentages with Buying team	Marketing + Buying	Per Sale	Excel
06	Manage tie-up promotions with external partners	Marketing Head	Per Tie-up	Partnership SOP
07	Visual merchandising guidelines and compliance tracking	VM Team	Ongoing	VM Guidelines
08	Social media and digital marketing campaign tracking	Marketing Team	Daily	Analytics
09	Marketing budget tracking and ROI analysis	Marketing Head	Monthly	Excel Budget
10	KPI reporting for marketing team	Marketing Head	Monthly	Excel KPI

8Finance & AccountsFinance Dept

Finance operations covering AP/AR, invoicing, reporting, and compliance. Data received via Excel from stores, manually processed and entered into ERP.

8.1 Accounts Payable & Receivable

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	AP Invoice workflow processing in ERP	Accounts Team	Daily	ERP Workflow
02	Vendor invoice verification and approval routing	Finance Team	Daily	ERP + Manual
03	Prepayment processing for supplier orders	Finance Team	Per PO	ERP
04	Bank reconciliation and statement matching	Accountant	Daily / Monthly	ERP + Bank
05	Credit card payment reconciliation across all stores	Finance Team	Daily	EDC + ERP
06	Petty cash management and replenishment for stores	Finance + Store Mgr	Monthly	Petty Cash Form
07	Accounts receivable tracking and aging report	Finance Team	Weekly	ERP Report
08	Supplier payment scheduling and execution	Finance Head	Weekly	ERP Payment

8.2 Financial Reporting & Compliance

#	Manual Task / Process	Responsible	Frequency	System / Ref
09	Monthly profit & loss statement preparation	Finance Head	Monthly	ERP + Excel
10	Quarterly financial review and variance analysis	Finance Head	Quarterly	Excel
11	Annual budget preparation and department allocation	Finance Head	Annual	Excel Budget
12	VAT / tax compliance reporting and filing	Finance Team	Monthly / Qtr	Tax Portal
13	Audit preparation and document compilation	Finance Head	Annual	Audit Files
14	Store-wise profitability analysis	Finance Team	Monthly	ERP + Excel
15	Salary budget tracking (consolidated)	Finance + HR	Monthly	Excel Budget
16	ERP Finance module document management	Finance Team	Ongoing	ERP
17	KPI tracking for finance team members	Finance Head	Monthly	Excel KPI

9Human Resources & AdminHR Dept

9.1 Recruitment & Onboarding

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Job posting, screening, and interview scheduling	HR Recruitment	Ongoing	HR SOP
02	New joiner IT setup process (accounts, email, access)	HR + IT	Per Joiner	IT SOP
03	Employment contract preparation and signing	HR Manager	Per Hire	HR SOP
04	Visa processing and PRO documentation	PRO Team	Per Hire	HR SOP
05	New employee orientation and induction program	HR + L&D	Per Hire	L&D SOP
06	Staff ID card and access badge issuance	HR Admin	Per Hire	Admin SOP

9.2 Payroll, Attendance & Administration

#	Manual Task / Process	Responsible	Frequency	System / Ref
07	Monthly payroll processing for all 530 employees	HR Payroll	Monthly	Payroll System
08	Staff attendance tracking across 30 stores	HR + Store Mgrs	Daily	Attendance System
09	Leave management and approval processing	HR Manager	Ongoing	Leave Forms
10	Staff KPI evaluation and performance review	HR + Dept Heads	Quarterly	Excel KPI
11	Training needs assessment and L&D program execution	L&D Manager	Quarterly	L&D SOP
12	HR budget tracking and headcount planning	HR Manager	Monthly	Excel Budget
13	Employee grievance handling and documentation	HR Manager	As Needed	HR SOP
14	SOP timelines tracking for each HR function	HR Manager	Ongoing	Excel Timelines
15	Office administration (reception, maintenance, facilities)	HR Admin	Daily	Admin SOP

10IT Systems & Infrastructure39 IT SOPs

IT department manages all technology: ERP, POS, networking, and BI across Head Office, 30 stores, warehouses, and regional offices.

10.1 ERP & POS System Support

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	ERP Retail POS support and troubleshooting for all stores	IT Retail Support	Daily	IT SOP
02	POS receipt duplicate printing support	IT Support	As Needed	IT SOP
03	ERP AP Invoice workflow configuration and support	IT ERP Team	Ongoing	IT SOP
04	ERP Finance module support	IT ERP Team	Ongoing	IT SOP
05	ERP Inventory and Logistics module support	IT ERP Team	Ongoing	IT SOP
06	ERP Security roles management and access control	IT Admin	Per Request	IT SOP
07	New item code creation support in ERP	IT ERP Team	Per Request	IT SOP
08	SQL queries for data extraction and reporting	IT DBA	Per Request	IT SOP
09	Retail sale promotion definition and setup in ERP	IT + Marketing	Per Promotion	IT SOP
10	Purchase Order creation support in ERP	IT + Buying	Per PO	IT SOP

10.2 Infrastructure & Network Management

#	Manual Task / Process	Responsible	Frequency	System / Ref
11	IT inventory asset tracking and maintenance	IT Team	Ongoing	IT SOP
12	IT asset request processing	IT Admin	Per Request	IT SOP
13	Store server setup including OS installation	IT Infrastructure	Per Store	IT SOP
14	WiFi configuration at stores and offices	IT Network	Per Setup	IT SOP
15	VPN tunnel creation for store firewalls	IT Network	Per Store	IT SOP
16	Networking & VPN at Head Office	IT Network	Per Request	IT SOP
17	Content filtering configuration by IP	IT Network	Per Request	IT SOP
18	TV wall / digital signage setup at stores	IT Support	Per Store	IT SOP
19	Cash drawer setup and troubleshooting	IT Support	Per Store	IT SOP
20	Virtual server monitoring (VMware)	IT Infrastructure	Daily	IT SOP
21	Backup management (Acronis)	IT Infrastructure	Daily	IT SOP
22	Server shutdown and restart procedures	IT Infrastructure	As Needed	IT SOP
23	PDT device installation and troubleshooting	IT Support	Per Device	IT SOP
24	IT asset monitoring at HO, stores, warehouses	IT Team	Weekly	IT SOP
25	IT Portal management	IT Admin	Ongoing	IT SOP
26	SharePoint / collaboration tool management	IT Admin	Ongoing	IT SOP
27	BI monitoring and maintenance	IT BI Team	Daily	IT SOP
28	IT KPI tracking and reporting	IT Head	Monthly	Excel KPI

11Logistics & WarehouseLogistics Dept

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Daily distribution planning and route scheduling	Logistics Head	Daily	Distribution SOP
02	Distribution handover documentation (store deliveries)	Warehouse Team	Per Delivery	Handover Form
03	Return-to-Vendor (RTV) handover processing	Logistics + Buying	Per RTV	RTV Form
04	Warehouse receiving and put-away operations	Warehouse Team	Daily	Warehouse SOP
05	Picking list generation and order fulfillment	Warehouse Team	Daily	ERP + Manual
06	Delivery vehicle scheduling and driver assignment	Logistics Coordinator	Daily	Manual Schedule
07	Proof of delivery collection and filing	Drivers + Logistics	Per Delivery	POD Forms
08	Warehouse space management and bin location updates	Warehouse Manager	Ongoing	Excel Guide
09	Inbound container receiving and checking	Warehouse Team	Per Container	Receiving SOP
10	Logistics team KPI tracking	Logistics Head	Monthly	Excel KPI
11	Vehicle maintenance and fleet management logs	Logistics Admin	Monthly	Fleet Forms
12	Delivery exception and shortage reporting	Logistics Coordinator	Per Incident	Exception Form

12Projects & FacilitiesProjects Dept

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	New store opening project management	Projects Head	Per Store	NSO SOP
02	Store renovation and refurbishment planning	Projects Team	Per Project	Project Plan
03	Contractor management and vendor coordination	Projects Head	Per Project	Vendor Docs
04	Store fixture and fittings procurement	Projects + Buying	Per Store	Fittings Guide
05	Store layout design and planogram creation	Projects + VM	Per Store	Design Files
06	Project budget tracking and cost management	Projects Head	Per Project	Excel Budget
07	Facility maintenance scheduling and tracking	Facilities Manager	Ongoing	Maintenance Log
08	Safety and compliance inspections	Facilities Team	Monthly	Inspection Form
09	Lease management and landlord coordination	Projects + Finance	Per Store	Lease Docs
10	Project progress reporting to management	Projects Head	Weekly	Excel Report

13Business DevelopmentBD Dept

#	Manual Task / Process	Responsible	Frequency	System / Ref
01	Market research and new location scouting	BD Head	Ongoing	Market Reports
02	Franchise inquiry evaluation and documentation	BD Head	Per Inquiry	Franchise Docs
03	Business proposal and feasibility study preparation	BD Head	Per Opportunity	Excel + Word
04	Competition mapping and market analysis reports	BD Team	Quarterly	Excel Report
05	Revenue projection and store performance modeling	BD + Finance	Per Location	Excel Model
06	Lease negotiation support and documentation	BD + Legal	Per Store	Lease Docs
07	KPI tracking for business development	BD Head	Monthly	Excel KPI

ΣSummary — Total Manual Work Volume

#	Department / Function	Tasks	Frequency	Team	Load
1	POS Sales & Store Operations	18	Daily / Per Transaction	30 Stores	HIGH
2	Daily Reporting (Charts/Forms)	20	Daily / Weekly / Monthly	30 Managers	CRITICAL
3	Inventory Control & Data	16	Daily / Weekly	Inventory Team	HIGH
4	Inventory Transfer & Movement	12	Daily	Stores + WH	HIGH
5	Stock Take & Audit	11	Quarterly + Prep	All Stores	MEDIUM
6	Buying & Merchandising	11	Per Season / Order	Buying Team	MEDIUM
7	Marketing & Promotions	10	Per Campaign	Marketing Team	MEDIUM
8	Finance & Accounts	17	Daily / Monthly	Finance Team	HIGH
9	Human Resources & Admin	15	Ongoing / Monthly	HR Team	HIGH
10	IT Systems & Infrastructure	28	Daily / Per Request	IT Team	CRITICAL
11	Logistics & Warehouse	12	Daily	Logistics Team	HIGH
12	Projects & Facilities	10	Per Project	Projects Team	MEDIUM
13	Business Development	7	Ongoing	BD Head	LOW
GRAND TOTAL		187	500+ Daily Tasks Across Organization

KEY INSIGHT: Despite having an ERP system in place, the daily reporting burden generates 300+ manual Excel documents per day across 30 store managers, all transmitted via email. Combined with POS operations, inventory transfers, and finance processing, the organization processes 500+ manual tasks daily. This represents massive opportunity for automation, digital transformation, and direct ERP integration to eliminate the Excel-to-email-to-ERP bottleneck.

AAppendix — Excel File Formats & Templates16 Core Templates

Below are the core Excel report formats, charts, and templates used across the retail operation. Each is multiplied across 30 stores and multiple departments, generating hundreds of Excel files daily that travel via email before being manually consolidated at Head Office for ERP entry.

XLSX

Daily Sales Report

Date · Store · Cash · Card · Total

28/03 Store 01 12,500 8,300 20,800 28/03 Store 02 9,800 11,200 21,000 28/03 Store 03 15,100 7,600 22,700

Store Operations

XLSX

Cash Declaration Form

Store · POS Total · Cash Count · Variance · Status

Store 01 12,500 12,480 -20 OK Store 02 9,800 9,800 0 OK Store 03 15,100 15,050 -50 CHECK

Store Operations

XLSX

Daily Stock Receiving Log

Date · Supplier · Items · Qty · Status

28/03 Vendor A SKU-1001 250 Received 28/03 Vendor B SKU-2045 180 Checked 28/03 WH-01 Transfer 95 Pending

Inventory

XLSX

Staff Attendance & Shift

Emp ID · Name · Shift · In · Out

E-101 Staff 1 Morning 09:00 17:00 E-102 Staff 2 Evening 14:00 22:00 E-103 Staff 3 Morning 09:00 17:00

HR / Store

XLSX

Weekly KPI Dashboard

KPI · Target · Actual · Var % · RAG

Sales 100K 95K -5% AMBER Footfall 2,000 2,150 +7.5% GREEN Conv % 25% 22% -3% RED

Store Managers

XLSX

Inventory Transfer Tracker

Transfer # · From · To · Items · Status

TRF-001 WH-01 Store 05 120 Shipped TRF-002 Store 03 Store 12 35 In Transit TRF-003 Store 08 WH-01 60 RTV

Inventory / Logistics

XLSX

Stock Take Variance Report

Item Code · System · Physical · Variance · Action

SKU-3001 50 48 -2 Investigate SKU-3002 120 120 0 OK SKU-3003 30 28 -2 Shrinkage

Inventory Control

XLSX

Damage / Defective Report

Date · Item · Qty · Type · Action

28/03 SKU-4010 3 Damage Write Off 28/03 SKU-4022 1 Defective RTV 27/03 SKU-4033 5 Display Markdown

Inventory / Store

XLSX

Open-to-Buy (OTB) Tracker

Category · Budget · Committed · Balance · % Used

Menswear 500K 380K 120K 76% Ladies 600K 520K 80K 87% Kids 200K 145K 55K 73%

Buying Dept

XLSX

AP Invoice Register

Invoice # · Vendor · Amount · Due Date · Status

INV-501 Vendor A 45,000 15/04 Pending INV-502 Vendor B 28,500 20/04 Approved INV-503 Vendor C 12,000 10/04 Paid

Finance Dept

XLSX

Monthly P&L by Store

Store · Revenue · COGS · Gross % · Net %

Store 01 250K 125K 50% 12% Store 02 180K 95K 47% 8% Store 03 310K 148K 52% 15%

Finance Dept

XLSX

Team KPI Tracker

Employee · KPI 1 · KPI 2 · KPI 3 · Score

Team Lead 95% 88% 92% A Coordinator 82% 90% 78% B+ Associate 75% 80% 85% B

All Departments

XLSX

Markdown / Sale Compliance

Store · Items Tagged · Compliance · Issues · Status

Store 01 450 98% None OK Store 02 380 92% 8 missing Action Store 03 520 100% None OK

Marketing / Store

XLSX

HR Budget & Headcount

Dept · Headcount · Budget · Actual · Var

Stores 450 1.8M 1.75M -2.8% HO 80 960K 980K +2.1% Total 530 2.76M 2.73M -1.1%

HR Dept

XLSX

Competitive Pricing Survey

Item Type · Our Price · Comp A · Comp B · Position

T-Shirts 89 79 99 Mid Jeans 149 139 159 Mid Shoes 199 189 219 Low

Marketing / Store

XLSX

Delivery Route Schedule

Route · Stores · Driver · Dept Time · ETA

Route A 01,05,09 Driver 1 06:00 10:00 Route B 02,07,11 Driver 2 06:30 11:00 Route C 03,08,15 Driver 3 07:00 11:30

Logistics Dept

Document

Retail Stores Operation Overview — SOP Manual Work Checklist

Scope

30 Retail Stores + Head Office + Warehouses + Distribution Center

Staff

15 per Store (450 total) + 80 Head Office = 530 Total Staff

ERP System

Microsoft Dynamics AX (Retail POS) — Data fed via Email + Excel

Type

Generic Retail SOP — Information & Reference Document