Spaza Shop & Informal Trader Stock & Cash-Up Toolkit
Track Daily Sales, Stock, Supplier Credit and Cash Flow with One Excel Toolkit
What’s Included
- Spaza Shop Stock & Cash-Up Workbook
- Spaza Shop Toolkit User Guide
- Spaza Shop Toolkit Employer Handbook
- Spaza Shop Toolkit One-Page Overview
Key Features
- ✓ daily cash-up for cash and card sales
- ✓ opening float and closing cash variance
- ✓ stock register with reorder thresholds
- ✓ per-item profit and margin calculation
- ✓ supplier credit and due-date tracker
- ✓ dashboard and monthly sales summary
What This Solves
- ✓ daily cash-up records stay incomplete
- ✓ stock runs out before a reorder is planned
- ✓ supplier balances and due dates get forgotten
- ✓ sales and till variances are hard to compare
- ✓ product costs and selling prices are not reviewed
Who It’s For
- – spaza shop owners
- – informal traders
- – tuck shops and takeaways
- – small south african retailers
How It Helps You
- ✓ makes the daily till close more consistent
- ✓ helps identify products that need reordering
- ✓ shows supplier balances and due dates together
- ✓ supports a regular sales and stock review
Why You Need It
- ✓ small daily records reduce month-end guesswork
- ✓ clear till checks help investigate cash shortages
- ✓ stock and credit visibility support better buying decisions
Frequently Asked Questions
Does this toolkit connect to my till or card machine?
No. It does not connect to a till, Yoco, SnapScan or bank account. Enter the day’s cash and card or digital sales totals yourself. The workbook compares the figures you enter and helps you review the physical cash count against expected cash.
What should I enter during the daily cash-up?
At opening, count and enter the starting float. At closing, enter total cash sales, card or digital sales and the amount of cash physically counted. Compare the calculated variance with your records, and add a note if you need to investigate a difference.
How does the stock reorder warning work in the workbook?
For each product, enter Stock on Hand and the Reorder When Below threshold. The status changes to REORDER when stock reaches or falls below that threshold, and to OUT when the count is zero. Update counts as part of your routine stock check.
Does the toolkit replace accounting software?
No. It is a practical workbook for internal cash-up, stock and supplier-credit tracking. It does not connect to accounting software, create audited financial statements or replace your normal bookkeeping and tax records. Keep receipts and source documents separately.
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