B2B Inventory and Sales Reconciler
Compares what you sold, what your 3PL shipped and what they hold, then shows the gaps in units and dollars with a list of exactly what to chase.
What is inside
- Reconciliation by SKU and a list of exceptions
- Paste-in tabs for sales, 3PL shipments, inventory and inbound
- Catches short shipments, unbilled samples and drifting counts
- Products and customers tabs
Sheets in the workbook
- Start Here
- Dashboard
- Reconciliation
- Exceptions
- Paste Sales
- Paste 3PL Shipments
- Paste 3PL Inventory
- Paste 3PL Inbound
- +7 more
Who it is for
- Brands and wholesalers selling through a 3PL or fulfillment partner
- Operations and finance staff who reconcile sales, shipments and shelf counts
- Anyone who wants discrepancies shown in dollars, not just unit counts
A look inside
Screenshots use the sample-filled copy. Your download also includes a blank copy.
A reconciliation aid, not an audit. It does not connect to your 3PL or accounting system.
Questions
What do I get?
An instant download with the workbook in light and dark versions, a sample-filled copy so you can see it working, and a how-to guide. You pay once and there is no subscription.
Which apps does it work in?
Every template works in both Microsoft Excel and Google Sheets. To use one in Google Sheets, upload the file to Google Drive and open it with Sheets.
How do I get the file?
Right after checkout you land on a download page, and the same link is emailed to you.
Can I get a refund?
Digital downloads are all sales final once delivered. If a file is broken or missing, email us and we will replace it. See the Refund Policy.