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Scope of application

  • A complete set of templates covering every scenario in daily e-commerce operations—from store operation plans, design schedules, product selection, new launches, customer service, inventory, and returns to daily data reviews—helping beginners quickly master standard store operation processes and knowledge.
  • This solution comes with a variety of Spreadsheet Functions and data Quote features, enabling e-commerce managers to efficiently manage daily store operations from a single, unified workspace.

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1. Store operation plan

To run Tmall and Taobao stores successfully, it is essential to set up a solid operation plan in advance. Without well-defined sales targets and campaign plans, execution becomes aimless and business performance cannot be guaranteed. For e-commerce operations, a practical “E-commerce store operation plan” Spreadsheet Template boosts work efficiency. Simply enter the store’s operational target Data, and the Spreadsheet will automatically generate Data. It also supports breaking down targets by month and by day, making goal management both clear and efficient. The template covers both yearly and monthly operation plans. Use for Free >> “E-commerce store operation plan”

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2. Store management and design

Store decoration and design are critical aspects of e-commerce operations. In addition to major sales events such as the 618 and Double 11 promotions, monthly campaigns are needed to enhance the store atmosphere. Consolidate design requirements in the “Store design request scheduling Table” Template to efficiently categorize and plan design tasks. Work together with designers to manage store design requirements during campaigns, strengthen collaboration between operations and design Teams, and ensure clear scheduling and Progress tracking for every request. Use for Free >> “Store design request scheduling Table”

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3. Product selection and new launches

Operations account for 30% of success, while product selection accounts for 70%. Effective product selection often determines store sales performance. Evaluate store product Data from multiple angles, conduct comprehensive market and competitor analyses, and combine your capital, supply chain, marketing campaigns, traffic, and conversion capabilities to identify products suitable for sales and promotion. Use the “E-commerce product selection General Table” Template to consolidate and deeply analyze and monitor store product Data, helping improve store sales conversion. Use for Free >> “E-commerce product selection General Table”

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4. Customer service management

The combat strength of the customer service Team is closely tied to overall Team performance. Therefore, daily management and operations of the customer service Team are top priorities. Use the “Customer service management Table” Template to plan customer service working hours appropriately, set unified goals, and Record conversion performance. Clearly display each customer service representative’s work efficiency. This not only stimulates Team productivity but also helps improve store customer satisfaction and business results. The template covers both shift scheduling and commission tracking. Use for Free >> “E-commerce customer service management Table”

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5. Inventory management

Inventory management is an indispensable part of an e-commerce operations system. Maintaining smooth product inventory flow reduces risks caused by supplier delays or uncertainty and supports the store’s sales plan. Use the “E-commerce product inventory Details table” Template to clearly track product Type, quantity, inventory Type (product Location), and sales platform information throughout the procurement and sales stages. When you need to look up inventory information for a specific product, use the built-in VLOOKUP Function in the search bar on the right for quick queries. Use for Free >> “E-commerce customer service management Table”

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6. Return and exchange management

For merchants of all sizes, after-sales management is undoubtedly a headache. It requires significant daily time to reconcile incoming and outgoing goods with the warehouse. From information registration and issue logging to exchange handling and reshipment, return and exchange information must be recorded in real time every day. Use the “Return and exchange registration Table” Template so the after-sales Team can collaboratively Record every return and exchange order. This improves after-sales return and exchange management efficiency, boosts overall store operational efficiency, and safeguards store reputation and customer satisfaction. Use for Free >> “E-commerce customer service management Table”

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7. Daily data report

Data analysis is a core focus of e-commerce operations. Accurate analysis of store metrics not only reflects operational efficiency but also helps you Discover issues in time, adjust sales and promotion strategies, and continuously improve store performance. Use the “E-commerce operations sales Data Details table” Template to clearly display key information such as sales revenue, target sales revenue, Completion Progress, store traffic, and the number of refund customers. Use Data Feedback to conduct thorough strategy reviews for your store. Use for Free >> “E-commerce operations sales Data Details table”