Sample Sales Record Spreadsheet

Project Type: Research and Education
Funds awarded in 2020: $162,545.00
Projected End Date: 12/31/2023
Grant Recipients: The University of Scranton Small Business Development Center; The Pennsylvania State University
Region: Northeast
State: Pennsylvania
Project Leader:
Lisa Hall Zielinski
The University of Scranton Small Business Development Center
Many producers are eligible to be a Qualified Facility (not required to do a full Preventive Controls for Human Foods plan) if the average annual monetary value of the food manufactured, processed, packed or held at such facility that is sold directly to qualified end-users exceeded the average annual monetary value of the food sold by such facility to all other purchasers. A qualified end-user is either (a) the consumer of the food or (b) a restaurant or retail food establishment that is located in the same state or the same Indian reservation as the farm or not more than 275 miles away. This sample spreadsheet illustrates how a fictitious small business, Sauerkraut Station, kept record of all sales to confirm that at least 51% of sales each year were made to qualified end users - in case of an FDA audit. This sheet can be used by farmers as a guide as they create their own sales record, using the blank form available in the NE SARE system, and linked to the report for LNE20-398.
Decision-making Tool
Download file (XLSX)
Winifred McGee, University of Scranton SBDC
Target audiences:
Farmers/Ranchers; Educators
Ordering info:
Winifred McGee
University of Scranton SBDC
Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or SARE.