INVENTORY AND SALES MANAGER

Orders and Inventory

INSTRUCTIONS

Premium Versions (with Invoice,advanced reporting, and other features)

RETAIL BUSINESS
MANUFACTURING BUSINESS
RENTAL BUSINESS

1. Enter Products below

2. Enter Order details in the Orders and Inventory worksheet
3. View the report in the Report worksheet.

ENTER PRODUCTS
Product Name
Product A

Product Description
Product A Desc

Report

Product Category
Prod Cat X

Re-Order Point
20

FEATURES:
Enter and manage up to 2000 different Products
Set custom re-order points for each product
Simple and Easy data entry
Know current inventory levels of each product
Identify the products to be re-ordered
Know if the sale orders can be fulfilled
Easily understand the sales and purchase patterns (monthly and cumulative)
Quickly see your top customers and suppliers
Identify your best performing products
Know how the different product categories contribute to sales
Easily retrieve and view your order details
DATA VALIDATION
Err:508

Terms

www.indzara.com

End of 2000 Products

INVENTORY AND SALES MANAGER - ORDERS AND INVENTORY

CURRENT INVENTORY LEVEL

50

PRODUCTS AVAILABLE

QUANTITY

PRODUCTS TO RE-ORDER

ORDER ITEMS THAT CANNOT BE FULFILLED*

Err:508

Err:508

CURRENT

FUTURE

Products
CHOOSE PRODUCT

Product

Product A
CURRENT INVENTORY
RE-ORDER POINT
PENDING PURCHASE QUANTITY
PENDING SALES QUANTITY

Report

Terms

PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT

Current Inventory

Re-order Point

#N/A

#N/A

Pending Purchase Quantity

#N/A

50
20
0
Err:508

*where Sale quantity is higher than Inventory available - highlighted with red border in the table below

ENTER YOUR ORDER DETAILS

Order Number
Order Date
P1
1-Oct-12

Order Type
Purchase

Expected Date
8-Oct-12

Partner
Supplier 1

Product Name
Product A

Quantity

Unit Price
50

Amount
7901

Err:509

these columns are automatically calculated

Product Category
YearMonth
Err:508
Err:508

Inventory Availability
Err:508

All the information here is based on Order Date and not Expected Date

Choose one Order

Type at a time:
Purchase or Sale
This shape represents a slicer. Slicers
are supported in Excel 2010 or later.

This shape represents a slicer. Slicers are supported in Excel

2010 or later.

This shape represents a slicer. Slicers

are supported in Excel 2010 or later.

This shape represents a slicer. Slicers

are supported in Excel 2010 or later.

This shape represents a slicer. Slicers

are supported in Excel 2010 or later.

If the shape was modified in an earlier version of Excel, or if the

workbook was saved in Excel 2003 or earlier, the slicer cannot
be used.
This shape represents a slicer. Slicers are supported in Excel
2010 or later.

If the shape was modified in an earlier

version of Excel, or if the workbook
was saved in Excel 2003 or earlier, the
slicer cannot be used.

If the shape was modified in an earlier

version of Excel, or if the workbook was
saved in Excel 2003 or earlier, the slicer
cannot be used.

If the shape was modified in an earlier

version of Excel, or if the workbook
was saved in Excel 2003 or earlier, the
slicer cannot be used.

If the shape was modified in an earlier version of Excel, or if the

workbook was saved in Excel 2003 or earlier, the slicer cannot
If the shape was modified in an earlier
be used.
version of Excel, or if the workbook
was saved in Excel 2003 or earlier, the
slicer cannot be used.
AMOUNT - MONTHLY AND CUMULATIVE

Sum - Amount

QUANTITY - MONTHLY AND CUMULATIVE

Data

Sum - Quantity

12

12

10

10

YearMonth

YearMonth

AMOUNT - BY PRODUCT CATEGORY

QUANTITY - BY PRODUCT CATEGORY

Prod Cat X

Prod Cat X

Product Category Err:508

Product Category Err:508

12

60

10

50

40

30

20

10

Data

Oct

AMOUNT BY PARTNER

Oct

PRODUCT RANKING
Sort by
RANK
1

Supplier 1

PRODUCT NAME
Product A

QUANTITY
50

Amount
AMOUNT
395050

Desc
1
1

TERMS USED IN THIS TEMPLATE

Re-order Point: Amount that you set for each product, where when the current inventory l
http://en.wikipedia.org/wiki/Reorder_point)
Product Category: This allows you to categorize products. If you have numerous products
Order Number: This Order number is not used in the template to calculate anything. This h
see all the items in that order. If your systems generate any order numbers, you can enter the
have a unique order number for each order.
Order Type: There are two types of Orders: Purchase and Sale. When you place an order to
you, it is called a Sale.
Order Date: For Purchase orders, this is the date when the order is placed by you to your s
Expected Date: For Purchase orders, this is the date when the inventory becomes availabl
Partner: For Purchase orders, your supplier is the Partner. For Sale orders your customer is
Quantity: Number of units of products. The unit can be any numeric value. Even if your uni
Unit Price: In Purchase orders, this is the cost of buying one unit of the product. In Sale ord
Amount (Calculated field): (Unit Price X Quantity) = represents the amount of money. In Pu
Inventory Availability (Calculated field): This is the quantity (number of items) of the prod
Current Inventory Level
o Current Inventory of a product = (Total Purchases of Product - Total Sales of Product) as of to
o Products Available: Number of Products where the current inventory level is greater than 0.
o Quantity: Total Number of items of all Products currently available
o Products to Re-order: Number of Products where the current inventory is less than or equal t
Order Items that cannot be fulfilled
o Current: Among the orders where the fulfillment date is less than or equal to today, number
o Future: Among the orders where the fulfillment date is in the future, number of line items in
Pending Purchase Quantity: Quantity in the Purchase Orders that are expected to be ava
Pending Sale Quantity: Quantity in the Sale Orders that are expected to be delivered in t

Products