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INVENTORY AND SALES MANAGER Orders and Inventory Report Terms

INSTRUCTIONS
1. Enter Products below
2. Enter Order details in the Orders and Inventory worksheet
3. View the report in the Report worksheet.

ENTER PRODUCTS
KOD WARNA SIZE KODI HELAI
1 UNGGU CAIR S 20 19
2 PEACH SS 30 0
3 KUNING LANGSAT M
4 KUNING L
5 HIJAU CAIR
6 MAROON
7 UNGGU TUA
8 COKLAT
9 UNGGU TUA
10 KELABU
11 BIRU PENGAWAS
12 PINK DATA VALIDATION
13 BLUE BLACK Err:508
14 PUTIH NILA
15 PUTIH BIASA
16 HITAM
End of 2000 Products
INVENTORY AND SALES MANAGER - ORDERS AND INVENTORY Products Report Terms

CURRENT INVENTORY LEVEL CHOOSE PRODUCT PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT
Product Current Inventory Re-order Point Pending Purchase Quantity
0 0 16 Product A
#N/A #N/A #N/A 5
PRODUCTS AVAILABLE QUANTITY PRODUCTS TO RE-ORDER CURRENT INVENTORY
ORDER ITEMS THAT CANNOT BE FULFILLED* RE-ORDER POINT
PENDING PURCHASE QUANTITY
Err:508 Err:508 PENDING SALES QUANTITY Err:508
CURRENT FUTURE

*where Sale quantity is higher than Inventory available - highlighted with red border in the table below
ENTER YOUR ORDER DETAILS these columns are automatically calculated
Order Number Order Date Order Type Expected Date Partner COLOR Quantity Unit Price Amount Product Category SIZE Inventory Availability
TUDDUNG SEKOLAH 1-Oct-12 Purchase 8-Oct-12 SI COMEL TUDUNG SEKOLAH 50 7901 0 Err:508 SS Err:508
Err:508 S Err:508
All the information here is based on Order Date and not Expected Date

This shape represents a slicer. Slicers are supported in Excel This shape represents a slicer. Slicers This shape represents a slicer. Slicers This shape represents a slicer. Slicers
2010 or later.If the shape was modified in an earlier version of are supported in Excel 2010 or later.If are supported in Excel 2010 or later.If are supported in Excel 2010 or later.If
Choose one Order Excel, or if the workbook was saved in Excel 2003 or earlier, the the shape was modified in an earlier the shape was modified in an earlier the shape was modified in an earlier
slicer cannot be used. version of Excel, or if the workbook version of Excel, or if the workbook was version of Excel, or if the workbook
Type at a time: was saved in Excel 2003 or earlier, the saved in Excel 2003 or earlier, the slicer was saved in Excel 2003 or earlier, the
Purchase or Sale slicer cannot be used. cannot be used. 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
This shape represents a slicer. Slicers Excel, or if the workbook was saved in Excel 2003 or earlier, the
are supported in Excel 2010 or later.If slicer cannot be used.
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.

AMOUNT - MONTHLY AND CUMULATIVE QUANTITY - MONTHLY AND CUMULATIVE

Sum - Amount Data Sum - Quantity Data


12 12

10 10

8 8

6 6

4 4

2 2

0 0
SIZE SIZE

AMOUNT - BY PRODUCT CATEGORY QUANTITY - BY PRODUCT CATEGORY

Prod Cat X Prod Cat X


Product Category Err:508 Product Category Err:508
1 60
0.9
50
0.8
0.7 40
0.6
0.5 30
0.4
20
0.3
0.2 10
0.1
0 0
Oct Oct

AMOUNT BY PARTNER PRODUCT RANKING


Sort by Amount Desc

RANK PRODUCT NAME QUANTITY AMOUNT 1


#N/A #N/A 1

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

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