INVENTORY AND SALES MANAGER

INSTRUCTIONS Premium Versions (with Invoice,advanced reporting, and other features)1. Enter Products below

ENTER PRODUCTS FEATURES:Product Name Product Description Product Category Re-Order Point Enter and manage up to 2000 different Products

Product A Product A Desc Prod Cat X 20 Set custom re-order points for each productSimple and Easy data entryKnow current inventory levels of each productIdentify the products to be re-orderedKnow if the sale orders can be fulfilledEasily understand the sales and purchase patterns (monthly and cumulative)Quickly see your top customers and suppliersIdentify your best performing productsKnow how the different product categories contribute to salesEasily retrieve and view your order details

DATA VALIDATIONNo Errors

Orders and Inventory Report Terms

RETAIL BUSINESSwww.indzara.com2. Enter Order details in the Orders and Inventory worksheet MANUFACTURING BUSINESS

3. View the report in the Report worksheet. RENTAL BUSINESS

End of 2000 Products

INVENTORY AND SALES MANAGER - ORDERS AND INVENTORY

CURRENT INVENTORY LEVEL CHOOSE PRODUCT PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT

1 50 0 Product AProduct Current Inventory Re-order Point Pending Purchase Quantity

5PRODUCTS AVAILABLE QUANTITY PRODUCTS TO RE-ORDER CURRENT INVENTORY 50

ORDER ITEMS THAT CANNOT BE FULFILLED* RE-ORDER POINT 20

0 0PENDING PURCHASE QUANTITY 0

PENDING SALES QUANTITY 0CURRENT FUTURE

*where Sale quantity is higher than Inventory available - highlighted with red border in the table belowENTER YOUR ORDER DETAILS these columns are automatically calculated

Order Number Order Date Order Type Expected Date Partner Product Name Quantity Unit Price Amount Product Category YearMonth Inventory AvailabilityP1 1-Oct-12 Purchase 8-Oct-12 Supplier 1 Product A 50 7901 395050 Prod Cat X 2012-Oct 50

Products Report Terms

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

AMOUNT - MONTHLY AND CUMULATIVE QUANTITY - MONTHLY AND CUMULATIVE

AMOUNT - BY PRODUCT CATEGORY QUANTITY - BY PRODUCT CATEGORY

AMOUNT BY PARTNER PRODUCT RANKINGSort by Amount Desc

RANK PRODUCT NAME QUANTITY AMOUNT1 Product A 50 395050 1

Choose one Order Type at a time: Purchase or

SaleThis 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.

YearMonth0

2

4

6

8

10

12

Sum of Amount Data

20120

2

4

6

8

10

12

Prod Cat X Order Date

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.

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.

395050; 100%

Supplier 1

YearMonth0

2

4

6

8

10

12

Sum of Quantity Data

20120

2

4

6

8

10

12

Prod Cat X Order Date

TERMS USED IN THIS TEMPLATE

• Re-order Point: Amount that you set for each product, where when the current inventory level hits that amount, you will place a new purchase order to replenish inventory. (For more, read Wikipedia article http://en.wikipedia.org/wiki/Reorder_point)• Product Category: This allows you to categorize products. If you have numerous products, categorizing similar products together can help in understanding product performance. • Order Number: This Order number is not used in the template to calculate anything. This has been provided for you to track your orders easily. You can filter the Orders table by choosing specific order number to see all the items in that order. If your systems generate any order numbers, you can enter them here. If you don’t have any such systems, you can create your own. The only recommendation is that you should 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 acquire products from suppliers, it is called a Purchase order. When your customer places an order to buy products from you, it is called a Sale. • Order Date: For Purchase orders, this is the date when the order is placed by you to your supplier. For Sale orders, this is the date when the order is placed by your customer to you. • Expected Date: For Purchase orders, this is the date when the inventory becomes available for you to sell. For Sale orders, this is the date when the inventory will leave you to the customer. • Partner: For Purchase orders, your supplier is the Partner. For Sale orders your customer is the Partner.• Quantity: Number of units of products. The unit can be any numeric value. Even if your unit is not whole numbers, you can still use the Quantity field.• Unit Price: In Purchase orders, this is the cost of buying one unit of the product. In Sale orders, this is the revenue from selling one unit of the product.• Amount (Calculated field): (Unit Price X Quantity) = represents the amount of money. In Purchase orders this would be money leaving you and in Sale orders, this would be money that customers pay you. • Inventory Availability (Calculated field): This is the quantity (number of items) of the product available in inventory as of the Expected Date. • Current Inventory Levelo Current Inventory of a product = (Total Purchases of Product - Total Sales of Product) as of todayo Products Available: Number of Products where the current inventory level is greater than 0.o Quantity: Total Number of items of all Products currently availableo Products to Re-order: Number of Products where the current inventory is less than or equal to the re-order point• Order Items that cannot be fulfilledo Current: Among the orders where the fulfillment date is less than or equal to today, number of line items in orders where the available inventory is less than the Sale quantityo Future: Among the orders where the fulfillment date is in the future, number of line items in orders where the available inventory is less than the Sale quantity• Pending Purchase Quantity: Quantity in the Purchase Orders that are expected to be available in the future• Pending Sale Quantity: Quantity in the Sale Orders that are expected to be delivered in the future

Products