Dashboard

Here all the important insights are in a single sheet. And, you don’t have to worry about updating it
again and again.

Lite Version

These insights will get updated in real time, as soon as you add new data. This dashboard will help you
to track following important insights.

Current Stock

This figure is the current stock units as on date. It will update with every single entry done by you for
stock-in and stock-out. It will calculate by deducting stock-out from stock-in.

Stock Value

Stock value is the total value of the current stock after deducting stock out from stock in. It’s calculated
by using the unit price of each product.
Stock In

Stock In is the units you have entered in stock-in data in the current month. If you are using pro version
you can use the drop down to check stock in quantity for previous months as well.

Stock Out

Stock Out is the units you have entered in stock out data in the current month. Using the drop down
menu, you can check for other months as well.

Category Wise Stock

Current stock value is for each product category. You can specify the category for each product in
product master sheet.
Product Wise Stock And Reorder Level

This part of the dashboard will show you product’s current stock and value.

It will also tell you about the re-order level of a product. And, you will get an alert message if the stock
level is less than re-order level.

There is a drop down to select different products.

User Forms

You can use these user forms to enter data. I have managed user forms in this way that you have to
enter minimum data.

Here are the things you can capture with these user forms.

New Product

By using this user form you can create a new product.

The best part is we are using data from product master to fill another user forms with minimum data.
Stock In

Whenever there is new stock, you can enter that stock using this user form. In this user form, you just
have to insert the product name (using drop down list), supplier name, and quantity.

It will get the rest of the data from your product master sheet.

Stock Out

Use this user form to enter stock out data. All you have to enter, product name, customer name and
quantity.
Rest of the data will be captured from product master sheet.

Invoice Generation [Pro]

In Pro Version, you can also generate invoices.

With invoice generation sheet you can instantly create invoices & track data into the sheet. It just works
like stock out user form, but specifically for invoices.

You can create a proper invoice with all the customer details & further you can also generate a customer
report as well.

This form stores data into the same sheet where you have stock-out data.
Data Sheets

You can access the data sheets where entire data will capture from user forms. Every entry in user forms
has a serial number which you can use to refer it.

Product Master

Product Master is the most important sheet in this template. Your all products will be listed here with
details.

Stock In Sheet

Stock In sheet will contain your entire stock-in data. Each entry is captured with a unique serial number,
and you can use that serial number to refer to a specific entry.

And, if you are using pro version, the stock-in return will also be captured here in this sheet.

Stock Out Sheet

Same like stock-in sheet stock-out will contain entire stock out data. You can enter your data in this
sheet using stock out user form. Entries in this form are also captured with a unique serial number.

And, if you are using pro version, stock out return will also be captured here in this sheet.

Customer Details [Pro]

You can enter customer details in this sheet which will further use in stock out user form to track
customer wise stock details.

Supplier Sheet [Pro]

You can enter supplier details in this sheet which will further use in stock in user form to track supplier
wise stock details.
Reports

In this template, all the major insight are on the dashboard. But, you can also extract the following
reports.

Stock Report

This stock report will be generated from your product master sheet. It will give you the complete
summary for the current stock.

Customer Wise Stock Out [Pro]

You have the option to create a customer wise report with pivot table for stock out. It will show you the
quantity and values of stock out.

Supplier Wise Stock Out [Pro]

You also have the option to create a supplier wise report with pivot table for stock out. It will show you
the quantity and values of stock in.
Product Wise Current Stock [Pro]

In 1-click you can also generate a product wise current stock report. It will show you the product wise
quantity and value of current stock.

Instructions

This template is user-friendly and easy to use, and here are some instructions to follow which will help
you to use this template effectively.

Menu Button

This template has a dynamic menu bar which has all the option buttons on it. You can call it anytime
using this menu button.

From this menu bar, you can navigate to any of the data sheets, user forms, and generate reports.
Use back button at the top of the menu bar to go to dashboard

Entering Data

As I have already mentioned that you have user forms to capture your data. And, data from each user
from will be captured into a separate data sheet.

In user form, after entering your data, click on enter button to save the entry.

Things to Avoid

1. Do not change the name of any worksheet.

2. Do not delete any worksheet.

3. Do not add or remove any cell, row, or column in the user form.
Things you can try

1. You can create your pivot table from data sheets (available in pro version).

2. You can take print out of your dashboard.

3. Before using this template make sure to enable macros in excel.