INVENTORY AND SALES MANAGER Orders and Inventory Report Terms

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

1. Enter Products below RETAIL BUSINESS
2. Enter Order details in the Orders and Inventory worksheet MANUFACTURING BUSINESS www.indzara.com
3. View the report in the Report worksheet. RENTAL BUSINESS

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 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
No Errors
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
Product A
1 50 0 5
PRODUCTS AVAILABLE QUANTITY PRODUCTS TO RE-ORDER CURRENT INVENTORY 50
ORDER ITEMS THAT CANNOT BE FULFILLED* RE-ORDER POINT 20
PENDING PURCHASE QUANTITY 0
0 0 PENDING SALES QUANTITY 0
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 Product Name Quantity Unit Price Amount Product Category YearMonth Inventory Availability
P1 1-Oct-12 Purchase 8-Oct-12 Supplier 1 Product A 50 7901 395050 Prod Cat X 2012-Oct 50
 All the information here is based on Order Date and not Expected Date

This shape represents a slicer. Slicers are This shape represents a slicer. This shape represents a slicer. This shape represents a slicer.
supported in Excel 2010 or later. Slicers are supported in Excel Slicers are supported in Excel Slicers are supported in Excel
2010 or later. 2010 or later. 2010 or later.
Choose one Order Type If the shape was modified in an earlier version of
at a time: Purchase or Excel, or if the workbook was saved in Excel If the shape was modified in an If the shape was modified in an If the shape was modified in an
Sale 2003 or earlier, the slicer cannot be used. earlier version of Excel, or if earlier version of Excel, or if earlier version of Excel, or if
This shape represents a slicer. Slicers are the workbook was saved in the workbook was saved in the workbook was saved in
supported in Excel 2010 or later. Excel 2003 or earlier, the slicer Excel 2003 or earlier, the slicer Excel 2003 or earlier, the slicer
This shape represents a slicer. cannot be used. cannot be used. cannot be used.
Slicers are supported in Excel If the shape was modified in an earlier version of
2010 or later. 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
AMOUNT or earlier,AND
- MONTHLY the slicer
CUMULATIVE QUANTITY - MONTHLY AND CUMULATIVE
cannot be used.
Sum - Amount Data Sum - Quantity Data
12 12

10 10

8 8

6 6

4 4

2 2

0 0
YearMonth YearMonth

AMOUNT - BY PRODUCT CATEGORY QUANTITY - BY PRODUCT CATEGORY

Prod Cat X Prod Cat X

Order Date Order Date
12 12

10 10

8 8

6 6

4 4

2 2

0 0
2012 2012

AMOUNT BY PARTNER PRODUCT RANKING

Sort by Amount Desc

RANK PRODUCT NAME QUANTITY AMOUNT

1 Product A 50 395050 1

Supplier 1

395050; 100%
TERMS USED IN THIS TEMPLATE
• Re-order Point: Amount that you set for each product, where when the current inventory level hits that amount, y
http://en.wikipedia.org/wiki/Reorder_point)
• Product Category: This allows you to categorize products. If you have numerous products, categorizing similar pro
• Order Number: This Order number is not used in the template to calculate anything. This has been provided for yo
number to see all the items in that order. If your systems generate any order numbers, you can enter them here. If y
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
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
• Expected Date: For Purchase orders, this is the date when the inventory becomes available for you to sell. For Sale
• 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
• Unit Price: In Purchase orders, this is the cost of buying one unit of the product. In Sale orders, this is the revenue
• Amount (Calculated field): (Unit Price X Quantity) = represents the amount of money. In Purchase orders this wou
• Inventory Availability (Calculated field): This is the quantity (number of items) of the product available in inventor
• Current Inventory Level
o Current Inventory of a product = (Total Purchases of Product - Total Sales of Product) as of today
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 to the re-order point
• Order Items that cannot be fulfilled
o Current: Among the orders where the fulfillment date is less than or equal to today, number of line items in order
o Future: Among the orders where the fulfillment date is in the future, number of line items in orders where the ava
• 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