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Sunday, July 14, 2013

Inventory and Sales Manager (Excel Template)

This Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. The template will assist in knowing the inventory levels of each product and understanding which products to re-order. Also, you can quickly view the purchases/sales patterns over time and the best performing products. 
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For more features, please try our premium Retail Inventory and Sales Manager Template
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Inventory and Sales Manager Excel Template
indzara Inventory and Sales Manager (Excel Template)
FEATURES:
• Enter and manage up to 100 2000 different Products (updated Oct 10, 2013)
• 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 

 VIDEO

Click here to watch the video on YouTube.

Before we get into how to use the template, let’s cover a few terms used in the template. 

 TERMS
  • 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)
  • 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. 

HOW TO USE THE TEMPLATE

  1. Enter list of products and re-order points in the Products worksheet
    2. indzara Inventory and Sales Manager (Excel Template) - Products Table
  2. Enter the line items for all the orders (both purchase and sale) in the Orders_and_Inventory worksheet
      3. indzara Inventory and Sales Manager (Excel Template) - Orders Table
    • If you have any existing inventory when you start using the template, enter them first. You can then continue to enter your new orders (purchase and sales) as they happen. The template will then give you accurate count of your inventory. 
    • View the information about inventory availability and products to re-order
      • indzara Inventory and Sales Manager (Excel Template) - Current Inventory Level
      • Current Inventory of a product = (Total Purchases of Product - Total Sales of Product) as of today
      • Products Available: Number of Products where the current inventory level is greater than 0.
      • Quantity: Total Number of items of all Products currently available
      • 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 (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 quantity
      • Order Items that cannot be fulfilled (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
        • indzara Inventory and Sales Manager (Excel Template) - Product details
      • 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
        • indzara Inventory and Sales Manager (Excel Template) - Products to Re-order
    • If there are line items that cannot be fulfilled or if there are products to re-order, take actions appropriately
  3. View the Report worksheet to understand the purchase/sales trends and also to identify the top performing products and most valuable suppliers/customers. 
    • Since there are pivot tables and charts, please refresh the data by going to Data ribbon and selecting Refresh all. This updates the charts with your new transactions.
      indzara Inventory and Sales Manager (Excel Template) - Data Refresh
indzara Inventory and Sales Manager (Excel Template) - Report
indzara Inventory and Sales Manager (Excel Template) - Amount - by Month
indzara Inventory and Sales Manager (Excel Template) - Quantity- by Month
indzara Inventory and Sales Manager (Excel Template) - Amount - by Product Categories
indzara Inventory and Sales Manager (Excel Template) - Quantity - by Product Categories
indzara Inventory and Sales Manager (Excel Template) - Amount - by Partner
indzara Inventory and Sales Manager (Excel Template) - Product Ranking

If you find the template useful, please share with others. If you have any feedback, please share it in the comments below. 

219 comments:

  1. AnonymousAugust 23, 2013 at 9:49 AM

    TO:
    indzara

    DEAR SIR.


    WITH WARM WISHES, I RAGHAVENDRA FROM HUBLI, KARNATAKA REALLY APPRECIATE FOR THE MAKING OF Inventory and Sales Manager (Excel Template)


    I KINDLY REQUEST YOU PLEASE SEND US FULL FREE VERSION OF ACCOUNTING WITH INVENTORY EXCEL TEMPLATE .I AM BASICALLY BUSINESSMAN PRESENT AM USING BUSY WIN ACCOUNTING WITH INVENTORY SOFTWARE.

    AM REALLY SHOCKED WHEN I SEEN YOUR EXCEL ACCOUNTING DEMO. SO I WANT TO START IN FULL PLEDGE WITH YOUR EXCEL FORMAT. KINDLY SEND IT FULL FUNCTIONED EXCEL WORK SHEET.

    AN EARLY RESPONSE TO THIS IS HIGHLY APPRECIABLE. MY EMAIL ID IS raghukon@yahoo.com

    REGARDS
    RAGHAVENDRA
    7795542361

    ReplyDelete
  2. conversion improvementSeptember 20, 2013 at 8:49 AM

    That's really good stuff. My buddies at work will definitely be awestruck ! Thanks for sharing.

    ReplyDelete
  3. UnknownOctober 4, 2013 at 4:56 AM

    Best on the web!!! Thank You for Your effort!!!

    ReplyDelete
  4. UnknownOctober 8, 2013 at 7:51 AM

    Fantastic template, but is there anyway i can amend it to keep track of more than 100 products?

    Thanks!

    ReplyDelete
    Replies
    1. UnknownOctober 10, 2013 at 7:31 AM

      Thank you. I have updated this post with a new version of the template which can handle up to 2000 products. I hope this helps.

      Delete
  5. UnknownOctober 9, 2013 at 4:33 AM

    Please send me an ammended file to accommodate 1600 products thanks a million- jewellapaz@gmail.com

    ReplyDelete
    Replies
    1. UnknownOctober 10, 2013 at 7:31 AM

      I have updated this post with a new version of the template which can handle up to 2000 products.

      Delete
  6. UnknownOctober 10, 2013 at 9:29 PM

    Doesn't work on office for mac 2011 :-(

    ReplyDelete
    Replies
    1. UnknownOctober 13, 2013 at 3:21 PM

      Unfortunately, I don't have a Mac now to test.
      Do any of the sheets work? Is it just the 'Report' worksheet?
      Thanks,

      Delete
    2. AnonymousMarch 10, 2014 at 9:35 PM

      i tested it on my Mac, the report sheet doesnt work.

      Delete
    3. AnonymousMay 9, 2014 at 11:17 PM

      Hi, I used it with Office for Mac 2011. It works fine except for the Report sheet.

      Delete
    4. UnknownMay 31, 2014 at 7:10 AM

      Kristle, Thanks for the feedback.

      Delete
    5. UnknownJuly 28, 2014 at 7:41 PM

      ind zara can u help fix the report page on Mac version 2011 pls.... It really help me alot on my business but i wanna use it everywhere on my mac book air too...

      Delete
    6. UnknownJuly 30, 2014 at 6:52 AM

      I plan to get a Mac in August and start building templates in Mac. I don't know exactly when this template will be completed. I am sorry that I don't have specific dates yet. But I will consider this template as one of the first templates.

      Delete
    7. UnknownAugust 6, 2014 at 11:47 PM

      Thanks you! Waiting for the mac version out :)

      Delete
  7. AnonymousOctober 14, 2013 at 7:50 AM

    dear sir

    excellent excel sheet , is there a way to see items sold in a day , there total amt and there sum

    for example i need to see total value of items sold on 14th october, how do i see it

    ReplyDelete
    Replies
    1. UnknownOctober 17, 2013 at 6:33 AM

      Sir, I didn't include that in the scope of the template. However, there is a not-so-friendly way to see that information. If you use the Orders_and_Inventory sheet and choose the filter on Order Date (Row 13), you can narrow down to only items on a specific date. The sum would show up in Excel's status bar.

      Delete
  8. AnonymousOctober 17, 2013 at 1:14 AM

    Dear sir ,
    Hi!,
    is there any other source to enter our good or items,and their respective details will be upload list in one time from csv or any other resource..so we dont want to enter each and every item one by one.. and in our item have too much variance in colour's and size's ..there is any solutions for that..thing's..

    Thanks

    ReplyDelete
    Replies
    1. UnknownOctober 17, 2013 at 6:36 AM

      The template needs just the name, description, category and re-order point. If your source data can be edited to display in that order, you can quickly copy and paste that in the Products table in the template. It can be up to 2000 products. If you want to record the colours and sizes, you can do that separately in a different worksheet. They don't impact the template's calculations, as long as the product names you enter are unique in the Products table. Hope it helps.

      Delete
  9. AnonymousOctober 17, 2013 at 11:20 PM

    did you used any visual basic codes here?just asking..

    ReplyDelete
    Replies
    1. UnknownOctober 18, 2013 at 6:32 AM

      All the templates until now do not use any visual basic. They are built using formulas and conditional formatting. Thanks.

      Delete
  10. AnonymousOctober 18, 2013 at 12:16 PM

    Hello, Thank you for making this template and making it available on the internet! I think I know the answer to this question, but I will ask anyway - Is there any way this spreadsheet can run on a MacBook using Office/Excel 2008?
    Hoping,
    Corinna

    ReplyDelete
    Replies
    1. UnknownOctober 25, 2013 at 11:22 PM

      Hello Corinna, Unfortunately, I don't know for sure. I don't have a Mac. I have received numerous requests for templates compatible with Mac. I plan to address that soon. If you have a Mac, please let me know or send me screenshots of how the template works. Thank you.

      Delete
    2. AnonymousJanuary 31, 2014 at 12:50 PM

      For me, I can't even save and use the template on Excel for Mac. Any suggestions?

      Delete
    3. UnknownFebruary 7, 2014 at 6:36 AM

      The template uses slicers which, I believe, are not compatible with Mac versions of Excel. I am sorry that this template is not useful to you as it is now.

      Delete
  11. Zoran NikicOctober 24, 2013 at 2:03 AM

    That's excellent template,
    I understood that you made the template for purchase/sales but I realize that I can use that just to follow where we transferred what we purchased and helps a lot to keep minimum stock in warehouse...
    Is it possible to have one changed version from you?
    Instead "Sale" - "Transfer to"...Reports are nice and that's just "make up" to produce report for our own purposes.

    If possible, please make one "transfer' version and

    Many thanks in advance,

    Zoran

    ReplyDelete
    Replies
    1. UnknownOctober 25, 2013 at 11:18 PM

      Thanks, Zoran.
      Can you please explain with an example? I am not sure I am following your requirement. What does 'Transfer to' mean? What business model is it?

      Delete
  12. AnonymousOctober 25, 2013 at 10:03 AM

    I need to create a report with the full inventory of items and their quantities in stock.

    Is this possible from this template?

    ReplyDelete
    Replies
    1. UnknownOctober 25, 2013 at 11:15 PM

      Do you mean a list of all products and the current stock quantities? There is a hidden sheet named 'help' in the document. That lists all the products and the current inventory levels. Please note that the sheet has formulas.

      Delete
    2. AnonymousOctober 28, 2013 at 11:40 AM

      Thank you so much that is awesome...Great spreadsheet

      Delete
    3. UnknownOctober 29, 2013 at 5:17 AM

      I am glad you like the template.

      Delete
    4. Raychelle TanJanuary 4, 2014 at 12:11 AM

      HI. I also need the full inventory report. how can i find the hidden sheet help

      Delete
    5. UnknownJanuary 4, 2014 at 3:08 PM

      To unhide worksheets, please right click on any of the visible worksheets (worksheet name). You will see a menu appear where you can choose 'unhide'. Then you will see a list of hidden worksheets. You can choose 'help' to unhide the 'help' worksheet.

      Delete
  13. AnonymousOctober 25, 2013 at 1:56 PM

    HI, excellent spread sheet. I have entered all product names, description and category, however on the worksheet orders and inventory, the total products have stopped adding up from line 38 onwards.?? have you any suggestions as to what may be causing this please ......
    email, janis777@me.com

    ReplyDelete
  14. AnonymousOctober 25, 2013 at 2:05 PM

    hi, I have discovered that I only have 4 categories showing up whereas I have at least 20.. this seems to be why I do not have the correct total for inventory, can you please advise, thank you
    email
    janis777@me.com

    ReplyDelete
    Replies
    1. UnknownOctober 25, 2013 at 11:12 PM

      I have responded to your e-mail. Please send me screenshots and I will look into it.

      Delete
  15. AnonymousOctober 26, 2013 at 2:03 AM

    Thank you, I have replied and sent you the screen shots via my other email account as it is difficult to send screen shots via my mobile.
    I hope you have received them ok

    ReplyDelete
  16. UnknownOctober 27, 2013 at 4:15 PM

    Thank you very much for sharing such a great work
    i was trying to make a template for my small T-Shirt business
    i print t-shirts and have 3 different point of sale
    if you can help it will be greatly appreciated
    i need template witch can help me with my inventory and what more to print
    for example i have one lizard design to print in sizes
    i print one design on sizes 3 months to XXL size in different colors
    and i need to see weekly sale of design and sizes with color sold in three different places and what more to print and and chart base information in weekly, monthly and yearly
    i shall be really thank-full to you

    ReplyDelete
    Replies
    1. UnknownOctober 29, 2013 at 5:17 AM

      Thanks. I believe you can use this template to manage inventory and sales of t-shirts. Each different version of a T-shirt will be a separate product. Please let me know if this doesn't help.

      Delete
  17. AnonymousNovember 4, 2013 at 10:13 AM

    Thank you for all your help with the spread sheet. I have now got all areas working. Just one more question,
    Can you print the list of items to be re-ordered or see the complete list without scrolling down.
    Many thanks

    Janis
    janis777@me.com

    ReplyDelete
    Replies
    1. UnknownNovember 5, 2013 at 5:19 AM

      Thanks, Janis. I've e-mailed my response to you.
      For other readers to know, this template currently does not provide a printable list of all products to be re-ordered. I plan to add the functionality to the next version.

      Delete
  18. shinosNovember 6, 2013 at 11:29 AM


    Thanks you for this spreadsheet and really it is an excellent workbook have multiple use,
    But could you please help me to get the list of stocks available now in a different sheet (like de same format what we give in reorder) ? or if i update the stocks in different sheet is there any option available to add those along with the purchased qty already updated in orders-inventory sheet?

    Expecting your kind reply…
    Thanks!
    Shinoze Mohammed

    ReplyDelete
    Replies
    1. UnknownNovember 7, 2013 at 6:03 AM

      Hello Shinoze,
      Thank you. There is a hidden sheet named 'help' which has the list of all products with the current inventory levels. You can use that to view or print. However, that sheet has formulas embedded and one should be careful not to edit them unintentionally.

      Delete
    2. shinosNovember 8, 2013 at 9:01 PM

      Thanks for your kind reply...

      Delete
    3. UnknownNovember 9, 2013 at 11:19 PM

      You are welcome.

      Delete
  19. Michael EngelstadNovember 7, 2013 at 3:21 PM

    First off, thank you for building such a fantastic management tool! It looks to be the perfect solution for managing my nonprofit's merchandise as we grow our sales! I spent considerable time today imputing data, eager to mess with the reports tab, only to find that my version of excel is not compatable! (excel 2007 on Windows Vista). Where there should be buttons and drop downs, there are boxes with the following message: "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."
    Is there any way of obtaining these tools with my version of excel or do you have a template that functions with older versions of excel for PC? Thank you again for this fantastic tool!

    Best,
    Michael

    ReplyDelete
    Replies
    1. Michael EngelstadNovember 7, 2013 at 3:49 PM

      Additionally, is it possible to add a column of product description to the right of product name on the help page? My product names are somewhat cryptic because they include style, gender, color, and size. I think this would be nice for buyers to decipher the product names when they are putting together sales orders. Thanks again!

      Michael

      Delete
    2. UnknownNovember 9, 2013 at 11:23 PM

      Thank you very much, Michael. I am glad the template is useful.

      I don't have a version that works with Excel 2007 now. I plan to build one in the future. I will post it once I have it.

      Delete
    3. UnknownNovember 9, 2013 at 11:27 PM

      Michael, It is easy to add a column of product description in the help page. If you would like to add the product description now, please e-mail at indzara at gmail. When I get time, I can work on it. It may take a few days. I will do my best.

      Delete
  20. AnonymousNovember 18, 2013 at 1:09 PM

    Hello! This template is so helpful. However, is there a report that can be made to see the complete list of inventory in stock. I see from previous comments that you mentioned about a hidden "help" sheet. How can I find this?

    Also, I noticed that the product drop down list in the "Order and Inventory" sheet will come up as how it is entered in the "Products" sheet. I mean that if it's not arranged alphabetically (or in order), it's will not come up alphabetically. This may lead some people to believe that some product are not available if it is not where it should be. If the "Product" list is arranged/sorted A to Z, will it affect anything already entered in the "Order and Inventory" sheet?

    Looking forward to your answer! And thank you advance!

    ReplyDelete
    Replies
    1. UnknownNovember 24, 2013 at 5:15 AM

      To unhide worksheets, please right click on any of the visible worksheets. You will see a menu appear where you can choose 'unhide'. Then you will see a list of hidden worksheets. You can choose 'help' to unhide the 'help' worksheet.

      You are correct. The product list in the drop down menu appear in the same order as the products in the 'Products' sheet. You can sort the 'Products' table (it's an Excel TABLE). Select any product name in that TABLE. Enter Ctrl+A. This would select the TABLE. Right Click and choose Sort. This will sort the product names and will not adversely impact the template.

      Best wishes,

      Delete
  21. AnonymousNovember 27, 2013 at 6:34 AM

    I'm having a bit of trouble on the Inventory Available Column...Is there anyway to make the formula calculate by sequence of rows instead of by product only? Example: If I currently have 50 of "Product A" in stock and I sell 49 of "Product A" it shows I have 1 left. Then the same day I sell another 5 of "Product A". It now shows that I do not have enough to fill BOTH orders - but I actually had enough product to fill the first order, just not the 2nd. Is there a way for it to calculate by sequence instead of just all orders ever entered for that date or dates going forward?

    Also - I am able to view inventory by selecting the product at the top of the document, but is there a way to view all current inventory at once on one page?

    ReplyDelete
    Replies
    1. AnonymousNovember 27, 2013 at 6:46 AM

      Never mind on the page listing ALL inventory, i found it :)

      My first question though is basically asking - can the formula in the "Inventory Available" column calculate from the last orders "Inventory Available" total for that product instead of total inventory?, that way it wont change the previous Inventory Available amounts for previous orders.

      Delete
    2. UnknownDecember 10, 2013 at 4:52 AM

      It should be feasible. However, the way I have it set up now, it calculates the total availability of a product as of the expected date. Thanks for the comment. I will try to include this in the next version.

      Delete
  22. UnknownNovember 30, 2013 at 7:53 AM

    thanks for sharing such a good work
    and here i need help i am unable to import this worksheet to google spreadsheet to use it on my ipad
    or is there any other way to edit it opn ipad, i can view but not edit

    ReplyDelete
    Replies
    1. UnknownDecember 6, 2013 at 6:06 PM

      Thanks for your kind words. I don't expect the template to work on Google Spreadsheets, due to incompatibility of features. I have not tried using the template on iPad. Have you tried any of the apps available to view and edit Office documents on iPad?

      Delete
  23. UnknownDecember 8, 2013 at 3:23 PM

    Yes I have tried different apps also bought one app (documents)

    ReplyDelete
    Replies
    1. UnknownDecember 10, 2013 at 4:38 AM

      I am sorry that it didn't work. I recognize the need to develop solutions for different platforms. However, it will take some time for me to build them.
      Thanks for the feedback.

      Delete
  24. AnonymousDecember 11, 2013 at 2:16 PM

    Hi, this is an incredible tool! Thank you for posting this!

    Where do I enter pre-existing inventory?

    Is this under the "CHOOSE PRODUCT" header or the "PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT" section?

    Thank you!

    ReplyDelete
    Replies
    1. UnknownDecember 14, 2013 at 1:32 AM

      I am glad you find it useful.
      Before you begin entering your new purchase and sale orders, enter the pre-existing inventory numbers for each product separately in each row. You would enter this in the Orders_and_Inventory sheet under the 'Enter your order details' message. The date you enter for the pre-existing inventory should be the earliest date. Your new orders should come after that.
      Hope that clarifies.

      Delete
  25. UnknownDecember 11, 2013 at 2:36 PM

    I request you from now on please make sheets in google spreadsheet
    It has same functions and that would work all platforms including Mac iOS android windows and everywhere else even without haveing excel or any special software
    Thanks
    You are awesome
    Keep it up

    ReplyDelete
  26. EugeneDecember 12, 2013 at 11:34 PM

    Thanks looks like a great template. Is there a way to see profits for an item for a given period of time by using the most recent purchase price or an average or the last 2-3 purchaseand sales for that item or items.

    ReplyDelete
    Replies
    1. EugeneDecember 12, 2013 at 11:40 PM

      Sorry this contact form is being very buggy. I want to clarify, what I am looking for is a report in which I can type in a date range and it will take all of the sales in that range and subtract the costs of the items sold taking the cost from the most recent purchase order of that item or an average from the most recent 2 or 3 purchase orders.

      Delete
    2. UnknownDecember 14, 2013 at 4:45 AM

      Thank you.
      What you are looking for, is not readily available. However, the source data is all there in the template and calculations need to be set up to create the profits as you point out. It is feasible.

      Delete
    3. EugeneDecember 30, 2013 at 6:50 PM

      Can you aid me in making a simpler chart: I want to know the dollar amount of all inventory at a certain date, how can this be done.

      Delete
    4. UnknownJanuary 1, 2014 at 10:07 PM

      Are you looking for the dollar amount of inventory of each product or all the products together? To calculate the dollar amount, If you would like to use the price of last sale/purchase, it can be done. The inventory data is in the Orders table in the Orders_and_Inventory sheet in the Inventory Availability column. We just need to multiply that with the Unit Price column to calculate the amount. We can write a formula to do this and the formula can accommodate any date you enter. If this meets your needs, please e-mail me. I can send you a version with the changes. Thanks.

      Delete
  27. azl192December 21, 2013 at 9:25 AM

    Thanks you so much for this template.
    Kindly send me the updated version to azl192@gmail.com
    Thanks in advance!!!

    ReplyDelete
    Replies
    1. UnknownJanuary 1, 2014 at 9:07 PM

      You are welcome. The version posted here is the latest version. If there are further improvements, I will be posting here. Thanks for using the template.

      Delete
  28. UnknownDecember 30, 2013 at 5:02 AM

    Woaaw,
    Could you please send me the updated template on safraz@rocketmail.com
    Thanks in Advance

    ReplyDelete
    Replies
    1. UnknownJanuary 1, 2014 at 9:08 PM

      You are welcome. The version posted here is the latest version. If there are further improvements, I will be posting here. Thanks for using the template.

      Delete
  29. UnknownJanuary 2, 2014 at 1:04 AM

    Hi, very great and impressive template indeed, could you please make the template on excel 2007? thus the report tab could be worked soon :)
    thanks.

    ReplyDelete
    Replies
    1. UnknownJanuary 4, 2014 at 3:13 PM

      Thank you.
      I will be getting a copy of Excel 2007 this week. I will do my best to update my templates soon.

      Delete
    2. UnknownJanuary 6, 2014 at 11:46 PM

      many thanks..

      Delete
    3. UnknownJanuary 14, 2014 at 9:31 PM

      Have you updated the file already?

      Delete
    4. UnknownJanuary 15, 2014 at 7:31 AM

      I am sorry I haven't. I have updated the All-Purpose Calendar Maker template for Excel 2007. I have another couple of projects I am working on, before I can update Inventory and Sales Manager. To be realistic, It will be a few weeks. Thank you.

      Delete
  30. UnknownJanuary 7, 2014 at 10:01 AM

    Great work! However i was wondering the incorporation of bar coding. How feasible would that be?

    ReplyDelete
    Replies
    1. UnknownJanuary 7, 2014 at 10:10 PM

      Thank you.
      Do you mean the data in the template should update based on scanning a bar code?

      Delete
  31. AnonymousJanuary 8, 2014 at 10:34 PM

    Love the product, however I am just have one issue. When I make a sell of a product, dropping that product's current inventory below the re-order point, the "products where current inventory <= re-order point" section is not displaying that that specific product needs to be restocked. Any advice? Thanks!

    ReplyDelete
    Replies
    1. UnknownJanuary 9, 2014 at 10:44 PM

      Thank you.
      I am not sure I understand what you mean. Can you please email me the file or the screenshots to indzara at gmail?

      Delete
  32. AnonymousJanuary 16, 2014 at 6:23 PM

    Great template! But the reports page doesn't work for Mac 2011! :( Is there another way I can fix this? :(

    ReplyDelete
    Replies
    1. UnknownJanuary 20, 2014 at 3:46 PM

      Thank you very much. It's probably due to the 'slicers'. Unfortunately, that works only with Excel 2010/2013 for Windows, as far as I know. The data used in the reports page is available in the hidden sheets. If you are familiar with pivot tables, you can get all the data easily from the hidden sheets.

      Delete
  33. AnonymousJanuary 17, 2014 at 1:48 PM

    I really like your inventory and sales manager and am attempting to replicate it with a few edits to include my own columns. I was wondering if you could post the formula for the inventory availability column in the second sheet (orders_and_inventory).

    ReplyDelete
    Replies
    1. UnknownJanuary 20, 2014 at 3:50 PM

      Thank you.
      The formula is in the column and is not hidden. Please let me know if you are unable to view the formula.

      Delete
  34. UnknownJanuary 26, 2014 at 4:39 AM

    Thanks you so much for this template.
    How to add current stock qty ?

    ReplyDelete
    Replies
    1. UnknownJanuary 30, 2014 at 11:46 PM

      I am glad that you find the template useful.

      Before you begin entering your new purchase and sale orders, enter the pre-existing inventory numbers for each product separately in each row. You would enter this in the Orders_and_Inventory sheet under the 'Enter your order details' message. The date you enter for the pre-existing inventory should be the earliest date. Your new orders should come after that. For example, you could enter yesterday's date for existing inventory. For all the new orders from today, you will use the date of the orders.
      Hope that clarifies.

      Delete
  35. AnonymousJanuary 28, 2014 at 8:49 AM

    fantastic work. could you pl help in building a forecast file...with 5 input variables

    ReplyDelete
    Replies
    1. UnknownJanuary 30, 2014 at 11:47 PM

      Thanks.
      I am sorry that forecast is not in scope for this template for now. It's worth considering for future versions.

      Delete
  36. AnonymousFebruary 3, 2014 at 5:28 PM

    Could you send me your private email.I want you to help me out with a simple solution using excel template

    ReplyDelete
  37. AnonymousFebruary 4, 2014 at 5:02 PM

    I already sent you an email regarding my requirement. Did you get my email?

    ReplyDelete
    Replies
    1. UnknownFebruary 7, 2014 at 6:33 AM

      I have been receiving a lot of e-mails and I am not sure which one is yours. I do my best to respond to e-mails as quickly as I can. Thank you.

      Delete
  38. UnknownFebruary 5, 2014 at 3:56 AM

    Hi, Its really a good tool to work with the core business area. if you have some integration with accounting/finance or other useful templates/tools, please send on my mail-id pppundir@gmail.com
    With Thanks & Regards
    Prem

    ReplyDelete
    Replies
    1. UnknownFebruary 7, 2014 at 6:34 AM

      Thanks for your compliments.
      Currently, I don't have any such integration. I will post any future versions here.

      Delete
  39. AnonymousFebruary 5, 2014 at 7:52 AM

    Is there any way that i can change sales to Issue in the drop down list and still have it perform the same action?

    ReplyDelete
    Replies
    1. UnknownFebruary 18, 2014 at 12:17 AM

      That would require some modifications to formulas.

      Delete
  40. UnknownFebruary 16, 2014 at 7:16 AM

    Can barcodes be integrated with your inventory and sales manager excel template?

    ReplyDelete
    Replies
    1. UnknownFebruary 18, 2014 at 12:15 AM

      I don't know of a way to integrate bar codes. If a barcode reader can extract the data from the barcode and make it available, then I can work with it.

      Delete
  41. UnknownFebruary 16, 2014 at 7:17 AM

    If so can you make a youtube video tutorial? Thanks

    ReplyDelete
  42. UnknownFebruary 16, 2014 at 8:31 AM

    Sir,

    Have you done update for the "Report" to work on Excel 2007? Great work sir. A masterpiece I should say. Tnk you

    ReplyDelete
    Replies
    1. UnknownFebruary 18, 2014 at 12:15 AM

      Thank you.
      I am beginning work on the next version of this. I will do my best to make it work in Excel 2007.

      Delete
  43. Carlos Andres RodriguezFebruary 17, 2014 at 8:27 AM

    Hi ind zara, could you tell me where i can find the table Tbl_Current_Inventory, i didn't find at the template excel.

    Thanks a lot

    ReplyDelete
    Replies
    1. UnknownFebruary 18, 2014 at 12:11 AM

      It's in a hidden worksheet. You will find it when you unhide the 'Help' worksheet. Hope that helps.

      Delete
    2. Carlos Andres RodriguezFebruary 18, 2014 at 5:54 AM

      Oh, i found it :D...thanks indzara

      Delete
    3. UnknownFebruary 21, 2014 at 6:19 AM

      I am glad. Thanks. :)

      Delete
  44. UnknownFebruary 17, 2014 at 12:04 PM

    WHat a great inventory solution Indzara, but is it possible that your system can hold more than 2000 products?if YES, how would it be possible?

    ReplyDelete
    Replies
    1. UnknownFebruary 18, 2014 at 12:13 AM

      Thank you.
      I plan to increase the number of products in the next version.

      Delete
    2. UnknownMarch 26, 2014 at 11:15 AM

      Do the bet ind zara!! waiting for next version exel 2007. from Malaysia.

      Delete
    3. UnknownMay 31, 2014 at 7:15 AM

      The next version is available now. http://indzara.blogspot.com/2014/05/retail-inventory-and-sales-manager.html
      Thanks.

      Delete
  45. AnonymousFebruary 25, 2014 at 11:26 AM

    i would like to thank you for such a great template, but my first problem is with getting started with the current stocks that i have, where and how exactly to put the products and the quantities that i have first and then to start adding purchases and sales?? please answer me at wazwaznidal@hotmail.com

    ReplyDelete
    Replies
    1. UnknownFebruary 26, 2014 at 12:02 AM

      Thank you.

      Before you begin entering your new purchase and sale orders, enter the existing inventory numbers for each product separately in each row. You would enter this in the Orders_and_Inventory sheet under the 'Enter your order details' message. The date you enter for the existing inventory should be the earliest date in the table. Your new orders should come after that. For example, for existing inventory for all products, please enter today's date as order date. And all future orders would have order dates after today.

      Hope that clarifies.

      Delete
  46. AnonymousFebruary 26, 2014 at 11:16 AM

    I STILL DO NOT GET IT
    can you please explain what to write in each column ?

    ReplyDelete
    Replies
    1. UnknownMarch 30, 2014 at 10:34 PM

      I am providing an easy way to enter starting inventory in my next version of the template. Thanks.

      Delete
  47. UnknownMarch 2, 2014 at 1:09 AM

    Hi sir. is this program updated now to work on Excel 2007 version? tnx a lot

    ReplyDelete
    Replies
    1. UnknownMarch 5, 2014 at 7:13 AM

      I am building the next version now and hope to publish it in a week. Thanks.

      Delete
    2. UnknownMarch 31, 2014 at 12:04 AM

      I apologize for the delay. I am doing testing and documentation on the new template now. I hope to publish it this week.

      Delete
  48. luul ahmed aliMarch 3, 2014 at 2:39 PM

    hi there am name is ms luul
    i have jewelry shop and am using gross gram
    i receive gold from difference workers and i have seen your temple
    but can you please help to show how i can make temple that can be use
    with gold shop that show me the gram rate and the where i can put the gold prize
    please email it to on binghazi@live.com
    many thanks

    ReplyDelete
  49. UnknownMarch 7, 2014 at 6:43 PM

    Hi Sir,

    I have tried to use your excel sheet and it works wonderful. really great.
    i have several branch to manage and sometimes i have to move items from one branch to other, is there a way to track the product amount in each branch and to the movement history ?

    please advise, Thanks

    ReplyDelete
    Replies
    1. UnknownMarch 30, 2014 at 10:31 PM

      Sir, Thanks for the feedback. How many branches are you planning to manage? I am testing my next version of the template and it should address multiple locations for a business.

      Delete
  50. AnonymousMarch 10, 2014 at 11:17 AM

    hi there, its really great! keep up the good work bruv.

    btw is there anyway that i can find out profit/loss from this excel sheet.

    ReplyDelete
    Replies
    1. UnknownMarch 30, 2014 at 10:32 PM

      Thank you.
      I am testing my next version of the template and it will display monthly profit/loss amounts.

      Delete
  51. UnknownMarch 15, 2014 at 5:35 AM

    I think this is really good, i am a competent excel user and my husband needs a simple inventory for stock and sale - this fits perfect! and any adjustments i need to make you have made it really easy for me to do so, thank you for sharing your hard work! - and reading from all theses comments you are a very helpful person who enjoys helping others. Thank you
    Liz

    ReplyDelete
    Replies
    1. UnknownMarch 30, 2014 at 10:33 PM

      Thank you very much for taking the time to provide feedback. I am glad that the template has been useful. Best wishes,

      Delete
  52. UnknownMarch 30, 2014 at 10:37 PM

    It makes sense to connect the template with the bar code reader. However I have not had time to look into that yet. Sorry.

    ReplyDelete
  53. UnknownApril 4, 2014 at 8:49 AM

    Wonderful Excel template! Thanks so much for sharing!

    ReplyDelete
  54. increase conversion rateApril 4, 2014 at 11:29 AM

    A special thanks for this informative post. I definitely learned a few new things here.

    ReplyDelete
  55. UnknownApril 10, 2014 at 10:18 AM

    Wow. This is fantastic and your commitment to respond to comments is admirable. Thank you so much for building this solution. I have 2 questions: 1) Is the 2007 compatible version available yet? 2) To make this as very user friendly as possible for my clerk I want to simplify the template by eliminating ORDER DATE and EXPECTED DATE and replace it with just one column named DATE. Orders would go in when the products actually arrive to my store (not when they're ordered from the vendor) or when the sale leaves the store (customers do not order my products prior to purchasing). How could I best make these changes without disrupting the functionality of the RE-ORDER POINT notification?

    ReplyDelete
    Replies
    1. UnknownMay 1, 2014 at 12:24 AM

      Hello Chris,
      The past month has been an unusual one for me and I am behind in my responses to e-mails/comments.
      The 2007 version has been delayed and I have re-started work yesterday. I am hoping to have it within the next 10 days.
      If order and expected dates are the same, you can still use the template. That would not break the re-order point.
      In the new template I am working on, I provide option to choose whether a product needs to be inventoried. If you choose no, that product will not be checked for re-orders. Hope that will help.

      Delete
    2. UnknownMay 18, 2014 at 1:09 PM

      I am sorry to say that the product has been delayed again. I am running into some challenges while trying to balance the speed of the document (without any lag on data entry) and the functionality. I may have to re-think the design. I will keep working on it. I apologize for the delay.

      Delete
  56. UnknownApril 13, 2014 at 12:19 AM

    No word !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! only word Excellent !!!!!!!!!!! Excellent!!!!! Excellent!!!!!!!!!!!!!!!!!!

    ReplyDelete
    Replies
    1. UnknownMay 1, 2014 at 12:25 AM

      Thank you very much for your kind feedback.

      Delete
  57. UnknownApril 15, 2014 at 1:12 PM

    Hi, I have a small problem, the report page won't update

    ReplyDelete
    Replies
    1. UnknownMay 1, 2014 at 12:26 AM

      Have you tried refreshing the data as I explain above? If that did not help, please e-mail me file/screenshot so that I can see what is happening.

      Delete
  58. AnonymousApril 18, 2014 at 3:34 AM

    Great template. It would be nice to add a similar function to stock level re-order point but for product expiry date. Maybe add a column next to re-order point when we could enter the expiry date and set an alarm point at a certain date before the expiry date. It would be great if the spreadsheet could display stock availability along with time left for product expiry.

    ReplyDelete
  59. UnknownApril 24, 2014 at 6:37 AM

    Hello there ind zara,

    i tried to put in our own products in the first stap but when i try to vieuw them in the order_&_inventory sheet under product items they don't show up, can you tell me why, i thought it maybe could be that there is not enough stock but i dont know where to fill the current stock in. please help us out !!! you can reply at cassandersmallenburg@gmail.com

    ReplyDelete
    Replies
    1. UnknownMay 1, 2014 at 12:29 AM

      I had responded to your e-mail earlier. Please e-mail me the file/screenshots so that I can understand the problem. Thanks.

      Delete
  60. AnonymousMay 1, 2014 at 9:58 PM

    You are absoulutely THE BEST!!! Thank you for sharing your knowledge. This will definitely come handy for my small store inventory management. I was clueless on how to get started until I found you. Im loading my spreadsheet and will let you know how it goes. Just like some have already asked (how to know the daily sales for a store) I will be curious to find out.
    Bravo Ins Zara, Bravo!!!!

    ReplyDelete
    Replies
    1. UnknownMay 27, 2014 at 6:50 AM

      Thank you very much. I am glad it's helpful.

      Delete
  61. human rightsMay 7, 2014 at 4:59 AM

    interesting template..thanks for sharing free

    ReplyDelete
  62. AnonymousMay 20, 2014 at 9:50 PM

    Many Thanks.Good Work.Appreciated
    Greg

    ReplyDelete
    Replies
    1. UnknownMay 27, 2014 at 6:51 AM

      You are welcome. Thanks for your feedback.

      Delete
  63. UnknownMay 26, 2014 at 5:06 PM

    HI,
    THANKS FOR SHARING THIS TEMPLATE

    YOU DIDNT MENTION WHERE TO ENTER EXISTING INVENTORY ITEMS

    THANK YOU

    ReplyDelete
    Replies
    1. UnknownMay 27, 2014 at 6:53 AM

      You are welcome.

      In the Orders and Inventory sheet, you enter your existing inventory items (one row for each unique product) with Expected Date of Jan 1st, 2014. Then, you can continue entering your new orders in the same sheet. Hope that helps.

      Delete
    2. UnknownMay 27, 2014 at 10:25 AM

      Thanks for your reply.
      this is the best template i have seen till now, easy to understand

      One more doubt
      our business runs on credit basis.
      i need at least 20 days to pay my suppliers..
      My customer will pay me 2-4 installments.

      How can i enter multiple payments or receivables in your excel template?
      I'm new to this excel or accountings,

      If possible you can reply me on rajeev@neoglobalindustires.com

      I need a custom template for all our businesses (we get raw materials from suppliers then to our production unit then to distributors ) and we also want to introduce barcode system to gather data. if you need more details i can provide you

      Delete
    3. UnknownMay 31, 2014 at 6:53 AM

      How the payments happen do not impact the inventory calculations in the template. Expected Date is the date when the product leaves your warehouse (for sale orders) or reaches your inventory (for purchase orders).
      Order Date is used only for analysis on sales/purchases in the Report sheet. In your scenarios, for one order which has one order date, you may receive the payments in 4 installments across multiple months, You would not enter them separately. The Report sheet will only reflect the sale amount in the month of the Order Date. This means that the Report sheet doesn't truly reflect when you received payments.

      In summary, for your scenario, inventory levels shown in the template will work fine. The Report sheet will not reflect the true cash flow.
      Hope that helps.

      Delete
    4. UnknownMay 31, 2014 at 6:54 AM

      I am not familiar with collecting information from bar code scanners. Sorry.

      Delete
  64. UnknownJune 4, 2014 at 3:10 AM

    am trying to convice my employers about your premium product using your free product,. after I buy the premium product will I be able to use it or rather put it on multiple computers>? if its limited, then whats its maximum capacity? With this current template, I have a problem, how will I be able to get the total purchasing cost of the available inventory? or the total purchasing cost of the goods sold? so that i may be able to see the monthly or daily profit?

    ReplyDelete
    Replies
    1. UnknownJune 4, 2014 at 3:11 AM

      I have to point out that your template has changed my view on inventory management., thank you very much,

      Delete
    2. UnknownJune 4, 2014 at 5:12 AM

      Thank you for the kind words. I am glad it's useful.

      You can place the file on a shared drive and have multiple people have access to it. Or you can make copies and use it in three separate computers at a time.

      The premium version calculates monthly profit/loss. It does not calculate the purchasing cost of the currently available inventory. It lists each product's current inventory in a table. You can use that and calculate the cost of the current inventory easily.

      Hope that helps.

      Delete
    3. UnknownJune 4, 2014 at 7:43 AM

      does it keep record of the purchasing price of an item?

      Delete
    4. UnknownJune 5, 2014 at 6:46 AM

      If you
      buy 5 units of Product A for $500 total ($100 for each unit) in May 2014,
      sold 3 of those units for $600 ($200 each) in May 2014.
      buy 10 units of Product A for $800 total ($80 for each unit) in June 2014,
      sold 2 units for $500 ($250 each) in June 2014.

      It will show up as
      Purchase amount of $500 in may 2014
      Sales amount of $600 in May 2014
      Profit of $100 in May 2014

      Purchase amount of $800 in June 2014
      Sales amount of $500 in June 2014
      Profit of -$300 in June 2014

      Hope that helps. Profit/Loss is not calculated in this template for each specific unit. It is calculated on the Product level and the date level (Date/Month).

      Delete
    5. UnknownJune 5, 2014 at 6:47 AM

      Also, you will be entering each line in your order. This means that you can always refer back to historical orders to see exactly how much was paid for a product over time.

      Delete
  65. UnknownJune 4, 2014 at 3:14 AM

    am asking all this because i want to be able to create a daily or monthy profit/loss income data,. please if there is a way you can help i will highly appreciate. i will pay for your trouble if i have to, but i think what you offer is the simplest yet very accourate accounting program

    ReplyDelete
    Replies
    1. UnknownJune 4, 2014 at 5:15 AM

      Thanks again for the compliments.
      The premium version calculates monthly profit/loss. Please try and if the template does not meet your business needs, please e-mail me and we will issue a full refund.

      Delete
  66. camera and cheeseJune 10, 2014 at 11:45 PM

    Hi! Just one question. How did you make a scroll bar on the Orders_and_Inventory worksheet? Please help.

    ReplyDelete
    Replies
    1. UnknownJune 11, 2014 at 5:39 AM

      If you don't see the Developer Ribbon, add from Excel options dialog box.
      From Developer ribbon, insert a scroll bar form control.
      Right Click on the scroll bar and format - select cell link. In this template, I have linked to cell L5. Then, I use L5 in formulas in column H. By that way, when someone scrolls down in the scroll bar, cell L5 will increase in value and that would mean cell H5 will now change accordingly.

      In summary, the scroll bar controls a cell value and once you use that cell value in any formulas anywhere, then they change when scroll bar is used. Hope that helps.

      Delete
    2. camera and cheeseJuly 3, 2014 at 6:01 AM

      My problem is, how did you input the data on that scrolling list without using the OFFSET function. I tried to analyze your formula, and I just don't understand it well enough. Please help. :(

      Delete
    3. UnknownJuly 7, 2014 at 10:31 PM

      I will first try to explain in a simplified example.

      Let's say cell L5 is controlled by the scroll bar. So, when you scroll down, value in L5 is incremented by 1. Let's say in cell H5, we have a formula INDEX($A$1:$A$5, L5). (The actual formula used in the template is more complex than this) Let's assume cell range $A$1:$A$5 represents a list of product names. So, when L5 is 1, the cell H5 will show the first product. When you scroll down in the scroll bar, L5 becomes 2 and H5 will now show the second product. This is the concept implemented.

      Now to the actual formula used. The goal is to find products where the ( Current Inventory - Re-order point) <=0.
      INDEX (Product table, Row #). To get the row number, we use the formula

      SMALL(IF(INDEX(Tbl_Current_Inventory,,5)<=0,ROW(INDEX(Tbl_Current_Inventory,,5))-ROW(Help!$D$3),""),$L$5-ROW($H$4))

      Let's break this down.
      1) use an array formula which will first list all the row numbers of products where ( Current Inventory - Re-order point) <=0. if that is not true, instead of returning the row number, it will return blank.
      IF(INDEX(Tbl_Current_Inventory,,5)<=0,ROW(INDEX(Tbl_Current_Inventory,,5))-ROW(Help!$D$3),"")

      2)Then, order them using the SMALL function.

      3) Since we want the first product in H5 and the second product in H6, we use $L$5-ROW($H$4) in H5. When you drag this formula down to H6, it will update accordingly.

      This is an array formula and so after you type the formula instead of pressing Enter key, you have to press Ctrl+Shift+Enter. That creates the array formula.

      Hope this helps. If this is not clear, I can do a video when I am able to.

      Thanks,

      Delete
  67. AnonymousJune 20, 2014 at 9:19 AM

    Thank you for this. So easy to use and displays exactly what I want. You have saved me alot of stress, headaches and chocolate!

    ReplyDelete
    Replies
    1. UnknownJune 22, 2014 at 7:44 AM

      I am very glad that it is useful. Thanks for taking the time and letting me know.

      Delete
  68. UnknownJune 24, 2014 at 3:33 AM

    just one more thing, how do I get the template to show me reports on a daily basis and not monthly/cumulated>?

    ReplyDelete
  69. UnknownJune 25, 2014 at 7:39 AM

    In the premium version, you can choose one or multiple days and the report will provide the summary for the selected days. However, the charts (which is how we can see the trends) are set up only for monthly trends. If you are familiar with the pivot tables, it's very easy to create daily trends. The data is available in the template in the 'Analysis_Details' sheet.
    In the free version also, you can edit the pivot tables (in the hidden sheets) to create daily trends easily.
    Hope that helps. Please let me know if there are any further questions.

    ReplyDelete
  70. Test CuikJuly 4, 2014 at 5:25 PM

    hi i'm trying to use your project with MAC excel 2011 but i can not save the document an is read only. Also the reports won't show.

    Please help, i love your work!

    Thanks,

    Stefano

    ReplyDelete
    Replies
    1. UnknownJuly 5, 2014 at 1:04 PM

      Thank you very much for your compliments. Unfortunately, I don't have Mac and cannot build/test for Mac. Hopefully later this year, I can start publishing for Mac.

      Delete
    2. Test CuikJuly 6, 2014 at 11:35 AM

      an in what version of excel is made? thanks!

      Delete
    3. UnknownJuly 6, 2014 at 1:39 PM

      This free template works in Excel versions 2010 and 2013 for Windows. The new premium version works in Excel 2007, 2010 and 2013 for Windows.
      Hope this helps.

      Delete
  71. UnknownJuly 9, 2014 at 11:00 AM

    Dear Indzara
    I would like to say this template is very helpful to myself and my friends' company.
    Here just a little suggestion. Would you kindly to add more options on Order Type beside Purchase and Sales. Such as Return, Demo, Sample, and Damage

    Thank you

    ReplyDelete
    Replies
    1. UnknownJuly 15, 2014 at 10:03 PM

      I am glad that it's useful. Thanks for your suggestions. I will consider your ideas for future versions. Thanks.

      Delete
  72. AnonymousJuly 12, 2014 at 1:09 PM

    This comment has been removed by the author.

    ReplyDelete
    Replies
    1. UnknownJuly 12, 2014 at 4:28 PM

      As you enter order details in the Orders_and_Inventory sheet, you will enter partner name in each row. You do not have to add partner names in any other place.

      Hope that helps.

      Delete
  73. UnknownJuly 28, 2014 at 11:11 AM

    Thank you so much for providing this very useful and impressive spreadsheet! It's exactly what I need. Thanks for putting your hard work out here for free and also for taking the time to answer all these many comments.

    The template works really well, only one thing is causing me problems, maybe you can help: As I enter things into the orders_and_inventory sheet, the column "yearmonth" is not automatically calculated. It just says "yyyy_00", and even though I've tried to use different formatting, I can't figure it out. Obviously, the report sheet doesn't perform properly then either, since it can't pull up the data from the yearmonth column. I've tried out to change things in your template with sample data, and even there it is like this, as soon as I change anything, all lines in that column go to yyyy_00. Any thoughts would be greatly appreciated!

    Kind regards,
    Sandra

    ReplyDelete
    Replies
    1. UnknownJuly 30, 2014 at 6:50 AM

      I am glad that you find it useful. Thank you for the compliments.

      Can you please e-mail me the file to indzara at gmail? Which version of Excel are you using and is it Windows/Mac? I will take a look.

      Best wishes,

      Delete
    2. UnknownJuly 30, 2014 at 7:22 AM

      I am using Excel 2010 (on Windows), have just sent you the file. Thanks so much for your willingness to help!

      Delete
    3. UnknownJuly 30, 2014 at 7:23 PM

      Not a problem. I have responded to your e-mail with the solution. Hope it works.

      Delete
  74. UnknownJuly 30, 2014 at 3:50 AM

    This is such a fantastic tool - however it is saying within the report section it is not supported - I think this is because I am using Vista is there any chance at all you could fix this or help.

    thank you in advance

    Best wishes,

    Caroline

    ReplyDelete
    Replies
    1. UnknownJuly 30, 2014 at 6:42 AM

      Thank you.
      Which version of Excel are you using? If it's Excel 2007 or earlier versions, the template doesn't support. It is compatible with only Excel 2010 and 2013. The premium template supports Excel 2007, 2010 and 2013. indzara.blogspot.com/2014/05/retail-inventory-and-sales-manager.html

      Hope that helps.

      Delete
  75. UnknownAugust 13, 2014 at 9:44 AM

    This template is great and is just what I needed! One question, the Report tab doesn't seem to be updating with my products and categories, just has the sample product in it. Any help in getting it to update would be great. Thanks!!

    ReplyDelete
    Replies
    1. UnknownAugust 15, 2014 at 6:52 PM

      Thank you.

      There are possibly two reasons:
      1. Have you refreshed the data as explained in the blog post above?
      "Since there are pivot tables and charts, please refresh the data by going to Data ribbon and selecting Refresh all. This updates the charts with your new transactions"
      2. Please make sure that you have entered the products in the Products table correctly. http://youtu.be/xALukmnqn7c this video provides general guidelines on entering data in Excel tables..

      Delete
  76. rvd!August 15, 2014 at 12:12 AM

    Dear INDZARA,
    Thanks a lot for the template. I am trying to adapt it to my needs and I am struggling with the Re-Order point.

    In the "Orders_and_Inventory" sheet, top right area, there is a list with "PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT". However I need to have this list with LESS than, not LESS or EQUAL.

    I tried to modify the formula of that column with 5 cells:
    =IFERROR(INDEX(Tbl_Current_Inventory,SMALL(IF(INDEX(Tbl_Current_Inventory,,5)<=0,ROW(INDEX(Tbl_Current_Inventory,,5))-ROW(Help!$D$3),""),$L$5-ROW($H$4)),1),"")

    When I change the "<=" for "<", but all data goes blank there.

    Could you let me know where to modify it so it works?

    PS: increasing 1 unit the pair stock (re order point) of all inventory is not an option unfortunately.

    ReplyDelete
    Replies
    1. UnknownAugust 15, 2014 at 7:01 PM

      Thank you.
      Can you please clarify why adding 1 to the re-order point would not be a solution? That's what I was going to recommend..

      Delete
  77. rvd!August 21, 2014 at 2:12 AM

    Some items are by kilos and some by units. Some re order points are 500, so I could write 499, but some re order points are only 1, and writing zero unfortunately makes no sense for the warehouse staff (developing country here...)

    So far I subtract 0.1 from all convective items and displayed no decimals, so 0,9 is displayed as 1 for example. Works, but is not an ideal solution for us.

    It is feasible to modify the <= for < or the way the template has been created does not allow it?

    Thanks!

    ReplyDelete
  78. UnknownSeptember 10, 2014 at 2:06 AM

    Great template but only 100 products, please update more then 500 products

    ReplyDelete
    Replies
    1. rvd!September 10, 2014 at 2:32 AM

      Maybe you have downloaded the old version

      FEATURES:
      • Enter and manage up to 2000 different Products (updated Oct 10, 2013)

      Delete
  79. UnknownSeptember 10, 2014 at 11:20 PM

    it's free?

    ReplyDelete
    Replies
    1. UnknownSeptember 14, 2014 at 2:56 PM

      Yes. The template on this page is free to download.

      Delete
  80. NasarSeptember 16, 2014 at 3:52 AM

    This comment has been removed by a blog administrator.

    ReplyDelete
  81. mtau642September 18, 2014 at 10:24 PM

    Thank you so much for this template, its really helpful :)

    ReplyDelete
    Replies
    1. UnknownSeptember 21, 2014 at 6:36 AM

      You are welcome. I am glad that it is useful.

      Delete
  82. People For Haiti medical mission teamOctober 3, 2014 at 8:56 AM

    Could you please update me on the status of this template with Mac compatibility and barcode scanner integration?

    ReplyDelete
    Replies
    1. UnknownOctober 15, 2014 at 6:16 AM

      I have a Mac computer now and will begin testing this template in Mac before November.
      I don't have any plans to do barcode scanner integration for now. Sorry.

      Thanks for following up. Best wishes,

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    2. UnknownNovember 2, 2014 at 7:46 AM

      The Mac version for Retail Inventory and Sales Manager is being tested. It will not have the Analysis sheet and the charts in the Analysis Details sheet. All the other features mentioned here http://indzara.blogspot.com/2014/05/retail-inventory-and-sales-manager.html will be retained.
      Please e-mail at indzara at gmail for more details.

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  83. UnknownOctober 10, 2014 at 11:38 AM

    Thank you for this template! I do have one question, under order type how can i add additional types of order types such as "donation" or "gifts"? I apologize of this is a "beginner's question" but I am not that proficient with Excel. Also, I was worried that if I played around with the Excel template too much it would mess up all the existing calculations.

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    1. UnknownOctober 15, 2014 at 6:19 AM

      You are welcome.
      Order Type is integral to the calculations in the template. It determines whether we subtract inventory or add inventory. Simply adding new order types will not lead to correct calculations.
      My suggestion is to put price as 0 if it's a donation or a gift, but still use Sale or Purchase (depending on whether you are donating or receiving donation) as order type so that the inventory calculates correctly.

      Hope that helps. Thanks.

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  84. AijazOctober 24, 2014 at 3:48 AM

    Hi, sir
    My name is Aijaz From Hyderabad, I got a job as a Store keeper. my company is into dairy products. I need your advice which template is use full

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    1. UnknownOctober 26, 2014 at 7:12 PM

      Hello Aijaz,
      For managing inventory and tracking sales, you can use the template in this page. For creating invoices, you can try the invoice builder. Hope this helps.

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  85. T. SallOctober 25, 2014 at 7:55 AM

    I'm really impressed.. your Inventory and sales management is really interesting.
    My suggestion is that instead of making conditional formatting where Sale quantity is higher than Inventory available.. in this case, the inventory current will not match with the quantity where -5 or -9 are not calculated in stock management, because we can't sale a product which we don't have enough in the inventory.
    So my suggestion is to make a data validation to restrict the sale of each product that is higher than what is available. I already did this to the one i downloaded and it works well. contact me if u need it

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