INVENTORY AND SALES MANAGER 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.
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
ENTER PRODUCTS
Orders and Inventory
Please visit http://www.indzara.blogspot.com for more information
End of 2000 Products
Products Report Terms
CHOOSE PRODUCT
Product Current Inventory Re-order Point Pending Purchase Quantity
5
PRODUCTS AVAILABLE QUANTITY PRODUCTS TO RE-ORDER CURRENT INVENTORY 50
RE-ORDER POINT 20
PENDING PURCHASE QUANTITY 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
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
these columns are automatically calculated
0 0
INVENTORY AND SALES MANAGER - ORDERS AND INVENTORY
ORDER ITEMS THAT CANNOT BE FULFILLED*
PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT
Product A
CURRENT INVENTORY LEVEL
1 50 0
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 RANKING
Amount Desc
RANK PRODUCT NAME QUANTITY AMOUNT
1 Product A 50 395050 1
Choose one Order Type
at a time: Purchase or
Sale
Sort by
Order Month
Jan Feb Mar Apr
May Jun Jul Aug
Sep Oct Nov Dec
Order Year
2012 <10/... >10/...
395050
0
50000
100000
150000
200000
250000
300000
350000
400000
450000
2012-Oct
Sum of Amount Cumulative Sum of Amount
0
50000
100000
150000
200000
250000
300000
350000
400000
450000
Oct
2012
Prod Cat X
Prod Cat X
Product Category
Prod Cat X
Product Name
Product A
Partner
Supplier 1
Order Type
Purchase
395050,
100%
Supplier 1
50
0
10
20
30
40
50
60
2012-Oct
Sum of Quantity Cumulative Sum of Quantity
0
10
20
30
40
50
60
Oct
2012
Prod Cat X
Prod Cat X
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 dont 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
Products