Products to Re-order: Number of Products where the current inventory is less than or equal to the re-order point.Quantity: Total Number of items of all Products currently available.Products Available: Number of Products where the current inventory level is greater than 0.Current Inventory of a product = (Total Purchases of Product – Total Sales of Product) as of today.Inventory Spreadsheet Excel Template – Summary Metrics View information about overall inventory availability Inventory Availability (Calculated field): This is the quantity (number of items) of the product available in inventory as of the Expected Date.In Purchase orders this would be money leaving you and in Sale orders, this would be money that customers pay you. Amount (Calculated field): (Unit Price X Quantity) = represents the amount of money.In Sale orders, this is the revenue from selling one unit of the product. Unit Price: In Purchase orders, this is the cost of buying one unit of the product.Even if your unit is not whole numbers, you can still use the Quantity field. Quantity: Number of units of products.For Sale orders your customer is the Partner. Partner: For Purchase orders, your supplier is the Partner.For Sale orders, this is the date when the inventory will leave you to the customer. 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 order is placed by your customer to you.
Order Date: For Purchase orders, this is the date when the order is placed by you to your supplier.When your customer places an order to buy products from you, it is called a Sale. When you place an order to acquire products from suppliers, it is called a Purchase order. Order Type: There are two types of Orders: Purchase and Sale.The only recommendation is that you should have a unique order number for each order. If you don’t have any such systems, you can create your own. If your systems generate any order numbers, you can enter them here. You can filter the Orders table by choosing specific order number to see all the items in that order. This has been provided for you to track your orders easily. Order Number: This Order number is not used in the template to calculate anything.The template will then give you accurate count of your inventory. You can then continue to enter your new orders (purchase and sales) as they happen. If you have any existing inventory when you start using the template, enter them first. We recommend not editing any formulas unless you are very sure about the changes and the impact on functionality. You can view the formulas in the sheet and can edit them if needed. Formulas are used to calculate inventory and sales. This template is developed using only formulas and does not have any macros or code. Easily retrieve and view your order detailsįree Excel inventory template with formulas.Know how the different product categories contribute to sales.Quickly see your top customers and suppliers.Easily understand the sales and purchase patterns (monthly and cumulative).Know if the sale orders can be fulfilled.Know current inventory levels of each product.Set custom re-order points for each product.Enter and manage up to 2000 different Products.RECOMMENDED PREMIUM RETAIL INVENTORY TEMPLATES.Rental Inventory Tracker Excel Template (Free).Manufacturing Inventory Tracker Excel Template (Free).View information about overall inventory availability.Hence, we have retained both templates on our site. For those, the template on this page would be more useful. There are some users who do not want to auto-populate the prices as they want flexibility to change prices for different customers. The new template has automatic price population on order line items which this one doesn’t. Ī new version is available with additional features such as auto-price population. This Excel template is designed for Microsoft Excel, but if you are looking for a Google Sheet template, please visit Inventory and Sales Manager in Google Sheets. Also, you can quickly view the purchases/sales patterns over time and the best-performing products. This retail inventory excel template will assist in knowing the inventory levels of each product and understanding which products to re-order. This Inventory and Sales Manager Excel template is suited for managing inventory and sales if you are running a small business of buying products from suppliers and selling to customers. Inventory and Sales Manager Excel Template 2021
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