INVENTORY AND SALES MANAGER

Orders and Inventory

INSTRUCTIONS

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

RETAIL BUSINESS
MANUFACTURING BUSINESS
RENTAL BUSINESS

1. Enter Products below

2. Enter Order details in the Orders and Inventory worksheet
3. View the report in the Report worksheet.

ENTER PRODUCTS
Product Name
ES30
ES25
ES65
ES75
ES70
ES20
ES73
ES80
DSC-HX7V
DSC-H70
DSC-HX9V
DSC-HX100V
COOLPIX S6000
COOLPIX S8100
COOLPIX S9100
COOLPIX L23
COOLPIX L24
COOLPIX L120
POWERSHOT A800
POWERSHOT A1200
POWERSHOT A2200
POWERSHOT A3200 IS
DIGITAL IXUS 105
DIGITAL IXUS 130
DIGITAL IXUS 210
DIGITAL IXUS 300 HS

Product Description
ES30 Desc
ES25 Desc
ES65 Desc
ES75 Desc
ES70 Desc
ES20 Desc
ES73 Desc
ES80 Desc
DSC-HX7V Desc
DSC-H70 Desc
DSC-HX9V Desc
DSC-HX100V Desc
COOLPIX S6000 Desc
COOLPIX S8100 Desc
COOLPIX S9100 Desc
COOLPIX L23 Desc
COOLPIX L24 Desc
COOLPIX L120 Desc
POWERSHOT A800 Desc
POWERSHOT A1200 Desc
POWERSHOT A2200 Desc
POWERSHOT A3200 IS Desc
DIGITAL IXUS 105 Desc
DIGITAL IXUS 130 Desc
DIGITAL IXUS 210 Desc
DIGITAL IXUS 300 HS Desc

Report

Product Category
SAMSUNG
SAMSUNG
SAMSUNG
SAMSUNG
SAMSUNG
SAMSUNG
SAMSUNG
SAMSUNG
SONY
SONY
SONY
SONY
NIKON
NIKON
NIKON
NIKON
NIKON
NIKON
CANON
CANON
CANON
CANON
CANON
CANON
CANON
CANON

Re-Order Point
15
20
4
19
2
5
10
5
5
5
10
4
12
5
15
10
10
8
5
10
10
20
15
10
5
20

FEATURES:
Enter and manage up to 2000 different Products
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
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Terms

www.indzara.com

End of 2000 Products

INVENTORY AND SALES MANAGER - ORDERS AND INVENTORY

CURRENT INVENTORY LEVEL

21

350

16

PRODUCTS AVAILABLE

QUANTITY

PRODUCTS TO RE-ORDER

ORDER ITEMS THAT CANNOT BE FULFILLED*

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CURRENT

FUTURE

Products
CHOOSE PRODUCT

Product

ES80
CURRENT INVENTORY
RE-ORDER POINT
PENDING PURCHASE QUANTITY
PENDING SALES QUANTITY

Report

Terms

PRODUCTS WHERE CURRENT INVENTORY <= RE-ORDER POINT

5
5
0
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Current Inventory

Re-order Point

15

0
5

5
5

5
5

5
10

Pending Purchase Quantity

0
0
0
0
0

*where Sale quantity is higher than Inventory available - highlighted with red border in the table below

ENTER YOUR ORDER DETAILS

Order Number
Order Date
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
P1
1-Oct-12
5-Nov-12
P2
P2
5-Nov-12
5-Nov-12
P2
P2
5-Nov-12
5-Nov-12
P2
P2
5-Nov-12
5-Nov-12
P2
P2
5-Nov-12
5-Nov-12
P2
P2
5-Nov-12
5-Nov-12
P2
P2
5-Nov-12
P2
5-Nov-12
P2
5-Nov-12
P2
5-Nov-12
P2
5-Nov-12
P2
5-Nov-12
P2
5-Nov-12
S1
10-Nov-12
S1
10-Nov-12
S1
10-Nov-12
S1
10-Nov-12
S1
10-Nov-12
S2
15-Nov-12
S2
15-Nov-12
S2
15-Nov-12
S2
15-Nov-12
20-Nov-12
S3
S3
20-Nov-12
20-Nov-12
S3
S3
20-Nov-12
20-Nov-12
S3
P3
1-Dec-12
1-Dec-12
P3
P3
1-Dec-12
1-Dec-12
P3
P3
1-Dec-12
1-Dec-12
P3
P3
1-Dec-12
P4
5-Dec-12
P4
5-Dec-12
P4
5-Dec-12
P4
5-Dec-12
P4
5-Dec-12
P5
2-Jan-13
S4
15-Dec-12
S5
10-Jan-13
P5
2-Jan-13
P6
5-Feb-13
P6
5-Feb-13
P6
5-Feb-13
P6
5-Feb-13
5-Feb-13
P6
P6
5-Feb-13
5-Feb-13
P6
S4
15-Dec-12
15-Dec-12
S4
P5
2-Jan-13
15-Dec-12
S4

Order Type
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Sale
Sale
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Sale
Sale
Purchase
Sale

Expected Date
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
8-Oct-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
12-Nov-12
17-Nov-12
17-Nov-12
17-Nov-12
17-Nov-12
17-Nov-12
22-Nov-12
22-Nov-12
22-Nov-12
22-Nov-12
27-Nov-12
27-Nov-12
27-Nov-12
27-Nov-12
27-Nov-12
8-Dec-12
8-Dec-12
8-Dec-12
8-Dec-12
8-Dec-12
8-Dec-12
8-Dec-12
12-Dec-12
12-Dec-12
12-Dec-12
12-Dec-12
12-Dec-12
9-Jan-13
22-Dec-12
17-Jan-13
9-Sep-13
12-Feb-13
12-Feb-13
12-Feb-13
12-Feb-13
12-Feb-13
12-Feb-13
12-Feb-13
22-Dec-12
22-Dec-12
9-Jan-13
22-Dec-12

Partner
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Supplier Y
Customer A
Customer A
Customer A
Customer A
Customer A
Customer B
Customer B
Customer B
Customer B
Customer C
Customer C
Customer C
Customer C
Customer C
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier X
Supplier X
Supplier X
Supplier X
Supplier X
Supplier Y
Customer A
Customer C
Supplier Y
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Supplier Z
Customer A
Customer A
Supplier Y
Customer A

Product Name
ES25
ES30
ES25
ES65
ES75
ES70
ES20
ES73
ES80
DSC-HX7V
DSC-H70
DSC-HX9V
DSC-HX100V
COOLPIX S6000
COOLPIX S8100
COOLPIX S9100
COOLPIX L23
COOLPIX L24
COOLPIX L120
POWERSHOT A800
POWERSHOT A1200
POWERSHOT A2200
POWERSHOT A3200 IS
DIGITAL IXUS 105
DIGITAL IXUS 130
DIGITAL IXUS 210
DIGITAL IXUS 300 HS
ES25
ES70
ES73
COOLPIX S8100
POWERSHOT A3200 IS
DSC-HX9V
DSC-HX100V
DIGITAL IXUS 105
DIGITAL IXUS 210
DSC-HX100V
COOLPIX S6000
COOLPIX S9100
POWERSHOT A2200
DIGITAL IXUS 105
COOLPIX S8100
POWERSHOT A1200
DIGITAL IXUS 130
DSC-HX9V
COOLPIX S9100
ES75
ES70
COOLPIX S8100
POWERSHOT A3200 IS
DIGITAL IXUS 105
DIGITAL IXUS 210
DIGITAL IXUS 130
DSC-HX100V
DSC-HX9V
DSC-HX7V
DSC-H70
ES20
ES75
ES73
COOLPIX S6000
COOLPIX S9100
DIGITAL IXUS 210
DIGITAL IXUS 300 HS
DIGITAL IXUS 105
ES20
DSC-HX9V
COOLPIX S9100

Quantity

Unit Price
50
25
40
30
10
15
25
30
35
10
15
20
40
50
10
5
10
25
20
35
20
20
10
5
15
20
25
5
10
5
5
10
15
25
2
15
10
30
5
10
3
10
10
10
10
20
15
10
10
40
20
40
5
10
20
25
20
5
10
5
10
10
10
5
15
15
20
15

Amount
7901
1194
7073
4621
3226
1467
5736
4363
3509
6372
8312
4752
3431
1799
8441
8858
5005
8894
6362
9622
5117
3836
7089
4170
7696
5960
1074
1708
4622
1212
2970
6196
2213
2195
2069
6484
9319
2334
1703
6771
1733
2170
7352
4065
4077
8493
1694
6401
7472
7150
7122
5025
2783
2614
5347
1109
7445
6479
3090
2355
2793
9131
5882
5142
8939
6846
6164
4577

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these columns are automatically calculated

Product Category
YearMonth
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Inventory Availability
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S4
S4
S4
S5
S5
S5
S5
S6
S5
S5
S5
S5
S5
S6
S6
P5
S6
S6
S6
S6
S6
S7

15-Dec-12
15-Dec-12
15-Dec-12
10-Jan-13
10-Jan-13
10-Jan-13
10-Jan-13
13-Jan-13
10-Jan-13
10-Jan-13
10-Jan-13
10-Jan-13
10-Jan-13
11-Jan-13
12-Jan-13
2-Jan-13
14-Jan-13
15-Jan-13
16-Jan-13
17-Jan-13
18-Jan-13
20-Jan-13

Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Purchase
Sale
Sale
Sale
Sale
Sale
Sale

22-Dec-12
22-Dec-12
22-Dec-12
17-Jan-13
17-Jan-13
17-Jan-13
17-Jan-13
17-Aug-13
17-Jan-13
17-Jan-13
17-Jan-13
17-Jan-13
17-Jan-13
17-Aug-13
17-Aug-13
9-Sep-13
17-Aug-13
17-Aug-13
17-Aug-13
17-Aug-13
17-Aug-13
19-Aug-13

Customer A
Customer A
Customer A
Customer C
Customer C
Customer C
Customer C
Customer B
Customer C
Customer C
Customer C
Customer C
Customer C
Customer B
Customer B
Supplier Y
Customer B
Customer B
Customer B
Customer B
Customer B
Customer C

COOLPIX L24
COOLPIX L120
POWERSHOT A3200 IS
ES25
ES20
DSC-HX100V
ES80
DSC-HX7V
DSC-HX9V
COOLPIX S8100
COOLPIX L24
POWERSHOT A800
POWERSHOT A1200
ES80
ES30
DSC-HX7V
DSC-HX100V
POWERSHOT A1200
COOLPIX S9100
DIGITAL IXUS 210
POWERSHOT A800
ES20

15
10
30
50
10
10
20
10
10
20
20
20
20
10
20
30
5
5
10
60
18
5

3766
1371
5507
3456
1826
2929
5437
1973
6600
2995
7646
2769
2466
1995
6442
3652
3366
3777
3295
5122
7412
5000

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All the information here is based on Order Date and not Expected Date

Choose one Order

Type at a time:
Purchase or Sale
This shape represents a slicer. Slicers
are supported in Excel 2010 or later.

This shape represents a slicer. Slicers are supported in Excel

2010 or later.

This shape represents a slicer. Slicers

are supported in Excel 2010 or later.

This shape represents a slicer. Slicers are

supported in Excel 2010 or later.

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.
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.

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.

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.

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
If the shape was modified in an earlier
be used.
version of Excel, or if the workbook
was saved in Excel 2003 or earlier, the
slicer cannot be used.
AMOUNT - MONTHLY AND CUMULATIVE

Column C

QUANTITY - MONTHLY AND CUMULATIVE

Data

Column C

1000

0.9

900

0.8

800

0.7

700

0.6

600

0.5

500

0.4

400

0.3

300

0.2

200

0.1
0

Data

950

100

0
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YearMonth

AMOUNT - BY PRODUCT CATEGORY

YearMonth

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QUANTITY - BY PRODUCT CATEGORY

Product Category Err:508

Product Category Err:508

Total Result

Total Result

800

12

700

10

600
8

500
400

300

200
2
0

100

Jan

Feb

Oct

Nov

Dec

AMOUNT BY PARTNER

Jan

Feb

Oct

Nov

Dec

PRODUCT RANKING
Sort by

Supplier X
Supplier Y
Supplier Z

RANK
1
2
3
4
5
6
7
8
9
10

PRODUCT NAME
ES25
DIGITAL IXUS 210
POWERSHOT A3200 IS
POWERSHOT A800
COOLPIX S9100
DSC-H70
DSC-HX9V
COOLPIX L24
COOLPIX S8100
POWERSHOT A1200

QUANTITY
90
70
50
35
35
35
50
25
30
30

Amount
AMOUNT
677970
379020
356890
336770
305460
273580
259090
222350
180830
175860

Desc
1
1

TERMS USED IN THIS TEMPLATE

Re-order Point: Amount that you set for each product, where when the current inventory l
http://en.wikipedia.org/wiki/Reorder_point)
Product Category: This allows you to categorize products. If you have numerous products
Order Number: This Order number is not used in the template to calculate anything. This h
see all the items in that order. If your systems generate any order numbers, you can enter the
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
you, it is called a Sale.
Order Date: For Purchase orders, this is the date when the order is placed by you to your s
Expected Date: For Purchase orders, this is the date when the inventory becomes availabl
Partner: For Purchase orders, your supplier is the Partner. For Sale orders your customer is
Quantity: Number of units of products. The unit can be any numeric value. Even if your uni
Unit Price: In Purchase orders, this is the cost of buying one unit of the product. In Sale ord
Amount (Calculated field): (Unit Price X Quantity) = represents the amount of money. In Pu
Inventory Availability (Calculated field): This is the quantity (number of items) of the prod
Current Inventory Level
o Current Inventory of a product = (Total Purchases of Product - Total Sales of Product) as of to
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 t
Order Items that cannot be fulfilled
o Current: Among the orders where the fulfillment date is less than or equal to today, number
o Future: Among the orders where the fulfillment date is in the future, number of line items in
Pending Purchase Quantity: Quantity in the Purchase Orders that are expected to be ava
Pending Sale Quantity: Quantity in the Sale Orders that are expected to be delivered in t

Products