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Inventory and Sales Manager Excel Template 2022

Inventory & Sales Manager Excel Template

Inventory & Sales Manager Excel Template

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. (Retail/Wholesale).

This retail inventory excel 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.

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.


A new version is available with additional features such as auto-price population. The new template has automatic price population on order line items which this one doesn’t. There are some users who do not want to auto-populate the prices as they want flexibility to change prices for different customers. For those, the template on this page would be more useful. Hence, we have retained both templates on our site. 

Retail inventory Tracker (Free)

FEATURES


Free Excel inventory template with formulas

This template is developed using only formulas and does not have any macros or code. Formulas are used to calculate inventory and sales. You can view the formulas in the sheet and can edit them if needed. We recommend not editing any formulas unless you are very sure about the changes and the impact on functionality. 


DOWNLOADS

REQUIREMENTS

Windows and Excel 2010 (or above version)

Mac and Excel 2011 (or above version)

VIDEO DEMO



HOW TO USE THE TEMPLATE

Enter Products

Enter list of products and re-order points in the Products worksheet

Excel Inventory Management – Products Table

Product Category: This allows you to categorize products. If you have numerous products, categorizing similar products together can help in understanding product performance.

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 Re-Order Point Article in Wikipedia)

Enter Orders

Enter the line items for all the orders (both purchase and sale) in the Orders_and_Inventory worksheet

Inventory Template – Enter Order Details

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 information about overall inventory availability

Inventory Spreadsheet Excel Template – Summary Metrics

View details of one specific product

Choose a product from the drop down and see details of that specific product.

Choose Product to view current inventory

View products to re-order

List of Products to order

If there are line items that cannot be fulfilled or if there are products to re-order, take actions appropriately

View Report

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 pressing Ctrl+Alt+F5 or going to DATA ribbon and selecting Refresh All. This updates the charts with your new transactions.

Excel Spreadsheet – Data Refresh

The report sheet has slicers (filters) at the top.

Inventory and Sales Manager – Excel Template – Report Filters/Slicers

Amount and Cumulative Amount by Month

Inventory and Sales Manager – Excel Template – Report – Amount and Cumulative Amount

Quantity and Cumulative Quantity by Month

Inventory and Sales Manager – Excel Template – Report – Quantity and Cumulative Quantity

Amount distributed across Product Categories by Month

Inventory and Sales Manager – Excel Template – Report – Amount by Product Category

Quantity distributed across Product Categories by Month

Inventory and Sales Manager – Excel Template – Report – Quantity by Product Category

Amount Distributed across Partners

Inventory and Sales Manager – Report – Amount by Partner

Product Ranking based on Sales Amount or Quantity

Inventory Sheet – Excel Template – Report – Product Ranking

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


Manufacturing Inventory Tracker Excel Template (Free)

Rental Inventory Tracker Excel Template (Free)


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