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Retail Inventory and Sales Manager – Excel Template – Support

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The Retail Inventory and Sales Manager is suited for managing inventory and sales if you are running a business of buying products from suppliers and selling to customers. This Excel document will assist in knowing the inventory levels of each product and understanding which products to re-order. You can also create invoices instantly and print or save as PDF. In addition, you can quickly view the purchases/sales patterns over time and identify the best performing products. 

 

REQUIREMENTS

You need a copy of Microsoft Excel to open this file. The product has been tested in 

  • Excel for Windows (2007 or 2010 or 2013)
  • Excel for Mac (2011) – Since Excel for Mac doesn’t support Slicers and Pivot Charts, Analysis sheet is not available. Analysis Details sheet provides tables but not the charts. Please e-mail at indzara at gmail if there are questions.


LIMITATIONS

The template is not capable of reading data from bar code scanners.
 
There are several formulas embedded in the document. When the size of your data approaches the limits of this template (2000 products and 50,000 line items), there is a 3 to 5 second lag while inserting new line item. After a new line item is inserted, everything else works instantly. If you notice a lag, you can save a copy of the current file and start entering new orders in a new file.
 

CLICK HERE TO GO TO PRODUCT PAGE WHERE YOU CAN BUY

SUPPORT TOPICS

1. Migrate data from free to premium version in less than 10 minutes

 

 

2. HOW TO CHANGE CURRENCY
In the ‘Invoice’ sheet, from the Home ribbon, choose Find & Select –> Go To.
Retail Inventory and Sales Manager - Excel Template - Change Currency
Retail Inventory and Sales Manager – Excel Template – Change Currency
Retail Inventory and Sales Manager - Excel Template - Change Currency
Retail Inventory and Sales Manager – Excel Template – Change Currency

Choose CURRENCY_CELLS

Press Ctrl+1 or click on the Number format menu.

Retail Inventory and Sales Manager - Excel Template - Change Currency
Retail Inventory and Sales Manager – Excel Template – Change Currency
In the Format cells dialog box, choose the currency you would like to use.
Retail Inventory and Sales Manager - Excel Template - Change Currency
Retail Inventory and Sales Manager – Excel Template – Change Currency
Now, the invoice will display the amounts in the chosen currency.

3. WORKING WITH EXCEL TABLES

The template has several Excel Tables (link to Microsoft help). If you type data in the row after the last row of the table, then the table expands and includes your new row of data automatically. For deleting rows from a table, select cells from rows that you would like to delete. Right Click and select Delete—> Table Rows. This is the recommended way of adding and deleting data from tables.

Retail Inventory and Sales Manager - Excel Template - Delete Rows in Table
Retail Inventory and Sales Manager – Excel Template – Delete Rows in Table
If you have any questions about this Excel template, please leave a comment and I will respond as soon as I can. Thank you.

60 Comments

  • Hi IndZara,

    I’ve purchased this template yesterday #130070, wrote a review and sent you an email. But I still don’t have the coupon code for the Project Manager Excel Template and the passwords for editing the templates to my needs. I would like to start working on my projects.

    Kind regards,

    Reply

    • Hello

      We have emailed your coupon to the email id provided. The password is “indzara”

      Best wishes

      Reply

  • I have bought the Retail inventory sales manager , and I have started entering the datas ,initially I was getting the filter drop down list whilst entering new data , but after some time I cannot get the drop down in the cells , I only get a dot on the right hand corner of the cell the drag symbol dot. Please help

    Reply

    • Hello

      Please ensure that none of the formulas are missing. Also, there is a limitation on the number of rows. Please refer to the support page. In case the issue persists, please email the file along with the list of issues to contact@indzara.com.

      Thanks

      Reply

  • Hi Indzara,

    I’ already purchase the premium version, I have a question is how to entry an order but it supplied from more than 1 warehouse?
    Do I have to put duplicate order with different warehouse location?

    Looking for your help

    Thanks in advance

    Reply

    • Thanks for purchasing.
      You are correct. Each order needs to be for only one warehouse location. If there are multiple locations, we have to create separate orders.
      Best wishes.

      Reply

  • I have an online retail business from home and need to track inventory and sales on a weekly basis. I need to be able to add and subtract inventory based on purchases and sales. Which program for excel would you recommend?
    We have about 750-800 products to track.
    Thanks for your help.
    I am going to use the Retail Inv Tracker free template to get familiar with them.
    DF

    Reply

  • Hi IndZara,

    I’ve purchased this template yesterday (Order #124531), wrote a review and sent you an email. But I still don’t have the coupon code for the Project Manager Excel Template and the passwords for editing the templates to my needs. I would like to start working on my projects.

    Kind regards,

    Reply

    • Thanks for purchasing and posting the review. I have emailed you the coupon code and the passwords.
      Best wishes.

      Reply

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