Upgrades to Manufacturing Inventory and Sales Manager Excel Template

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I am glad to announce that the Manufacturing Inventory and Sales Manager Excel Template has been upgraded from v1 to v2.  Customers who have already purchased receive the v2 for free. Please create an account with indzara.com and you can log in to access all your files anytime. If you would like to continue using the v1 file, please do so. This is an optional upgrade if you are interested in receiving the enhancements. The following are the key changes in v2 from v1.

 

Holding as Finished Goods

v1 of the template allowed only products of one kind, either holding as finished goods or not. The v2 of the template allows mix of products that are manufactured and held as finished goods and products that are assembled on demand (without holding as finished goods). You can indicate this for each product in the PRODUCTS sheet.

Manufacturing Inventory and Sales Manager - Excel Template - v2 - Products
Manufacturing Inventory and Sales Manager – Excel Template – v2 – Products
  • Choose Yes if you hold finished goods in inventory. If you choose Yes, then while entering orders, you should enter Purchase, Manufacturing and Sale orders.
  • Leave it blank if you do not hold finished goods in inventory (i.e., you manufacture on demand and sell immediately), then you can just enter Purchase and Sale orders. Manufacturing orders are not required.

Create Invoices

You can create invoices instantly by typing just the order number.

Manufacturing Inventory and Sales Manager - Excel Template - Invoice
Manufacturing Inventory and Sales Manager – Excel Template – Invoice

Tax Calculations

Now you can calculate tax on your orders easily. You will indicate tax rate for each product in the PRODUCTS sheet and the tax calculations will be made automatically. They will also appear on the invoice.

 

Discounts

You can enter discounts on orders. In the ORDER DETAILS sheet, while entering order line items, you can enter discount in the UNIT DISCOUNT column. The template will automatically apply discounts to the amount calculations.

Manufacturing Inventory and Sales Manager - Excel Template - Order Details Entry
Manufacturing Inventory and Sales Manager – Excel Template – Order Details Entry

 

Re-Order Point for Raw Materials

Raw Materials can also have re-order points. You will enter them in the RAW_MATERIALS sheet.

Manufacturing Inventory and Sales Manager - Excel Template - Raw Materials
Manufacturing Inventory and Sales Manager – Excel Template – Raw Materials

Raw Materials report can now be used to identify which raw material should be ordered. Please use the last column TO ORDER to filter on raw materials that need to be ordered.

Manufacturing Inventory and Sales Manager - Excel Template - Raw Materials Report
Manufacturing Inventory and Sales Manager – Excel Template – Raw Materials Report

Store Partner Information

Partner (Suppliers and Customers) information can be stored. This will be used in the invoice. By entering partner information once, you can re-use them automatically in the invoice for all future orders.

Manufacturing Inventory and Sales Manager - Excel Template - Partners
Manufacturing Inventory and Sales Manager – Excel Template – Partners

2 thoughts on “Upgrades to Manufacturing Inventory and Sales Manager Excel Template

  1. Hi there, I am looking for a solution for a small start up business that is intended to manufacture and sell physical products. The issue that I have is that I have not been able to find a template that combines, BOM, Sales, COGS and clearly indicated Margin as a summary.

    I really like your template and some reporting tools, however its not clear to me if the detail of COGS for finish goods, as well as selling price and margin is something available at the moment in your reports.

    Thanks in advance for your help, I am looking for a solution for this and have not been able to find it yet.

    Regards
    Javier

    1. Hello

      Thank you for sharing your requirements. The COGS is not tracked for products.
      We are not accepting any customized projects now.

      Best wishes

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