Manufacturing Inventory & Sales Manager Excel Template – Migrating from v1 to v2 in 10 mins

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This post explains how to migrate data from v1 of Manufacturing Inventory and Sales Manager Excel Template (Product page) to v2.  Please read about the Enhancements in v2

You can migrate your data from v1 file to the new v2 file in less than 10 minutes. Please watch the video below where I demonstrate how to do it.

  1. PRODUCTS Sheet
    1. Copy all the five columns and paste
    2. If you had chosen YES for ‘Do you Hold Finished Goods Inventory’ setting in v1, then type YES in the HOLD PRODUCT AS FINISHED GOOD? column in v2.
  2. RAW_MATERIALS Sheet
    1. Copy all the four columns and paste
  3. MANUFACTURING_DETAILS Sheet
    1. Copy the first three columns and paste
  4. PARTNERS Sheet
    1. From v1 ORDER DETAILS sheet, select the PARTNER column data and then paste in PARTNER NAME field
    2. Click on DATA Ribbon –> Remove Duplicates. This will create the unique list of Partner names
  5. ORDERS Sheet
    1. Copy (Order Number, Order Type and Order Date) and paste
    2. Copy PARTNER column and paste in PARTNER NAME column
    3. Click on DATA Ribbon –> Remove Duplicates. This will create the unique list of Orders
  6. ORDER_DETAILS Sheet
    1. Copy ORDER NUMBER column data and paste
    2. Copy EXPECTED DATE column data and paste
    3. Copy PRODUCT NAME, QUANTITY and UNIT PRICE columns and paste
  7. From the DATA Ribbon, please choose Refresh All. This will update all the calculations in the Template. Now, The Product Report, Raw Materials report and Sales report will have updated numbers.
Manufacturing Inventory and Sales Manager Excel Template - Refresh Data
Manufacturing Inventory and Sales Manager Excel Template – Refresh Data

After migrating, please review the template and make sure that everything is according to your expectations.

If you have any questions, please leave a comment.

 

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

Announcing Manufacturing Inventory Manager – Excel Template

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Manufacturing Inventory Sales Manager Excel Template

Friends, I am glad to announce that I have published a new Excel template. The Retail Inventory and Sales Manager is the most popular premium Excel template at indzara.com. It is applicable to retail businesses, but not for manufacturing type of businesses.

Retail Inventory and Sales Manager - Excel Template
Retail Inventory and Sales Manager – Excel Template

 

The new Manufacturing Inventory and Sales Manager Excel template can be used in scenarios where you purchase raw materials from suppliers, manufacture products and then sell to customers. The template is simple and very easy to use. If interested, please see the product page. Early adopters will receive a discount. For a limited time, you can get a 40% discount.

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

This is the first version of this product. Please provide your feedback in the product support page so that I can understand what upgrades to make in the next version. Thank you for the support.

 

Manufacturing – Inventory and Sales Manager – Excel Template Support

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This is the Support page for the Manufacturing – Inventory and Sales Manager – Excel Template. Please post any questions related to this template in the comments below.

Product Page:

Manufacturing – Inventory and Sales Manager – Excel Template

Version History:

  • v2 published July 24, 2015
  • v1 published Apr 25, 2015

Useful Links: