Manufacturing – Inventory and Sales Manager – Excel Template Support
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:
- How to Migrate data from v1 to v2 in less than 10 mins?
- Enhancements in v2 compared to v1
- v1 Support Page
145 Comments
I have a small candle business. I have entered purchases and sales in the order list. All sheets are populating except for the sales report. Am I missing something or do I need to enter a value on the SR sheet somewhere that I am not seeing?
I figured It out. Thanks for a great product.
I am assuming you refreshed the data and that updated the sales report. I am glad to know that you like the product. May I please request you to write a review on the product page https://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/ ?
Thank you very much for your support. Best wishes.
Hi, I have a small manufacturing facility where I make fishing jigs, I purchased this spreadsheet today and am currently importing all the data into it. However I have a question on handling “consumables” such as spray paint, rags and propane. I use some small portion of all these items in manufacturing however it is very difficult to track exactly how many pieces you can make with 1 spray can. or 100 pounds of propane. do you have any advice on this? I want to purchase all of my materials through this spreadsheet so as to keep my accounting all in one place. If I simply have to track them separately that is acceptable I simply thought I’d inquire.
Thank You,
Andre
Thanks for purchasing.
Please try this suggestion and let me know whether this works.
Enter each consumable as a product and also as a raw material. In the Manufacturing details, say one unit of spray can raw material leads to one unit of spray can product. Then, enter a purchase order for spay can’ raw material. This will increase inventory. Enter a sale order for spay can product (and enter price as 0) whenever you run out of that spray can. This will reduce the inventory of spray can inventory (as desired). Your cost of purchasing will be factored in. Your Sales amount will not be inflated (and thus accurate) since we put 0 as the selling price. Only downside is when you see sales quantity, it will include spray can sales. Please make sure to remember this while interpreting sales quantity.
Please let me know your feedback. Thank you.
Very intuitive. I think that will work just fine,
Thank you!!
I am glad to hear. Thanks for follow-up. May I please request you to write a review on the product page https://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/ ?
Thanks & Best wishes.
hi indzara,
The templates you have created are pretty amazing and useful. I have used your free inventory and sales manager template and its very easy to implement it to my business. Now i have purchased your manufacturing template and its also quite easy to use. Just i am having problem with the manufacturing details in the template. I had entered all the details in it but the column of raw material used is not calculating as you had shown in the youtube clip.it shows zero even after entering the particular raw material formula. Can you please advise me what wrong am i doing. You can email me at addy91@gmail.com
Thanks
Thank you for the kind words. I have emailed you asking for the file so that I can look at the input data. Thanks.
I am looking for a inventory control management which can track the raw material lot number associated with the assembled finished product lot number.
The system should be able to generate the production order using all the assembling parts and generate the finish product lot number.
Please inform if your manufacturing Excel inventory management can be customized to achieve the above requirements.
Can you please email me (indzara@gmail) an example set of orders (input and output desired? I can then provide feasibility. Thank you.
How would one go about adding fields like City, State, Zip, PO Number, etc?
This template is great in theory, in order for us to use it we need to make sure we can customize it a bit more for our needs.
Thank you and thank you for developing this template.
Bryan
Thanks for purchasing.
The template has fields for billing address and shipping address. In addition, the Partners sheet has two custom columns available (in blue color). You can use those two fields to store any partner information. Then, in the invoice, you have the options to display them if you would like.
Also, you can add more columns in Partners, Products, Raw Materials, Orders and Order Details sheets as needed. Please email me at indzara at gmail.com if there are further questions. I will do my best to help. Thank you.
How do you handle semi-finished goods? I have an assembly with a list of raw materials that I need to build ahead of building the product. This assembly then becomes part of the materials list for the product. (I know this is not a lean approach but I’m forced to do so).
I build the assembly, consume the raw materials needed for the assembly and store it. The assembly needs to be inventoried like all other raw materials. When the final product is built, the assembly needs to be consumed like all other raw materials.
Thanks
This scenario is not hanlded in the current version. I am very sorry.
Best wishes.
Hi…
I love the template. I’m wondering if you could perhaps help me modify it to serve our specific needs.
We don’t want to track finished goods inventory through excel. we have software for that. We actually send raw materials to contract manufacturers across the country and they assemble and return finished goods to us. We would like to use a version of this template to do the following:
1. Track raw materials inventory at our various manufacturers to make sure a) they have enough material, and b)they are not being wasteful.
2. Keep track of raw materials Purchase orders
3. Aggregate all the info to have an accurate raw materials number for balance sheet.
Thanks for purchasing. I am glad to hear that you love the template.
I have e-mailed you my response as I need further information on your request. Thanks.
Thank you…
I have responded to your email… Let me know if we should talk on the phone to be more clear.
Craige
Can you add safety stock to the excel model? I want to purchasing the template but just wanted to be sure the template has all the requirements that I need.
Thanks,
Angela
Can you please elaborate on the safety stock? Currently the template can consider re-order point of each product and highlight whether a product’s current inventory has reached the re-order point or not. Please let me know. I would like to understand your need.
Thank you,
I have a product which is made as follows:
Buy 10 kgs of copper strip
This strip is stamped into 1000 pcs copper lugs
These 1000 pcs are assembled with 2000 brass terminals to make 1000 lug assemblies.
Together 1 copper lug + 2 brass terminals = 1 lug assembly.
Please let me know how to enter these details in the spreadsheet. I already bought your spreadsheet.
Thanks.
Thanks for purchasing.
I am assuming you sell lug assemblies at a unit level (one lug assembly). Please enter the following.
Product: Lug Assembly
Raw materials used: Copper Strip, Brass Terminals
Manufacturing Details: One Lug Assembly needs (10 Kgs/1000) = 0.01 Kg Copper Strip and 2 brass terminals
Please let me know if this does not help.
Best wishes,
How do you handle purchase and sales returns?
You can enter the return transaction as SALE with negative quantity. This would update inventory correctly. Please let me know if there are any further questions. Thank you.