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
Hello, I just purchased your spreadsheet and it looks great. I have input test data and I get the same alert pop up 2 times when trying to run the sales report.
alert – Cannot open PivotTable source file ‘/inventory/Mfing.xlsx’.
Thank you for your help.
Thanks for purchasing.
I have not seen this alert message before. Can you please specify Excel version and Operating System (Windows or Mac)?
Best wishes.
Excel for Mac
Version 15.19.1
Thank you
Thanks. I have emailed you a file compatible with Mac, though the reporting feature is limited in this version.
Best wishes.
Hello,
This is a simple solution and it works great for the business inventory I have to keep track of. I bought the full version and love it. I did run into a problem when I have an individual item that is manufactured as a single unit. Then it is packaged in a case of 12. We sell both individual units and cases. So when I want to enter in a new manufacture order I enter in the desired number of cases (20 cases) as well as the desired number of units (10 additional units) on separate lines. For some reason it then double counts my final goods both as units and cases. Is there an easy fix?
Thanks for purchasing.
The template does not support the same product being sold in individual units and cases. We can enter it as two separate products where one is measured in cases and other is measured in units. This will work as long as we don’t sell partial cases. Please let me know your feedback.
Best wishes.
I just bought the file, and so far it looks great.
In our plant we co-pack for many clients and I would like to know how to handle raw materials that belong to the client and other materials are from us and some of this materilas are common for more than one product.
On the other hand how to manage the inventory of a product that can have two or three presentation, but they are modify after produce
Thank you for purchasing the template.
1) The template does not differentiate on where the raw materials come from. If you enter all purchase of raw materials as purchase orders and all sales as Sale orders, then the inventory should automatically calculate.
2) Please explain what 2 of 3 presentations mean. Please provide examples and email the file if possible.
I have also responded by email. Thanks & Best wishes.
I am having validation issues with this spreadsheet.
Thanks for purchasing.
2 reasons for issues with drop down
1. The entries were not entered inside Excel tables. For example, when the template is opened, in the Products sheet, the table data starts from row 6. Please enter product names from row 6, then row 7 and so on.
I have an article that explains the Excel tables https://indzara.com/faq-items/introduction-excel-tables-data-entry/ that might be useful if you are new to Excel tables. You can check if you have entered data inside the tables.
2. If the above step is taken care of, the other reason is that the drop downs only work inside Excel tables. For example, when the template is opened, in the Manufacturing Details sheet, the table data starts from row 7. So, in row 7, the drop downs work. In row 8 drop downs will not. But once when you enter any text (and press enter) in cell A8, then row 8 becomes part of the table. Now the drop downs will work in row 8.
Invoice needs only Order Number as entry at the top. The products populate in the invoice automatically as the information is taken by the template from the Order Details sheet.
If there are further questions, please email me the file. I have sent the above information to your email as well.
Best wishes.
This template is very useful and customer service has been EXCELLENT.
Question: Can I enter information in the Orders sheet and not in the Order Details sheet? For example, I want to use the order sheet to track hours of prep work on days when there is no manufacturing, sales, or purchases, so I would not enter any information on the Order Details on those days. I would not enter anything in Column A of Orders.
Thanks for the feedback. May I please request you to post a brief review on the product page https://indzara.com/product/manufacturing-inventory-sales-manager-excel-template/? Thanks for the support.
Can you please explain the purpose of entering hours or prep work in an Orders sheet? How is that connected to orders? If you need to track, you can add a new sheet and enter that information there.
Any information related to orders can be entered in Orders sheet. Order Number (column A) is a required field. Please do not leave it blank.
Please let me know if there are any questions. Thanks & Best wishes.
Just purchased Mfg template. I created 3 test partners.
When I try to enter an order, partner drop-down only shows first partner.
What am I doing wrong? (Data refresh & save/close/reopen has no effect.)
Also, it is not clear how to use this to manage production. If we produce 10 finished products from raw materials, how do we show the finished goods inventory increase and the raw materials decrease? Ie: what do we do to show that production has occurred, independent of sales.
Thanks for purchasing.
It appears that some of the partner data is not inside the Partners table. Please reply to my email with file w/ data and I will be able to confirm.
Please ensure that the the product is set to ‘Hold as finished goods’ in the Products sheet first,
When a manufacturing order is entered, product inventory will increase and raw material inventory will reduce accordingly. When a sale order is entered, product inventory will reduce. When a purchase order is entered, raw material inventory will increase.
Thanks & Best wishes.
i have bought your manufacturing and sales template. i have some peculiar problems using it like i have a sales order for 120 tons spread across whole year. I need to dispatch 10 tons every month to my customer. How should i create invoice of 10 tons of quantity from a single sales order of 100 tons every month. Also as my invoice gets created, quantity of available stock should automatically be reduced by 10 tons or whatever specified quantity. Can you send reply to my email id paras_n_u@yahoo.co.in
Hello, I just purchased the template and I entered raw material recipe for a products and I was hoping I would just have to order the finished product and all the raw material would be automatically calculated. In addition, I needed to link every raw material to a supplier
example: ShakeA = 1 banana + 10 blueberries + 2 apples
I would order 4 x ShakeA and the template would calculate 4 bananas + 40 blueberries + 8 apples
Automatically
Supplier1 would get a purchase for 4 bananas
Supplier2 would get purchase for 40 blueberries and 8 apples
(The purchases to our suppliers would consider our inventory levels)
Is that something you can help us with ?
Thanks for purchasing.
When a sales order is placed, raw material needed for that would be automatically reduced.
To allow any amount of raw materials to be purchased by the business, this purchase order is left as data entry by the user. However, to help with that data entry, automatic calculation of raw material needed to fulfill a specific order would be useful. This is in the roadmap for next version.
Suppliers being different is a little tricky and it needs to be addressed with some extra development. I will follow up by email. Thanks.
Hi, I just purchased Mfg Inventory and Sales Manager V2.01. I was previously using your free version. I was wondering if you had a suggestions as to how to keep track of lot numbers of the finished goods. We sell medical products so it is important. For example, I might have the same Product Name and have different quantities of different lots (i.e. Product #4-0448 Qty 50 Lot# B1212, Product# 4-0448 Qty 75, Lot # C2750). I was able to add a column under Tab (Orders and Inventory) next to the quantity to enter lot numbers going in and out. I could then “back into” the number of units left of a particular lot number but I only used it for a couple months and there wasn’t a lot of data. Any suggestions?
Thanks for purchasing. When is a ‘lot number’ assigned? Does it refer to the manufacturing order or the storage location? Please clarify. We could add a column in the ORDERS sheet to note the Lot number. Then we would need to pull that into the ORDER DETAILS sheet. Then, we need to use pivot table or formulas to calculate anything based on that field.
If there is sample data, please email indzara@gmail.com. I will be glad to take a look and do my best to help. Thanks & Best wishes.
Hi, I just purchased your template and am having an issue with it. On the Products sheet, Column F (Hold Products As Finished Goods?) has data validation which will only allow for “YES” to be entered and not “NO”. Please advise how to fix this as I will have a mix of finished goods and unfinished goods. Thank you.
Thanks for purchasing. The default is NO. So, if you don’t enter any value, it will automatically consider as NO. It was designed this way to reduce data entry and save time for the user. Please let me know if there are any further questions. Thanks & Best wishes.