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
Still we are so happy about your fantastic Excel solution, thanks again!
Just one question. We are using scenario 1 (not holding finished goods). There are some materials created and used as raw materials in finished goods, but we also sell these materials directly.
We could enter sales orders as negative purchase orders for raw materials sold, but we don’t like this solution.
Is there a smooth way to handle this? Or do we have to duplicate this materials in order to build up a bill of material (manufacturing_details)?
As a test we tried to add the raw material with the SAME KEY (material number) also in the sheet “products” and entered it in the “manufacturing details” where now product and raw material has the same key (material number). It seems that this works, that would be great if this is the solution.
What do you think, is this the way how we could handle the sales of raw material without running into issues?
Thanks a lot again for your great work and have a nice weekend,
Wolfgang
Thanks for using the template.
You are correct. Adding the raw material (RM) as a Product (RM – Product) is the recommended solution. In the Manuf details sheet, 1 unit of RM is needed to make 1 unit of ‘RM – Product’. So, when you sell 1 unit of ‘RM – Product’, the raw material RM will reduce in inventory by 1 unit. I like to name them differently for easier identification.
Please let me know if there are any issues with this setup. If so, please email file to support@indzara.com
Best wishes.
Thanks for your kind reply.
We use material numbers as identifiers (keys of the materials) and we would like to avoid having two different numbers for the same physical item (one for the item as raw material and another for the same item as finished product).
If we understand correctly we can do this with the same key (material number) without confusing the Excel solution? 1 unit of item4712 (as raw material) is needed to make 1 unit of item4712 (as product)?
Thanks again, take care
You are welcome. Yes, please try that and let us know if you run into any issues.
Best wishes.
I recently purchased the Manufacturing inventory & Sales Manager template. Can I add additional columns to the “Raw Materials” worksheet so that I can capture/populate “Unit of Measure” and “unit cost” data without affecting the integrity of my data.
Thus far I am very pleased with your product.
Thanks
Thanks for using our template and sharing a positive experience.
You may add columns, however, you need to ensure that the formulas are not deleted.
Best wishes
hello,
I have this purchased this template, but I have only one issue. When manufacturing, the raw material used may differ to the amount set depending on the daily issues face. The difference is normally minimal but how do i incorporate this in my calculations. The finished good also will have some damaged goods how do I do that also. Looking forward to your soonest reply
Thanks
Thanks for purchasing.
We have to create a purchase order for raw material and enter negative quantity in the order to reduce raw material from inventory due to any issues faced/lost.
Similarly, We have to create a sale order for finished products and enter negative quantity in the order to reduce product inventory due to any issues faced/lost.
Please let us know if any questions.
Best wishes.
Hi,
I’m encountering the following issues,
1. The sales report graph is not generating
2. The raw material cost in the order details is not including the 18% tax rate.
I have also dropped an email containing my data’s to you.
Thanks for your message.
We have already replied to you at karthiqmech@gmail.com.
Best wishes
I bought the Manufacturing & Inventory but now when i add products i cant see it manufacturing details tab, i should be able to see product automatically in that tab to associate with raw material
Thanks for purchasing our template.
Please ensure that none of the formulas are deleted. In case it still does not work, please email your template to contact@indzara.com with the list of issues that you are facing.
Best wishes
Hi, is there a way to open the spreadsheet in Google Sheets. When I tried it did not work properly.
Hello
Our templates are designed and tested in MS Excel. Hence, we cannot assure their performance on Google environment.
Best wishes
Hello any way of adding a PO generator something like the Invoices – we need to generate PO for assemblers, raw material, packing material.
Thank you for considering my request.
Steph
Hello
Thanks for your recommendation. We might add this feature in our next release.
Best wishes
Hello, i have purchased the Manufacturing – Inventory and Sales Manager – Excel Template which i believe will add a lot of positive value to my business, my questions are below:
1. i noticed that, when i make a sale/MFG order, the inventory of raw material doesn’t refresh, meaning the quantity still the same as opening balance.
2. i am doing carpenter job, therefore most my raw material is ply wood (122X244) so one piece of plywood can be used in different products, so how can identified number of units in raw material sheet.
3. since i am using different cutting machines such as CNC,laser machines small, laser machines big,etc. Is there a way to have add coloumn in manufacturing sheet to identify which machine will be available based on number of operated hours required.
Regards,
Thanks for purchasing.
1. When a new sale/mfg order is placed, the inventory should update, provided the Expected Date is current. Inventory changes based on Expected Date and not Order date. Please check Expected Date.
2. It depends on how much of the plywood is used as raw material for each product. If you can make 10 units of product A with 1 plywood, you can enter 0.1 unit of plywood as raw material for the product A. If you can make only 5 units of product B, then you enter 0.2 unit of plywood is raw material for product B.
3. You can add a column, but I am not sure how machine availability can be factored in. How are you planning to incorporate that?
Best wishes.
I purchased the template and have used it for two days. I did a lot of test on every tag especially on ORDER_REPORT and RAW_MATERIALS and RAW_MATERIALS, but no matter what type of orders I inputted, the inventory does not update automatically. All the information needed were inputted and I did not touch the fields that I should not touch (in green color). I also tried “Refresh”. However, no any change happens on inventory (RAW_MATERIALS or MATERIALS_REPORT). What steps did I miss? I assume the template is smart and I do not need to worry about inventory level. And this was the major purpose I purchased this template. Thanks.
Thanks for using our template.
Please share your file along with the list of issues you are facing. You can email it to contact@indzara.com
Thanks
I am having a problem on the Order Details page. After creating a purchase order on the Orders page I open the Order Details page and select my purchase. When I try to select the item order which should be one of my Raw Materials, the drop down displays my Products. I have spent some time debugging this and found that the formula in the Product Category is 273 characters long. According to the Excel information I found on the web, the maximum length of a formula is 256 characters. I am using Office 365 so I need to make this formula shorter. I can do this by changing the Order column heading s for Raw Material Name and Raw Material Category shorter but I am not sure if these column headings are used elsewhere. I do not want to fix one problem to just find another. Do you have a list of all the formulas and where they are used? A list of the named ranges and where they are used would be very helpful too.
Thanks for purchasing.
Can you please send the file to support@indzara.com and specify where there are questions, for us to review? If you have made any modifications to the original template, please specify in detail.
Thanks & Best wishes.