Retail Business Manager – Excel Template – Support
Welcome to the support page for Retail Business Manager Excel Template. The following articles will provide information on how to use the template. Please follow the links provided to read more about each topic.
If you prefer to watch video demonstrations, instead of reading articles, please watch this playlist.
- Before We get Started
- Tour of the template (Video)
- Getting Started (Initial setup)
- Enter Business Information
- Enter Product Categories
- Enter Products in Products sheet
- Enter Product Prices in Prices sheet
- Enter Partners’ info in Partners sheet
- Review and set up Invoice sheet
- Review and set up Purchase Order sheet
- Set Currency
- Entering orders
- Creating a purchase order
- Creating a sale order
- Handling a supplier return
- Handling a customer return
- Creating an adjust order
- Discounts
- Tax
- View/Print Invoice and PO
- View Invoice
- Check inventory level
- Print Invoice or Export to PDF
- View and print PO
- Finance Management
- Order related costs
- Payments made (and due) on orders
- Operational expenses
- Reporting
- Current Status
- Metrics (including Profit calculation)
- Top 10/Bottom 10 products
- Product Performance
- Top 10 Customers/Top 10 Suppliers
- Partner Performance
62 Comments
Hi, The formulas have been corrupted by manually entering information into into cells. Are we able to get this fixed?
We regret the inconvenience caused.
Currently, you can expand the tables with default 1000 or 2000 rows, then you can lock the sheet protecting the formulated cells to ensure the formulated cells are not edited accidentally. Note: Once the sheet is locked, the tables will not expand automatically on entering a new data in a new row.
Best wishes.
Hello. I need to edit the Sheet but I need to request access. There’s no way to type the Indzara password
Thank you for purchasing the template.
I believe, you are referring to our Google Sheet template. To get edit access in Google Sheet template, you will have to goto File->Make a copy to create a copy of the template to your Google Drive. Also our Google Sheet templates are not protected using passwords.
Best wishes.
Hello. I am just getting started with your spreadsheets. Currently I am working in the Retail Sales Manager. There are some modifications I would like to make but the worksheets are locked. How can I unlock the worksheets?
Thank you.
Thank you for using our template.
The password to unprotect the sheet is indzara. The same will be available in the settings tab.
Best wishes.
Hello, I have just started using this spreadsheet and I’m data entering my products, I have now moved past the 114 line on the products page, how do I get the green column cells to auto calculate beyond the 114 point? Do I need to make a duplicate of this spreadsheet?
Thanks
Tiffany
Thanks for using our template.
The data in our templates are structured in table format. Hence, you will need to extend the table down to accommodate more data. Please extend the table, in case you face any further issues please feel free to write to us at support@indzara.com
Best wishes
I would like to get your advice before making the decision on which template to be purchased. Can this “Retail Business Manager” support
1. Consignment sales? If yes, what shall be added into the template?
2. Recording each of the products items sold to each of the customers, with a unique ID on each product across all product categories.
Thanks!
Thanks for your interest.
1. Can you please elaborate on this? How is Consignment sales different from selling a product?
2. The template does not track individual items of a product. For example, we can enter a purchase order of 5 units and a sale order of 3 units. We cannot identify which of the 5 purchased were sold. We can only track that 3 were sold and 2 remain.
Please let me know if I have not addressed your question.
Best wishes.
Thanks for your reply.
1. For consignment sales, we press our stock to customer site and will only bill when they sell. The sales record will be updated regularly, say on a weekly basis.
2. This is the limitation. Do you have a solution on how to track individual items of one single product？
Thanks!
Hi,
I will purchase this retail business manager and play around with it. Hope to get your support and advice how to make the best use of it to fit our needs:
1. Consignment sales;
2. Recording each of the product items.
Or if you have other template that may fit this purpose. Please advise.
Thanks!
You are welcome. Thanks for trying.
The template does not directly support tracking consignment sales model. The template will reduce inventory when you enter a Sale order – when the product leaves your inventory to your customer site. The billing by your customer is not tracked in the template. If in case, the product is returned by customer to you, you can enter a return order to increase the inventory.
Agreed. Tracking individual items would require giving each item a unique Product ID. That means, for 5 red chairs, we would have to create 5 different product IDs and then track. It is feasible if you have manageable number of items. if you are selling hundreds every day, that would be a lot of data entry.
Please let me know.
If the template does not meet your needs, let me know and I will issue a full refund.
Best wishes.
You are welcome.
The template does not directly support tracking consignment sales model. The template will reduce inventory when you enter a Sale order – when the product leaves your inventory to your customer site. The billing by your customer is not tracked in the template. If in case, the product is returned by customer to you, you can enter a return order to increase the inventory.
Agreed. Tracking individual items would require giving each item a unique Product ID. That means, for 5 red chairs, we would have to create 5 different product IDs and then track. It is feasible if you have manageable number of items. if you are selling hundreds every day, that would be a lot of data entry.
Please let me know.
Best wishes.
Hi
Some fields are not auto generated/pulled from the entry data in products/partners/prices, I believe there’s a problem with the formula. I need some assistance with that to proceed with data entry.
Thank you.
Thanks for using our template.
Please ensure that all the formulas and the links are intact.
In case, the issue persists, please share your file with the list of issues to contact@indzara.com
Best wishes
I took over the retail business manager from another employee that purchased it and left no record of purchase. I am using v1 and was wondering if there was an update to the excel sheet.
Thanks
Thanks for your message.
We are not able to trace the order for the original purchase. Can you please share the email id used while purchasing this template.
Best wishes
How can I add Sub category field to level 2? Shall I create 2 more column next to product category and add also in Product tabs. Any suggestions would be highly appreciate.
How to move the data to new one. For example, if the excel data is getting heavier?
Hello
With time the data dump increases which may compromise the productivity of the template. You can take a backup yearly or monthly and then start afresh.
Best wishes
I purchased this very good product. However, if the business is typically operated on a credit limit basis. for example, a customer is given a credit limit, I would like to:
1. Track credit utilization against credit granted.
2. Track credit past due and not paid and the number of sales and outstanding obligations not paid.
3. Track credit tenor (loan maturity dates from day products have been delivered on credit to a customer)
4. Track sales commissions paid to Sales Force (salesman) against sales collected per sale person per week and per month (i.e date of sales delivered under credit against dates sales/invoice was collected i.e paid)
Thanks for this template.
Thanks for your feedback.
We will consider these scenarios in future versions/templates.
Best wishes.
i have 3 different selling prices depending on customer type, how to get the correct unit price without entering it manually
Please email support@indzara.com. We have a version that supports 4 different sales prices and price type can be chosen in Order Details sheet.
Thanks & Best wishes.
I have been using this program for awhile now with great success. I have now started selling on a 3rd online platform and need to move inventory around to account for it.
Do I just make an adjust order to move the items out?
Thanks again for a great program.
Thanks for your feedback.
Since you are asking about how to accommodate inventory to be transferred. You can create an Adjust or Sale order to reduce inventory.
Best wishes
I was able to get the inventory squared around and used discounts to add inventory at cost.
have another question. As the year end is approaching, is there any way to make a report with customer returns as entered as a negative quantity?
r do I have to go thru each order that I have made throughout the year?
Thanks again
Glad to hear.
Please try using filters in the Order Details sheet and look at negative values. Then, copy the table and paste as values (this is very important) in another workbook to see all return transactions.
Always back up file before such operations.
Please email support@indzara.com if there are further questions.
Thanks,
I tried the filters and it worked just fine. I was able to get the results that I was looking for.
Thanks again for your help.
Dave Franz
You are welcome Dave
got this product i was wondering if how could i classify 3 different prices for each product. like i have 3 membership and they have 3 different prices how could i set the product price to each customer with membership. thanks
Thanks for purchasing.
1. To create different pricing tiers, we have to create those price columns in Prices sheet.
2. Then, in the Order_Details sheet, we have to create a column PRICE TIER to let user select the price tier for each order line.
3. We have to update the UNIT PRICE formula in Order_Details sheet to choose the appropriate price from the Prices sheet.
Best wishes.
Hi.. After i enter data in order header. Suddenly all values in order details missing. Why?
I am having the same problem. Did you get a solution ???
Thanks in advance for the support.
Thanks for purchasing.
Can you please email the file to support@indzara.com?
Please specify what data was entered that made order details missing.
Thanks & Best wishes.
Hello,
Recently purchased your Retail Business Manager Sheet, I would like to change it so that I can print a Delivery Note, same as Invoice but no financial details and a signed for at the bottom of the page.
Really good, just what we wanted.
Hello
Thanks for the positive feedback. We are not able to customize it now. But you can use the password to unlock and edit as needed.
Best regards
I would lik.e to have an updated file for India ( RBM), whereas the invoice prices need to be manually adjusted. Tax has to be broken in atleast three columns due to GST ( IGST,CGST & Cess),
Secondly how the inventory is updated. Is it is based on PO . It would be better if there is file which take the sales and purchases qty separately.
Hello
Thank you for your comments.
We are not accepting any customized projects now.
Best wishes
Dear Dinesh,
I recently purchased the Retail Business Manager Template and while trying out the initial setup. I discovered that some columns are not automatically populated.
What is the point inputting Product details in the Products Worksheet when I still have to manually input the Product details in the Order details Worksheet?
Why can’t I just pick the Product details from a drop down
1. Date fields don’t pop up a calendar from which date can be selected from.
There is also no specific date format for entering a date data.
2. The Invoice worksheet does not have a drop down to pick customer or partner details such as name, address, email, phone
3. The IDs such as Product ID, Order ID, Partner ID etc should be generated.
I eagerly await your response.
Thank you
Thanks for purchasing.
1. Only the Product ID has to be entered in the Order Details. Rest of the info about the product will be automatically pulled.
a.The Product ID field has data validation already and it will not allow invalid Product IDs. To enable drop down list, please do the following.
Select the cell in the Product ID column and then choose Data -> Data Validation -> check in-cell dropdown.
2. Date fields do not have calendar date pickers. Excel does not have that feature yet as default. Please enter dates as MM/DD/YYYY
3. Invoice sheet is fully automated. Once we enter the Order number, all the customer details, order details and product details will be automatically populated.
4. IDs are not automatically generated. Though it will be a useful feature, it may make the entire workbook more complicated and require macros. Currently our templates are simple and created without macros.
If the template does not meet your needs, please let us know and we will issue a full refund.
Please let us know if there are any further questions. I have also emailed you these details.
Thanks & Best wishes.
Hi,
I bought Retail Business Manager Template from you last day and I am putting my products into that.
Now, I found one problem at “ORDER HEADERS”. You mentioned above that “Type of Order (Purchase, Sale, Quote, Estimate, Adjust)” but I cannot find or select those types in the excel sheet.
Please kindly explain anything I need
Thank you
Thanks for purchasing. Please note that the drop down list will appear only inside the table. So, for example, in row 4, you should see the drop down list. Once you start typing in cell A5, then row 5 becomes part of the table. Then, the drop down list will appear for row 5.
Please let us know if this addresses your question. If there are further questions, please email contact@indzara.com the file and specify your Excel version and Operating system.
Thanks & Best wishes.
While generating the invoice or purchase order, i only get to see 2 pages. However, i am a distributor and most of the times i have huge number of products per invoice/purchase order. Is there any way to get atleast 5 pages of invoice/purchase order ?
Sorry, the template supports only 2 page of invoice/purchase order.
Please let me know if there are any questions.
Best wishes.
hi, Prices in USD?
The template does not limit by currency. You can click on cells and then change the number format (Ctrl+1) to any currency including USD. Please let me know if there are any questions. Thanks. Best wishes.
Hi,
I want to know if it is possible to adjust the selling price of each invoice manually, since I sell at diferent prices depending on the customer.
Thanks for purchasing. I have emailed a file where prices have to be entered manually for each order. Thanks. Best wishes.
Can you give me your indian number I need to speak to you for alittle customisation
I don’t have an Indian number. Please email at indzara at gmail with your questions. I will respond as soon as I can.
Thanks. Best wishes.
Hi,
Having trouble with constant value of invoice. It comes from =H_I!O3 wanted to change it to my native language but don’t seem to be able to find where it is coming from?
Please see hidden sheet named H_I where cell O3 shows INVOICE or QUOTE. Please let me know if there are any questions. Thanks. Best wishes.
Hi,
I have just purchased the retail business manager excel template.
I hit error on order details sheet on the “Price Check Row column” , it returns “no price” but the prices and products has been setup.
Please help to provide fix on it.
thanks,
Wayne
Thanks for purchasing. My guess is that the effective date of price (in the Prices sheet) is later than the Order date of the order. If so, then the template cannot find an effective price on that order date and thus returns no price. Pleas ensure prices are available as of the order date. If this does not resolve the issue, please email me the file at indzara@gmail.com and I can take a look at why the prices do not populate. Thanks & Best wishes.
hi there
I have got a food and beverage distribution business . we have over 400 products . can this software handle similar operations
thanks
The template can support more than 400 products and it is designed to handle a simple retail or wholesale business. If there are specific requirements with your distribution business, please email me at indzara at gmail. I will be glad to review and get back to you.
Best wishes.
Hi there, I just bought the spreadsheet and I am encountering the same issue with Wayne. I hit error on order details sheet on the “Price Check Row column” , it returns “no price” but the prices and products has been setup. Please help
Thanks
Thanks for sending the file. I can see the price being auto-populated.
Can you please send me screenshots of how it looks in your computer? Also, please check if the dates (Effective date in the Prices sheet, and Order Date in Order Headers sheet) are entered in the correct date format. Date formats vary by language/country.
I have emailed you this info.
Please let me know. Thanks.
Hi there, I got the same issue here. How did you solve this?
Thanks
My guess is that dates (Effective date in the Prices sheet, and Order Date in Order Headers sheet) are entered in a different date format. Date formats vary by language/country.
To check if Excel is recognizing as a date, please see Number format menu. If it recognizes it as date, it is good. If it recognizes as text, we need to change how we enter the date.
Please let me know. Thanks.