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
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.