(39 customer reviews)

Rental Inventory and Sales Manager Excel Template

$30

Description

If you are renting assets to your customers for a duration and charging for the rental, this Rental Inventory and Sales Manager Excel Template can help you manage all your assets, customers and orders.

Determining the availability of assets at any given point in time is instant. You can also create invoices that can be printed or exported as PDF.

Rental Inventory and Sales Manager Excel Template – Rental Availability Calendar – Easy to Customize

BENEFITS

  • Improved Business Management
  • Save time
  • Save Money compared to costly software
  • All within Microsoft Excel

FEATURES

  • Know current availability of assets in your inventory to rent
  • Know availability of assets for any date in the future
  • Create invoices instantly. Print or export as PDF and e-mail.
  • Customize invoices easily as per your need
  • Apply discounts
  • Customize tax rates at product level
  • Manage all assets (active and retired) in one place
  • Readily available Sales Report (Revenue by month, Top 10 Asset Categories, Top 10 Assets)

 

HIGHLIGHTS

The following are the key features of the Rental Inventory and Sales Manager Excel Template.

ORDER MANAGEMENT

Easy to enter rental orders

Enter order number, Order Date, Customer Name, Rate Type, Rent Out and Return Dates.

Entering Rental Orders in Template - Basic Information - Rental Inventory and Sales Manager Excel Template
Entering Rental Orders in Template – Basic Information – Rental Inventory and Sales Manager Excel Template

 

Then, enter specific Assets/products to be rented. Customize quantity & unit price.

Based  on user feedback, the template now can support renting multiple units of an asset. For example, 10 Chairs or 5 tables.

Rental Business - Order Details- full Sample entry - Rental Inventory and Sales Manager Excel Template
Rental Business – Order Details- full Sample entry – Rental Inventory and Sales Manager Excel Template

CHECK AVAILABILITY OF RENTAL ASSETS

In the rental business, one of the most critical needs is to know how many units of an asset will be available for a specific duration that the customer is needing. We can check availability in two ways in Rental Inventory and Sales Manager Excel Template.

Before entering the order details, we can use the simple availability checker to view available units of an asset for a specific date range (90 day max).

Check Availability of a product for specific date range

 

We can also use the Availability calendar to see the number of available assets. This view reflects the overall availability considering all the orders that we have entered in the template.

Rental Inventory and Sales Manager Excel Template – Rental Availability Calendar – Easy to Customize

 

VIEW AND PRINT INVOICE

After we enter all the order details, the invoice sheet can populate the invoice automatically for us. We can come to this sheet anytime and just enter an order number to instantly create the invoice.

Rental Business Invoice - Customize Invoice easily - Ready to print or export to PDF
Rental Business Invoice – Customize Invoice easily – Ready to print or export to PDF

 

We can easily print the invoice or export to PDF. The invoice can handle up to 65 line items. The first page displays 20 line items and the second page 40 line items.

 

ACCOUNTING / FINANCE MANAGEMENT

The Rental Inventory and Sales Manager Excel Template has several accounting features built-in.

We can track payments made by customers. The template then calculates the due amounts.

Accounting - Accounts Receivable - Tracking Payments Due
Accounting – Accounts Receivable – Tracking Payments Due

 

We can filter to all unpaid invoices easily.

Identifying unpaid invoices
Identifying unpaid invoices

 

We can handle tax rates at Order level and also choose which products are taxable at product level. Similary, discounts can be product level discounts as well as Order level discounts. The calculations are automatically done by the template.

Invoice shows order subtotal, tax, discounts and total order amount
Invoice shows order subtotal, tax, discounts and total order amount

 

We can also track operational expenses in our business. This will be summarized in the Report.

Enter Business Operational Expenses in the template
Enter Business Operational Expenses in the template

 

EFFECTIVE DATA MANAGEMENT

We can manage all the customer data, order data and product data in one workbook. Data management is simple and easy in Rental Inventory and Sales Manager Excel Template.

Enter list of Rental Assets or Products
Enter list of Rental Assets or Products

 

Enter list of customers and their data
Enter list of customers and their data

 

PERFORMANCE REPORTING

The Rental Inventory and Sales Manager Excel Template provides an interactive 5 page report sheet that is automated.

We can view the current inventory levels in stock and quantity rented out.

Report - Current Status of Inventory and Finance (money)
Report – Current Status of Inventory and Finance (money)

 

We can view summary metrics for any date range.

Business Summary Metrics in Report Sheet for any date range

 

Monthly metrics are shown as table and a chart.

 

Monthly Metrics in Chart format - Showing monthly trends
Monthly Metrics in Chart and Trend – Showing monthly trends

 

One of the critical insights needed is to know which products are performing well and which are not. We can view top or bottom performing asset categories and assets.

Top and Bottom Performing Asset Categories
Top and Bottom Performing Asset Categories

 

Top and Bottom Performing Assets
Top and Bottom Performing Assets

 

We may want to drill down into specific product/asset and see the performance in more detail.

Product Performance - View current inventory levels as well as monthly metrics
Product Performance – View current inventory levels as well as monthly metrics

 

Understanding which customers are contributing the most to the business is helpful in nurturing those business relationships as well as focusing on how to improve business from other customers.

Top Customers in terms of Rental Revenue
Top Customers in terms of Rental Revenue
Metrics for specific customer - Inventory, Sales, Accounting
Metrics for specific customer – Inventory, Sales, Accounting

LIMITATIONS

  • Supports businesses with only 1 warehouse location
  • Not supporting bar code scanning

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FAQ

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39 reviews for Rental Inventory and Sales Manager Excel Template

5.0
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1-5 of 39 reviews
  1. Hi, I am Sifiso running a events decor equipment hire.
    Buying I’ve been using different spreadsheets to run the business until I purchase your product. This was a great decision ever this year. It is user friendly and the assistance I receive is more than I ever expected compared to the money value of the product.

    I am very happy to use your product.

    (0) (0)
  2. I have just purchased this one, after playing with the older basic one for a long time. i have adapted the the old version to be used as a caravan park booking template, it was awesome. The new V2 is excellent i just love it and i;m working hard adapting it to my little program.
    This new version is just so much better thou is similar to the old one, so it is easy to learn. I would recommend this for any one who just wants an easy to learn and use program. Indzara just keeps moving forward, keep up the good work.
    Kind Regards from Ge in Western Australia (oldboy@mail.com)

    (0) (0)
  3. تطبيق جميبل

    (0) (0)
  4. Great program and even better tech support. I had a unique problem and they got me up and running quickly.

    (0) (0)
  5. Excellent product!!!

    (0) (0)
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Rental Inventory and Sales Manager Excel Template

$30