Manufacturing – Inventory and Sales Manager – Excel Template

$30

Description

If you buy raw materials and convert them to products by assembling or manufacturing, then you can use this template to manage the inventory of products and raw materials. You can also create orders and print invoices.

HIGHLIGHTS

  • Manage inventory at a manufacturing/assembly business.
  • Automate inventory calculations of raw materials based on products.
  • Choose whether you hold manufactured goods or not (at the product level).
  • Know the current inventory levels of each product and raw material.
  • Identify the products and raw materials to be re-ordered.
  • Print automatically created invoices.
  • Easily understand the sales and purchase patterns.
  • Identify your best-performing products.
  • Know how different product categories contribute to sales.
  • Easily retrieve and view your order details

PRODUCTS

Manufacturing Inventory and Sales Manager - Excel Template - Products
Manufacturing Inventory and Sales Manager – Excel Template – Products
  • Can track Re-order points
  • Tax Rates can be provided at the product level.
  • Hold Product as Finished Good?: The template can handle two different scenarios.
    • Enter No if you buy raw materials from suppliers, receive customer orders and manufacture products and sell them.
    • Enter Yes if you buy raw materials from suppliers, manufacture products and hold them, and sell them to customers when you receive orders.
Manufacturing Inventory and Sales Manager Excel Template - Scenarios
Manufacturing Inventory and Sales Manager Excel Template – Scenarios

In the first scenario, you are not holding finished goods. In the second one, you are.

RAW MATERIALS

Enter list of raw materials in the RAW MATERIALS sheet. Each line should be a separate raw material.

Manufacturing Inventory and Sales Manager - Excel Template - Raw Materials
Manufacturing Inventory and Sales Manager – Excel Template – Raw Materials

 

MANUFACTURING DETAILS (Bill of Materials BOM)

Enter details on how raw materials are converted to products.

In the image below, please see rows 1 to 3. You can see that 1 Banana, 5 Strawberries and 10 Blueberries are needed to make 1 unit of Banana Berry Shake (L).

See rows 4 and 5. 2 Apples and 2 Bananas are needed to make Apple Banana Shake (L). The Excel template can now understand how inventory needs to be calculated for raw materials and products.

Manufacturing Inventory and Sales Manager Excel Template -Manufacturing Details
Manufacturing Inventory and Sales Manager Excel Template -Manufacturing Details

 

PARTNERS

Enter Partners’ (Suppliers and Customers) information in the PARTNERS sheet. This will be used in invoice later.

Manufacturing Inventory and Sales Manager - Excel Template - Partners
Manufacturing Inventory and Sales Manager – Excel Template – Partners

 

ORDERS

Enter the list of orders in the ORDERS sheet. Each line represents an order.

Manufacturing Inventory and Sales Manager - Excel Template - Orders
Manufacturing Inventory and Sales Manager – Excel Template – Orders
  • 3 ORDER TYPES
    • Purchase Order: When you place an order to acquire raw materials from suppliers.
    • Sale Order: When your customer places an order to buy products from you.
    • Mfg Order: When you manufacture goods and store as finished goods, choose Mfg as Order Type. If you don’t hold finished goods inventory, please do not use Mfg order type.

ORDER DETAILS

It’s easy to enter the order line items.

Manufacturing Inventory and Sales Manager - Excel Template - Order Details Entry
Manufacturing Inventory and Sales Manager – Excel Template – Order Details Entry

 

  • Can handle the scenarios where the inventory Expected Date is different from the Order Date.
    • For Purchase and Mfg orders, this is the date when the inventory becomes available for you to sell.
    • For Sale orders, this is the date when the inventory will leave you to the customer.
  • Can handle discounts at the product level

INVENTORY LEVELS

You can instantly view overall current inventory levels (Products available, Quantity and also number products to be re-ordered).

Manufacturing Inventory and Sales Manager Excel Template - Overall Inventory Levels
Manufacturing Inventory and Sales Manager Excel Template – Overall Inventory Levels

 

CHECK INVENTORY AVAILABILITY

You can see availability of any product by selecting it from the drop down menu.

Manufacturing Inventory and Sales Manager Excel Template - Check Inventory Availability
Manufacturing Inventory and Sales Manager Excel Template – Check Inventory Availability

PRODUCT REPORT

View the product report (fully automated) which provides all the inventory information at the product level.

Manufacturing Inventory and Sales Manager - Excel Template - Product Report
Manufacturing Inventory and Sales Manager – Excel Template – Product Report

 

RAW MATERIALS REPORT

View the report (fully automated) which provides the inventory information for each raw material.

Manufacturing Inventory and Sales Manager - Excel Template - Raw Materials Report
Manufacturing Inventory and Sales Manager – Excel Template – Raw Materials Report

 

INVOICE

Enter Order Number to create the invoice. Amount calculations, Tax calculations and discounts will be automatically handled by the template.

Manufacturing Inventory and Sales Manager - Excel Template - Invoice
Manufacturing Inventory and Sales Manager – Excel Template – Invoice

 

You can customize the invoice with the following

Manufacturing Inventory and Sales Manager - Excel Template - Invoice
Manufacturing Inventory and Sales Manager – Excel Template – Invoice
  • Choose whether to display discounts or not.
  • Choose to display Custom Column in Order Details
  • Choose to display one or two custom columns from Partners sheet.

 

You can change the logo easily by right clicking on the image and changing picture.

Manufacturing Inventory and Sales Manager - Excel Template - Invoice Logo
Manufacturing Inventory and Sales Manager – Excel Template – Invoice Logo

SALES REPORT

Sales report (fully automated) allows drilling down into the purchase and sales trends overall and also for each product or category.

Manufacturing Inventory and Sales Manager Excel Template - Sales Report Filters
Manufacturing Inventory and Sales Manager Excel Template – Sales Report Filters

 

Manufacturing Inventory and Sales Manager Excel Template - Sales Report Filters
Manufacturing Inventory and Sales Manager Excel Template – Sales Report Filters

 

Purchase and Sales (Qty and Amounts) in the last 36 months.

Manufacturing Inventory and Sales Manager Excel Template - Purchases Chart Report
Manufacturing Inventory and Sales Manager Excel Template – Purchases Chart Report
Manufacturing Inventory and Sales Manager Excel Template - Sales Chart Report
Manufacturing Inventory and Sales Manager Excel Template – Sales Chart Report

 

Amount contribution % by product category

Manufacturing Inventory and Sales Manager Excel Template - Contribution by Product Category
Manufacturing Inventory and Sales Manager Excel Template – Contribution by Product Category

 

Identify the top 10 products by Sales Amount

Manufacturing Inventory and Sales Manager Excel Template - Top 10 Products
Manufacturing Inventory and Sales Manager Excel Template – Top 10 Products

 

 

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FAQ

Product Support

Manufacturing Inventory and Sales Manager (Excel) – Step by Step User Guide

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