Manufacturing – Inventory and Sales Manager – Excel Template
Originally published: 24/03/2023 17:08
Last version published: 12/02/2024 08:57
Publication number: ELQ-92130-5
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Manufacturing – Inventory and Sales Manager – Excel Template

If you buy raw materials and convert them to products by assembling or manufacturing, use this Inventory Sales Excel Template to manage the inventory.

Description
Manage price changes in your products and raw materials. You can also create three different types of orders (Purchase, Manufacture, and Sale) and print invoices.

HIGHLIGHTS OF MANUFACTURING INVENTORY SALES EXCEL TEMPLATE
i. Manage inventory at a manufacturing/assembly business.
ii. Automate inventory calculations of raw materials based on products.
   a. Detail on the inventory status after each manufactured product.
   b. Know the current inventory levels of each product and raw material.   c. Identify if there are stock variances present in your inventories.
iii. Choose whether you hold manufactured goods or not (at the product level).
iv. Easy to apply price changes to raw materials, and the template can handle price changes on future dates as well.
v. Identify the products and raw materials to be re-ordered.
vi. Order details with the ability to handle unit-level discounts at the product level.
vii. Print automatically created invoices.
     a. Additional information on the feasibility of the invoiced order is available.
viii. Product report: Detailed product-level report with extensive product-level details.
ix. Raw Material report: Detailed raw materials report with extensive inventory details including Stocktaking variances.
x. Extensive Report page:
   a. Current status of products and raw materials with accounts receivable and payable.
   b. Product sale v. raw material purchase report with gross and net profit, respectively along with stocktaking variances in amount and quantity.
   c. Key inventory and sales metrics and monthly trend analysis.
   d. Identify your best-performing products.
   e. Know how different product categories contribute to sales.
   f. Product performance report
   g. Partner performance report

This Best Practice includes
1 Excel Template and 1 Excel Template with sample data.

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