Supply Chain Inventory Management Excel

Welcome to Izobo Solutions! In this article, we will discuss a comprehensive solution designed for small and medium retail business management. This template offers powerful features to manage your inventory, sales, purchases, and financial aspects efficiently.

Main Areas of the Template

The template focuses on three core areas:

Inventory Management
Sales and Purchases
Financial Management

It includes three attractive dashboards, an auto-generate invoice option, and a PDF reporting feature.

Getting Started

To begin using this template, you need to navigate to the settings and input all the required fields. Let's delve into the key data sheets:

Purchases and Sales Order

In these data sheets, you only need to fill out mandatory fields. Additionally, you must update the status of shipments in the status column and include discounts and tax percentages, if applicable.

Analytical Parts

Main Dashboard

The main dashboard provides a comprehensive overview:

Total inventory summary.
Detailed breakdown by category or product.
A brief profit and loss summary.
Detailed product and category information.
Purchase order status.
Supplier performance and inventory KPI ratios for deep analytics.

Sales Dashboard

The Sales Dashboard allows you to:

Track your orders' shipment status.
Identify top and bottom-performing categories and products (by amount and quantity sold).
Analyze yearly sales trends.
Examine performance of single products or categories.
Customize product and sales comparisons with multiple filters.
Review overdue receivables and orders in detail.

Profit and Loss Dashboard

The Profit and Loss Dashboard includes:

A profit and loss statement with key ratios.
Capability to convert the statement for any single category or product.
Overhead details of your business.
Best performance metrics with every aspect covered.

Inventory Report

The inventory report displays a thorough inventory position of each product, offering:

Current stock quantity, quantity to come, quantity to go, average price per unit, and the value of the stock.
Details of received and sold stock.
Profit and loss table for each product.

Auto Generated Invoice and PDF Export

The template offers an auto-generated invoice feature where you need to select the invoice number, and all customer information will be auto-filled along with the order details and tax calculations. You can update your company logo and print the invoice with a click on the top-right corner.

To export any report in PDF format, simply navigate to the desired report and click the PDF export button at the bottom left navigation pane.

For more information, feel free to contact us anytime. Thank you for reading!

Keywords

Inventory Management
Sales Dashboard
Purchases Data Sheet
Profit and Loss
Financial Management
Auto Generated Invoice
PDF Reporting
Supplier Performance
Inventory KPI Ratios
Overdue Receivables

FAQ

Q: How do I get started with this template?
A: Navigate to the settings and fill in all required fields to begin.

Q: What are the main areas covered by this template?
A: The primary areas are Inventory Management, Sales and Purchases, and Financial Management.

Q: Can I customize the product and sales comparisons?
A: Yes, the Sales Dashboard allows customizable comparisons with multiple filters.

Q: Is there an option to generate invoices automatically?
A: Yes, the template includes an auto-generated invoice feature where selecting an invoice number will auto-fill customer information and order details.

Q: Can I export reports in PDF format?
A: Absolutely, you can export any report in PDF format by clicking the PDF export button on the left navigation pane.