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RETAIL INVENTORY TRACKER

IMPORTANT TIPS BEFORE GETTING STARTED

1. Do not edit calculated cells (ones with formulas).


2. Input data is always visible and can be edited easily.
3. Backup by saving copies of this file regularly.

Purple - Input cells for user to enter pre-defined information.


Green - Calculated cells. Should not be edited.
Blue - Custom Input cells for user to store any information needed.

SUPPORT
Introduction to Excel Tables
Password to unprotect Report sheet: indzara

HOW TO USE THIS


TEMPLATE?

RETAIL BUSINESS
MANAGER
(+ Invoicing & Accounting)
BUSINESS INFORMATION
BUSINESS NAME INDZARA
123 ABC Street,
SHIPPING ADDRESS Peace City, Earth.
456 XYZ Street,
BILLING ADDRESS Happiness City, World.
TAG LINE Peace for Everyone
EMAIL indzara@gmail.com
PHONE 123-456-7890
WEBSITE indzara.com

ENTER PRODUCT CATEGORIES


PRODUCT CATEGORIES
Men -S
Men -M
Men -L
Women -S
Women -M
Women -L
Boys -S
Boys -M
Boys -L
Girls -S
Girls -M
Girls -L
PRODUCTS START ENTERING DATA FROM ROW 4

Unique ID of Product Name - can be


product repeated Product Description Inventory on day 1
ID NAME DESCRIPTION STARTING INVENTORY
BMGR Boys M Green Boys Shirt Medium Size Green Color 14
MMOR Men M Orange Men Shirt Medium Size Orange Color 18
BSOR Boys S Orange Boys Shirt Small Size Orange Color 17
BMRE Boys M Red Boys Shirt Medium Size Red Color 9
MMYE Men M Yellow Men Shirt Medium Size Yellow Color 18
GSRE Girls S Red Girls Shirt Small Size Red Color 16
MLOR Men L Orange Men Shirt Large Size Orange Color 17
MLWH Men L White Men Shirt Large Size White Color 15
MSBL Men S Blue Men Shirt Small Size Blue Color 18
MSGR Men S Green Men Shirt Small Size Green Color 13
GLWH Girls L White Girls Shirt Large Size White Color 14
BLRE Boys L Red Boys Shirt Large Size Red Color 14
GSWH Girls S White Girls Shirt Small Size White Color 6
BLBL Boys L Blue Boys Shirt Large Size Blue Color 6
GMWH Girls M White Girls Shirt Medium Size White Color 8
GMYE Girls M Yellow Girls Shirt Medium Size Yellow Color 5
WSYE Women S Yellow Women Shirt Small Size Yellow Color 15
WSWH Women S White Women Shirt Small Size White Color 18
WSRE Women S Red Women Shirt Small Size Red Color 17
WSOR Women S Orange Women Shirt Small Size Orange Color 8
WSGR Women S Green Women Shirt Small Size Green Color 15
WSBL Women S Blue Women Shirt Small Size Blue Color 6
WMYE Women M Yellow Women Shirt Medium Size Yellow Color 8
WMWH Women M White Women Shirt Medium Size White Color 15
WMRE Women M Red Women Shirt Medium Size Red Color 14
WMOR Women M Orange Women Shirt Medium Size Orange Color 8
WMGR Women M Green Women Shirt Medium Size Green Color 10
WMBL Women M Blue Women Shirt Medium Size Blue Color 11
WLYE Women L Yellow Women Shirt Large Size Yellow Color 14
WLWH Women L White Women Shirt Large Size White Color 15
WLRE Women L Red Women Shirt Large Size Red Color 6
WLOR Women L Orange Women Shirt Large Size Orange Color 18
WLGR Women L Green Women Shirt Large Size Green Color 18
WLBL Women L Blue Women Shirt Large Size Blue Color 9
MSYE Men S Yellow Men Shirt Small Size Yellow Color 15
MSWH Men S White Men Shirt Small Size White Color 16
MSRE Men S Red Men Shirt Small Size Red Color 5
MSOR Men S Orange Men Shirt Small Size Orange Color 9
MMRE Men M Red Men Shirt Medium Size Red Color 5
MMGR Men M Green Men Shirt Medium Size Green Color 18
MMBL Men M Blue Men Shirt Medium Size Blue Color 13
MLYE Men L Yellow Men Shirt Large Size Yellow Color 13
MLRE Men L Red Men Shirt Large Size Red Color 19
MLGR Men L Green Men Shirt Large Size Green Color 15
MLBL Men L Blue Men Shirt Large Size Blue Color 10
GSYE Girls S Yellow Girls Shirt Small Size Yellow Color 6
GSOR Girls S Orange Girls Shirt Small Size Orange Color 9
GSGR Girls S Green Girls Shirt Small Size Green Color 19
GSBL Girls S Blue Girls Shirt Small Size Blue Color 19
GMRE Girls M Red Girls Shirt Medium Size Red Color 17
GMOR Girls M Orange Girls Shirt Medium Size Orange Color 10
GMGR Girls M Green Girls Shirt Medium Size Green Color 7
GMBL Girls M Blue Girls Shirt Medium Size Blue Color 20
GLYE Girls L Yellow Girls Shirt Large Size Yellow Color 8
GLRE Girls L Red Girls Shirt Large Size Red Color 15
GLOR Girls L Orange Girls Shirt Large Size Orange Color 10
GLGR Girls L Green Girls Shirt Large Size Green Color 6
GLBL Girls L Blue Girls Shirt Large Size Blue Color 17
BSYE Boys S Yellow Boys Shirt Small Size Yellow Color 12
BSWH Boys S White Boys Shirt Small Size White Color 11
BSRE Boys S Red Boys Shirt Small Size Red Color 9
BSGR Boys S Green Boys Shirt Small Size Green Color 19
BSBL Boys S Blue Boys Shirt Small Size Blue Color 18
BMYE Boys M Yellow Boys Shirt Medium Size Yellow Color 10
BMWH Boys M White Boys Shirt Medium Size White Color 15
BMOR Boys M Orange Boys Shirt Medium Size Orange Color 20
BMBL Boys M Blue Boys Shirt Medium Size Blue Color 18
BLYE Boys L Yellow Boys Shirt Large Size Yellow Color 18
BLWH Boys L White Boys Shirt Large Size White Color 14
BLOR Boys L Orange Boys Shirt Large Size Orange Color 12
BLGR Boys L Green Boys Shirt Large Size Green Color 11
MMWH Men M White Men Shirt Medium Size White Color 5
Inventory level at which Choose NO if not
product needs to be Unit of taxable. Leave Blank
ordered measurement Categorize your products if taxable
RE-ORDER POINT UNIT CATEGORY TAXABLE
5 Boys -M NO
5 Men -M
5 Boys -S
5 Boys -M
5 Men -M
5 Girls -S
5 Men -L
5 Men -L
5 Piece Men -S NO
5 Piece Men -S
5 Girls -L
5 Boys -L
5 Girls -S
5 Boys -L
5 Girls -M
5 Girls -M
5 Women -S
5 Women -S
5 Women -S
5 Women -S
5 Women -S
5 Women -S
5 Women -M
5 Women -M
5 Women -M
5 Women -M
5 Women -M
5 Women -M
5 Women -L
5 Women -L
5 Women -L
5 Women -L
5 Women -L
5 Women -L
5 Piece Men -S
5 Men -S
5 Men -S
5 Piece Men -S
5 Men -M
5 Men -M
5 Men -M
5 Men -L
5 Men -L
5 Men -L
5 Men -L
5 Girls -S
5 Girls -S
5 Girls -S
5 Girls -S
5 Girls -M
5 Girls -M
5 Girls -M
5 Girls -M
5 Girls -L
5 Girls -L
5 Girls -L
5 Girls -L
5 Girls -L
5 Boys -S
5 Boys -S
5 Boys -S
5 Boys -S
5 Boys -S
5 Boys -M
5 Boys -M
5 Boys -M
5 Boys -M
5 Boys -L
5 Boys -L
5 Boys -L
5 Boys -L
5 Men -M
DO NOT EDIT GREEN COLUMN CELLS. THEY ARE AUTOMATICALLY CA
Quantity that has been
Use this field to store any Quantity available in current purchased but not reached Quantity that has been sold
information you would need Inventory inventory yet but not left inventory yet
PR CUST FLD INVENTORY ON HAND INVENTORY TO COME INVENTORY TO GO
34 0 0
18 0 0
67 0 0
44 0 0
13 0 0
21 0 0
17 0 0
15 0 0
3 0 0
18 0 0
9 0 0
14 0 0
21 0 0
14 0 0
13 0 0
5 0 0
35 0 0
18 0 0
17 0 0
8 0 0
15 0 0
6 0 0
8 0 0
15 0 0
54 0 0
8 0 0
10 0 0
11 0 0
14 0 0
15 0 0
6 0 0
18 0 0
18 0 0
9 0 0
15 0 0
16 0 0
5 0 0
9 0 0
5 0 0
18 0 0
18 0 0
13 0 0
19 0 0
15 0 0
25 0 0
6 0 0
9 0 0
19 0 0
19 0 0
22 0 0
10 0 0
7 0 0
20 0 0
8 0 0
15 0 0
10 0 0
6 0 0
17 0 0
12 0 0
11 0 0
9 0 0
19 0 0
18 0 0
10 0 0
15 0 0
20 0 0
18 0 0
18 0 0
14 0 0
12 0 0
11 0 0
25 0 0
AUTOMATICALLY CALCULATED.
Value of current inventory
based on current purchase Sales between dates Sales Rank for dates chosen
Should we order? price chosen in Report sheet in Report sheet
TO ORDER INVENTORY VALUE SALES SALES RANK
NO 5 9
NO 40 2
NO 50 1
NO 5 9
NO 15 6
NO 15 6
NO 25 4
NO 20 5
YES 30 3
NO 5 9
NO 10 8
NO 5 9
NO 5 9
NO 2 17
NO 5 9
YES 5 9
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
YES 0 18
NO 0 18
YES 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 0 18
NO 5 9
PRODUCT PRICES START ENTERING DATA FROM ROW 4
INITIAL SETUP: Assuming you start entering all your orders beginning on Jan 1, 2017, then 1)
create a row for each product, 2) enter Jan 1, 2017 as Effective From Date in each row and 3)
enter purchase and sales prices as of Jan 1, 2017.

PRODUCT ID EFFECTIVE FROM DATE PURCHASE PRICE SALES PRICE


MSBL 01-Nov-2016 16 18
MSGR 01-Nov-2016 23 33
MSYE 01-Nov-2016 28 30
MSOR 01-Nov-2016 16 23
MSWH 01-Nov-2016 12 21
MSRE 01-Nov-2016 10 16
MMBL 01-Nov-2016 16 22
MMGR 01-Nov-2016 16 25
MMYE 01-Nov-2016 15 25
MMOR 01-Nov-2016 11 16
MMWH 01-Nov-2016 25 27
MMRE 01-Nov-2016 13 16
MLBL 01-Nov-2016 12 14
MLGR 01-Nov-2016 20 26
MLYE 01-Nov-2016 17 20
MLOR 01-Nov-2016 11 16
MLWH 01-Nov-2016 11 18
MLRE 01-Nov-2016 19 22
WSBL 01-Nov-2016 13 20
WSGR 01-Nov-2016 16 24
WSYE 01-Nov-2016 12 18
WSOR 01-Nov-2016 27 30
WSWH 01-Nov-2016 25 33
WSRE 01-Nov-2016 24 32
WMBL 01-Nov-2016 12 22
WMGR 01-Nov-2016 20 30
WMYE 01-Nov-2016 21 24
WMOR 01-Nov-2016 15 18
WMWH 01-Nov-2016 20 27
WMRE 01-Nov-2016 12 17
WLBL 01-Nov-2016 29 38
WLGR 01-Nov-2016 19 26
WLYE 01-Nov-2016 28 33
WLOR 01-Nov-2016 30 32
WLWH 01-Nov-2016 21 31
WLRE 01-Nov-2016 20 23
BSBL 01-Nov-2016 26 32
BSGR 01-Nov-2016 14 19
BSYE 01-Nov-2016 28 31
BSOR 01-Nov-2016 17 21
BSWH 01-Nov-2016 13 21
BSRE 01-Nov-2016 19 24
BMBL 01-Nov-2016 28 38
BMGR 01-Nov-2016 28 33
BMYE 01-Nov-2016 29 39
BMOR 01-Nov-2016 24 26
BMWH 01-Nov-2016 14 21
BMRE 01-Nov-2016 16 20
BLBL 01-Nov-2016 20 30
BLGR 01-Nov-2016 25 32
BLYE 01-Nov-2016 11 14
BLOR 01-Nov-2016 29 31
BLWH 01-Nov-2016 10 18
BLRE 01-Nov-2016 10 16
GSBL 01-Nov-2016 27 33
GSGR 01-Nov-2016 27 35
GSYE 01-Nov-2016 14 24
GSOR 01-Nov-2016 30 34
GSWH 01-Nov-2016 26 31
GSRE 01-Nov-2016 25 35
GMBL 01-Nov-2016 27 32
GMGR 01-Nov-2016 25 28
GMYE 01-Nov-2016 20 22
GMOR 01-Nov-2016 26 30
GMWH 01-Nov-2016 30 33
GMRE 01-Nov-2016 11 20
GLBL 01-Nov-2016 14 23
GLGR 01-Nov-2016 30 37
GLYE 01-Nov-2016 17 22
GLOR 01-Nov-2016 10 17
GLWH 01-Nov-2016 11 14
GLRE 01-Nov-2016 10 19
ONGOING UPDATES: If a product's price changes, 1) create a new row for the product, 2) enter the date when new
price becomes effective as Effective From Date and 3) enter the effective purchase and sales prices. Note: please enter
both purchase and sales price even if only one has changed.
w for the product, 2) enter the date when new
ctive purchase and sales prices. Note: please enter
PARTNERS (SUPPLIERS & CUSTOMERS) START ENTERING DATA FROM ROW 4

Unique ID Partner Name - should


of Partner be unique Shipping Address for Partner Billing Address for Partner
ID NAME SHIPPING ADDRESS BILLING ADDRESS
1 Tamil Nadu Chennai St, TN Kanya Kumari, TN
2 Karnataka Bengaluru, KA Mysore, KA
3 Maharashtra Mumbai, MH Pune, MH
4 Kerala Thiruvanandhapuram, KL Cochin, KL
6 Rajasthan Jaipur, RJ Udaipur, RJ
7 Gujarat Gandhinagar, GJ Porbander, GJ
DATA FROM ROW 4

Phone Number of Contact person at


Email Address of Partner Partner Partner
EMAIL PHONE CONTACT
chen@nai.com (231) 315-4665 Bharathi
bengal@uru.com (221) 314-6546 Tippu
mumb@ai.com (405) 465-4653 Shivaji
cochi@n.com (331) 312-2323 Menon
jaip@ur.com (425) 789-3541 Jai
Gandhi@nagar.com (458) 624-5822 Mahathma
DO NOT EDIT GREEN COLUMN CELLS. THEY ARE
Sales Rank for dates
Use this field to store any information you would need Sales between dates chosen in Report
about Partner chosen in Report sheet sheet
PA CUST FLD SALES SALES RANK
0 3
0 3
1712 2
0 3
3575 1
0 3
OLUMN CELLS. THEY ARE AUTOMATICALLY CALCULATED.
Purchases between Purchase Rank for
dates chosen in Report dates chosen in
sheet Report sheet
PURCHASES PURCHASE RANK
4769 1
3120 2
0 4
0 4
0 4
160 3
ORDERS START ENTERING DATA FROM ROW 4

Order Number - Date when the Date when inventory Type of Order (Purchase,
should be unique order was placed will be impacted Sale, Adjust)
ORDER NUMBER ORDER DATE EXPECTED DATE ORDER TYPE
P1 05-Nov-2016 25-Nov-2016 PURCHASE
S1 25-Nov-2016 07-Dec-2016 SALE
Q1 01-Dec-2016 04-Dec-2016 SALE
P2 15-Dec-2016 25-Dec-2016 PURCHASE
S2 15-Dec-2016 25-Dec-2016 SALE
P3 01-Jan-2017 03-Jan-2017 PURCHASE
S3 01-Jan-2017 03-Jan-2017 SALE
P4 01-Feb-2017 16-Feb-2017 PURCHASE
S4 01-Feb-2017 01-Feb-2017 SALE
Any additonal cost
Name of Supplier for Purchase orders. after product costs and Any additonal discounts Tax Rate for the
Name of Customers for Sale orders. taxes after product discounts Order
PARTNER NAME OTHER CHARGES ORDER DISCOUNT TAX RATE
Tamil Nadu 50 10 10%
Maharashtra 25 10%
Kerala 10%
Karnataka
Rajasthan 50
Tamil Nadu
Rajasthan 10
Gujarat
Rajasthan
Use this field to store any
information you would need Total Order Amount considering all
Notes about Orders charges, discounts and taxes
ORDER NOTES O CUST FLD TOTAL ORDER AMOUNT
2999
priority shipping 1712
0
3120
Discount added 1150
1770
2200
160
225
ORDER DETAILS START ENTERING DATA FROM ROW 4

ID of product on the Any discount for each


Order Number order Quantity unit of product
ORDER NUMBER PRODUCT ID QUANTITY UNIT DISCOUNT
P1 MSBL 15 5
P1 MSGR 10 5
P1 BSOR 100
P1 WSYE 20 5
P1 GSWH 20
S1 MSBL 10
S1 MSGR 5
S1 BSOR 50
S1 GSWH 5
P2 MMBL 5
P2 MLBL 15
P2 MMWH 25
P2 MLWH 20
P2 GMWH 10
P2 GLWH 5
P2 BMGR 25
P2 BMRE 30
P2 WMRE 40
S2 MSBL 20
S2 MLWH 15
S2 GMWH 5
S2 GLWH 10
S2 BMGR 5
S2 BMRE 5
P3 GMRE 5
P3 BLBL 10
P3 BLRE 5
P3 GSRE 20
P3 MLOR 25
P3 MMOR 40
P3 MMYE 10
P3 GMYE 5
S3 BLBL 2
S3 BLRE 5
S3 GSRE 15
S3 MLOR 25
S3 MMOR 40
S3 MMYE 15
S3 GMYE 5
S4 MMWH 5
S4 MLWH 5
P4 BMRE 10
DO NOT EDIT GREEN COLUMN CELLS. T

Unit price before


Use this to enter any information you need any discounts
CUST COLUMN UNIT PRICE
16
23
17
12
26
18
33
21
31
16
12
25
11
30
11
28
16
12
18
18
33
14
33
20
11
20
10
25
11
11
15
20
30
16
35
16
16
25
22
27
18
16
NOT EDIT GREEN COLUMN CELLS. THEY ARE AUTOMATICALLY CALCULATED.

Quantity * (Unit Price-Unit Total Tax Amount Before Tax + Tax


Discount) Amount Amount Name of Product
AMOUNT BEFORE TAX TAX AMOUNT AFTER TAX PRODUCT NAME
165 0 165 Men S Blue
180 18 198 Men S Green
1700 170 1870 Boys S Orange
140 14 154 Women S Yellow
520 52 572 Girls S White
180 0 180 Men S Blue
165 16.5 181.5 Men S Green
1050 105 1155 Boys S Orange
155 15.5 170.5 Girls S White
80 0 80 Men M Blue
180 0 180 Men L Blue
625 0 625 Men M White
220 0 220 Men L White
300 0 300 Girls M White
55 0 55 Girls L White
700 0 700 Boys M Green
480 0 480 Boys M Red
480 0 480 Women M Red
360 0 360 Men S Blue
270 0 270 Men L White
165 0 165 Girls M White
140 0 140 Girls L White
165 0 165 Boys M Green
100 0 100 Boys M Red
55 0 55 Girls M Red
200 0 200 Boys L Blue
50 0 50 Boys L Red
500 0 500 Girls S Red
275 0 275 Men L Orange
440 0 440 Men M Orange
150 0 150 Men M Yellow
100 0 100 Girls M Yellow
60 0 60 Boys L Blue
80 0 80 Boys L Red
525 0 525 Girls S Red
400 0 400 Men L Orange
640 0 640 Men M Orange
375 0 375 Men M Yellow
110 0 110 Girls M Yellow
135 0 135 Men M White
90 0 90 Men L White
160 0 160 Boys M Red
LCULATED.

Order's Expected Partner Name Row number of


Date Order Date Order Type on the Order Product
EXPECTED DATE ORDER DATE ORDER TYPE PARTNER PRODUCT ROW
25-Nov-2016 05-Nov-2016 PURCHASE Tamil Nadu 9
25-Nov-2016 05-Nov-2016 PURCHASE Tamil Nadu 10
25-Nov-2016 05-Nov-2016 PURCHASE Tamil Nadu 3
25-Nov-2016 05-Nov-2016 PURCHASE Tamil Nadu 17
25-Nov-2016 05-Nov-2016 PURCHASE Tamil Nadu 13
07-Dec-2016 25-Nov-2016 SALE Maharashtra 9
07-Dec-2016 25-Nov-2016 SALE Maharashtra 10
07-Dec-2016 25-Nov-2016 SALE Maharashtra 3
07-Dec-2016 25-Nov-2016 SALE Maharashtra 13
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 41
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 45
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 72
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 8
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 15
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 11
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 1
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 4
25-Dec-2016 15-Dec-2016 PURCHASE Karnataka 25
25-Dec-2016 15-Dec-2016 SALE Rajasthan 9
25-Dec-2016 15-Dec-2016 SALE Rajasthan 8
25-Dec-2016 15-Dec-2016 SALE Rajasthan 15
25-Dec-2016 15-Dec-2016 SALE Rajasthan 11
25-Dec-2016 15-Dec-2016 SALE Rajasthan 1
25-Dec-2016 15-Dec-2016 SALE Rajasthan 4
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 50
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 14
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 12
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 6
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 7
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 2
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 5
03-Jan-2017 01-Jan-2017 PURCHASE Tamil Nadu 16
03-Jan-2017 01-Jan-2017 SALE Rajasthan 14
03-Jan-2017 01-Jan-2017 SALE Rajasthan 12
03-Jan-2017 01-Jan-2017 SALE Rajasthan 6
03-Jan-2017 01-Jan-2017 SALE Rajasthan 7
03-Jan-2017 01-Jan-2017 SALE Rajasthan 2
03-Jan-2017 01-Jan-2017 SALE Rajasthan 5
03-Jan-2017 01-Jan-2017 SALE Rajasthan 16
01-Feb-2017 01-Feb-2017 SALE Rajasthan 72
01-Feb-2017 01-Feb-2017 SALE Rajasthan 8
16-Feb-2017 01-Feb-2017 PURCHASE Gujarat 4
Row number in Row Number of Purchase Price of
Prices sheet Order Product
PRICE CHECK RO ORDER ROW PURCHASE PRICE
1 1 16
2 1 23
40 1 17
21 1 12
59 1 26
1 2 16
2 2 23
40 2 17
59 2 26
7 4 16
13 4 12
11 4 25
17 4 11
65 4 30
71 4 11
44 4 28
48 4 16
30 4 12
1 5 16
17 5 11
65 5 30
71 5 11
44 5 28
48 5 16
66 6 11
49 6 20
54 6 10
60 6 25
16 6 11
10 6 11
9 6 15
63 6 20
49 7 20
54 7 10
60 7 25
16 7 11
10 7 11
9 7 15
63 7 20
11 9 25
17 9 11
48 8 16
CURRENT STATUS

INVENTORY
based on expected date

1149 0 0

INVENTORY ON-HAND INVENTORY TO COME INVENTORY TO GO

4 72 0

PRODUCTS TO RE-ORDER PRODUCTS IN STOCK INVENTORY VALUE


REPORT MONTH
ENTER START DATE

01-Nov-2016 SALES PURCHASE

ENTER END DATE


247 470
05-Feb-2017 Sales Qty Purchase Qty

Report based on Order Date


5165 7755
Sales Amount (excl tax) Purchase Amount (excl tax)

REFRESH
ON 137 254
Sales Tax Tax

0 0
Qty Returned from Customer Qty Returned to Supplier

50
Discount Amt Given

35 50
Other Charges Other Charges

PROFIT

1260
Gross Profit
MONTHLY METRICS
MONTHLY TABLE Oct-16 Nov-16 Dec-16 Jan-17 Feb-17

Sales Amount 1550 1200 2190 225 RANK


Cost of Goods Sold 1255 965 1505 180 1
Gross Profit 295 235 685 45 2
Sales Quantity 70 60 107 10 3
Purchase Quantity 165 175 120 10 4
Purchase Amount 2705 3120 1770 160 5
Qty Returned by Customers 0 0 0 0 6
Qty Returned to Suppliers 0 0 0 0 7
8
9
MONTHLY TREND CHART CHOOSE METRIC Sales Amount 10

Sales Amount 1550 1200 2190 225


2500

2190

2000 RANK
12
1550
1500 11
1200 10

1000
9
8
7
500
225 6
5
0
4
3
TOP AND BOTTOM PERFORMING PRODUCTS SORT BY SALES METRIC
QUANTITY
TOP 10 CATEGORIES TOP 10 PRODUCTS
PRODUCT CATEGORY QUANTITY % RANK R PRODUCT NAME QUANTITY %
Men -M 60 24% ###
1 Boys S Orange 50 20%

Boys -S 50 20% ###


2 Men M Orange 40 16%

Men -L 45 18% ###


3 Men S Blue 30 12%

Men -S 35 14% ###


4 Men L Orange 25 10%

Girls -S 20 8% ###
5 Men L White 20 8%

Boys -M 10 4% ###
6 Men M Yellow 15 6%

Girls -M 10 4% ###
6 Girls S Red 15 6%

Girls -L 10 4% ###
8 Girls L White 10 4%

Boys -L 7 3% ###
9 Boys M Green 5 2%

Women -S 0 0% ###
9 Boys M Red 5 2%

BOT 10 CATEGORIES BOT 10 PRODUCTS


PRODUCT CATEGORY QUANTITY % RANK PRODUCT NAME QUANTITY %
Women -L 0 0% 18
### Women S Yellow 0 0%
Women -M 0 0% 18
### Women S White 0 0%

Women -S 0 0% 18
### Women S Red 0 0%
Boys -L 7 3% 18
### Women S Orange 0 0%
Girls -L 10 4% 18
### Women S Green 0 0%
Girls -M 10 4% 18
### Women S Blue 0 0%
Boys -M 10 4% 18
### Women M Yellow 0 0%
Girls -S 20 8% 18
### Women M White 0 0%

Men -S 35 14% 18
### Women M Red 0 0%
Men -L 45 18% 18
### Women M Orange 0 0%
PRODUCT PERFORMANCE
Choose Product MSBL Men S Blue
Men Shirt Small Size Blue Color
SALES PURCHASE INVENTORY RANK R
QUANTITY RANK 3
1 5

30 15 3 5 2
3
3
1
Sales Qty Purchase Qty ON HAND RE-ORDER POINT
3 2

540 165 0 YES 3


3
4
6
Sales Amount (excl tax) Purchase Amount (excl tax) INVENTORY TO COME TO ORDER?

0 0 0
Qty Returned from Customer Qty Returned to Supplier INVENTORY TO GO

SALES QTY TREND


MONTH SALES QTY 25
Oct-16
Nov-16 10 20
RANK R
20
Dec-16 20 1 1
Jan-17 0 2 2
Feb-17 0 15 3 6
4 3
10 4 4
10
4 5

0
Nov-16 Dec-16 Dec-16 Dec-16 Dec-16 Jan-17 Jan-17 Jan-17 Jan-17 0
Feb-17 0
PARTNER PERFORMANCE
Choose Partner Rajasthan
TOP 10 CUSTOMERS
NAME SALES (AMT) % SALES PURCHASE
Rajasthan 3575 68% QUANTITY
Maharashtra 1712 32%

Tamil Nadu 0 0% 177 0


0 0% Sales Qty Purchase Qty - returns
Karnataka
Kerala 0 0%

Gujarat 0 0% 3615 0
Sales Amount (excl tax) Purchase Amount (excl tax)

0 0
Qty Returned from Customer Qty Returned to Supplier

TOP 10 SUPPLIERS
NAME PURCHASES (AMT) %
Tamil Nadu 4769 59%
Karnataka 3120 39%

Gujarat 160 2%
Maharashtra 0 0%
Kerala 0 0%
Rajasthan 0 0%

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