www.indzara.com Retail Business Manager Excel Template 1

SIMPLE EFFECTIVE

V1

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PURPOSE

ORDERS

INVENTORY

FINANCE

INVOICE/P.O.

DATA MGMT

REPORTING

BUSINESS

SUPPLIERS

CUSTOMERS

PURCHASE

SELL

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Order Management

5 types of orders

Handles returns

Auto-populate product prices in orders

Inventory Management

Calculates current inventory of a product

Set re-order points and know what to order

Checks availability while creating invoices

Finance Management

Track payments on orders

Handles Tax

Handles product level and order level Discounts

Track operational expenses

Calculates COGS, Gross and Net Profit

Invoice / P.O.

Generate automatic Invoice/P.O.

Export to PDF or print

Customize with logo and data as needed

Data Management

Easily accessible Product and Order Lists

Organized Customer/Supplier data

Maintain product price data

Reporting

6 Page interactive report

12 month trends of all key metrics

Identify best products and partners

Inventory Value calculation

Know when payments are due

FEATURES

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IMPROVED BUSINESS MANAGEMENT

SAVE TIME

AUTOMATED INVOICES/REPORTS

SAVE MONEY VS COSTLY SOFTWARE

ALL WITHIN FAMILIAR EXCEL

BENEFITS

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INVOICE

Logo

Customer Info

Order Info

Product Info

Order Total Info

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PURCHASE ORDER

Logo

Customer Info

Order Info

Product Info

Order Total Info

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CHECK INVENTORY

NOT AVAILABLE

Order cannot be fulfilled

WARNING

Order can be fulfilled only if

purchase orders arrive on day

AVAILABLE

Order can be fulfilled

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CURRENT STATUS

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REPORT SUMMARY

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TOP PRODUCTS

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PRODUCT REPORT

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TOP PARTNERS

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o 1 warehouse location

o Does not support bar code scanning

o Excel for Windows (2010 and above)

o Excel for Mac (2011 and above)

LIMITATIONS

REQUIREMENTS

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Product Page

Product Support Page

Site: indzara.com

Email: indzara@gmail.com

MORE DETAILS