15
SIMPLE EFFECTIVE V1
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: [email protected]
MORE DETAILS
