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Summary

inventory

So you are looking for Excel inventory software, or billing software with inventory management features? With Invoice Manager for Excel, inventory tracking could be easily done.

  • View current inventory levels by clicking the "products" button on the "Invoice" ribbon tab. This provides easy access to the quantities of various products currently in stock. The whole list can be exported to an Excel spreadsheet file by clicking the "Export" command on the "Product" window.
  • Check stock alerts by clicking the "Stock Alert" button on the "Products" window. This applies a filter to the inventory list to show only those products whose in stock quantities are under "low limit". The "low limit" could be set for each product separately on the "Product Edit" window. Set a "low limit" to zero to remove stock warning for the specific product.
  • Update in-stock quantity whenever you invoice clients. The quantity of each invoiced item is subtracted from the in-stock quantity automatically.
  • You can even take your inventory tracking to the cloud, by using MS SQL Server database running online, so you and your employees can update and access your inventory from multiple locations, without having to email spreadsheets back and forth. You can even check quantities and stock alerts on your mobile Windows devices. See Online Invoicing Sample for a detailed tutorial.

For now Invoice Manager for Excel does not take purchase orders. If you purchase from vendors, you can either update the in stock quantity manually by using the "Product Edit" window, or use a separate Excel form, and enter negative quantity so that effectively the invoiced quantity will be added to inventory.

Here are our templates closely related to Excel Inventory Software.

Excel Quotation Template
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Excel Quotation Format with Special Discounting Model

The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".

Software Development Invoice Sample
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Software Development Billing Form

The whole sheet adopts a "Blue" color theme. With Excel's new themed color management, you can easily change it by firstly switch to Design Mode, and then go to the "Page Layout" tab. Play with the options inside the "Themes" group, such as "Themes", "Colors", "Fonts" and "Effects". You may find it is so easy to change the look and feel of the entire form with just a few mouse clicks.

Excel Payment Voucher Template
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Payment Voucher Template

InvoicingTemplate.com also offers the Invoice Manager for Excel version of this Excel Payment Voucher Template / receipt template. The Invoice Manager for Excel version is also free if you have Invoice Manager for Excel installed, and it has exactly the same layout as the freeware edition of the Payment Voucher Template, but with many buttons on it, such as "Clear & New", "Save To DB", "Exact / Email", "Print". Invoice Manager for Excel, as the name suggests, is our invoicing software that has the ability to make any invoicing templates available here on InvoicingTemplate.com a complete invoicing program that is able to manage customers, products, invoices and payments. For example, if you click the "Clear & New" button, the payment voucher form is cleared and is ready for you to enter a new payment voucher, with several fields filled with default data - for example, the current date is filled into the "Date" field. If you click "Save To DB", the current voucher is saved to backend database and a voucher# is generated automatically. If you click "Exact / Email", a standard Excel spreadsheet is created and the current voucher is copied to the newly created Excel spreadsheet file, which you can email to your client. You can also create a PDF voucher document using Microsoft Excel.

Work Invoice in Excel
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Work Billing Template in Excel

This sample template also adds the line of "United States Federal Tax I.D." to the bottom of worker information. We also formatted several fields to show the US Dollar currency symbol, such as "Subtotal", "Tax" and "Total".

Excel Retail Invoice Template
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Excel Retail Invoice Template

We have already published several formats for retail selling. For example c5010 Music Store Invoice Template (Retail), c3013 Pet Food Store Invoice, c7003 Book Store Invoice Format etc. UniformSoft.com also has published a popular title for clothing stores. While many of the templates are named with specific industry names, they are in fact not limited to what the names suggest. If you are looking for a billing template for your retail business, the most important thing to look for is whether the fields offered by a template meets your requirements.

Commercial Invoice for Export in Excel
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Commercial Invoice in Excel

InvoicingTemplate.com offers this free commercial invoice template in Excel format. The template offers blank invoice forms that are highly customizable and printable. With its intuitive interface, you can fill in it just like filling a paper form with a paper. The commercial invoice is required to be furbished as a customs declaration form when exporting goods across international borders. A commercial invoice form includes necessary fields to help the importer present a detailed invoice to the custom authorities. It is presented while clearing the goods. It also includes the terms of Sale, a harmonized code for every item and tax identification of the seller as well as the buyer. The commercial invoice template helps you draft invoices with easy and quick. While there are commercial invoice templates or examples online in other formats, such as Microsoft Word or PDF, the Excel-format commercial invoice template has some interesting features, for example, the use of formulas. If you use the Invoice Manager for Excel edition, the definition of custom fields is another powerful feature that shouldn't ignore. If you are looking for a guide on how to create a commercial invoice, or what is a commercial invoice, or commercial invoice examples, this free commercial invoice form, like the other samples available here on InvoicingTemplate.com, answered the question in an intuitive way.

General Quote Template for Excel
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General Quote Template for Excel

As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel, resulting extremely flexible form designs, as you can see from the samples online here on InvoicingTemplate.com. Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

Building Construction Bill Format
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Construction Bill Format in Excel

In addition to the required "Bill To" section, this form design has a section for "Job Information", including fields like "Job Name", "Subdivision" and "Lot No.", making it easy to further detail the project to bill, such spec homes, custom homes, room additions, outdoor living (decks, patios, and retaining walls), and remodeling.

Packing List Template
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Packing Slip Form

If you use the freeware version of our packing list template, there is no need to install Invoice Manager for Excel. But if you need those advanced features, such as management of customers, products, invoices and payments, or want to be able to convert an invoice to a packing list, installing Invoice Manager for Excel is necessary. The trial version of Invoice Manager for Excel works for 30 days, within this period you can test it to see if it meets your business requirements.

Simple Sales Invoicing Sample
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Simple Sales Invoicing Sample

Simple Sales Invoicing Sample is the template designed by InvoicingTemplate.com that helps you create beautiful and professional sales invoices in an easy and quick way.