Download the Sample Application
Open Workbook (Application File)
About Order, Purchase & Inventory System
Sales Order > Purchase Order > Supplier Invoice > Invoice > Inventory
In case the goods needs to be returned to Customer or Supplier, Customer Return and Debit Note are issued respectively.
Sales Order > Invoice > Customer Return
Confirmed order is received from customer. Sales Order worksheets includes customer information and requested articles.
When item goods are to be sent to customer, an Invoice entry is created. Stock quantity will be subtracted when Invoice is created.
When articles needs to be returned from customer, create an entry in Customer Return. The articles will be added back to stock quantity.
Purchase Order > Supplier Invoice > Debit Note
Purchase Order is created to request goods delivery from suppliers.
After sending purchase order request to supplier, the goods arrived and supplier invoice is created. Stock quantity will be added to the inventory.
When articles needs to be returned to supplier, create a Debit Note to supplier.
The Inventory worksheet shows the quantity of each articles in inventory. This is a reporting worksheet so that people cannot update data here. Records in the Inventory worksheet are created and calculated from these worksheets – Invoice, Customer Return, Supplier Invoice and Debit Note.
This is also a reporting worksheet which enclosed all document entries created in Sales Order, Invoice, Customer Return, Purchase Order, Supplier Invoice and Debit Note. This is provided as a quick tracing of the works happened.
Customer, Supplier, Articles
This worksheet holds customer records.
This worksheet holds supplier records.
This worksheet holds article records.