The sales reporting between two dates analyzes product and customer profitability and performance with ranking options and breakdowns for revenue, shipping and sales tax. Product inventory stock levels are automatically adjusted as invoices are created and modified. Invoices can be printed or export to new workbooks and InfoPath XML files. Customer and product lists can be imported and exported in flexible text formats to enable integration of the invoicing system with existing CRM or inventory management systems. Checks are made when saving customer, product and invoice details to update or add records accordingly. Previously saved invoices can be located using a filter screen by customer, product and date and loaded into the invoice template for viewing or modification. Products, customers and orders can be quickly and easily accessed, added, modified and removed.
The invoice template for Excel provides a control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems. The structure of the invoice system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. The Excel invoice template stores invoices, products and customers and performs advanced invoice sales reporting and inventory monitoring. The invoice template for Excel is a simple to use and complete customer invoicing and inventory management system.
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