Product inventory levels can be easily analyzed and sorted to determine reordering requirements. Product inventory stock levels are automatically adjusted as invoices are created and updated.Invoices can be printed and exported to new Excel workbooks or Microsoft InfoPath XML files for distribution to customers or integration with other systems.This enables the invoicing system to be integrated with existing inventory management and customer relationship management (CRM) systems.
Customer and product lists can be both imported with column mapping criteria and exported in standard or user defined text file formats.Previously saved customer invoices can be located and loaded quickly into the template with a filtering system that returns search results for specified dates, products and customers.The Excel invoice template has a large capacity to store products, customers and orders and is optimized for all versions of Excel.Individual product, customer and order details can be retrieved, added, edited or deleted quickly and easily with checks to ensure data integrity on modification.The control panel allows the entering of business specific information and preferences for populating the invoice template and facilitating customer invoice management tasks.
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