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InventoryMagic

InventoryMagic was designed to help keep track of inventory easily and effectively, and to facilitate reordering.

Our goal is to offer you a solution that combines simplicity and ease-of-use with the power of Excel. And keeping the price at a very affordable $99 is important to us as well.

You simply set up each item once in InventoryMagic, then subsequently tell it how many units you want to bring into inventory or to take out of inventory at any time. Behind-the-scenes, InventoryMagic uses VisualBasic and macro programming to automate tracking this movement, and issuing reports and orders for you.

InventoryMagic performs all the calculations for you, including recommended reorders when you reach your Reorder Point level.


THE BASICS:

1. Item Summary...current inventory levels, and recap of item attributes

2. Inventory In...moves quantities into inventory, with record of each transaction

3. Inventory Out...moves quantities out of inventory, with record of each transaction

REPORTS:

1. Inventory Report...provides unit count and dollar value of your on-hand inventory

2. Order Report...recommends orders that you need to place based on your current on-hand inventory levels

INITIAL SET-UP:

1. Items Set-Up...screen used for fast-and-easy way to enter all new items that you want to inventory in InventoryMagic

2. Color Scheme...allows you to customize the look of your InventoryMagic screens

ADVANCED FEATURES:

1. Xfer In...function designed to simplify inventory movement for users who purchase their items in 'Case Pack' quantities

2. Xfer Out...function designed to simplify inventory movement for users whose items are actually assembled "kits"

3. InventoryMagic Menu...tool to give you easy access to all InventoryMagic's exclusive feature
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NOTE: You must have Microsoft Excel installed on any computer that runs an ExcelMagic product.


THE BASICS:

1. Item Summary

The Item Summary worksheet provides the summary information for each item that you inventory.

The Item Summary worksheet is shown here in a minimalist white color option. You can easily change the color scheme using InventoryMagic's pre-defined color options or the custom color option [see Color Scheme in the Initial Set-Up section below].

InventoryMagic automatically calculates the on-hand quantity, the on-hand dollar value, and the quantity you need to re-order of each item.

Item Summary Worksheet

2. Inventory In

The Inventory In worksheet is used to record each time that you bring quantities of your items INTO inventory...it provides a documented history of each time you receive that item. The Comment field offers you a place to make notes about that specific transaction if desired.

Inventory In Worksheet

3. Inventory Out

The Inventory Out worksheet is used to record every time that you take quantities OUT inventory...it provides a documented history of each time you take that item out of inventory. The Project/Job/Client field offers you a place to assign a project or make notes about that specific transaction if desired.

Inventory Out Worksheet


REPORTS:

1. Inventory Report

The Inventory Report worksheet appears when you ask InventoryMagic to run your inventory report.

You can choose to have your inventory reports include only those items where you have quantities on-hand...a true On-Hand Inventory Report. Or you can include all your items in the report (great for highlighting the items that have 0 on-hand).

And you can choose to sort your inventory report by Item ID, by Description, by Category, or by Vendor. Like all InventoryMagic reports, you have three output options for the Inventory Report: (a) on-screen; (b) printed; and (c) save as stand-alone Excel file.

In the example below, we have asked the Inventory Report to sort by Category, and to include only those items where we have quantities on-hand. And, as you can see, InventoryMagic provides subtotals for each Category in addition to the Grand Total.

Inventory Report

2. Order Report

The Order Report worksheet appears when you ask InventoryMagic to run your order report.

InventoryMagic will create a recommended order for you based on the quantity that you currently have On Hand, your Maximum Stock, and your Reorder Point.

This report offers you several options (so that you can choose to include only those items or vendors that you want). Like all InventoryMagic reports, you have three output options for the Order Report: (a) on-screen; (b) printed; and (c) save as stand-alone Excel file.

In the example below, we have asked InventoryMagic to sort our report by Vendor. As you can see, the Order Report says that we need to order 24 units of Item #1001 from GE in order to reach our desired Maximum Stock (since InventoryMagic knows that we currently have 1 piece on-hand, and our desired Maximum Stock level is 25). And it also tells us that we need to order two other SKU's from GE, so our total order from GE would be for $660.50.

Order Report


SETTING UP:

1. Items Set-Up

The Items Set-Up worksheet is where you create the items that you want to inventory. You assign a unique Item ID to each item, as well as identify the Price per unit, the Vendor, the Reorder Point, and the Maximum Stock Level. If desired, you can also assign a Category to each item so that you can group your inventory by classifications that are important to you.

The Items Set-Up worksheet is shown here in it's 'default' color scheme. You can easily change the color scheme using InventoryMagic's pre-defined color options or the custom color option [see Color Scheme below].

Items Set-Up Worksheet

2. Color Scheme

You can use the 'default' color scheme in InventoryMagic--this is the grey-and-white duo that you see in the Items Set-Up screen shown just above. We have found that it is easy to read and use.

But--if you want to get creative and choose your own color scheme--InventoryMagic makes that easy too. You can select from among 11 preset color combinations. Or you can choose your own personal color scheme...be it duo, or single-color. Or, for the minimalist, you can choose an all-white background format.

Custom Color Picker
Color Scheme - Preset Duos

ADVANCED FEATURES:

1. Xfer in

This function is designed to simplify inventory movement for users who purchase their items in 'Case Pack' quantities, but need to inventory them in individual pieces--for example: a case of liquor (consisting of 12 bottles); a box of pens (consisting of 24 pens; a bag of bolts (consisting of 100 bolts).

The Xfer In worksheet allows you to set up your different Case Packs along with the quantity of pieces per case. Then when you purchase a Case of something, you can simply tell InventoryMagic how many Cases you want to bring into inventory, and InventoryMagic automatically transfers all those individual pieces of the Case into inventory.

In the example below, we advise InventoryMagic that we always receive our Iomega Zip Disk 950MB (row 7) in a Case Pack of 2 disks per case (see Column D). And, since we are now bringing in 5 cases of these disks (Column E=Number of Cases), InventoryMagic knows that we are really bringing in 10 pieces of this item.

Xfer In Worksheet

2. Xfer Out

This function is designed to simplify inventory movement for users whose items are actually "kits" which they assemble from multiple different items in their inventory.

The Xfer Out worksheet allows you to create your "kits" and itemize all the items that are the components of each kit. Then when you need to take out all the components to create that "kit" you can simply tell InventoryMagic how many pieces of the "kit" item you want to take out of inventory, and InventoryMagic automatically transfers all those components of the "kit" out of inventory.

In the example below, we have told InventoryMagic that we want to assemble 3 Light Bulb Combo Packs, which it knows really means that we need to transfer out a total of 30 pieces of inventory--6 pieces of each component item.

Xfer Out Worksheet

3. InventoryMagic Menu

InventoryMagic's exclusive menu gives you easy access to all our features--all the worksheets, the reports, the color scheme, and several other search and filter features.

InventoryMagic Menu


We hope that you'll agree with the InventoryMagic users around the world that InventoryMagic can help you to control you inventory simply and effectively. Check out some of their comments by clicking on the 'Testimonials' button below.

You can download a demo of InventoryMagic by clicking on the 'Download Demo' button below. This demo contains sample data so that you can easily see how it works. The demo will also allow you to enter your own data so that you can get the feel of the program. The only limit that the InventoryMagic demo imposes is that it restricts data to 30 rows.

If you are ready to purchase InventoryMagic, simply click on the "Buy Now" button below.
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NOTE: You must have Microsoft Excel installed on any computer that runs an ExcelMagic product.