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Bakery bill format for Production

welcome to the can solutions today i'll be showing you a demo template if you own a bakery small bakery or big bakery and you have a sales point where the sales people issue receipts and they key in the quantity of products sold or issued to be delivered then you can use this template to manage the font um decks where the sales people are so for our clients that are already using these templates this might be different from what you've used to already what i mean is that the interface you'll be seeing might look different from what you're already used to but um the template is the same thing as the one you're using so you can equally use this to train your other staff that are using this template in the various branches so i will show you how to use this bakery template for real time what it does it helps you to know the quantity of finished products that are available for sale so you cannot sell out without having that product in your stock so what happens is that after production you will receive the production control or production logbook you will keep in the quantity of product bread doughnut snacks chinchin that have been produced for that day for that shift you will keep them in to the system as production plus products in when you keep them in it will increase the number of stock finished product that you have in your system it is only then that you can now issue this product to either the drivers distributors agent or whoever comes into the bakery to buy this product is after you finish key in the the product that was produced from the production you need before you can now begin to sell so let's go into the excel and see how this works when you um open the excel file you will see a pop-up message box for you to log in your details so that is protected with password so mine is you and it's case sensitive don't give space after typing your name if you give space like this then it will see that an extra character is called trading space in excel so i'll backspace then go to my passcode and i'll type my numbers passcode in digits then login welcome back omar on the user interface so just explain the cells the cells that are white cells are the cells you have to enter data the cells that are white sales and the cells you enter data so the first cell is your sales group who are you selling to or where are you issuing the product to or who is giving you the product so let's start with production first of all so i'll just select we have agents with us drivers working consumers and providers advisor is the one supplying the product from the production unit to you know the packaging unit so the date of the production let's say first of august 21 now this place is compulsory even if you're entering production quantity you must enter a date here so since i'm entering only production items not sales are just typing the same date 1st of august 21. the idea is that there are products you you you produce today first and you will sell tomorrow no second it helps you to know the quantity of you know bread or snacks you produce on that day and they are sold off on that day so whether you are registering production quantity or sales quantity you must enter these two dates and this thought date is also important some people are some bakeries are on shift we have the morning shift and the night shift the morning shifts can be from 7 00 a.m to 7 00 p.m the night from 7 p.m to 7 a.m the next day so it's important to understand how this works it's very important so let's assume i'm the nice shifts now what i would do here is to nice shift is from first to second that's from 7 pm this night to 7 am the next morning so record 0 1 dash please use dash zero eight dash two one space then type two or you put this symbol that slash 0 2 0 8 21 see this is how you would type your shift so it means that this shift is from first of august to second of august 2021 then you click out of the box you have to change to night shift you can see this is nice shift now these other cells that are in pink color the formula populated cells don't do anything there they are locked by the way a name of party for production may be the name of this provider that receives the product job select a name for supervisor and key in there then transaction type could be production sales auction sales sent to the other branches and the rest of them for now we just want production and the stock movement type very important very important we are dealing with product in product any means all the goods that we have received into the sales department from production or it can also be received from other branches to your own branch if you if you don't have enough of those products and your customers want to put those you can request from a branch that have plenty of those products you click them as products in they will not select the week of the year we are in august first week of august 21 select it and you are done then you come back to your product so which product did you produce on that day so we have the list of your products here okay you have this your product we have this let's assume we have done doing this okay so yes now you have docket production to packaging control number so we have a control number a docket that was issued from the um production department to the packaging unit of niche product you need uk in this do the numbers from those dockets guys this all these groups we are from the same batch of production you can the control number is there the number of bugs produced means on this batch how many bags of flour was used to produce ewbigi ew burger ew fresh on ew3 how many bags of flour was used to make this production i just put a random estimate 20 bucks 10 bucks five bucks let's say 15 bucks okay now for sales received ignore this space for now it will be used for entering sales okay so quantity produced let's say 200 loss of bread here was 150 loss of bread i did here 100 loaves and i did 250 lows from this you need price ignore okay we are entering production so just ignore the sales receipt and the unit price this interface is used to record both sales and production once you've done that we are good to go then you just enter your records before we enter let's check let's check the finish stock balance for ew ew biggie burger fresh for biggie we have 1400 quantity of finished product left burger 1 290 800. let's go ahead and post this and we see this will increase our level of stock for those products so post to ask you are you sure of this entry once you post you cannot do them yes your entry have been posted okay so we'll come back to our stock summary we had one four before you can see that the products have increased for free for biggie they've all increased because we've added new production let's go ahead and also make some sales so i will make some sales for biggie and burger we have 1600 units one for 40 units and 1000 for butter and cocoa and coconut so i'll just make some i'll make some sales for the first four items then we'll see the reduction in those level um stock quantity so go to user interface and i'll select biggie select burger select butter and select coconut let's also add free nice you can see what once you pick a product you see the total today's stock balance we have one six one four forty one thousand 1070 the idea is that this is real time you cannot sell more than what you have so i'll select my sales group as also to distribute us production date it was produced on the 1st of august 21 and this sales is being made on the 2nd of august 21 and my easy shift so just type in my zero one stroke zero eight slope two one slash 02-08-21 that's my shift day then who is buying from me name of the customer distributor is james ford then type of transaction is sales then movement type is product out then pick the week in the year it's august week one then we are done then come down now you've issued a receipt to the distributor you go ahead and type in the receipt number here now let's try something let's try and sell two thousand of these products you can see there's a red cell here show you installation stock we have one you cannot you cannot post these without clearing this we say post you have some stuff that are not available if you post this they will run into negative check if you have capital or product in before you come back to post product out so you must capture all your production quantity before you sell okay you can't even proceed from here you can't even do anything so you must ensure you are selling what you have so we have 1600 and you will see your last stock to the comment section is your last stock if i put 1200 stock available after this seriously have stock available so it helps you to know the quantity of package products available for sale just go ahead and type in what we want to sell out to our distributor 1000 now there is a last column here unit price check product table check product table so what it does is to give you an idea of how much the the bread is because some bakeries like to they sell at different prices to different um customers and groups so you have customer level one level two level three level four uh which means that the more you buy the lesser you pay for that product so what we've just done here is to give you the option to type in the price yourself but you want us to customize this um sales for you so that when you select a customer the system knows that this customer is level one level two level three customer and populates um the sales the unit price for that particular customer here they can reach out to us to our email um there's a link below this video for another template to customize for a client that does all these templates categorize all the customers into for categories based on quantity of product you buy from the bakery once you pick a customer name the system knows that this customer's category a b or c and knows the selling price for each um each product you select to sell for that customer so check the link below and look at the video if you think is what you need for your bakery and not this one then cancel reach out to us how can talk how can get the template across to your bakery so going forward now let's find out to set up this price table go to your setup table on these um tabs you can see you have three tables here the first table is your product table we have the product full name and there are product abbreviations so this is a shortcut the short names is what we're using to sell you can actually put in their prices here so this one i can call it to be 100 naira for example 150 200 500 20 you know and 300 all right so you can also set up cottage for them cottage means um the number of products or bread or snacks or do not that should come out from a bag of love that is your cottage you can set up cottage second product you product of your partners partners are your staff your customers boot us agent just put the type the name of the person and does that is a sales rep or customer level one two to four like i said if you want to understand this customer level the link below is a there's a video we did on our template that has all these customer levels how you can set different prices for different customers based on the quantity of product they buy from you and we have the last table for transactions so the job done you see where you are posting your your sales of production is where you can add more transaction type into this table we have the production sales auction sales sent to other branches bonus pr you know that populates in this user interface here this particular cell they come from that table so you can change your setup here on this table and add more transaction type that you may have in your own bakery so back to user interface once you're back here you can see that we now have humidity price populating here so it gives any new sales person idea of how much this product has been sold you can always go back to your setup tables and change these prices when your product price changes so back to the interface we now have all we need so you can just put the prices like i said enable the sales person to know how much these products are being sold for once you are done with this check everything is okay these two columns are empty because we're not entering production details right now so just check everything you are fine then you post now go back to your stock um summary you can see that the first product bigi has reduced burger has reduced butter has reduced convert has reduced free as reduced so the template helps you to track your current level of inventory before you sell to any customer for those at the sales department this is very handy for them to end this tutorial let's look at some other um sheets that i can access in this workbook able to view all data you want to check everything you've posted you know so far just come here and generate it will give you everything in your database now be careful before you click generate if your database is um with so many transactions large you might need to have criterias to set to filter so all these white cells are different criterias you can use to filter your data to specific data you want to see and not the entire data is the entire database you can see here so you scroll to your right you see more columns more fields everything you can actually check the posting date and time of posting okay if it's portion date of first of august and he says and he says it is first of all when did they post it when what and if they post it they post it on the 10th of august you will know from this particular you know worksheets here you can also look at um only sales let's just check for only sales that was made on particular you know day you just type first of august 21 and you click generate it will filter only sales for that period okay let's let's filter only sales can clear all these only sales mixed made to james ford sales made to james ford you can see all sales made to james ford in conclusion let's look at um the stock summary again now at the end of the week when you are about to give your inventory report you can conduct a stock count of all finished product when you are done counting all of them this date does not change you cannot change this date so any day you take your stock that is the day that will appear here so it's very good once you take your stock on that day come back to the system and enter the stock don't come back the next day because the next day to show you second of august which is tomorrow so i asked in let's assume we'll count that 400. since there's no difference we counted let's say 500. you can see a difference of minus 60. you can just counted the let's save 480 minus 80 we counted 470 so you can just type in all your stock count then you print go to file and you print and submit or you save as pdf and submit to your line manager or your management that's how you can just do your weekly or monthly store count now before we and that's good to reconcile stock you're not so sure you know the quantity of each product you've made so far you know to know if it's balancing let's take one of the products for example go to stock summary we have this ewb come back to concise talk so let's select from here e w big e all right this one once you select the product here you to populate on this side so we have products in a product out it checks you know all the generates you can see we have 400 left if you check your stock somewhere ebg is 400 left so your stock is properly reconciled so we have the stock in you see all the extractions you know for that particular product on this side and on your right hand side you'll see all all the portions for product out on your right hand side come to your right hand of this sheet you see two private tables one is for product aim and the dot for product out if you refresh right click on the table and refresh it will refresh the table for you so the first of august posted by me uma the product and the quantity come this way right click and refresh see first of august all the product that was issued by me and the quantity so this is how you check you can actually filter with these slices click on here of the product you will see quantity issued out and quantity received from production you can clear this filter so that's it um that's all about these templates simply to manage your stock movements stock or finish products you know you finish making the bread or the snack so you do not changing you move to packaging packaging move to sales department this template enables you to manage movement of finished product in your bakery and every point in time you will see the stock summary it does not manage your sales per se but you can still view sales here by clicking your sales and generates you will see all the sales for this customer james ford clear all and to see all sales for a particular day to excellent sales come back to these dates and type the dates first of august 21 generate so you see total amount of sales 2.4 million error and total quantity that was sold on the 1st of august to all your customers so you can filter you know the report with this particular you know sheet so that's it on this excel template for bigquery sales point if you need this template just just with our email address and we'll send the template across to you at a very small fee thank you god bless