A spreadsheet inventory system can save time and effort for you when doing your sales processes. Here are some tips to get you started on this product.
The first thing you need to do is to decide what type of inventory you will use in your sales process. This will determine how many products or pieces of inventory you will have at any given time.
When you are using multiple items on a sheet, you will want to make sure the ones that you are using are of equal value. This will make your process run faster. If you do not, you could be wasting time.
How to Use a Spreadsheet Inventory System to Manage Your Business
The first step is to create your spreadsheet inventory. Make sure you have enough space on your hard drive to store all of your product numbers. You do not want to have to go back to the suppliers to find out what is wrong with their inventory because of space limitations. Next, open up Excel and take a look at your “Sales Order List” tab.
This tab will have all of the names and contact information for all of your suppliers and order types. It should look something like this:
From this tab click on “Sales Order List” and put in one name per sheet. You will now need to navigate to the “Sales Order” tab on the left. Scroll down until you see your sheet name.
In the first column of this tab you will need to input your name. Once you do this you will need to click on the right arrow, then choose “Save and Close” and that is it!
Now that you have created your inventory in your spreadsheet inventory program you are ready to enter each item into your inventory. Once you are done with this youwill want to create a new sheet for each step in your sales process. So for example, you would put in the invoice to the customer, the order, the order form and the order confirmation.
Once you have done this, you will need to click on the “Tools” tab and then the “Modify Original Cells” button. This will open up the “Modify Original Cells” dialog box. This is where you will enter the product numbers.
If you do not see sheets for all of the steps, double check to make sure you have not entered duplicates of any of the steps. Repeat this step for each step of your sales process and you will be good to go.
When you have your current inventory and your sheets up to date, you will be ready to start. It is then that you will need to become familiar with the spreadsheet inventory systems. When you get this down, you will not only be able to control your business more effectively, but you will also be able to sell more efficiently. YOU MUST READ : spreadsheet forms